Civic Intelligence

Otterbein St. Marys

990 • Fiscal year 2013 • EIN 34-1940880

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

Organization ProfileWWW.OTTERBEIN.ORG
11230 State Route 36445885

(419) 394-2366

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.31x

Higher debt load relative to assets than 52% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Liabilities / Revenue

74th percentile

0.89x

Higher debt load relative to revenue than 74% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Top Officer Pay

69th percentile

$350,612

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 3.2% of source-year revenue.

2013 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2013

Asset Growth

51st percentile

5.1%

Faster asset growth than 51% of similar nonprofits.

2013 filings • 501(c)3 • $25M-$50M 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 / Assets52nd percentile

Assets

Up

$31,597,744

Up $1,545,046 (+5.1%) from 2012

Net Assets

Up

$21,772,899

Up $2,498,908 (+13%) from 2012

Liabilities

Down

$9,824,845

Down $953,862 (-8.8%) from 2012

Revenue And Expenses
Liabilities / Revenue74th percentileNet Margin70th percentile

Revenue

$10,985,648

No earlier filing loaded for comparison.

Expenses

Up

$9,460,871

Up $518,168 (+5.8%) from 2012

Net Income

$1,524,777

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$80M$60M$40M$20M$0Assets 2010: $26,112,615Liabilities 2010: $9,725,882Net Assets 2010: $16,386,7332010Assets 2011: $27,193,139Liabilities 2011: $9,892,270Net Assets 2011: $17,300,8692011Assets 2012: $30,052,698Liabilities 2012: $10,778,707Net Assets 2012: $19,273,9912012Assets 2013: $31,597,744Liabilities 2013: $9,824,845Net Assets 2013: $21,772,8992013Assets 2014: $33,666,333Liabilities 2014: $11,914,487Net Assets 2014: $21,751,8462014Assets 2015: $34,548,820Liabilities 2015: $11,989,659Net Assets 2015: $22,559,1612015Assets 2016: $35,147,908Liabilities 2016: $10,981,376Net Assets 2016: $24,166,5322016Assets 2017: $37,343,914Liabilities 2017: $11,305,294Net Assets 2017: $26,038,6202017Assets 2018: $41,153,296Liabilities 2018: $14,905,215Net Assets 2018: $26,248,0812018Assets 2019: $42,657,964Liabilities 2019: $14,933,248Net Assets 2019: $27,724,7162019Assets 2020: $44,001,326Liabilities 2020: $15,603,187Net Assets 2020: $28,398,1392020Assets 2021: $45,137,819Liabilities 2021: $14,321,909Net Assets 2021: $30,815,9102021Assets 2022: $46,201,381Liabilities 2022: $15,388,195Net Assets 2022: $30,813,1862022Assets 2023: $52,312,992Liabilities 2023: $17,886,053Net Assets 2023: $34,426,9392023Assets 2024: $61,817,786Liabilities 2024: $24,039,957Net Assets 2024: $37,777,8292024

Highlighted filing

2013

Assets$31,597,744
Liabilities$9,824,845
Net Assets$21,772,899
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0Expenses 2010: $8,380,0872010Expenses 2011: $8,437,2432011Expenses 2012: $8,942,7032012Revenue 2013: $10,985,648Expenses 2013: $9,460,871Net Income 2013: $1,524,7772013Revenue 2014: $11,124,624Expenses 2014: $9,845,879Net Income 2014: $1,278,7452014Revenue 2015: $11,853,737Expenses 2015: $10,858,205Net Income 2015: $995,5322015Revenue 2016: $12,323,155Expenses 2016: $11,042,876Net Income 2016: $1,280,2792016Revenue 2017: $12,659,391Expenses 2017: $11,367,194Net Income 2017: $1,292,1972017Revenue 2018: $13,237,776Expenses 2018: $12,012,399Net Income 2018: $1,225,3772018Revenue 2019: $13,367,423Expenses 2019: $12,329,668Net Income 2019: $1,037,7552019Revenue 2020: $12,008,400Expenses 2020: $11,568,225Net Income 2020: $440,1752020Revenue 2021: $13,751,282Expenses 2021: $12,403,606Net Income 2021: $1,347,6762021Revenue 2022: $14,541,046Expenses 2022: $13,692,332Net Income 2022: $848,7142022Revenue 2023: $16,352,544Expenses 2023: $14,000,226Net Income 2023: $2,352,3182023Revenue 2024: $17,359,645Expenses 2024: $14,800,433Net Income 2024: $2,559,2122024

Highlighted filing

2013

Revenue$10,985,648
Expenses$9,460,871
Net Income$1,524,777
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
$11,182,924
Mission and Program Overview

Mission

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

Otterbein st. Marys is a continuing care retirement community that provides housing and services for older adults. Generous donors have established a benevolent care fund which offers assistance to residents who cannot pay the full costs. Otterbein's rich heritage has earned us a solid reputation as a trusted and valuable resource. By providing information 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 at otterbein st. Marys 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$17,021,784$16,648,443▼ $373,341
Investments Other Securities-$7,711,872-
Investments in Publicly Traded Securities$6,658,685--
Cash and Non-Interest-Bearing Accounts$5,380,015$5,378,590▼ $1,425
Accounts Receivable$415,005$666,426▲ $251,421
Pledges and Grants Receivable$260,214$589,959▲ $329,745
Prepaid Expenses and Deferred Charges$28,387$35,229▲ $6,842
Inventories for Sale or Use$16,767$15,370▼ $1,397
Total Assets$30,052,698$31,597,744▲ $1,545,046
Other Assets Total$271,841$551,855▲ $280,014
Liabilities
Tax Exempt Bond Liabilities$4,326,535$4,566,249▲ $239,714
Other Liabilities$2,046,857$2,230,264▲ $183,407
Accounts Payable and Accrued Expenses$2,159,317$1,679,588▼ $479,729
Deferred Revenue$2,245,998$1,348,744▼ $897,254
Total Liabilities$10,778,707$9,824,845▼ $953,862
Net Assets / Fund Balance
Unrestricted Net Assets$17,124,490$20,442,487▲ $3,317,997
Temporarily Rstr Net Assets$1,559,759$734,040▼ $825,719
Permanently Rstr Net Assets$589,742$596,372▲ $6,630
Total Net Assets Fund Balance$19,273,991$21,772,899▲ $2,498,908
Total Liabilities and Net Assets / Fund Balance$30,052,698$31,597,744▲ $1,545,046

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,310,410$8,574,887$21,885,297
Equipment$1,165,425$2,615,498$3,780,923
Other Land Buildings$1,036,408$1,777,798$2,814,206
Land$1,136,200-$1,136,200
Other Securities$1,170,266--
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fred WiswellAdministratorFT$120,612$12,982$133,594

Board Members and Trustees

NameTitle
Patty CiscoChair
Jill HrebenPresident/CEO
Gordon CoffinVice Chair
Barbara ZeigenbuschTrustee
Beverly ZeiglerTrustee
Dale PoppeTrustee
Debora GeisTrustee
Jan HeinrichTrustee
Kathy SampsonTrustee
Milt MillerTrustee
Reverend Ed BrayTrustee
Reverend Everett AldstadtTrustee
Robbie BurkeTrustee
Sherrie KeighleyTrustee
Stanley DavisTrustee
Steve DuesTrustee
Frank KuhlmanResident Representative
Jane SchnarreResident Representative
Jim BeaumasterResident Representative
Sharon LhamonSecretary
James Christopher GreenTreasurer/CFO

Highest Paid Contractors

ContractorServicesLocationCompensation
Alliance Rehab-sraTherapy Services-$634,693
Rcs ConstructionConstruction Services-$105,000
Revenue and Support

Revenue Composition

Contributions and Grants
$541,410
Program Service Revenue
$10,281,379
Investment Income
$162,859
Other Revenue
$0
All Other Contributions
$541,410
Change in Net Assets
$1,524,777
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,234,811
Salaries, Compensation, and Employee Benefits$4,226,060
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,763,470$504,862-$3,268,332
Office Expenses$867,539$279,363-$1,146,902
Depreciation Depletion$998,347$36,144-$1,034,491
Occupancy$782,599$28,333-$810,932
Other Employee Benefits$325,761$91,839-$417,600
All Other Expenses$280,422$31,157-$311,579
Pension Plan Contributions$249,079$45,505-$294,584
Payroll Taxes$215,281$30,263-$245,544
Interest$167,446$6,062-$173,508
Insurance$92,864$3,362-$96,226
Other Expenses$60,726$29,949-$90,675
Travel$4,153$6,356-$10,509
Fees for Services Accounting-$8,487-$8,487
Fees for Services Legal-$1,592-$1,592
Total Functional Expenses$7,742,165$1,718,706$0$9,460,871
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$1,551,724
Split Interest Agreement$678,540
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 the form 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 adminitrative 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 an 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 19

“The annual report is provided to the public which includes the audited financial statement summary. The governing documents and conflict of interest policy are available upon request.”

Filing and Contact Details

Filer

EIN
34-1940880
Phone
4193942366

Signing Officer

Name
J Christopher Green
Title
CFO
Phone
5139335400
Signed
2014-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
J Christopher Green
Formed
2001
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
252
Volunteers
99

Preparer

Preparer
Jeff Parker
Phone
6182331200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Change in fair value of interest rate swap 275,451. Change in value of split interest agreement -178,015. Change in minimum pension liability 572,030. Change in unrealized loss on trading investments 315,665. Contributions to others -11,000.”

FORM 990, PART XII, LINE 2C:

“Form 990, part xii, line 2 c the selection and oversight process has not changed.”

Financial Statement Notes

PART X, LINE 2:

“The organization qualifies as a tax-exempt corporation described in section 501(c)(3) of the internal revenue code. Accordingly, the organization is not subject to federal income tax under section 501(c)(3) of the code. The organization is classified as a publicly supported charitable organization under the code and contributions to the organization 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 organization's 2012, 2011, and 2010 tax years are open for examination by the irs.”

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IRS990/ActivityOrMissionDesc0OTTERBEIN ST. MARYS IS A CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING AND SERVICES FOR OLDER ADULTS. GENEROUS DONORS HAVE ESTABLISHED A BENEVOLENT CARE FUND WHICH OFFERS ASSISTANCE TO RESIDENTS WHO CANNOT PAY THE FULL COSTS. OTTERBEIN'S RICH HERITAGE HAS EARNED US A SOLID REPUTATION AS A TRUSTED AND VALUABLE RESOURCE. BY PROVIDING INFORMATION 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 AT OTTERBEIN ST. MARYS RETIREMENT LIVING COMMUNITY BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY.
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IRS990/Form990PartVIISectionAGrp/PersonNm11SHERRIE KEIGHLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBBIE BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm13BEVERLY ZEIGLER
IRS990/Form990PartVIISectionAGrp/PersonNm14BARBARA ZEIGENBUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm15DEBORA GEIS
IRS990/Form990PartVIISectionAGrp/PersonNm16FRANK KUHLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm17JANE SCHNARRE
IRS990/Form990PartVIISectionAGrp/PersonNm18JIM BEAUMASTER
IRS990/Form990PartVIISectionAGrp/PersonNm19JILL HREBEN
IRS990/Form990PartVIISectionAGrp/PersonNm20JAMES CHRISTOPHER GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm21FRED WISWELL
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/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21120612
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/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt19335426
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20220646
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt17RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt18RESIDENT REPRESENTATIVE
IRS990/Form990PartVIISectionAGrp/TitleTxt19PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt20TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt21ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-175694
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt021582
IRS990/GrossReceiptsAmt011182924
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt03362
IRS990/InsuranceGrp/ProgramServicesAmt092864
IRS990/InsuranceGrp/TotalAmt096226
IRS990/InterestGrp/ManagementAndGeneralAmt06062
IRS990/InterestGrp/ProgramServicesAmt0167446
IRS990/InterestGrp/TotalAmt0173508
IRS990/InventoriesForSaleOrUseGrp/BOYAmt016767
IRS990/InventoriesForSaleOrUseGrp/EOYAmt015370
IRS990/InvestmentIncomeGrp/ExclusionAmt0338553
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0338553
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt07711872
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06658685
IRS990/IRPDocumentCnt039
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt012968183
IRS990/LandBldgEquipBasisNetGrp/BOYAmt017021784
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016648443
IRS990/LandBldgEquipCostOrOtherBssAmt029616626
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0197276
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0IN 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/NetAssetsOrFundBalancesBOYAmt019273991
IRS990/NetAssetsOrFundBalancesEOYAmt021772899
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-175694
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-175694
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt021807
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt028333
IRS990/OccupancyGrp/ProgramServicesAmt0782599
IRS990/OccupancyGrp/TotalAmt0810932
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0279363
IRS990/OfficeExpensesGrp/ProgramServicesAmt0867539
IRS990/OfficeExpensesGrp/TotalAmt01146902
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0271841
IRS990/OtherAssetsTotalGrp/EOYAmt0551855
IRS990/OtherChangesInNetAssetsAmt0974131
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt091839
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0325761
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0417600
IRS990/OtherExpensesGrp/Desc0NURSE AGENCY FEES/CONTR
IRS990/OtherExpensesGrp/Desc1CORPORATE SERVICE FEES
IRS990/OtherExpensesGrp/Desc2REFUNDABLE LIFE USE FEE
IRS990/OtherExpensesGrp/Desc3OTHER ADMINISTRATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0615432
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt129949
IRS990/OtherExpensesGrp/ProgramServicesAmt0778599
IRS990/OtherExpensesGrp/ProgramServicesAmt1155879
IRS990/OtherExpensesGrp/ProgramServicesAmt260726
IRS990/OtherExpensesGrp/TotalAmt0778599
IRS990/OtherExpensesGrp/TotalAmt1615432
IRS990/OtherExpensesGrp/TotalAmt2155879
IRS990/OtherExpensesGrp/TotalAmt390675
IRS990/OtherLiabilitiesGrp/BOYAmt02046857
IRS990/OtherLiabilitiesGrp/EOYAmt02230264
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0504862
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02763470
IRS990/OtherSalariesAndWagesGrp/TotalAmt03268332
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt030263
IRS990/PayrollTaxesGrp/ProgramServicesAmt0215281
IRS990/PayrollTaxesGrp/TotalAmt0245544
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt045505
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0249079
IRS990/PensionPlanContributionsGrp/TotalAmt0294584
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0589742
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0596372
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0260214
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0589959
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt028387
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt035229
IRS990/PrincipalOfficerNm0J CHRISTOPHER GREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT REVENUE AND
IRS990/ProgramServiceRevenueGrp/Desc1DEPARTMENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09922158
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1359221
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09922158
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1359221
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0823135
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0436698
IRS990/PYOtherExpensesAmt04889736
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09789094
IRS990/PYRevenuesLessExpensesAmt02106224
IRS990/PYSalariesCompEmpBnftPaidAmt04052967
IRS990/PYTotalExpensesAmt08942703
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011048927
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01524777
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010281379
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt031805
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt038670
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt015214
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt017842

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Filings

Displayed year

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

Open filing
Assets
$31,597,744
Liabilities
$9,824,845
Net assets
$21,772,899
Revenue
$10,985,648
Expenses
$9,460,871
Net income
$1,524,777
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.8$24.0$37.8$17.4$14.8$2.56
2023Detailed filing. Detailed filing data is available for this year.$52.3$17.9$34.4$16.4$14.0$2.35
2022Detailed filing. Detailed filing data is available for this year.$46.2$15.4$30.8$14.5$13.7$0.85
2021Detailed filing. Detailed filing data is available for this year.$45.1$14.3$30.8$13.8$12.4$1.35
2020Detailed filing. Detailed filing data is available for this year.$44.0$15.6$28.4$12.0$11.6$0.44
2019Detailed filing. Detailed filing data is available for this year.$42.7$14.9$27.7$13.4$12.3$1.04
2018Detailed filing. Detailed filing data is available for this year.$41.2$14.9$26.2$13.2$12.0$1.23
2017Detailed filing. Detailed filing data is available for this year.$37.3$11.3$26.0$12.7$11.4$1.29
2016Detailed filing. Detailed filing data is available for this year.$35.1$11.0$24.2$12.3$11.0$1.28
2015Detailed filing. Detailed filing data is available for this year.$34.5$12.0$22.6$11.9$10.9$1.00
2014Detailed filing. Detailed filing data is available for this year.$33.7$11.9$21.8$11.1$9.85$1.28
2013Detailed filing. Detailed filing data is available for this year.$31.6$9.82$21.8$11.0$9.46$1.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.1$10.8$19.3$8.94
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$9.89$17.3$8.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$9.73$16.4$8.38