Civic Intelligence

Lima Convalescent Home Foundation Inc.

990 • Fiscal year 2024 • EIN 34-4473976

Oct 01, 2023 to Sep 30, 2024 • Filed on Feb 28, 2025

Organization Profilelimaconvalescenthome.com

View Organization Page

1650 Allentown RoadLima, OH 45805

(419) 224-9741

Siviq Scores

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

Liabilities / Assets

71st percentile

0.41x

Higher debt load relative to assets than 71% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

70th percentile

0.54x

Higher debt load relative to revenue than 70% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

25th percentile

-4.3%

Higher net margin than 25% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

17th percentile

$53,657

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

26th percentile

-1.5%

Faster asset growth than 26% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

13th percentile

-19%

Faster revenue growth than 13% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$14,468,107

Down $227,138 (-1.5%) from 2023

Net Assets

Down

$8,473,232

Down $204,703 (-2.4%) from 2023

Liabilities

Down

$5,994,875

Down $22,435 (-0.4%) from 2023

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin25th percentile

Revenue

Down

$11,039,350

Down $2,538,068 (-19%) from 2023

Expenses

Up

$11,509,125

Up $28,025 (+0.2%) from 2023

Net Income

Down

-$469,775

Down $2,566,093 (-122%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,514,865Liabilities 2010: $3,468,875Net Assets 2010: $4,045,9902010Assets 2011: $7,597,732Liabilities 2011: $3,358,813Net Assets 2011: $4,238,9192011Assets 2012: $7,449,085Liabilities 2012: $2,938,025Net Assets 2012: $4,511,0602012Assets 2013: $7,598,566Liabilities 2013: $2,809,149Net Assets 2013: $4,789,4172013Assets 2014: $7,678,700Liabilities 2014: $2,769,541Net Assets 2014: $4,909,1592014Assets 2015: $7,994,073Liabilities 2015: $2,662,880Net Assets 2015: $5,331,1932015Assets 2016: $7,899,786Liabilities 2016: $2,403,787Net Assets 2016: $5,495,9992016Assets 2017: $8,580,342Liabilities 2017: $2,297,165Net Assets 2017: $6,283,1772017Assets 2018: $9,828,691Liabilities 2018: $3,511,917Net Assets 2018: $6,316,7742018Assets 2019: $12,108,873Liabilities 2019: $6,921,932Net Assets 2019: $5,186,9412019Assets 2020: $14,828,146Liabilities 2020: $9,074,670Net Assets 2020: $5,753,4762020Assets 2021: $13,551,753Liabilities 2021: $7,402,535Net Assets 2021: $6,149,2182021Assets 2022: $12,390,641Liabilities 2022: $6,083,023Net Assets 2022: $6,307,6182022Assets 2023: $14,695,245Liabilities 2023: $6,017,310Net Assets 2023: $8,677,9352023Assets 2024: $14,468,107Liabilities 2024: $5,994,875Net Assets 2024: $8,473,2322024Assets 2025: $14,257,294Liabilities 2025: $5,726,288Net Assets 2025: $8,531,0062025

Highlighted filing

2024

Assets$14,468,107
Liabilities$5,994,875
Net Assets$8,473,232
Open 2024 Filing

Operations Trend

Revenue Growth13th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $6,986,3322010Expenses 2011: $6,974,6542011Expenses 2012: $7,170,2312012Expenses 2013: $7,325,5732013Revenue 2014: $7,611,801Expenses 2014: $7,581,148Net Income 2014: $30,6532014Revenue 2015: $7,985,935Expenses 2015: $7,423,089Net Income 2015: $562,8462015Revenue 2016: $8,011,715Expenses 2016: $7,972,147Net Income 2016: $39,5682016Revenue 2017: $9,203,751Expenses 2017: $8,158,054Net Income 2017: $1,045,6972017Revenue 2018: $8,670,958Expenses 2018: $8,660,728Net Income 2018: $10,2302018Revenue 2019: $8,121,357Expenses 2019: $8,728,210Net Income 2019: -$606,8532019Revenue 2020: $10,471,953Expenses 2020: $9,669,330Net Income 2020: $802,6232020Revenue 2021: $10,394,071Expenses 2021: $10,805,475Net Income 2021: -$411,4042021Revenue 2022: $10,131,604Expenses 2022: $10,328,131Net Income 2022: -$196,5272022Revenue 2023: $13,577,418Expenses 2023: $11,481,100Net Income 2023: $2,096,3182023Revenue 2024: $11,039,350Expenses 2024: $11,509,125Net Income 2024: -$469,7752024Revenue 2025: $11,866,478Expenses 2025: $11,996,118Net Income 2025: -$129,6402025

Highlighted filing

2024

Revenue$11,039,350
Expenses$11,509,125
Net Income-$469,775
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 28, 2025
Return Version
2023v6.0
Gross Receipts
$11,039,350
Mission and Program Overview

Mission

To provide high quality services at an affordable cost for both an assisted living complex and a nursing home facility.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,808,891$9,401,329▲ $592,438
Investments in Publicly Traded Securities$3,864,392$3,569,269▼ $295,123
Accounts Receivable$765,566$839,187▲ $73,621
Cash and Non-Interest-Bearing Accounts$1,149,456$601,780▼ $547,676
Prepaid Expenses and Deferred Charges$76,935$32,320▼ $44,615
Savings and Temporary Cash Investments-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$14,695,245$14,468,107▼ $227,138
Other Assets Total$30,005$24,222▼ $5,783
Liabilities
Tax Exempt Bond Liabilities$5,423,576$5,357,226▼ $66,350
Accounts Payable and Accrued Expenses$782,186$631,943▼ $150,243
Other Liabilities$-188,452$5,706▲ $194,158
Total Liabilities$6,017,310$5,994,875▼ $22,435
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,406,009$8,469,439▲ $63,430
Net Assets With Donor Restrictions$271,926$3,793▼ $268,133
Total Net Assets Fund Balance$8,677,935$8,473,232▼ $204,703
Total Liabilities and Net Assets / Fund Balance$14,695,245$14,468,107▼ $227,138

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$8,731,341$8,053,158$16,784,499
Other Land Buildings$185,490$1,557,851$1,743,341
Equipment$281,278$1,280,387$1,561,665
Leasehold Improvements$104,844$349,706$454,550
Land$98,376-$98,376
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleBaseTotal
Margaret WhitlatchAsst Treasurer$53,657$53,657

Board Members and Trustees

NameTitle
Melissa HarveyPresident
Christine ProvaznikVice President
Carl BergerBoard Member
Corliss BooseBoard Member
Donald FischerBoard Member
James EatonBoard Member
John StedkeBoard Member
John WillamowskiBoard Member
Linda Hovest-BloomfieldBoard Member
Nancy RudolphBoard Member
Richard KortokraxBoard Member
Richard SchroederBoard Member
Robert KomminskBoard Member
Warner KuglerBoard Member
Anne DeckerAsst Treasurer
Brad RoushSecretary
Philip TruebloodTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Gordon FoodserviceFoodservice3447 Elida Road, Lima, OH 45807$554,204
HealthPRO Therapy Services LLCTherapy Services16600 Sprague Road Suite 365, Middleburg Heights, OH 44130$470,850
HA DorstenGeneral Contractor146 N Main Street, Minster, OH 45865$445,495
CtiCorp Tax Acct1720 Prairie City Road Ste 120, Folsom, CA 95630$414,657
McKessonMed Supplies & EquipPO Box 630693, Cincinnati, OH 45263$235,320
Revenue and Support

Revenue Composition

Contributions and Grants
$123,601
Program Service Revenue
$10,779,155
Investment Income
$117,856
Other Revenue
$18,738
All Other Contributions
$104,441
Change in Net Assets
$-469,775

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,039,350
Revenue Not Reported on Form 990
$265,072
Total Revenue per Audited Statements
$11,304,422
Total Revenue per Form 990
$11,039,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,844,376
Other Expenses$4,664,749
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,224,163$203,089-$5,427,252
Other Employee Benefits$724,221$26,373-$750,594
Depreciation Depletion$631,004$33,211-$664,215
Occupancy$532,076$27,973-$560,049
Payroll Taxes$474,773$23,938-$498,711
Other Expenses$346,734--$346,734
All Other Expenses$332,411--$332,411
Interest$222,319$11,701-$234,020
Insurance$118,129$39,777-$157,906
Current Officers, Directors, Trustees, and Key Employees$70,338$70,339-$140,677
Office Expenses$124,227$6,538-$130,765
Advertising$80,582--$80,582
Fees for Services Accounting-$39,030-$39,030
Pension Plan Contributions$26,246$896-$27,142
Fees for Services Legal-$26,202-$26,202
Conferences and Meetings$5,491--$5,491
Fees for Services Other-$3,044-$3,044
Travel$1,905--$1,905
Total Functional Expenses$10,997,014$512,111$0$11,509,125

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$11,509,125
Total Expenses per Audited Statements$11,509,125
Total Expenses per Form 990$11,509,125
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Margaret WhitlatchBoard MemberMarketingNo$53,657

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$24,222
Tenant Security Deposits$23,730
Benefit Under Interest Rate Swap$-42,246

Bond Issues

BondIssuerIssuedIssue PricePurpose
AVillage of Elida2018-03-29$6,200,000-

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A----

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“A copy of Form 990 is presented to the governing body of the organization prior to the filing. The Board then reviews and approves the Form 990 at its regular meeting.”

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

“Any possible conflicts of interest on the part of any board member are to be disclosed to the other board members and made a matter of record either through an anuual procedure or when the interest becomes a matter of board action.”

Form 990, Part VI, Section B, Line 15A

“The Executive Director's compensation is set based on the current market value of services performed and a performance review.”

Form 990, Part VI, Section C, Line 19

“The organization's financial documents and governing policies are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Lima Convalescent Home Foundation Inc
EIN
34-4473976
Phone
4192249741
Address
1650 Allentown Road, Lima, OH 45805

Signing Officer

Name
Melissa Harvey
Title
President
Signed
2025-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Harvey
Formed
1951
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
273
Volunteers
22

Preparer

Firm
ES Evans and Company
Address
205 West Elm Street, Lima, OH 45801
Preparer
Jennifer J Birkemeier CPA CFE
Phone
4192233075
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in Fair Value of Interest Rate Swap = -$192707”

Raw XML AppendixShowing 400 of 660 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/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0782186
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0631943
IRS990/AccountsReceivableGrp/BOYAmt0765566
IRS990/AccountsReceivableGrp/EOYAmt0839187
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0To provide high quality services at an affordable cost for both an assisted living complex and a nursing home facility.
IRS990/AdvertisingGrp/ProgramServicesAmt080582
IRS990/AdvertisingGrp/TotalAmt080582
IRS990/AllOtherContributionsAmt0104441
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0332411
IRS990/AllOtherExpensesGrp/TotalAmt0332411
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0Jessica Trinko
IRS990/BooksInCareOfDetail/PhoneNum04192249741
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01650 Allentown Road
IRS990/BooksInCareOfDetail/USAddress/CityNm0Lima
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045805
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt01149456
IRS990/CashNonInterestBearingGrp/EOYAmt0601780
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt07
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt070339
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt070338
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0140677
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt05491
IRS990/ConferencesMeetingsGrp/TotalAmt05491
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0235320
IRS990/ContractorCompensationGrp/CompensationAmt1445495
IRS990/ContractorCompensationGrp/CompensationAmt2470850
IRS990/ContractorCompensationGrp/CompensationAmt3414657
IRS990/ContractorCompensationGrp/CompensationAmt4554204
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0PO Box 630693
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1146 N Main Street
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt216600 Sprague Road Suite 365
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt31720 Prairie City Road Ste 120
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt43447 Elida Road
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Cincinnati
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1Minster
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2Middleburg Heights
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3Folsom
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4Lima
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3CA
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd045263
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd145865
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd244130
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd395630
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd445807
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0McKesson
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1HA Dorsten
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2HealthPRO Therapy Services LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3CTI
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4Gordon Foodservice
IRS990/ContractorCompensationGrp/ServicesDesc0Med Supplies & Equip
IRS990/ContractorCompensationGrp/ServicesDesc1General Contractor
IRS990/ContractorCompensationGrp/ServicesDesc2Therapy Services
IRS990/ContractorCompensationGrp/ServicesDesc3Corp Tax Acct
IRS990/ContractorCompensationGrp/ServicesDesc4Foodservice
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0123601
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0117856
IRS990/CYOtherExpensesAmt04664749
IRS990/CYOtherRevenueAmt018738
IRS990/CYProgramServiceRevenueAmt010779155
IRS990/CYRevenuesLessExpensesAmt0-469775
IRS990/CYSalariesCompEmpBnftPaidAmt06844376
IRS990/CYTotalExpensesAmt011509125
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt011039350
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt033211
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0631004
IRS990/DepreciationDepletionGrp/TotalAmt0664215
IRS990/Desc0Skilled Nursing Care - Nursing home facility with highly trained staff to provide skilled care for the elderly and chronically ill.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0271926
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt03793
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0273
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt08503347
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt039030
IRS990/FeesForServicesAccountingGrp/TotalAmt039030
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt026202
IRS990/FeesForServicesLegalGrp/TotalAmt026202
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt03044
IRS990/FeesForServicesOtherGrp/TotalAmt03044
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt170.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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/PersonNm0Margaret Whitlatch
IRS990/Form990PartVIISectionAGrp/PersonNm1Warner Kugler
IRS990/Form990PartVIISectionAGrp/PersonNm2Linda Hovest-Bloomfield
IRS990/Form990PartVIISectionAGrp/PersonNm3Donald Fischer
IRS990/Form990PartVIISectionAGrp/PersonNm4John Stedke
IRS990/Form990PartVIISectionAGrp/PersonNm5James Eaton
IRS990/Form990PartVIISectionAGrp/PersonNm6Robert Komminsk
IRS990/Form990PartVIISectionAGrp/PersonNm7Carl Berger
IRS990/Form990PartVIISectionAGrp/PersonNm8Richard Schroeder
IRS990/Form990PartVIISectionAGrp/PersonNm9Nancy Rudolph
IRS990/Form990PartVIISectionAGrp/PersonNm10John Willamowski
IRS990/Form990PartVIISectionAGrp/PersonNm11Richard Kortokrax
IRS990/Form990PartVIISectionAGrp/PersonNm12Corliss Boose
IRS990/Form990PartVIISectionAGrp/PersonNm13Melissa Harvey
IRS990/Form990PartVIISectionAGrp/PersonNm14Anne Decker
IRS990/Form990PartVIISectionAGrp/PersonNm15Philip Trueblood
IRS990/Form990PartVIISectionAGrp/PersonNm16Brad Roush
IRS990/Form990PartVIISectionAGrp/PersonNm17Christine Provaznik
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt053657
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/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/TitleTxt0Asst Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt2Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt3Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13President
IRS990/Form990PartVIISectionAGrp/TitleTxt14Asst Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Vice President
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01951
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt019160
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt011039350
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt039777
IRS990/InsuranceGrp/ProgramServicesAmt0118129
IRS990/InsuranceGrp/TotalAmt0157906
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt011701
IRS990/InterestGrp/ProgramServicesAmt0222319
IRS990/InterestGrp/TotalAmt0234020
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0117856
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0117856
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03864392
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03569269
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011241102
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08808891
IRS990/LandBldgEquipBasisNetGrp/EOYAmt09401329
IRS990/LandBldgEquipCostOrOtherBssAmt020642431
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide high quality services at an affordable cost for both an assisted living complex and a nursing home facility.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt08677935
IRS990/NetAssetsOrFundBalancesEOYAmt08473232
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0457779
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08406009
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08469439
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt027973
IRS990/OccupancyGrp/ProgramServicesAmt0532076
IRS990/OccupancyGrp/TotalAmt0560049
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06538
IRS990/OfficeExpensesGrp/ProgramServicesAmt0124227
IRS990/OfficeExpensesGrp/TotalAmt0130765
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030005
IRS990/OtherAssetsTotalGrp/EOYAmt024222
IRS990/OtherChangesInNetAssetsAmt0-192707
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026373
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0724221
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0750594
IRS990/OtherExpensesGrp/Desc0Supplies
IRS990/OtherExpensesGrp/Desc1Therapy Costs
IRS990/OtherExpensesGrp/Desc2Franchise Permit Fees
IRS990/OtherExpensesGrp/Desc3Contract Services
IRS990/OtherExpensesGrp/ProgramServicesAmt01107358
IRS990/OtherExpensesGrp/ProgramServicesAmt1545908
IRS990/OtherExpensesGrp/ProgramServicesAmt2429129
IRS990/OtherExpensesGrp/ProgramServicesAmt3346734
IRS990/OtherExpensesGrp/TotalAmt01107358
IRS990/OtherExpensesGrp/TotalAmt1545908
IRS990/OtherExpensesGrp/TotalAmt2429129
IRS990/OtherExpensesGrp/TotalAmt3346734
IRS990/OtherLiabilitiesGrp/BOYAmt0-188452
IRS990/OtherLiabilitiesGrp/EOYAmt05706
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018738
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018738
IRS990/OtherRevenueTotalAmt018738
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0203089
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05224163
IRS990/OtherSalariesAndWagesGrp/TotalAmt05427252
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt023938
IRS990/PayrollTaxesGrp/ProgramServicesAmt0474773
IRS990/PayrollTaxesGrp/TotalAmt0498711
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0896
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026246
IRS990/PensionPlanContributionsGrp/TotalAmt027142
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt076935
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt032320
IRS990/PrincipalOfficerNm0Melissa Harvey
IRS990/ProfessionalFundraisingInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,468,107
Liabilities
$5,994,875
Net assets
$8,473,232
Revenue
$11,039,350
Expenses
$11,509,125
Net income
-$469,775
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$14.3$5.73$8.53$11.9$12.0$0.13
2024Detailed filing. Detailed filing data is available for this year.$14.5$5.99$8.47$11.0$11.5$0.47
2023Detailed filing. Detailed filing data is available for this year.$14.7$6.02$8.68$13.6$11.5$2.10
2022Detailed filing. Detailed filing data is available for this year.$12.4$6.08$6.31$10.1$10.3$0.20
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.6$7.40$6.15$10.4$10.8$0.41
2020Detailed filing. Detailed filing data is available for this year.$14.8$9.07$5.75$10.5$9.67$0.80
2019Detailed filing. Detailed filing data is available for this year.$12.1$6.92$5.19$8.12$8.73$0.61
2018Detailed filing. Detailed filing data is available for this year.$9.83$3.51$6.32$8.67$8.66$0.01
2017Detailed filing. Detailed filing data is available for this year.$8.58$2.30$6.28$9.20$8.16$1.05
2016Detailed filing. Detailed filing data is available for this year.$7.90$2.40$5.50$8.01$7.97$0.04
2015Detailed filing. Detailed filing data is available for this year.$7.99$2.66$5.33$7.99$7.42$0.56
2014Detailed filing. Detailed filing data is available for this year.$7.68$2.77$4.91$7.61$7.58$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$2.81$4.79$7.33
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.45$2.94$4.51$7.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.60$3.36$4.24$6.97
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$3.47$4.05$6.99