Totals
- Total revenue
- $37,597,390
- Total expenses
- $37,905,060
- Contributions and grants received
- $192,745
- Grants paid
- $0
- Program service revenue
- $36,621,839
- Investment income
- -$6,583
- Other revenue
- $789,389
- Total assets, end of year
- $25,282,612
- Total liabilities, end of year
- $31,732,293
- Net assets or fund balances, end of year
- -$6,449,681
- Program services expenses (Part IX)
- $33,496,844
- Management and general expenses
- $4,408,216
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $33,496,844
Program services were 88.4% 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.
-
1e · Government grants (contributions)
$30,000
-
1f · All other contributions, gifts and grants
$162,745
-
2a · Program service revenue: FEES FROM GOVERNMENT
total $25,608,034 · related or exempt $25,608,034
-
2b · Program service revenue: MEDICARE/MEDICAID
total $5,730,470 · related or exempt $5,730,470
-
2c · Program service revenue: TENANT RENTALS
total $2,528,966 · related or exempt $2,528,966
-
2d · Program service revenue: RESIDENT FEES
total $1,415,622 · related or exempt $1,415,622
-
2e · Program service revenue: CARE OF DEVELOPMENTALLY DISABLED
total $1,338,747 · related or exempt $1,338,747
-
3 · Investment income
total $9,540 · excluded $9,540
-
7a · Gross sales of assets other than inventory
other assets $6,500
-
7b · Less cost or other basis and sales expenses
other assets $22,623
-
7c · Gain or loss
other assets -$16,123
-
7d · Net gain or loss
total -$16,123 · excluded -$16,123
-
11a · Other revenue: DEBT EXTINGUISHMENT
total $698,400 · excluded $698,400
-
11b · Other revenue: MANAGEMENT FEE
total $39,192 · unrelated business $39,192
-
11d · All other revenue
total $51,797 · excluded $51,797
-
11e · Other revenue, total
$789,389
Functional expenses
Part IX, the statement of functional expenses.
-
7 · Other salaries and wages
total $20,236,845 · program services $19,115,624 · management and general $1,121,221
-
8 · Pension plan contributions
total $231,466 · program services $201,374 · management and general $30,092
-
9 · Other employee benefits
total $2,838,798 · program services $2,591,513 · management and general $247,285
-
10 · Payroll taxes
total $1,621,412 · program services $1,545,840 · management and general $75,572
-
11b · Fees: legal
total $31,114 · program services $18,505 · management and general $12,609
-
11c · Fees: accounting
total $135,223 · program services $101,375 · management and general $33,848
-
12 · Advertising and promotion
total $71,934 · program services $52,235 · management and general $19,699
-
13 · Office expenses
total $434,385 · program services $387,038 · management and general $47,347
-
16 · Occupancy
total $3,402,249 · program services $3,357,883 · management and general $44,366
-
17 · Travel
total $293,122 · program services $254,762 · management and general $38,360
-
19 · Conferences, conventions and meetings
total $46,976 · program services $23,355 · management and general $23,621
-
20 · Interest
total $64,165 · program services $64,165
-
22 · Depreciation, depletion and amortization
total $1,758,958 · program services $1,732,146 · management and general $26,812
-
23 · Insurance
total $351,678 · program services $301,579 · management and general $50,099
-
24a · Other expenses: ADMINISTRATIVE & GENERA
total $2,725,742 · program services $207,085 · management and general $2,518,657
-
24b · Other expenses: REPAIR & MAINTENANCE
total $1,573,070 · program services $1,517,456 · management and general $55,614
-
24c · Other expenses: FOOD
total $607,034 · program services $607,021 · management and general $13
-
24d · Other expenses: PURCHASED SERVICES
total $528,449 · program services $470,553 · management and general $57,896
-
24e · All other expenses
total $952,440 · program services $947,335 · management and general $5,105
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,956,309 · end of year $2,497,184
-
4 · Accounts receivable
beginning of year $2,266,016 · end of year $2,209,969
-
9 · Prepaid expenses and deferred charges
beginning of year $313,066 · end of year $402,889
-
10a · Land, buildings and equipment: cost or other basis
$45,684,764
-
10b · Land, buildings and equipment: accumulated depreciation
$31,779,555
-
10c · Land, buildings and equipment, net
beginning of year $14,902,181 · end of year $13,905,209
-
15 · Other assets
beginning of year $3,302,723 · end of year $6,267,361
-
17 · Accounts payable and accrued expenses
beginning of year $3,227,510 · end of year $3,518,008
-
18 · Grants payable
beginning of year $7,720,000 · end of year $7,720,000
-
19 · Deferred revenue
beginning of year $95,000 · end of year $82,425
-
21 · Escrow or custodial account liability
beginning of year $303,810 · end of year $209,386
-
23 · Secured mortgages and notes payable
beginning of year $18,535,986 · end of year $18,033,915
-
25 · Other liabilities
beginning of year $0 · end of year $2,168,559
-
27 · Net assets without donor restrictions
beginning of year -$6,142,011 · end of year -$6,449,681
Mission and programs · 2022
Mission
IN RESPONSE TO JESUS CHRIST, GRACEWORKS LUTHERAN SERVICES HELPS PEOPLE EXPERIENCE DIGNITY AND WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY AND COMMUNITY.
Activities or mission (Part I)
TO HELP PEOPLE EXPERIENCE DIGNITY & WHOLENESS IN RELATIONSHIP WITH GOD, FAMILY & COMMUNITY.
-
GRACEWORKS ENHANCED LIVING: GRACEWORKS ENHANCED LIVING PROVIDED A SAFE, CARING ENVIRONMENT FOR 215 ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES LIVING IN 44 HOMES IN BUTLER, GREENE, HAMILTON AND MONTGOMERY COUNTIES. DAY PROGRAMS IN HAMILTON AND MONTGOMERY COUNTIES PROVIDED RECREATIONAL DAY HABILITATION SERVICES FOR OVER 75 ADULTS WITH DEVELOPMENTAL DISABILITIES. THE BASORE ADULT INTERIM CARE HOME LOCATED IN MONTGOMERY COUNTY REACHED ITS ONE YEAR ANNIVERSARY OF OPERATIONS IN SEPTEMBER 2022. THE HOME PROVIDES EMERGENCY AND RESPITE SERVICES FOR UP TO 8 INDIVIDUALS.GRACEWORKS ENHANCED LIVING LAUNCHED GRACEWORKS UNIVERSITY, A MULTI-LEVELED EDUCATIONAL PROGRAM TO HELP IMPROVE STAFF RETENTION. THE PROGRAM IS FOR DIRECT SUPPORT PROFESSIONALS AND FRONT LINE SUPERVISORS WHO PROVIDE SERVICES TO INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. THE GOALS OF THIS PROGRAM ARE TO PROVIDE OPPORTUNITIES FOR FRONT LINE EMPLOYEES TO INCREASE THEIR KNOWLEDGE, SKILLS, AND FINANCIAL COMPENSATION, AND TO DEVELOP A NEW CAREER PATH.VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 25 VOLUNTEERS TO FAITHFULLY SERVE THE NEEDS OF INDIVIDUALS WE SERVE THROUGH 75 HOURS OF CHARITABLE SERVICE. IN ADDITION, THE DAY PROGRAM'S BLESSING PROJECTS PROVIDED RESIDENTS AND DAY PROGRAM INDIVIDUALS THE OPPORTUNITY TO VOLUNTEER IN OVER 100 PROJECTS IN 2022.
Expenses $23,262,621 · Revenue $25,786,473
-
GRACEWORKS HOUSING SERVICES: GRACEWORKS HOUSING SERVICES PROVIDED 18 AFFORDABLE HOUSING APARTMENT COMMUNITIES FOR SENIORS WITH LIMITED INCOMES AND DISABLED ADULTS, SERVING 780 INDIVIDUALS ACROSS OHIO, INDIANA AND KENTUCKY. ON-SITE EMPLOYEES WORKED TO ESTABLISH CARING AND STABLE ENVIRONMENTS IN WELL-MAINTAINED AND CONVENIENTLY LOCATED APARTMENT BUILDINGS. SERVICE COORDINATORS HELPED RESIDENTS FIND AND OBTAIN NEEDED SERVICES TO ALLOW THEM TO AGE IN PLACE.VOLUNTEER SERVICES PROVIDED OPPORTUNITIES FOR 592 VOLUNTEERS TO FAITHFULLY SERVE THE NEEDS OF THOSE WHOM WE SERVE THROUGH 22,257 HOURS OF CHARITABLE SERVICES.GRACEWORKS HOUSING SERVICES PROVIDED $546,000 IN UNCOMPENSATED CHARITABLE SERVICES DURING THE PERIOD TO PEOPLE WITH LIMITED RESOURCES.
Expenses $7,274,919 · Revenue $7,340,765
-
GRACEWORKS AT HOME: HEALTH AT HOME, LLC, A PROGRAM OF GRACEWORKS AT HOME, PROVIDED HEALTH AND THERAPY SERVICES FOR 741 INDIVIDUALS IN THEIR HOMES WITH 21,630 VISITS OF SKILLED HOME CARE. HEALTH AT HOME WAS REMARKETED AS BETHANY VILLAGE HOME HEALTH CARE IN 2022.GRACEWORKS AT HOME PROVIDED OLDER ADULTS OF BETHANY VILLAGE AND THE SURROUNDING COMMUNITY WITH 47,195 HOURS OF PERSONAL CARE AND PRIVATE TRANSPORTATION SERVICES. GRACEWORKS AT HOME PERSONAL CARE AIDES ASSIST WITH HOUSEHOLD TASKS SUCH AS LAUNDRY, LIGHT HOUSEKEEPING AND MEALS AS WELL AS BATHING, DRESSING AND MEDICATION REMINDERS AND COMPANIONSHIP FOR OLDER ADULTS OR RESPITE FOR FAMILY CAREGIVERS. EVEN THOUGH THE DEMAND FOR PERSONAL HOME CARE SERVICES WAS VERY HIGH, GRACEWORKS AT HOME, AND PERSONAL CARE PROGRAMS NATIONWIDE, STRUGGLED WITH STAFFING DUE TO THE NATIONAL COVID CRISIS. GRACEWORKS AT HOME STAFFING WAS FIFTY PERCENT OF WHAT IT WAS PRIOR TO THE PANDEMIC AND WAS NOT ABLE TO REBOUND AS EXPERIENCED THROUGHOUT MANY INDUSTRIES. AFTER CAREFUL REVIEW BY THE GRACEWORKS LEADERSHIP TEAM, THE DIFFICULT DECISION WAS MADE TO DISCONTINUE THE PRIVATE-DUTY PERSONAL HOME CARE SERVICES UNDER THE GRACEWORKS AT HOME NAME AT THE END OF SEPTEMBER 2022.GRACEWORKS AT HOME PROVIDED $319,000 IN UNCOMPENSATED CHARITABLE CARE DURING THE PERIOD.
Expenses $2,929,267 · Revenue $3,432,208
-
BETHANY COMMONS AT YANKEE TRACE:BETHANY COMMONS AT YANKEE TRACE PROVIDED INDEPENDENT LIVING FOR 4 SENIORS RESIDING IN 3 UNITS IN AN AGE-RESTRICTED (AGE 55 AND OLDER) RESIDENTIAL COMMUNITY. THESE SENIORS PARTICIPATE IN ACCESS TO THE CONTINUUM OF CARE AT BETHANY VILLAGE.GRACEWORKS DEI INITIATIVE FORMED AN EMPLOYEE COMMITTEE, BRIDGES, TO INCREASE AWARENESS, CONVERSATION AND EDUCATION ABOUT DEI ISSUES. THE EMPLOYEE LED COMMITTEE EXPLORED OPPORTUNITIES TO PERFORM OUTREACH ACTIVITIES IN THE COMMUNITY. THE BRIDGES TEAM LAUNCHED IN 2022, AND PROVIDED OPPORTUNITIES FOR STAFF TO SERVE OTHERS AND TO FULLY INTEGRATE OUR CULTURE OF FAITHFUL CARING. IN 2022, 41 EMPLOYEES AND 12 BOARD MEMBERS SERVED MORE THAN 160 VOLUNTEER HOURS TO LOCAL NONPROFITS IN THE COMMUNITY.
Expenses $30,037 · Revenue $62,393
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Judy A BudiJUDY A BUDI
BOARD- PRESIDENT
- Total calculated
- $401,193
- From this org
- $0
- From related orgs
- $371,988
- Other
- $29,205
- Hours/week
- 14 + 26 related
Schedule J breakdown matched by us
- Base
- $0 + $371,988 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $12,200 related
- Nontaxable benefits
- $0 + $17,005 related
- Filer's total
- $0 + $401,193 related
-
Robert A ReichardROBERT A REICHARD
BOARD - TREASURER (AS OF 11/22)
- Total calculated
- $140,592
- From this org
- $0
- From related orgs
- $127,177
- Other
- $13,415
- Hours/week
- 14 + 26 related
-
Michael W AllenMICHAEL W ALLEN
BOARD - TREASURER (UNTIL 11/22)
- Total calculated
- $274,093
- From this org
- $0
- From related orgs
- $257,340
- Other
- $16,753
- Hours/week
- 14 + 26 related
Schedule J breakdown matched by us
- Base
- $0 + $257,340 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $9,106 related
- Nontaxable benefits
- $0 + $7,647 related
- Filer's total
- $0 + $274,093 related
-
Jackie A D'AuroraJACKIE A D'AURORA
BOARD - ASSISTANT SECRETARY
- Total calculated
- $178,835
- From this org
- $0
- From related orgs
- $156,063
- Other
- $22,772
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $156,063 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $6,511 related
- Nontaxable benefits
- $0 + $16,261 related
- Filer's total
- $0 + $178,835 related
-
Dawn L BarhorstDAWN L BARHORST
BOARD - SECRETARY (AS OF 3/22)
- Total calculated
- $184,341
- From this org
- $0
- From related orgs
- $169,426
- Other
- $14,915
- Hours/week
- 10 + 30 related
Schedule J breakdown matched by us
- Base
- $0 + $167,904 related
- Bonus
- $0
- Other
- $0 + $1,522 related
- Deferred
- $0 + $6,897 related
- Nontaxable benefits
- $0 + $8,018 related
- Filer's total
- $0 + $184,341 related
-
Lisa A BerkemeierLISA A BERKEMEIER
ADMINISTRATOR (UNTIL 3/22)
- Total calculated
- $29,426
- From this org
- $21,195
- From related orgs
- $0
- Other
- $8,231
- Hours/week
- 40
-
Arthur A AstburyARTHUR A ASTBURY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
George R BrownGEORGE R BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Mark S ChilsonMARK S CHILSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Edward A DixonEDWARD A DIXON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Daniel P DriskellDANIEL P DRISKELL
DIRECTOR (AS OF 5/22)
- Total calculated
- $0
- Hours/week
- 0.1
-
James H DodokJAMES H DODOK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Mark S FeuerMARK S FEUER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Loretta GoodsonLORETTA GOODSON
DIRECTOR (UNTIL 7/22)
- Total calculated
- $0
- Hours/week
- 0.1
-
Frances HewittFRANCES HEWITT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Dr Eric A HighDR ERIC A HIGH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Tawana JonesTAWANA JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Kevin S NelsKEVIN S NELS
DIRECTOR (AS OF 5/22)
- Total calculated
- $0
- Hours/week
- 0.1
-
Bonnie R ParishBONNIE R PARISH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Thomas R PetrovicTHOMAS R PETROVIC
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Debbie Watts RobinsonDEBBIE WATTS ROBINSON
DIRECTOR (UNTIL 05/22)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Mari E TownsendMARI E TOWNSEND
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Nettie WatsonNETTIE WATSON
DIRECTOR (AS OF 7/22)
- Total calculated
- $0
- Hours/week
- 0.1
-
Kenneth M WatsonKENNETH M WATSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.1
-
Deborah R LyleDEBORAH R LYLE
ADMINISTRATOR
- Total calculated
- $154,657
- From this org
- $148,762
- From related orgs
- $0
- Other
- $5,895
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,557
- Bonus
- $0
- Other
- $1,205
- Deferred
- $5,436
- Nontaxable benefits
- $459
- Filer's total
- $154,657
-
Bonnie J SmithBONNIE J SMITH
ADMINISTRATOR
- Total calculated
- $143,287
- From this org
- $130,203
- From related orgs
- $0
- Other
- $13,084
- Hours/week
- 40
-
Ayele ZonorAYELE ZONOR
DIRECT SUPPORT PROFESSIONAL
- Total calculated
- $125,886
- From this org
- $125,745
- From related orgs
- $0
- Other
- $141
- Hours/week
- 40
-
C Beverly AmosC BEVERLY AMOS
PHYSICAL THERAPIST
- Total calculated
- $115,041
- From this org
- $102,263
- From related orgs
- $0
- Other
- $12,778
- Hours/week
- 40
-
Mgbenta B DjomgoaMGBENTA B DJOMGOA
DIRECT SUPPORT PROFESSIONAL
- Total calculated
- $127,628
- From this org
- $111,369
- From related orgs
- $0
- Other
- $16,259
- Hours/week
- 40
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
- 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)
- PART I, LINE 3
- COMPENSATION OF THE OFFICERS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A IS PAID BY A RELATED ORGANIZATION (THE "PARENT") NOT THE FILING ORGANIZATION. THE RELATED ORGANIZATION USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE
- PART I, LINE 4B
- NON-QUALIFIED DEFERRED COMPENSATION PLAN, SECTION 457(B): JUDY A. BUDI, EMPLOYEE CONTRIBUTION - $2,972
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.
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.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
HEALTH AT HOME LLC
SKILLED NURSING CARE HOME ASSISTANCE TO THE ELDERLY · OH · income $2,935,751 · assets $518,206
-
HANDS AT HOME LLC
INACTIVE · OH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 August 2023
- IRS schema version
- 2022v5.0
- Source object
- 202342299349300609
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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