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Nonprofiteer
← THE MCGREGOR FOUNDATION

Form 990 for tax year 2024

Filed by THE MCGREGOR FOUNDATION.

Totals

Total revenue
$24,680,352
Total expenses
$24,349,767
Contributions and grants received
$2,922,467
Grants paid
$960,970
Program service revenue
$18,476,766
Investment income
$2,941,104
Other revenue
$340,015
Total assets, end of year
$136,299,645
Total liabilities, end of year
$32,656,468
Net assets or fund balances, end of year
$103,643,177
Program services expenses (Part IX)
$19,970,863
Management and general expenses
$4,378,904
Fundraising expenses
$0
Program service expenses (Part III)
$19,970,863

Program services were 82.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $1,720,000

  • 1f · All other contributions, gifts and grants

    $1,202,467

  • 2a · Program service revenue: RESIDENT SERVICES

    total $16,815,009 · related or exempt $16,815,009

  • 2b · Program service revenue: MANAGEMENT FEES

    total $1,661,757 · related or exempt $1,661,757

  • 3 · Investment income

    total $2,306,665 · excluded $2,306,665

  • 6a · Gross rents

    real property $356,036

  • 6b · Less rental expenses

    real property $16,021

  • 6c · Rental income or loss

    real property $340,015

  • 6d · Net rental income or loss

    total $340,015 · excluded $340,015

  • 7a · Gross sales of assets other than inventory

    securities $28,296,703

  • 7b · Less cost or other basis and sales expenses

    securities $27,662,264

  • 7c · Gain or loss

    securities $634,439

  • 7d · Net gain or loss

    total $634,439 · excluded $634,439

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $960,970 · program services $960,970

  • 5 · Compensation of officers, directors and key employees

    total $879,629 · program services $645,790 · management and general $233,839

  • 7 · Other salaries and wages

    total $9,338,175 · program services $6,895,401 · management and general $2,442,774

  • 8 · Pension plan contributions

    total $90,572 · program services $4,305 · management and general $86,267

  • 9 · Other employee benefits

    total $686,632 · program services $635,227 · management and general $51,405

  • 10 · Payroll taxes

    total $820,798 · program services $646,523 · management and general $174,275

  • 11b · Fees: legal

    total $33,195 · management and general $33,195

  • 11c · Fees: accounting

    total $67,971 · management and general $67,971

  • 11f · Fees: investment management

    total $265,250 · management and general $265,250

  • 11g · Fees: other

    total $3,335,051 · program services $3,335,051

  • 12 · Advertising and promotion

    total $160,188 · management and general $160,188

  • 13 · Office expenses

    total $274,714 · program services $15,286 · management and general $259,428

  • 16 · Occupancy

    total $567,635 · program services $567,635

  • 17 · Travel

    total $7,891 · management and general $7,891

  • 19 · Conferences, conventions and meetings

    total $48,405 · management and general $48,405

  • 20 · Interest

    total $1,293,797 · program services $1,293,797

  • 22 · Depreciation, depletion and amortization

    total $1,522,810 · program services $1,522,810

  • 23 · Insurance

    total $142,990 · program services $142,990

  • 24a · Other expenses: MEDICAL & OTHER SUPPLY

    total $1,592,611 · program services $1,577,491 · management and general $15,120

  • 24b · Other expenses: MEDICAID BED TAX

    total $841,777 · program services $841,777

  • 24c · Other expenses: MAINTENANCE

    total $725,899 · program services $235,526 · management and general $490,373

  • 24d · Other expenses: RESIDENT EVENTS

    total $363,372 · program services $363,372

  • 24e · All other expenses

    total $329,435 · program services $286,912 · management and general $42,523

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,100 · end of year $3,100

  • 2 · Savings and temporary cash investments

    beginning of year $312,015 · end of year $1,178,162

  • 4 · Accounts receivable

    beginning of year $7,065,626 · end of year $2,533,810

  • 7 · Other notes and loans receivable

    beginning of year $16,512,675 · end of year $22,013,446

  • 9 · Prepaid expenses and deferred charges

    beginning of year $359,656 · end of year $453,105

  • 10a · Land, buildings and equipment: cost or other basis

    $58,064,761

  • 10b · Land, buildings and equipment: accumulated depreciation

    $36,226,880

  • 10c · Land, buildings and equipment, net

    beginning of year $22,959,091 · end of year $21,837,881

  • 11 · Investments: publicly traded securities

    beginning of year $75,516,630 · end of year $78,876,018

  • 12 · Investments: other securities

    end of year $509,990

  • 13 · Investments: program-related

    beginning of year $1,200,128 · end of year $1,727,875

  • 14 · Intangible assets

    beginning of year $765,007 · end of year $723,154

  • 15 · Other assets

    beginning of year $5,712,178 · end of year $6,443,104

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,754,668 · end of year $3,699,819

  • 20 · Tax-exempt bond liabilities

    beginning of year $26,920,000 · end of year $25,920,000

  • 21 · Escrow or custodial account liability

    beginning of year $155,429 · end of year $230,881

  • 25 · Other liabilities

    beginning of year $2,779,773 · end of year $2,805,768

  • 27 · Net assets without donor restrictions

    beginning of year $88,316,778 · end of year $94,294,207

  • 28 · Net assets with donor restrictions

    beginning of year $9,479,458 · end of year $9,348,970

Mission and programs · 2024

Mission

THE MCGREGOR HOME EXISTS TO PROVIDE A SUPERIOR RESIDENCE IN EAST CLEVELAND FOR INDIVIDUALS IN NEED TO AGE SUCCESSFULLY IN "A PLACE THEY CALL HOME."

Activities or mission (Part I)

THE MCGREGOR FOUNDATION PROVIDES SKILLED NURSING, LONG-TERM CARE, INDEPENDENT APARTMENTS, AND GRANTS TO NON-PROFITS TO PROMOTE INDIVIDUAL CHOICE BY PROVIDING OPTIONS, GUIDANCE AND SUPPORT ALONG LIFE'S JOURNEY.

  • PROVIDED 50,955 RESIDENT DAYS OF CARE DURING THE YEAR. SERVED THE ELDERLY IN THE CITY OF EAST CLEVELAND, OHIO WITH DIGNIFIED CARE IN GRACIOUS SURROUNDINGS. OFFERED LIVING ARRANGEMENTS FROM ASSISTED CARE TO NURSING PLUS A UNIT DESIGNED TO SERVE THE SPECIAL NEEDS OF MEMORY IMPAIRED RESIDENTS AND A TEMPORARY CARE PROGRAM. PROVIDED NO-COST OR REDUCED COST CARE TO RESIDENTS WHO MEET CERTAIN SPECIFIED CRITERIA UNDER ITS CHARITY CARE POLICY. OFFERED A STIMULATING VARIETY OF SOCIAL ACTIVITIES AND CULTURAL PROGRAMS TO ITS RESIDENTS. PROVIDED A SAFE AND SECURE ENVIRONMENT WHILE MAXIMIZING THE RESIDENTS' INDEPENDENCE AND SELF-ESTEEM. ALSO, PROVIDED AN IDEAL ENVIRONMENT FOR A FULL AND HAPPY LIFESTYLE.

    Expenses $19,009,893 · Revenue $16,815,009

  • THE MCGREGOR FOUNDATION PROVIDES GRANTS TO FURTHER ITS MISSION THROUGH OTHER NON-PROFIT ORGANIZATIONS IN NORTHEAST OHIO. THE ANNUAL GRANTS PROVIDE FUNDING IN THREE MAJOR AREAS: ENHANCING THE QUALITY OF LIFE FOR SENIORS; EXPANDING THE SERVICE INFRASTRUCTURE SURROUNDING AFFORDABLE HOUSING WITH SERVICES; AND THE RECRUITMENT, EDUCATION, TRAINING AND RETENTION OF HEALTH CARE PROFESSIONALS NECESSARY TO PROVIDE QUALITY MEDICAL CARE TO SENIORS.

    Expenses $960,970 · Grants $960,970

  • THE MCGREGOR FOUNDATION PROVIDES MANAGEMENT SERVICES TO ITS RELATED ORGANIZATIONS. THE ORGANIZATIONS REIMBURSE THE FOUNDATION FOR EXPENSES PAID ON THEIR BEHALF.

    Revenue $1,661,757

As filed on the 2024 return.

Listed in Part VII

  • ANDREW HARING

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ANGELA WILCOXSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • ANTHONY KUHEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • BRADLEY KNAPP

    TREASURER

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CAROLINE GLADSTONE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • CHRISTOPHER HEINTEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DAVID NEISWANDER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DEBORAH DALLMANN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DEBORAH PERKINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DIANA MORRIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DONTE GIBBS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DR CLAUDIA OWENS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • DR COLLEEN SWEENEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • JOHN MOODY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • KATHERINE NAGEL

    CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • LISA KIOUS MCGOVERN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • MICHAEL BECKHAM

    VICE CHAIR OF THE BOARD

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • RENEE HARDWICK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • STUART COLLINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • THOMAS CAMPANELLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 2 related

  • SUSAN ALTHANS

    BOARD SECRETARY

    Total calculated
    $129,714
    From this org
    $126,361
    From related orgs
    $0
    Other
    $3,353
    Hours/week
    24 + 6 related

  • ANN CONN

    CEO

    Total calculated
    $454,545
    From this org
    $429,275
    From related orgs
    $0
    Other
    $25,270
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $384,317
    Bonus
    $44,958
    Other
    $0
    Deferred
    $5,770
    Nontaxable benefits
    $19,500
    Filer's total
    $454,545

  • JENNIFER HAYES

    CFO/ASSISTANT TREASURER

    Total calculated
    $295,370
    From this org
    $267,877
    From related orgs
    $0
    Other
    $27,493
    Hours/week
    15 + 25 related

    Schedule J breakdown matched by us

    Base
    $235,814
    Bonus
    $32,063
    Other
    $0
    Deferred
    $7,074
    Nontaxable benefits
    $20,419
    Filer's total
    $295,370

  • YUVETTE BOZMAN

    EXECUTIVE DIRECTOR

    Total calculated
    $186,644
    From this org
    $181,208
    From related orgs
    $0
    Other
    $5,436
    Hours/week
    30 + 10 related

    Schedule J breakdown matched by us

    Base
    $169,960
    Bonus
    $11,248
    Other
    $0
    Deferred
    $5,436
    Nontaxable benefits
    $0
    Filer's total
    $186,644

  • LEEANN O'BRIEN

    CHIEF MARKETING & COMMUNICATIO

    Total calculated
    $137,235
    From this org
    $133,558
    From related orgs
    $0
    Other
    $3,677
    Hours/week
    20 + 20 related

  • PHYLLIS TABBS

    DON

    Total calculated
    $150,728
    From this org
    $148,766
    From related orgs
    $0
    Other
    $1,962
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,191
    Bonus
    $12,575
    Other
    $0
    Deferred
    $1,962
    Nontaxable benefits
    $0
    Filer's total
    $150,728

  • SANDRA MAULDIN

    HR DIRECTOR

    Total calculated
    $141,071
    From this org
    $137,028
    From related orgs
    $0
    Other
    $4,043
    Hours/week
    20 + 20 related

  • LISA MACARTNEY

    DIRECTOR OF FINANCE

    Total calculated
    $130,909
    From this org
    $127,038
    From related orgs
    $0
    Other
    $3,871
    Hours/week
    10 + 30 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • MCGREGOR AT OVERLOOK

    501(C)(3) · HEALTHCARE · OH · controlled entity

    Directly controlled by THE MCGREGOR FOUNDATION

  • MCGREGOR PACE

    501(C)(3) · HEALTHCARE · OH · controlled entity

    Directly controlled by MCGREGOR AT OVERLOOK

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • MCGREGOR SENIOR ASSISTED LIVING LP

    RELATED · LOW INCOME HOUSING · OH · 0.79% owned · share of income -$19 · share of assets $947,911 · general or managing partner

    Directly controlled by MCGREGOR SENIOR ASSISTED LIVING INC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
14 November 2025
IRS schema version
2024v5.2
Source object
202503219349301775

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