Civic Intelligence

Leadingage Ohio Foundation

990 • Fiscal year 2016 • EIN 31-1111844

Jan 01, 2016 to Dec 31, 2016 • Filed on Sep 25, 2017

Organization ProfileN/A
2233 North Bank DriveColumbus, OH 43220

(614) 444-2882

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

92nd percentile

49%

Higher net margin than 92% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

99th percentile

$253,107

Higher top officer pay than 99% of similar nonprofits.

Top officer pay equals 406.2% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

64th percentile

11%

Faster asset growth than 64% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

85th percentile

45%

Faster revenue growth than 85% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$303,231

Up $30,844 (+11%) from 2015

Net Assets

Up

$303,231

Up $30,844 (+11%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Up

$62,316

Up $19,360 (+45%) from 2015

Expenses

Down

$31,508

Down $3,872 (-11%) from 2015

Net Income

Up

$30,808

Up $23,232 (+307%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth64th percentile

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

$400K$300K$200K$100K$0Assets 2010: $134,413Liabilities 2010: $2,000Net Assets 2010: $132,4132010Assets 2011: $152,593Liabilities 2011: $0Net Assets 2011: $152,5932011Assets 2012: $237,219Liabilities 2012: $0Net Assets 2012: $237,2192012Assets 2013: $253,078Liabilities 2013: $11,615Net Assets 2013: $241,4632013Assets 2014: $277,381Liabilities 2014: $14,789Net Assets 2014: $262,5922014Assets 2015: $272,387Liabilities 2015: $0Net Assets 2015: $272,3872015Assets 2016: $303,231Liabilities 2016: $0Net Assets 2016: $303,2312016Assets 2017: $329,486Liabilities 2017: $0Net Assets 2017: $329,4862017Assets 2018: $332,396Liabilities 2018: $10,750Net Assets 2018: $321,6462018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$303,231
Liabilities$0
Net Assets$303,231
Open 2016 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200K-$400KExpenses 2010: $16,6652010Expenses 2011: $22,1522011Expenses 2012: $31,2742012Revenue 2013: $41,160Expenses 2013: $36,916Net Income 2013: $4,2442013Revenue 2014: $35,844Expenses 2014: $16,074Net Income 2014: $19,7702014Revenue 2015: $42,956Expenses 2015: $35,380Net Income 2015: $7,5762015Revenue 2016: $62,316Expenses 2016: $31,508Net Income 2016: $30,8082016Revenue 2017: $54,878Expenses 2017: $38,330Net Income 2017: $16,5482017Revenue 2018: $48,872Expenses 2018: $32,480Net Income 2018: $16,3922018Revenue 2019: $59,255Expenses 2019: $401,251Net Income 2019: -$341,9962019

Highlighted filing

2016

Revenue$62,316
Expenses$31,508
Net Income$30,808
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Sep 25, 2017
Return Version
2016v3.1
Gross Receipts
$76,921
Mission and Program Overview

Mission

To promote and support quality care of redidents/clients of non-profit philanthropic homes, housing and services for the aging. To initiate, promote, sponsor and condust educational programs and scholarship in order to increase the knowledge and skill of professionals and staff working with older people. To educate the public on social, psychological, physiological, and economic aspects of aging and care of the aging. To promote the services and benefits of non-profit long-term care homes, housing and community services for the aging. To organize, conduct and participate in research, pilot programs, and similar activities to improve and develop programs for the benefit of older people. To receive, maintain, administer and distribute funds in furthance of the purposes of the corporation. To engage in any lawful act, activity, or business not contrary to and for which a non-profit corporation may be formed under the laws of the state of ohio, and to have and exercise all powers conferred

LAOF is a subsidiary of LeadingAge Ohio and supports member employees through a scholarship program to help individuals to further their career within senior services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$177,151$181,685▲ $4,534
Savings and Temporary Cash Investments$76,201$100,025▲ $23,824
Cash and Non-Interest-Bearing Accounts$16,485$13,868▼ $2,617
Accounts Receivable$2,550$7,653▲ $5,103
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$272,387$303,231▲ $30,844
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$116,112$127,389▲ $11,277
Unrestricted Net Assets$96,275$115,842▲ $19,567
Permanently Rstr Net Assets$60,000$60,000→ $0
Total Net Assets Fund Balance$272,387$303,231▲ $30,844
Total Liabilities and Net Assets / Fund Balance$272,387$303,231▲ $30,844

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$70,670-▲ $852-$71,522
2015$70,088-▲ $582-$70,670
2014$68,578-▲ $2,410$900$70,088
2013$61,781-▲ $6,797-$68,578
2012$63,581-→ $0-$61,781
Compensation and Service Providers
Top Officer Pay99th percentile

Board Members and Trustees

NameTitle
Ann ConnChair
Barbara Thomasboard member
Chris WidmanBoard Member
Jeffrey ThurmanBoard Member
Kent AndersonBoard Member
Larry HarrisBoard Member
MISSY BowerBoard Member
Marcia HauerBoard Member
Paul SchultzBoard Member
R Douglas SpitlerBoard Member
Scott CollinsBoard Member
Kathryn BrodSecretary/Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$36,328
Program Service Revenue
$0
Investment Income
$5,540
Other Revenue
$20,448
All Other Contributions
$36,328
Change in Net Assets
$30,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$25,904
Other Expenses$5,604
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$25,904--$25,904
Fees for Services Other$2,984$332-$3,316
Office Expenses$1,079$119-$1,198
Fees for Service Investment Mgmnt Fees$891$99-$990
Other Expenses$90$10-$100
Total Functional Expenses$30,948$560$0$31,508
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$33,835
Fundraising Direct Expenses$13,387
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing$33,835$33,835$13,387$20,448
Total Events$33,835$33,835$13,387$20,448
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
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
No
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

DOCUMENTS AVAILABLE TO PUBLIC, FORM 990, PAGE 6, PART VI, #19:

“The organization does make its governing documents, conflict of interest policy, and financial statements available to the public. The public may request these documents since they are all on record. In addition, the documents are reported in leadingage ohio's (ein: 26-4371469) annual report. Fiscal policies are shared with leadingage ohio, the parent company.”

MEMBER CLASSES, FORM 990, PAGE 6, PART VI, #6 & 7A:

“The organization has stockholders which consist of the leadingage ohio board of directors. Each stockholder has one vote at the annual meeting or any special meeting.”

FORM 990 REVIEW PROCESS, FORM 990, Page 6, Part VI, Section B,

“The form 990 is prepared by an outside accounting firm and sent to the CEO for review. A copy of the 990 was provided to the board prior to filing with the IRS.”

Filing and Contact Details

Filer

Filer Name
LeadingAge Ohio Foundation
EIN
31-1111844
In Care Of
% KATHRYN BROD
Phone
6144442882
Address
2233 North Bank Drive, Columbus, OH 43220

Signing Officer

Name
Kathryn Brod
Title
President/CEO
Phone
6144442882
Signed
2017-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kathryn Brod
Formed
1984
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
17

Preparer

Firm
Hw&co
Address
23240 Chagrin Blvd Suite 700, Cleveland, OH 44122-5450
Preparer
Joseph C Sbrocco CPA
Phone
2168311200
Supplemental Narrative

Financial Statement Notes

ENDOWMENT FUNDS INTENDED USE, SCHEDULE D, PART V, #4:

“The donor established endowment fund is an ongoing scholarship fund designed for employees of the association's members who care for the elderly living in senior housing communities.”

Raw XML AppendixShowing 400 of 595 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt02550
IRS990/AccountsReceivableGrp/EOYAmt07653
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0LAOF is a subsidiary of LeadingAge Ohio and supports member employees through a scholarship program to help individuals to further their career within senior services.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt036328
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0KATHRYN BROD
IRS990/BooksInCareOfDetail/PhoneNum06144442882
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02233 NORTH BANK DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBUS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd043220
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt016485
IRS990/CashNonInterestBearingGrp/EOYAmt013868
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt036328
IRS990/CYGrantsAndSimilarPaidAmt025904
IRS990/CYInvestmentIncomeAmt05540
IRS990/CYOtherExpensesAmt05604
IRS990/CYOtherRevenueAmt020448
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt030808
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt031508
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt062316
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROGRAM SERVICE EXPENSES ARE INCURRED TO INITIATE, PROMOTE, SPONSOR AND CONDUCT EDUCATIONAL PROGRAMS AND SCHOLARSHIPS IN ORDER TO INCREASE THE KNOWLEDGE AND SKILLS OF PROFESSIONALS AND STAFF WORKING WITH OLDER PEOPLE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt030948
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0332
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt02984
IRS990/FeesForServicesOtherGrp/TotalAmt03316
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt099
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt0891
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0990
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt742.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.0
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt730107
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/PersonNm0LARRY HARRIS
IRS990/Form990PartVIISectionAGrp/PersonNm1R DOUGLAS SPITLER
IRS990/Form990PartVIISectionAGrp/PersonNm2BARBARA THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm3JEFFREY THURMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4PAUL SCHULTZ
IRS990/Form990PartVIISectionAGrp/PersonNm5ANN CONN
IRS990/Form990PartVIISectionAGrp/PersonNm6CHRIS WIDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7Kathryn Brod
IRS990/Form990PartVIISectionAGrp/PersonNm8KENT ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm9SCOTT COLLINS
IRS990/Form990PartVIISectionAGrp/PersonNm10MARCIA HAUER
IRS990/Form990PartVIISectionAGrp/PersonNm11MISSY Bower
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
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/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7223000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2board member
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary/Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01984
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt013387
IRS990/FundraisingGrossIncomeAmt033835
IRS990/GainOrLossGrp/SecuritiesAmt02939
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt025904
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt025904
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04157
IRS990/GrossReceiptsAmt076921
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02601
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02601
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0177151
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0181685
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01218
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROMOTE AND SUPPORT QUALITY CARE OF RESIDENTS/CLIENTS OF NON-PROFIT PHILANTHROPIC HOMES, HOUSING AND SERVICES FOR THE AGING. TO INITIATE, PROMOTE, SPONSOR AND CONDUCT EDUCATIONAL PROGRAMS AND SCHOLARSHIP IN ORDER TO INCREASE THE KNOWLEDGE AND SKILL OF PROFESSIONALS AND STAFF WORKING WITH OLDER PEOPLE. TO EDUCATE THE PUBLIC ON SOCIAL, PSYCHOLOGICAL, PHYSIOLOGICAL, AND ECONOMIC ASPECTS OF AGING AND CARE OF THE AGING. TO PROMOTE THE SERVICES AND BENEFITS OF NON-PROFIT LONG TERM CARE HOMES, HOUSING AND COMMUNITY SERVICES FOR THE AGING. TO ORGANIZE, CONDUCT AND PARTICIPATE IN RESEARCH, PILOT PROGRAMS, AND SIMILAR ACTIVITIES TO IMPROVE AND DEVELOP PROGRAMS FOR THE BENEFIT OF OLDER PEOPLE. TO RECEIVE, MAINTAIN, ADMINISTER AND DISTRIBUTE FUNDS IN FURTHERANCE OF THE PURPOSES OF THE CORPORATION. TO ENGAGE IN ANY LAWFUL ACT, ACTIVITY, OR BUSINESS NOT CONTRARY TO AND FOR WHICH A NON-PROFIT CORPORATION MAY BE FORMED UNDER THE LAWS OF THE STATE OF OHIO, AND TO HAVE AND EXERCISE ALL POWERS CONFERR
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0272387
IRS990/NetAssetsOrFundBalancesEOYAmt0303231
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt02939
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02939
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt020448
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt020448
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt036
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0119
IRS990/OfficeExpensesGrp/ProgramServicesAmt01079
IRS990/OfficeExpensesGrp/TotalAmt01198
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0OHIO ANNUAL FEE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010
IRS990/OtherExpensesGrp/ProgramServicesAmt090
IRS990/OtherExpensesGrp/TotalAmt0100
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt060000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt060000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0Kathryn Brod
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt026129
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt029363
IRS990/PYInvestmentIncomeAmt01473
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt06017
IRS990/PYOtherRevenueAmt015354
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07576
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035380
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt042956
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt030808
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt076201
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0100025
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt036328
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt026129
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt020575
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt025717
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0105640
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0214389
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02601
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01473
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03134
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt07822
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02400
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017430
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt00
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt020448
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt015354
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt026189
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt021260
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt026164
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0109415
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02601
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01473
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03134
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt07822
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02400
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017430
IRS990ScheduleA/InvestmentIncomeCYPct00.05108
IRS990ScheduleA/InvestmentIncomePYPct00.06630
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt00
IRS990ScheduleA/OtherIncome509Grp/TotalAmt00
IRS990ScheduleA/Post1975UBTIGrp/TotalAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.94892
IRS990ScheduleA/PublicSupportPY509Pct00.93370
IRS990ScheduleA/PublicSupportTotal509Amt0323804
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056776
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt041483
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt046764
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt046977
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0131804
IRS990ScheduleA/Total509Grp/TotalAmt0323804
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt059377
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt042956
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt049898
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt054799
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0134204
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0341234
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt070670
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt071522
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0852
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt070088
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt070670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0582
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt068578
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt070088
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02410
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0900
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt061781

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$303,231
Liabilities
$0
Net assets
$303,231
Revenue
$62,316
Expenses
$31,508
Net income
$30,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.59$4.01$3.42
2018Detailed filing. Detailed filing data is available for this year.$3.32$0.11$3.22$0.49$0.32$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.55$0.38$0.17
2016Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.62$0.32$0.31
2015Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.43$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.15$2.63$0.36$0.16$0.20
2013Detailed filing. Detailed filing data is available for this year.$2.53$0.12$2.41$0.41$0.37$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.00$2.37$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.53$0.00$1.53$0.22
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.02$1.32$0.17