Mcgregor Independent Senior Housing

“Documents available to the public the organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request at the organization's business office.”

“Monitor and enforce conflict of interest policy the organization monitors and enforces compliance with the policies by completing annual conflict questionnaires.”

“Member classes the corporation shall have no members, and the directors shall, for the purposes of any statute or rule of law relating to corporations, be taken to be the members of the corporation, and they shall have all the rights and privileges of members, as provided in section 1702.14 of the ohio revised code, as amended.”

“Form 990 review process the returns are prepared by an outside cpa and then reviewed by the cfo. The form 990 is then distributed via email to the board of directors for their review in advance of the filing with the irs.”

“Delegate control over management duties the organization is affiliated with the am mcgregor home, the hud-approved management company. The responsibility for management of the affairs of the organization and the ongoing management of mcgregor independent senior housing is vested with the officers, board of directors, and the affiliated management company. Compensation for such services to the management company is as determined in the management agreement between the organization and the affiliated management company.”

“ALLOCATION OF HOURS WORKED HOURS WORKED PER WEEK ARE ALLOCATED BETWEEN THE FILING ORGANIZATION AND RELATED ORGANIZATION AS FOLLOWS FOR THE INDIVIDUALS LISTED WITHIN PART VII: ANN M. CONN - TOTAL HOURS PER WEEK = 40, SPLIT: THE MCGREGOR FOUNDATION - 15.00 HRS MCGREGOR AT OVERLOOK - 4.00 HRS MCGREGOR PACE - 12.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 0.50 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 0.50 HRS New Projects - 8.00 HRS YUVETTE Bozman - TOTAL HOURS PER WEEK = 40, SPLIT: MCGREGOR INDEPENDENT SENIOR HOUSING - 2.00 HRS THE MCGREGOR FOUNDATION - 26.00 HRS MCGREGOR AT OVERLOOK - 4.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 4.00 HRS McGregor Independent Living - 4.00 HRS SUSAN O. ALTHANS - TOTAL HOURS PER WEEK = 40, SPLIT: MCGREGOR INDEPENDENT SENIOR HOUSING - 4.00 HRS THE MCGREGOR FOUNDATION - 28.00 HRS MCGREGOR AT OVERLOOK - 4.00 HRS MCGREGOR PACE - 4.00 HRS Jennifer Hayes - TOTAL HOURS PER WEEK = 40, SPLIT: THE MCGREGOR FOUNDATION - 8.50 HRS MCGREGOR PACE - 20.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 2.00 HRS MCGREGOR AT OVERLOOK - 1.00 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 0.50 HRS New Projects - 8.00 HRS”

“The assets were transferred to McGregor Foundation and the entity was closed at the end of February 2022.”

“Transfer of net assets to McGregor Foundation: -$517,596”

“Description:general & admin expenses total fees:4598”

“Description:housekeeping total fees:204”

“Description:plant operations total fees:2270”