Form 990 for tax year 2022
Filed by McGregor Independent Senior Housing.
Totals
- Total revenue
- $58,680
- Total expenses
- $58,680
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $58,669
- Investment income
- $11
- Other revenue
- $0
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- Program services expenses (Part IX)
- $38,691
- Management and general expenses
- $19,989
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $38,691
Program services were 65.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
Ann Conn
CEO
- Total calculated
- $394,752
- From this org
- $0
- From related orgs
- $349,411
- Other
- $45,341
- Hours/week
- 0.5 + 39.5 related
Schedule J breakdown matched by us
- Base
- $0 + $328,261 related
- Bonus
- $0 + $21,150 related
- Other
- $0
- Deferred
- $0 + $28,338 related
- Nontaxable benefits
- $0 + $17,003 related
- Filer's total
- $0 + $394,752 related
-
Yuvette M Bozman
Executive Director
- Total calculated
- $170,672
- From this org
- $0
- From related orgs
- $148,985
- Other
- $21,687
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $142,985 related
- Bonus
- $0 + $6,000 related
- Other
- $0
- Deferred
- $0 + $4,810 related
- Nontaxable benefits
- $0 + $16,877 related
- Filer's total
- $0 + $170,672 related
-
Jennifer Hayes
CFO/Assistant Treasurer
- Total calculated
- $129,514
- From this org
- $0
- From related orgs
- $119,659
- Other
- $9,855
- Hours/week
- 0.5 + 39.5 related
-
Susan Althans
Secretary
- Total calculated
- $121,928
- From this org
- $0
- From related orgs
- $118,911
- Other
- $3,017
- Hours/week
- 4 + 36 related
-
Andrew S Haring
Director
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ANGELA WILCOXSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
ANTHONY KUHEL JR
CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
BRADLEY D KNAPP
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
CARRIE GLADSTONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
CHRIS HEINTEL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
COLLEEN SWEENEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
D KIRK NEISWANDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DEBORAH E PERKINS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
DIANA LYNN MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Donte Gibbs
Director
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
HUMBERTO SANCHEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JANE K MEYER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
JOHN MOODY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
JULIE CRISCIONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Katherine Fox Nagel
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
KATHRYN HICKNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Kyle F Hodges
Director
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Lisa Kious McGovern
Director
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
MICHAEL BECKHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
RENEE HOLCOMB HARDWICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
ROBERTA R MCNAMARA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Sharon E Milligan
Director
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Stuart Collins
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
THOMAS S CAMPANELLA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 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
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 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)
- SCHEDULE J, PART I, #4B
- ANN CONN $19,500
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
No itemized grants to organizations on this return.
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) · HEALTHCARE · OH
Directly controlled by NA
-
501(C)(3) · HEALTHCARE · OH
Directly controlled by MCGREGOR FD
-
501(C)(3) · HEALTHCARE · OH
Directly controlled by 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
LOW INCOME HO · OH
Directly controlled by MCGR SR AL INC
-
McGregor Independent Living LP
Low Inc Housi · OH
Directly controlled by McGr Ind Livin
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C CORP · CONDO ASSOC · OH
-
MCGREGOR SENIOR ASSISTED LIVING INC
C CORP · HOLDING CO. · OH
Directly controlled by MCGREGOR FDTN
-
McGregor Independent Living Inc
C Corp · Holding Co · OH
Directly controlled by McGregor Fdtn
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
1 distribution to a recipient named as a person, $517,596. Counted where the filer named the recipient as a person, as filed. Who received them, and what, are not published.
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202333189349306328
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