Civic Intelligence

North Shore Retirement Community

990 • Fiscal year 2013 • EIN 34-1743836

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 17, 2014

Organization ProfileWWW.OTTERBEIN.ORG
9400 North Shore Blvd43440

(419) 798-8203

Siviq Scores

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

Liabilities / Assets

88th percentile

0.87x

Higher debt load relative to assets than 88% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

86th percentile

1.96x

Higher debt load relative to revenue than 86% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

63rd percentile

7.4%

Higher net margin than 63% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

83rd percentile

$350,612

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

42nd percentile

1.8%

Faster asset growth than 42% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$10,931,293

Up $189,076 (+1.8%) from 2012

Net Assets

Up

$1,432,905

Up $768,998 (+116%) from 2012

Liabilities

Down

$9,498,388

Down $579,922 (-5.8%) from 2012

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin63rd percentile

Revenue

$4,848,624

No earlier filing loaded for comparison.

Expenses

Up

$4,489,477

Up $226,652 (+5.3%) from 2012

Net Income

$359,147

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $10,567,245Liabilities 2010: $10,051,811Net Assets 2010: $515,4342010Assets 2011: $10,392,235Liabilities 2011: $10,005,777Net Assets 2011: $386,4582011Assets 2012: $10,742,217Liabilities 2012: $10,078,310Net Assets 2012: $663,9072012Assets 2013: $10,931,293Liabilities 2013: $9,498,388Net Assets 2013: $1,432,9052013Assets 2014: $11,008,695Liabilities 2014: $9,418,403Net Assets 2014: $1,590,2922014Assets 2015: $12,179,198Liabilities 2015: $10,223,246Net Assets 2015: $1,955,9522015Assets 2016: $12,287,261Liabilities 2016: $9,555,300Net Assets 2016: $2,731,9612016Assets 2017: $13,016,375Liabilities 2017: $9,379,812Net Assets 2017: $3,636,5632017Assets 2018: $12,228,077Liabilities 2018: $8,605,759Net Assets 2018: $3,622,3182018Assets 2019: $13,420,108Liabilities 2019: $9,180,211Net Assets 2019: $4,239,8972019Assets 2020: $15,057,272Liabilities 2020: $10,284,240Net Assets 2020: $4,773,0322020Assets 2021: $14,036,029Liabilities 2021: $8,584,644Net Assets 2021: $5,451,3852021Assets 2022: $12,495,974Liabilities 2022: $7,780,990Net Assets 2022: $4,714,9842022Assets 2023: $14,321,080Liabilities 2023: $8,031,236Net Assets 2023: $6,289,8442023Assets 2024: $15,236,657Liabilities 2024: $7,988,382Net Assets 2024: $7,248,2752024

Highlighted filing

2013

Assets$10,931,293
Liabilities$9,498,388
Net Assets$1,432,905
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2010: $3,925,2532010Expenses 2011: $4,162,4702011Expenses 2012: $4,262,8252012Revenue 2013: $4,848,624Expenses 2013: $4,489,477Net Income 2013: $359,1472013Revenue 2014: $5,120,236Expenses 2014: $4,708,728Net Income 2014: $411,5082014Revenue 2015: $5,446,817Expenses 2015: $4,999,195Net Income 2015: $447,6222015Revenue 2016: $5,807,248Expenses 2016: $5,166,963Net Income 2016: $640,2852016Revenue 2017: $5,669,833Expenses 2017: $5,019,768Net Income 2017: $650,0652017Revenue 2018: $5,782,924Expenses 2018: $5,407,943Net Income 2018: $374,9812018Revenue 2019: $5,874,985Expenses 2019: $5,548,939Net Income 2019: $326,0462019Revenue 2020: $6,174,786Expenses 2020: $5,763,941Net Income 2020: $410,8452020Revenue 2021: $7,090,018Expenses 2021: $6,733,181Net Income 2021: $356,8372021Revenue 2022: $7,112,418Expenses 2022: $7,580,463Net Income 2022: -$468,0452022Revenue 2023: $8,476,702Expenses 2023: $7,453,426Net Income 2023: $1,023,2762023Revenue 2024: $8,512,733Expenses 2024: $7,713,649Net Income 2024: $799,0842024

Highlighted filing

2013

Revenue$4,848,624
Expenses$4,489,477
Net Income$359,147
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 17, 2014
Return Version
2013v3.0
Gross Receipts
$4,848,624
Mission and Program Overview

Mission

Our mission - in keeping with our united methodist tradition we seek to enhance the quality of life and holistic growth of older persons.

Otterbein north shore is a continuing care retirement community that provides housing and services for older adults. Generous donations have established a benevolent care fund which offers assistance to residents who cannot pay the full cost of care. Otterbein's rich heritage has earned a solid reputation as a trusted and valuable resource. By providing infomration and services on aging issues, we continue to serve residents, their families and the surrounding communities. Otterbein residents and staff volunteer their time and talents to otterbein north shore retirement living community but also for a number of organizations and causes in the greater community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,746,967$8,668,131▼ $78,836
Investments Other Securities$1,294,471$1,520,256▲ $225,785
Accounts Receivable$378,941$377,491▼ $1,450
Prepaid Expenses and Deferred Charges$15,439$21,947▲ $6,508
Inventories for Sale or Use$6,222$5,596▼ $626
Total Assets$10,742,217$10,931,293▲ $189,076
Other Assets Total$300,177$337,872▲ $37,695
Liabilities
Tax Exempt Bond Liabilities$6,155,218$5,716,436▼ $438,782
Other Liabilities$1,742,806$2,773,969▲ $1,031,163
Accounts Payable and Accrued Expenses$787,770$782,316▼ $5,454
Deferred Revenue$1,392,516$225,667▼ $1,166,849
Total Liabilities$10,078,310$9,498,388▼ $579,922
Net Assets / Fund Balance
Unrestricted Net Assets$467,223$1,196,710▲ $729,487
Temporarily Rstr Net Assets$164,976$193,362▲ $28,386
Permanently Rstr Net Assets$31,708$42,833▲ $11,125
Total Net Assets Fund Balance$663,907$1,432,905▲ $768,998
Total Liabilities and Net Assets / Fund Balance$10,742,217$10,931,293▲ $189,076

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$7,420,235$4,304,211$11,724,446
Equipment$591,467$1,017,915$1,609,382
Land$574,075-$574,075
Other Land Buildings$82,354$127,697$210,051
Other Securities$1,520,256--
Compensation and Service Providers
Top Officer Pay83rd percentile

Board Members and Trustees

NameTitle
Lynn AppChairperson
Jill HrebenPresident/CEO
Barbara Stephens-richDirector
Beth MckeeDirector
Bob MethenyDirector
Bud CoxDirector
Carol EversonDirector
Carol MorganDirector
Dave GlasmireDirector
Helen RofkarDirector
James Stouffer JrDirector
John EnglebeckDirector
Neil AllenDirector
Phyllis LaneDirector
Rev Bruce Batchelor-gladerDirector
Rev Judy ClaycombDirector
Tim TaylorDirector
Dick HartleyResident Representative
Ruth FreehResident Representative
James Chris GreenVP Finance/CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Concept RehabTherapy Services-$396,866
Revenue and Support

Revenue Composition

Contributions and Grants
$154,317
Program Service Revenue
$4,612,210
Investment Income
$82,097
Other Revenue
$0
All Other Contributions
$154,317
Change in Net Assets
$359,147
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,826,428
Salaries, Compensation, and Employee Benefits$1,663,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,063,499$234,197-$1,297,696
Office Expenses$433,428$194,493-$627,921
Depreciation Depletion$448,171$9,728-$457,899
All Other Expenses$293,830$45,516-$339,346
Occupancy$301,112$6,536-$307,648
Interest$240,592$5,222-$245,814
Other Employee Benefits$108,132$47,773-$155,905
Pension Plan Contributions$88,329$19,451-$107,780
Payroll Taxes$88,508$13,160-$101,668
Insurance$37,761$820-$38,581
Other Expenses$18,545$18,587-$37,132
Travel$1,732$13,927-$15,659
Fees for Services Accounting-$8,487-$8,487
Fees for Services Legal-$1,238-$1,238
Total Functional Expenses$3,611,490$877,987$0$4,489,477
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Portion of Refundable Life Use Fees$1,422,762
Intercompany Payable$1,309,098
Split-interest Agreement$42,109
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form is provided to and reviewed by the chief financial officer before it is filed. A complete copy of the 990 is also provided to the board of directors for review prior to filing.”

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

“In accordance with the by-laws, any possible conflict of interest on the part of any board member, corporate executive, executive director, or administrative staff member, or committee members, who are not members of the board of trustees of otterbein homes shall be disclosed to the board and made a matter of record, either through the annual procedure or when the interest becomes relevant to a matter of board action.”

Form 990, Part VI, Section B, Line 15

“The executive committee of the otterbein homes board of trustees has the responsibility for determining the annual compensation for the officers by the use of industry specific data such as salary surveys from leading age and leading age ohio. The salaries of the key employees are determined by the officers using industry comparative data such as salary surveys from leading age and leading age ohio.”

Form 990, Part VI, Section C, Line 18

“UPON REQUEST.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

EIN
34-1743836
Phone
4197988203

Signing Officer

Name
J Christopher Green
Title
CFO
Phone
4197988203
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Christopher Green
Formed
1993
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
96
Volunteers
57

Preparer

Preparer
Jeff Parker
Phone
6182331200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of split interest agreement -16,540. Related party transfers of unrestricted net assets change in fair value of interest rate swap 248,783. Change in minimum pension liability 144,433. Change in unrealized loss on trading investments 33,175.”

Form 990, Part XII, Line 2C

“There have been no changes in the oversight or the selection of an independent accountant from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The organizations, except for otterbein service corporation, qualify as tax-exempt corporations described in section 501 (c)(3) of the internal revenue code. Accordingly, the organizations are not subject to federal income taxes under section 501 (c)(3) of the code. The organizations are classified as publicly supported charitable organizations under the code and contributions to the organizations qualify as charitable tax deductions for the contributor. The entity files as a tax-exempt organization. Should that status be challenged in the future, all years since inception could be subject to review by the irs. The organizations' 2012, 2011, and 2010 tax years are open for examination by the irs. Otterbein service corporation is an inactive for-profit corporation, and is liable for income taxes on its taxable income.”

Raw XML AppendixShowing 400 of 694 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/BOYAmt0787770
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0782316
IRS990/AccountsReceivableGrp/BOYAmt0378941
IRS990/AccountsReceivableGrp/EOYAmt0377491
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0OTTERBEIN NORTH SHORE IS A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING AND SERVICES FOR OLDER ADULTS. GENEROUS DONATIONS HAVE ESTABLISHED A BENEVOLENT CARE FUND WHICH OFFERS ASSISTANCE TO RESIDENTS WHO CANNOT PAY THE FULL COST OF CARE. OTTERBEIN'S RICH HERITAGE HAS EARNED A SOLID REPUTATION AS A TRUSTED AND VALUABLE RESOURCE. BY PROVIDING INFOMRATION AND SERVICES ON AGING ISSUES, WE CONTINUE TO SERVE RESIDENTS, THEIR FAMILIES AND THE SURROUNDING COMMUNITIES. OTTERBEIN RESIDENTS AND STAFF VOLUNTEER THEIR TIME AND TALENTS TO OTTERBEIN NORTH SHORE RETIREMENT LIVING COMMUNITY BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY.
IRS990/AllOtherContributionsAmt0154317
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt045516
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0293830
IRS990/AllOtherExpensesGrp/TotalAmt0339346
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/PersonNm0J CHRISTOPHER GREEN
IRS990/BooksInCareOfDetail/PhoneNum05139335400
IRS990/BooksInCareOfDetail/USAddress/AddressLine10580 NORTH SR 741
IRS990/BooksInCareOfDetail/USAddress/City0LEBANON
IRS990/BooksInCareOfDetail/USAddress/State0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0450368839
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0396866
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine107150 GRANITE CIRCLE SUITE 200
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/City0TOLEDO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/State0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCode043617
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine10CONCEPT REHAB
IRS990/ContractorCompensationGrp/ServicesDesc0THERAPY SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0154317
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt082097
IRS990/CYOtherExpensesAmt02826428
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04612210
IRS990/CYRevenuesLessExpensesAmt0359147
IRS990/CYSalariesCompEmpBnftPaidAmt01663049
IRS990/CYTotalExpensesAmt04489477
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04848624
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01392516
IRS990/DeferredRevenueGrp/EOYAmt0225667
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt09728
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0448171
IRS990/DepreciationDepletionGrp/TotalAmt0457899
IRS990/Desc0OTTERBEIN NORTH SHORE PROVIDES A CONTINUUM OF CARE INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, NURSING CARE, AND DEMENTIA CARE.REHABILITATION, SOCIAL SERVICES AND CHAPLAINCY SERVICES ARE AVAILABLE TO ALL RESIDENTS.LOCAL GROUPS SUCH AS THE VETERANS, CHURCH CIRCLES, COMMUNITY CIVIC GROUPS AND A HOST OF OTHERS USE OTTERBEIN AS A MEETING PLACE. IN ADDITION OTTERBEIN PROVIDES SPECIAL PROGRAMS AND EVENTS FOR THE COMMUNITY ON AN ONGOING BASIS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt096
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExcessBusinessHoldingsInd00
IRS990/ExpenseAmt03611490
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08487
IRS990/FeesForServicesAccountingGrp/TotalAmt08487
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt01238
IRS990/FeesForServicesLegalGrp/TotalAmt01238
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt038.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt138.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
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/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt182.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt192.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
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/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1815186
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1913812
IRS990/Form990PartVIISectionAGrp/PersonNm0LYNN APP
IRS990/Form990PartVIISectionAGrp/PersonNm1NEIL ALLEN
IRS990/Form990PartVIISectionAGrp/PersonNm2CAROL EVERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3REV BRUCE BATCHELOR-GLADER
IRS990/Form990PartVIISectionAGrp/PersonNm4JAMES STOUFFER JR
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE GLASMIRE
IRS990/Form990PartVIISectionAGrp/PersonNm6DICK HARTLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7RUTH FREEH
IRS990/Form990PartVIISectionAGrp/PersonNm8HELEN ROFKAR
IRS990/Form990PartVIISectionAGrp/PersonNm9TIM TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm10PHYLLIS LANE
IRS990/Form990PartVIISectionAGrp/PersonNm11BARBARA STEPHENS-RICH
IRS990/Form990PartVIISectionAGrp/PersonNm12BETH MCKEE
IRS990/Form990PartVIISectionAGrp/PersonNm13BUD COX
IRS990/Form990PartVIISectionAGrp/PersonNm14JOHN ENGLEBECK
IRS990/Form990PartVIISectionAGrp/PersonNm15REV JUDY CLAYCOMB
IRS990/Form990PartVIISectionAGrp/PersonNm16CAROL MORGAN
IRS990/Form990PartVIISectionAGrp/PersonNm17BOB METHENY
IRS990/Form990PartVIISectionAGrp/PersonNm18JILL HREBEN
IRS990/Form990PartVIISectionAGrp/PersonNm19JAMES CHRIS GREEN
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt18335426
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19220646
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt7RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt19VP FINANCE/CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt013987
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt013987
IRS990/GrossReceiptsAmt04848624
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt0820
IRS990/InsuranceGrp/ProgramServicesAmt037761
IRS990/InsuranceGrp/TotalAmt038581
IRS990/InterestGrp/ManagementAndGeneralAmt05222
IRS990/InterestGrp/ProgramServicesAmt0240592
IRS990/InterestGrp/TotalAmt0245814
IRS990/InventoriesForSaleOrUseGrp/BOYAmt06222
IRS990/InventoriesForSaleOrUseGrp/EOYAmt05596
IRS990/InvestmentIncomeGrp/ExclusionAmt068110
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt068110
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01294471
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01520256
IRS990/IRPDocumentCnt027
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt05449823
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08746967
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08668131
IRS990/LandBldgEquipCostOrOtherBssAmt014117954
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR MISSION - IN KEEPING WITH OUR UNITED METHODIST TRADITION WE SEEK TO ENHANCE THE QUALITY OF LIFE AND HOLISTIC GROWTH OF OLDER PERSONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0663907
IRS990/NetAssetsOrFundBalancesEOYAmt01432905
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt013987
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt013987
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt01440
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt06536
IRS990/OccupancyGrp/ProgramServicesAmt0301112
IRS990/OccupancyGrp/TotalAmt0307648
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0194493
IRS990/OfficeExpensesGrp/ProgramServicesAmt0433428
IRS990/OfficeExpensesGrp/TotalAmt0627921
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0300177
IRS990/OtherAssetsTotalGrp/EOYAmt0337872
IRS990/OtherChangesInNetAssetsAmt0409851
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt047773
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0108132
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0155905
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1CORPORATE SERVICE FEES
IRS990/OtherExpensesGrp/Desc2REFUNDABLE LIFE USE FEE
IRS990/OtherExpensesGrp/Desc3OTHER ADMINISTRATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0258852
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt118587
IRS990/OtherExpensesGrp/ProgramServicesAmt0401740
IRS990/OtherExpensesGrp/ProgramServicesAmt186111
IRS990/OtherExpensesGrp/ProgramServicesAmt218545
IRS990/OtherExpensesGrp/TotalAmt0401740
IRS990/OtherExpensesGrp/TotalAmt1258852
IRS990/OtherExpensesGrp/TotalAmt286111
IRS990/OtherExpensesGrp/TotalAmt337132
IRS990/OtherLiabilitiesGrp/BOYAmt01742806
IRS990/OtherLiabilitiesGrp/EOYAmt02773969
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0234197
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01063499
IRS990/OtherSalariesAndWagesGrp/TotalAmt01297696
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013160
IRS990/PayrollTaxesGrp/ProgramServicesAmt088508
IRS990/PayrollTaxesGrp/TotalAmt0101668
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt019451
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt088329
IRS990/PensionPlanContributionsGrp/TotalAmt0107780
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt031708
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt042833
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015439
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021947
IRS990/PrincipalOfficerNm0J CHRISTOPHER GREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENTIAL SERVICE FE
IRS990/ProgramServiceRevenueGrp/Desc1DEPARTMENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04514229
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt197981
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04514229
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt197981
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0193936
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt041496
IRS990/PYOtherExpensesAmt02614469
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04170597
IRS990/PYRevenuesLessExpensesAmt0143204
IRS990/PYSalariesCompEmpBnftPaidAmt01648356
IRS990/PYTotalExpensesAmt04262825
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04406029
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0359147
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04612210
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt07665
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt045606
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01175
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01263
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt041015
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt096724
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0154317
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0193936
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt088703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0107932
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0120798
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0665686
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt068110
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt039700
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt093966
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt071000
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt08031
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0280807
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt04612210
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt04170597
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt04031329
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt03700932
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt03868134
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt020383202
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt068110
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt039700
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt093966
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt071000

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
$10,931,293
Liabilities
$9,498,388
Net assets
$1,432,905
Revenue
$4,848,624
Expenses
$4,489,477
Net income
$359,147
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$7.99$7.25$8.51$7.71$0.80
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$8.03$6.29$8.48$7.45$1.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$7.78$4.71$7.11$7.58$0.47
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$8.58$5.45$7.09$6.73$0.36
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.1$10.3$4.77$6.17$5.76$0.41
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.4$9.18$4.24$5.87$5.55$0.33
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$8.61$3.62$5.78$5.41$0.37
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.0$9.38$3.64$5.67$5.02$0.65
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$9.56$2.73$5.81$5.17$0.64
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.2$10.2$1.96$5.45$5.00$0.45
2014Detailed filing. Detailed filing data is available for this year.$11.0$9.42$1.59$5.12$4.71$0.41
2013Detailed filing. Detailed filing data is available for this year.$10.9$9.50$1.43$4.85$4.49$0.36
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.7$10.1$0.66$4.26
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.4$10.0$0.39$4.16
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$10.6$10.1$0.52$3.93
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $10M-$25M nonprofits