Civic Intelligence

Heinzerling Foundation

990 • Fiscal year 2014 • EIN 31-0668084

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 10, 2015

Organization ProfileWWW.HEINZERLING.ORG

View Organization Page

1800 Heinzerling DrColumbus, OH 43223

(614) 272-8888

Siviq Scores

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

Liabilities / Assets

54th percentile

0.32x

Higher debt load relative to assets than 54% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

42nd percentile

0.25x

Higher debt load relative to revenue than 42% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

49th percentile

3.4%

Higher net margin than 49% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

32nd percentile

$180,716

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

23rd percentile

-1.6%

Faster asset growth than 23% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

42nd percentile

2.1%

Faster revenue growth than 42% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets54th percentile

Assets

Down

$19,452,411

Down $315,067 (-1.6%) from 2013

Net Assets

Up

$13,209,344

Up $1,008,548 (+8.3%) from 2013

Liabilities

Down

$6,243,067

Down $1,323,615 (-17%) from 2013

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin49th percentile

Revenue

Up

$25,369,603

Up $517,592 (+2.1%) from 2013

Expenses

Down

$24,516,425

Down $115,953 (-0.5%) from 2013

Net Income

Up

$853,178

Up $633,545 (+288%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

2014

Assets$19,452,411
Liabilities$6,243,067
Net Assets$13,209,344
Open 2014 Filing

Operations Trend

Revenue Growth42nd percentile

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

2014

Revenue$25,369,603
Expenses$24,516,425
Net Income$853,178
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 10, 2015
Return Version
2014v5.0
Gross Receipts
$25,407,227
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$6,065,072$6,583,225▲ $518,153
Land, Buildings, and Equipment, Net$5,927,576$5,429,943▼ $497,633
Investments Program Related$4,478,781$4,594,901▲ $116,120
Accounts Receivable$1,975,986$2,367,929▲ $391,943
Prepaid Expenses and Deferred Charges$180,384$240,399▲ $60,015
Cash and Non-Interest-Bearing Accounts$1,900$2,420▲ $520
Total Assets$19,767,478$19,452,411▼ $315,067
Other Assets Total$1,137,779$233,594▼ $904,185
Liabilities
Tax Exempt Bond Liabilities$3,646,419$3,581,580▼ $64,839
Accounts Payable and Accrued Expenses$2,550,811$2,401,083▼ $149,728
Other Liabilities$1,167,814$260,404▼ $907,410
Mortgage Notes Payable Secured by Investment Property$201,638--
Total Liabilities$7,566,682$6,243,067▼ $1,323,615
Net Assets / Fund Balance
Unrestricted Net Assets$11,596,111$12,703,987▲ $1,107,876
Temporarily Rstr Net Assets$604,685$505,357▼ $99,328
Total Net Assets Fund Balance$12,200,796$13,209,344▲ $1,008,548
Total Liabilities and Net Assets / Fund Balance$19,767,478$19,452,411▼ $315,067

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,206,994$11,053,624$14,260,618
Equipment$1,271,939$3,260,074$4,532,013
Other Land Buildings$441,402$642,453$1,083,855
Land$509,608-$509,608
Investment Program Related Org$4,594,901--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$4,478,781$10,272▲ $131,995-$4,594,901
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
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert E HeinzerlingPresident/exec. DirectorFT$165,337$15,379$180,716
N Christine RafeldAdministratorFT$100,794$25,795$126,589
Danella HicksDirector of Finance (through Sep.)FT$56,221$13,941$70,162

Board Members and Trustees

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

Revenue Composition

Contributions and Grants
$300,286
Program Service Revenue
$24,647,817
Investment Income
$6,525
Other Revenue
$414,975
All Other Contributions
$276,702
Change in Net Assets
$853,178

Audited Revenue Reconciliation

Revenue per Audited Statements
$25,513,075
Revenue Not Reported on Financial Statements
$-143,472
Revenue Not Reported on Form 990
$49,522
Other Revenue Adjustments
$-143,472
Total Revenue per Audited Statements
$25,562,597
Total Revenue per Form 990
$25,369,603
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$17,876,845
Other Expenses$6,622,822
Total Fundraising Expense$73,517
Professional Fundraising Fees$16,758
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$13,196,504$452,283$37,007$13,685,794
Other Employee Benefits$2,411,416$136,338$886$2,548,640
Fees for Services Other$1,610,929$35,880$6,048$1,652,857
Payroll Taxes$1,319,897$68,881$2,755$1,391,533
Depreciation Depletion$608,843$60,778$5,266$674,887
Occupancy$423,299$303-$423,602
Current Officers, Directors, Trustees, and Key Employees-$250,878-$250,878
Other Expenses$193,070$125-$193,195
Conferences and Meetings$145,882$10,697-$156,579
Interest$132,173--$132,173
Information Technology$87,621$32,768-$120,389
Fees for Services Accounting-$113,390-$113,390
Insurance-$101,088-$101,088
Office Expenses$77,665$4,871$4,175$86,711
Advertising-$22,099-$22,099
Fees for Services Professional Fundraising--$16,758$16,758
Fees for Services Legal-$16,710-$16,710
Fees for Services Management$1,637$9,061-$10,698
Travel$1,977$340$622$2,939
Total Functional Expenses$23,126,418$1,316,490$73,517$24,516,425

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$24,554,049
Expenses per Audited Statements$24,516,425
Total Expenses per Form 990$24,516,425
Expenses Not Reported on Form 990$37,624
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$122,922
Fundraising Direct Expenses$28,082
Professional Fundraising Fees$16,758
Gaming Gross Income$1,564
Gaming Direct Expenses$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Off the Wall$101,086$82,702$2,124$80,578
Golf Outing$45,420$40,220$5,017$35,203
Total Events$146,506$122,922$28,082$94,840
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$199,186
Fv of Interest Rate Swap$61,218

Bond Issues

BondIssuerIssuedIssue PricePurpose
AColumbus-franklin County Finance Authority2010-12-30$4,675,000Refinance prior issues dated 11/1/1995 and 03/27/2001

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$4,675,000-$999,059$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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Kathryn p. Heinzerling, robert e. Heinzerling, and linda s. Heinzerling, have a family relationship.”

Form 990, Part VI, Section A, Line 3

“Finance director duties were performed by an independent contractor from september to december. The finance director was compensated by heinzerling foundation during 2014 in the amount of $28,800.”

Form 990, Part VI, Section B, Line 11

“The executive director and 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 2014.”

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

Filer Name
Heinzerling Foundation
EIN
31-0668084
Phone
6142728888
Address
1800 HEINZERLING DR, COLUMBUS, OH 43223

Signing Officer

Name
Robert E Heinzerling
Title
Executive Director
Phone
6142728888
Signed
2015-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert E Heinzerling
Formed
1959
Legal Domicile
Oh
Voting Board Members
14
Independent Board Members
13
Employees
786
Volunteers
843

Preparer

Firm
Plante & Moran Pllc
Address
65 E STATE STREET, COLUMBUS, OH 43215
Preparer
Bernie Ostrowski
Phone
6148493000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fmv of interest rate swap agreements 49,522. Beneficial interest in columbus foundation 105,848.”

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:

“Investments held by the columbus foundation 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, 2014, 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 2011.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fmv change in interest rate swap agreement 49,522.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reclass of special event expenses -28,082. Reclass of rental expenses -9,542. Beneficial interest in columbus foundation -105,848.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reclass of special event expenses 28,082. Reclass of rental expenses 9,542.”

Raw XML AppendixShowing 400 of 736 raw XML fields

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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/PersonNm13TIMOTHY C HALL JR
IRS990/Form990PartVIISectionAGrp/PersonNm14DANELLA HICKS
IRS990/Form990PartVIISectionAGrp/PersonNm15DEBBIE ROGNER
IRS990/Form990PartVIISectionAGrp/PersonNm16N CHRISTINE RAFELD
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1169375
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1456221
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16100794
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIR. OF FINANCE (THROUGH SEP.)
IRS990/Form990PartVIISectionAGrp/TitleTxt15INTERIM DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt16ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01959
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt023584
IRS990/FundraisingDirectExpensesAmt028082
IRS990/FundraisingGrossIncomeAmt0122922
IRS990/GamingActivitiesInd00
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt01564
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt025407227
IRS990/GrossRentsGrp/RealAmt05600
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt032768
IRS990/InformationTechnologyGrp/ProgramServicesAmt087621
IRS990/InformationTechnologyGrp/TotalAmt0120389
IRS990/InsuranceGrp/ManagementAndGeneralAmt0101088
IRS990/InsuranceGrp/TotalAmt0101088
IRS990/InterestGrp/ProgramServicesAmt0132173
IRS990/InterestGrp/TotalAmt0132173
IRS990/InvestmentIncomeGrp/ExclusionAmt06525
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06525
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt04478781
IRS990/InvestmentsProgramRelatedGrp/EOYAmt04594901
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt09
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014956151
IRS990/LandBldgEquipBasisNetGrp/BOYAmt05927576
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05429943
IRS990/LandBldgEquipCostOrOtherBssAmt020386094
IRS990/LegalDomicileStateCd0OH
IRS990/LessRentalExpensesGrp/RealAmt09542
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0CARE AND HABILITATION OF DEVELOPMENTALLY DISABLED CITIZENS (208 TOTAL BEDS).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0201638
IRS990/NetAssetsOrFundBalancesBOYAmt012200796
IRS990/NetAssetsOrFundBalancesEOYAmt013209344
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt094840
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt094840
IRS990/NetIncomeFromGamingGrp/ExclusionAmt01564
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt01564
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-3942
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-3942
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0303
IRS990/OccupancyGrp/ProgramServicesAmt0423299
IRS990/OccupancyGrp/TotalAmt0423602
IRS990/OfficeExpensesGrp/FundraisingAmt04175
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04871
IRS990/OfficeExpensesGrp/ProgramServicesAmt077665
IRS990/OfficeExpensesGrp/TotalAmt086711
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01137779
IRS990/OtherAssetsTotalGrp/EOYAmt0233594
IRS990/OtherChangesInNetAssetsAmt0155370
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0886
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0136338
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt02411416
IRS990/OtherEmployeeBenefitsGrp/TotalAmt02548640
IRS990/OtherExpensesGrp/Desc0FRANCHISE FEES
IRS990/OtherExpensesGrp/Desc1MEDICAL SUPPLIES
IRS990/OtherExpensesGrp/Desc2FOOD
IRS990/OtherExpensesGrp/Desc3REPAIRS AND MAINTENANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0125
IRS990/OtherExpensesGrp/ProgramServicesAmt01382102
IRS990/OtherExpensesGrp/ProgramServicesAmt1885597
IRS990/OtherExpensesGrp/ProgramServicesAmt2647806
IRS990/OtherExpensesGrp/ProgramServicesAmt3193070
IRS990/OtherExpensesGrp/TotalAmt01382102
IRS990/OtherExpensesGrp/TotalAmt1885597
IRS990/OtherExpensesGrp/TotalAmt2647806
IRS990/OtherExpensesGrp/TotalAmt3193195
IRS990/OtherLiabilitiesGrp/BOYAmt01167814
IRS990/OtherLiabilitiesGrp/EOYAmt0260404
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/Desc1SCHOOL LUNCH REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0261119
IRS990/OtherRevenueMiscGrp/ExclusionAmt161394
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0261119
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt161394
IRS990/OtherRevenueTotalAmt0322513
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt037007
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0452283
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt013196504
IRS990/OtherSalariesAndWagesGrp/TotalAmt013685794
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02755
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt068881
IRS990/PayrollTaxesGrp/ProgramServicesAmt01319897
IRS990/PayrollTaxesGrp/TotalAmt01391533
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0180384
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0240399
IRS990/PrincipalOfficerNm0ROBERT E HEINZERLING
IRS990/ProfessionalFundraisingInd01
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt024647817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt024647817
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0185977
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06100
IRS990/PYOtherExpensesAmt06809475
IRS990/PYOtherRevenueAmt0739889
IRS990/PYProgramServiceRevenueAmt023920045
IRS990/PYRevenuesLessExpensesAmt0219633
IRS990/PYSalariesCompEmpBnftPaidAmt017803591
IRS990/PYTotalExpensesAmt024632378
IRS990/PYTotalProfFndrsngExpnsAmt019312
IRS990/PYTotalRevenueAmt024852011
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0853178
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-3942
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt024647817
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06065072
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06583225
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0300286
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0185977
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt0306320
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0117625
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0157362
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt01067570
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt012125
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt013136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt017916
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt017777
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt031999
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt092953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024647817
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024328576
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt024383425
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt023468073
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt023858684
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0120686575
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0322513
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0286741
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt094618

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,452,411
Liabilities
$6,243,067
Net assets
$13,209,344
Revenue
$25,369,603
Expenses
$24,516,425
Net income
$853,178
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