Civic Intelligence

Otterbein St. Marys

990 • Fiscal year 2014 • EIN 34-1940880

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 16, 2015

11230 State Route 364St Marys, OH 45885

(419) 394-2366

Siviq Scores

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

Liabilities / Assets

57th percentile

0.35x

Higher debt load relative to assets than 57% of similar nonprofits.

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

Liabilities / Revenue

78th percentile

1.07x

Higher debt load relative to revenue than 78% of similar nonprofits.

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

Net Margin

69th percentile

11%

Higher net margin than 69% of similar nonprofits.

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

Top Officer Pay

73rd percentile

$368,674

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

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

Asset Growth

59th percentile

6.5%

Faster asset growth than 59% of similar nonprofits.

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

Revenue Growth

39th percentile

1.3%

Faster revenue growth than 39% of similar nonprofits.

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

Assets

Up

$33,666,333

Up $2,068,589 (+6.5%) from 2013

Net Assets

Down

$21,751,846

Down $21,053 (-0.1%) from 2013

Liabilities

Up

$11,914,487

Up $2,089,642 (+21%) from 2013

Revenue

Up

$11,124,624

Up $138,976 (+1.3%) from 2013

Expenses

Up

$9,845,879

Up $385,008 (+4.1%) from 2013

Net Income

Down

$1,278,745

Down $246,032 (-16%) from 2013

Historical Trend

Balance Sheet Trend

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

2014

Assets$33,666,333
Liabilities$11,914,487
Net Assets$21,751,846

Operations Trend

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

2014

Revenue$11,124,624
Expenses$9,845,879
Net Income$1,278,745
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 16, 2015
Return Version
2014v5.0
Gross Receipts
$11,124,624
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$16,648,443$16,931,002▲ $282,559
Investments in Publicly Traded Securities$7,711,872$7,489,793▼ $222,079
Cash and Non-Interest-Bearing Accounts$5,378,590$5,750,438▲ $371,848
Accounts Receivable$666,426$795,034▲ $128,608
Pledges and Grants Receivable$589,959$516,083▼ $73,876
Intangible Assets$42,032$58,853▲ $16,821
Prepaid Expenses and Deferred Charges$35,229$29,686▼ $5,543
Inventories for Sale or Use$15,370$7,447▼ $7,923
Total Assets$31,597,744$33,666,333▲ $2,068,589
Other Assets Total$509,823$2,087,997▲ $1,578,174
Liabilities
Tax Exempt Bond Liabilities$4,566,249$5,646,428▲ $1,080,179
Accounts Payable and Accrued Expenses$1,672,083$2,590,474▲ $918,391
Other Liabilities$2,230,264$2,315,213▲ $84,949
Deferred Revenue$1,348,744$1,354,753▲ $6,009
Escrow Account Liability$7,505$7,619▲ $114
Total Liabilities$9,824,845$11,914,487▲ $2,089,642
Net Assets / Fund Balance
Unrestricted Net Assets$20,442,487$20,196,798▼ $245,689
Temporarily Rstr Net Assets$734,040$892,991▲ $158,951
Permanently Rstr Net Assets$596,372$662,057▲ $65,685
Total Net Assets Fund Balance$21,772,899$21,751,846▼ $21,053
Total Liabilities and Net Assets / Fund Balance$31,597,744$33,666,333▲ $2,068,589

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$13,666,115$9,318,302$22,984,417
Equipment$1,121,514$2,853,974$3,975,488
Leasehold Improvements$1,007,173$1,885,267$2,892,440
Land$1,136,200-$1,136,200
Other Assets Org$7,619--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fred WiswellAdministratorFT$131,802$14,238$146,040

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Alliance Rehab-sraTherapy Services1520 KENSINGTON ROAD, Oak Brook, IL 60523$110,536
Revenue and Support

Revenue Composition

Contributions and Grants
$343,478
Program Service Revenue
$10,056,505
Investment Income
$649,944
Other Revenue
$74,697
All Other Contributions
$343,478
Change in Net Assets
$1,278,745

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,070,900
Revenue Not Reported on Financial Statements
$53,724
Revenue Not Reported on Form 990
$-323,101
Other Revenue Adjustments
$450
Total Revenue per Audited Statements
$10,747,799
Total Revenue per Form 990
$11,124,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,510,814
Salaries, Compensation, and Employee Benefits$4,335,065
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,114,501$247,969-$3,362,470
Office Expenses$1,075,683$103,452-$1,179,135
Depreciation Depletion$1,043,852$32,681-$1,076,533
Occupancy$849,129$26,585-$875,714
Fees for Services Other$754,431--$754,431
Other Employee Benefits$448,862$35,737-$484,599
Payroll Taxes$230,935$18,387-$249,322
Pension Plan Contributions$221,073$17,601-$238,674
Advertising-$185,118-$185,118
Interest$164,103$5,138-$169,241
Insurance$93,382$2,924-$96,306
Fees for Service Investment Mgmnt Fees-$53,274-$53,274
Other Expenses$226,980$31,824-$31,824
All Other Expenses$5,893$24,440-$30,333
Travel$17,196$1,369-$18,565
Fees for Services Legal-$18,386-$18,386
Fees for Services Accounting-$9,438-$9,438
Total Functional Expenses$8,246,020$1,599,859$0$9,845,879

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,845,879
Expenses per Audited Statements$9,792,155
Total Expenses per Audited Statements$9,792,155
Expenses Not Reported on Financial Statements$53,724
Other Expense Adjustments$450
Expenses Not Reported on Form 990$0
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$1,765,969
Split Interest Agreement$549,244
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 independent 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. The deliberations and decisions regarding compensation are documented. This process was last performed in 2015.

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

Filer Name
Otterbein St Marys
EIN
34-1940880
Phone
4193942366
Address
11230 STATE ROUTE 364, ST MARYS, OH 45885

Signing Officer

Name
J Christopher Green
Title
CFO
Phone
5139335400
Signed
2015-11-16
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
269
Volunteers
99

Preparer

Firm
Cliftonlarsonallen Llp
Address
1 BRONZE POINTE, BELLEVILLE, IL 62226
Preparer
Jeff Parker
Phone
6182331200
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in value of split interest agreement -27,068. Change in minimum pension liability -949,629.

FORM 990, PART XII, LINE 2C:

The selection and oversight process has not changed.

Form 990, Page 10, Line 5

This amount represents an allocated expense for salaries paid & reported on the w-2's of the parent organization, otterbein homes.

Form 990, Part X, Page 11, Line 20-liabilities/tax Exempt Bonds

The parent company, otterbein homes, has allocated a portion of the tax exempt bonds that were issued to the parent company. The details of the tax exempt bonds issued to otterbein homes are contained on the schedule k that is filed with the form 990 for the parent company (fein 31-0549058). There is no schedule k for this tax return. This treatment is consistent with prior years.

Financial Statement Notes

PART IV, LINE 2B:

Resident funds are deposits held under a fiduciary responsibility and are required by state regulation.

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' 2013, 2012, and 2011 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.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Gain on disposal reclassed for tax purposes 450.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Gain on disposal reclassed for tax purposes 450.

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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/PersonNm3GORDON COFFIN
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHY SAMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JAN HEINRICH
IRS990/Form990PartVIISectionAGrp/PersonNm6SHARON LHAMON
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE DUES
IRS990/Form990PartVIISectionAGrp/PersonNm8MILT MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm9PATTY CISCO
IRS990/Form990PartVIISectionAGrp/PersonNm10REVEREND ED BRAY
IRS990/Form990PartVIISectionAGrp/PersonNm11SHERRIE KEIGHLEY
IRS990/Form990PartVIISectionAGrp/PersonNm12ROBBIE BURKE
IRS990/Form990PartVIISectionAGrp/PersonNm13BEVERLY ZEIGLER
IRS990/Form990PartVIISectionAGrp/PersonNm14BARBARA ZIEGENBUSCH
IRS990/Form990PartVIISectionAGrp/PersonNm15DEBORA GEIS
IRS990/Form990PartVIISectionAGrp/PersonNm16JILL HREBEN
IRS990/Form990PartVIISectionAGrp/PersonNm17JAMES CHRISTOPHER GREEN
IRS990/Form990PartVIISectionAGrp/PersonNm18FRED 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/ReportableCompFromOrgAmt18131802
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/ReportableCompFromRltdOrgAmt16358410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt17246425
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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/TitleTxt16PRESIDENT/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt17TREASURER/CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt18ADMINISTRATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02001
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0450
IRS990/GainOrLossGrp/SecuritiesAmt0443911
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0450
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0443911
IRS990/GrossReceiptsAmt011124624
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt02924
IRS990/InsuranceGrp/ProgramServicesAmt093382
IRS990/InsuranceGrp/TotalAmt096306
IRS990/IntangibleAssetsGrp/BOYAmt042032
IRS990/IntangibleAssetsGrp/EOYAmt058853
IRS990/InterestGrp/ManagementAndGeneralAmt05138
IRS990/InterestGrp/ProgramServicesAmt0164103
IRS990/InterestGrp/TotalAmt0169241
IRS990/InventoriesForSaleOrUseGrp/BOYAmt015370
IRS990/InventoriesForSaleOrUseGrp/EOYAmt07447
IRS990/InvestmentIncomeGrp/ExclusionAmt0205583
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0205583
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07711872
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07489793
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt014057543
IRS990/LandBldgEquipBasisNetGrp/BOYAmt016648443
IRS990/LandBldgEquipBasisNetGrp/EOYAmt016931002
IRS990/LandBldgEquipCostOrOtherBssAmt030988545
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt03760
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03760
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/NetAssetsOrFundBalancesBOYAmt021772899
IRS990/NetAssetsOrFundBalancesEOYAmt021751846
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0444361
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0444361
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-323101
IRS990/NoncashContributionsAmt014453
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt026585
IRS990/OccupancyGrp/ProgramServicesAmt0849129
IRS990/OccupancyGrp/TotalAmt0875714
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0103452
IRS990/OfficeExpensesGrp/ProgramServicesAmt01075683
IRS990/OfficeExpensesGrp/TotalAmt01179135
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0509823
IRS990/OtherAssetsTotalGrp/EOYAmt02087997
IRS990/OtherChangesInNetAssetsAmt0-976697
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt035737
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0448862
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0484599
IRS990/OtherExpensesGrp/Desc0CORPORATE SERVICE FEES
IRS990/OtherExpensesGrp/Desc1REFUNDABLE LIFE USE FEE
IRS990/OtherExpensesGrp/Desc2OTHER ADMINISTRATION
IRS990/OtherExpensesGrp/Desc3BENEVOLENT ASSISTANCE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0666960
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1118576
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt231824
IRS990/OtherExpensesGrp/ProgramServicesAmt0226980
IRS990/OtherExpensesGrp/TotalAmt0666960
IRS990/OtherExpensesGrp/TotalAmt1226980
IRS990/OtherExpensesGrp/TotalAmt2118576
IRS990/OtherExpensesGrp/TotalAmt331824
IRS990/OtherLiabilitiesGrp/BOYAmt02230264
IRS990/OtherLiabilitiesGrp/EOYAmt02315213
IRS990/OtherRevenueMiscGrp/BusinessCd0623000
IRS990/OtherRevenueMiscGrp/BusinessCd1623000
IRS990/OtherRevenueMiscGrp/BusinessCd2623000
IRS990/OtherRevenueMiscGrp/Desc0BEAUTY AND BARBER
IRS990/OtherRevenueMiscGrp/Desc1HOUSEKEEPING
IRS990/OtherRevenueMiscGrp/Desc2TRANSPORTATION
IRS990/OtherRevenueMiscGrp/ExclusionAmt048280
IRS990/OtherRevenueMiscGrp/ExclusionAmt118894
IRS990/OtherRevenueMiscGrp/ExclusionAmt23763
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt048280
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt118894
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt23763
IRS990/OtherRevenueTotalAmt074697
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0247969
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03114501
IRS990/OtherSalariesAndWagesGrp/TotalAmt03362470
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018387
IRS990/PayrollTaxesGrp/ProgramServicesAmt0230935
IRS990/PayrollTaxesGrp/TotalAmt0249322
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt017601
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0221073
IRS990/PensionPlanContributionsGrp/TotalAmt0238674
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0596372
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0662057
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0589959
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0516083
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt035229
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029686
IRS990/PrincipalOfficerNm0J CHRISTOPHER GREEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/Desc0RESIDENT REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1DEPARTMENTAL REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09823639
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1232866
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09823639
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1232866
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0541410
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0162859
IRS990/PYOtherExpensesAmt05234811
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010281379
IRS990/PYRevenuesLessExpensesAmt01524777
IRS990/PYSalariesCompEmpBnftPaidAmt04226060
IRS990/PYTotalExpensesAmt09460871
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010985648
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01278745
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt010056505
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt054961
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt031805
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt038670
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt015214

Document Assets

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Filings

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
Peer Organizations

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