Totals
- Total revenue
- $190,591
- Total expenses
- $52,900
- Contributions and grants received
- $0
- Grants paid
- $16,375
- Program service revenue
- $0
- Investment income
- $190,591
- Other revenue
- $0
- Total assets, end of year
- $7,107,571
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $7,107,571
- Program services expenses (Part IX)
- $52,900
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $52,900
Program services were 100.0% 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.
-
3 · Investment income
total $187,099 · excluded $187,099
-
7a · Gross sales of assets other than inventory
securities $3,492
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $3,492
-
7d · Net gain or loss
total $3,492 · excluded $3,492
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $16,375 · program services $16,375
-
11f · Fees: investment management
total $36,525 · program services $36,525
Balance sheet
Part X, book values.
-
4 · Accounts receivable
beginning of year $3,170,000 · end of year $3,170,000
-
11 · Investments: publicly traded securities
beginning of year $4,575,447 · end of year $3,937,571
-
27 · Net assets without donor restrictions
beginning of year $2,403,630 · end of year $2,403,630
-
28 · Net assets with donor restrictions
beginning of year $5,341,817 · end of year $4,703,941
Mission and programs · 2022
Mission
TO SUPPORT THE ACTIVITIES OF WEXNER HERITAGE VILLAGE
Activities or mission (Part I)
TO SUPPORT ACTIVITIES OF WEXNER HERITAGE VILLAGE
-
FUNDS ARE INVESTED FOR THE BENEFIT OF WEXNER HERITAGE VILLAGE, AS PRESCRIBED BY DONORS WHERE APPLICABLE.
Expenses $52,900 · Grants $16,375
As filed on the 2022 return.
Listed in Part VII
-
Keith SchussKEITH SCHUSS
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Ira KaneIRA KANE
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Mark YaleMARK YALE
FINANCE CHAIR/PAST BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Dave AndersonDAVE ANDERSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Josh BokorJOSH BOKOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Arnold Good MDARNOLD GOOD MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Amy KlabenAMY KLABEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Mark UngarMARK UNGAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Karen BokorKAREN BOKOR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Ross FriedmanROSS FRIEDMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Cheryl HookerCHERYL HOOKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Sam MarcellinoSAM MARCELLINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Marian Schuda MDMARIAN SCHUDA MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Gerry Steinman MDGERRY STEINMAN MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Fred SummerFRED SUMMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 1.5 related
-
Gary F RosensteinGARY F ROSENSTEIN
CEO
- Total calculated
- $314,684
- From this org
- $0
- From related orgs
- $293,731
- Other
- $20,953
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $293,731 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $692 related
- Nontaxable benefits
- $0 + $20,261 related
- Filer's total
- $0 + $314,684 related
-
Christopher C ChristianCHRISTOPHER C CHRISTIAN
PRESIDENT & COO
- Total calculated
- $203,029
- From this org
- $0
- From related orgs
- $178,985
- Other
- $24,044
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $178,985 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $2,801 related
- Nontaxable benefits
- $0 + $21,243 related
- Filer's total
- $0 + $203,029 related
-
Tanya HahnTANYA HAHN
CHIEF FINANCIAL OFFICER
- Total calculated
- $163,370
- From this org
- $0
- From related orgs
- $156,118
- Other
- $7,252
- Hours/week
- 1 + 44 related
Schedule J breakdown matched by us
- Base
- $0 + $156,118 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0 + $7,252 related
- Filer's total
- $0 + $163,370 related
-
Corey A GoldsandCOREY A GOLDSAND
CHIEF HR AND COMPLIANCE OFFICER
- Total calculated
- $125,529
- From this org
- $0
- From related orgs
- $125,529
- Other
- $0
- Hours/week
- 1 + 44 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
None.
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
The filer's explanations (Part III)
- PART I, LINE 3
- THE HR COMMITTEE OF THE WEXNER HERITAGE VILLAGE BOARD OF DIRECTORS UTILIZED LOCAL MARKET KNOWLEDGE AND ANNUAL PERFORMANCE EVALUATIONS TO ESTABLISH COMPENSATION FOR EXECUTIVES. THE COMPENSATION OF OTHER OFFICERS AND KEY EMPLOYEES IS ESTABLISHED BY THE CEO, CFO & PRESIDENT UNDER GUIDELINES ESTABLISHED BY THE BOARD OF DIRECTORS AS PART OF THE BUDGET PROCESS. THE PROCESS IS COMPLETED ANNUALLY AND WAS LAST COMPLETED IN 2022.
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
-
$16,375
OPERATING SUPPORT
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.
-
501(C)(3) · INDEPENDENT & ASSISTED LIVING FOR SENIORS · OH · controlled entity
Directly controlled by WEXNER HERITAGE VILLAGE
-
501(C)(3) · AFFORDABLE SENIOR HOUSING · OH · controlled entity
Directly controlled by WEXNER HERITAGE VILLAGE
-
JEWISH COMMUNITY SENIOR CITIZEN HOUSING CORP
501(C)(3) · AFFORDABLE SENIOR HOUSING · OH · controlled entity
Directly controlled by WEXNER HERITAGE VILLAGE
-
BEXLEY SENIOR CITIZEN HOUSING CORP
501(C)(3) · AFFORDABLE SENIOR HOUSING · OH · controlled entity
Directly controlled by WEXNER HERITAGE VILLAGE
-
501(C)(3) · HOSPICE AGENCY · OH · controlled entity
Directly controlled by WEXNER HERITAGE VILLAGE
-
501(C)(3) · SKILLED NURSING CARE · OH · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 30 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202323059349300432
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