Totals
- Total revenue
- $56,423,057
- Total expenses
- $55,097,379
- Contributions and grants received
- $0
- Grants paid
- $2,500,000
- Program service revenue
- $56,422,899
- Investment income
- $0
- Other revenue
- $158
- Total assets, end of year
- $25,644,896
- Total liabilities, end of year
- $14,455,932
- Net assets or fund balances, end of year
- $11,188,964
- Program services expenses (Part IX)
- $52,249,778
- Management and general expenses
- $2,847,601
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $52,249,778
Program services were 94.8% 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.
-
2a · Program service revenue: HOME HEALTH SERVICES
total $56,422,899 · related or exempt $56,422,899
-
3 · Investment income
total $0
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: MISCELLANEOUS INCOME
total $158 · excluded $158
-
11e · Other revenue, total
$158
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,500,000 · program services $2,500,000
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $243,738 · program services $238,686 · management and general $5,052
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $8,850,880 · program services $8,140,014 · management and general $710,866
-
8 · Pension plan contributions
total $115,209 · program services $115,209
-
9 · Other employee benefits
total $768,319 · program services $706,772 · management and general $61,547
-
10 · Payroll taxes
total $792,770 · program services $729,774 · management and general $62,996
-
11a · Fees: management
total $1,208,015 · management and general $1,208,015
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $3,543,652 · program services $3,543,652
-
12 · Advertising and promotion
total $160,633 · program services $18,552 · management and general $142,081
-
13 · Office expenses
total $141,605 · program services $2,283 · management and general $139,322
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $243,554 · program services $243,554
-
17 · Travel
total $113,300 · program services $70,431 · management and general $42,869
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $38,667 · management and general $38,667
-
20 · Interest
total $104,033 · program services $104,033
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $584,860 · program services $584,860
-
23 · Insurance
total $245,028 · management and general $245,028
-
24a · Other expenses: MEDICAL & OTHER SUPPLY
total $33,862,115 · program services $33,819,379 · management and general $42,736
-
24b · Other expenses: CONTRACT SERVICES
total $783,181 · program services $714,194 · management and general $68,987
-
24c · Other expenses: VEHICLE EXPENSE
total $416,742 · program services $416,742
-
24d · Other expenses: MAINTENANCE
total $139,786 · program services $139,786
-
24e · All other expenses
total $241,292 · program services $161,857 · management and general $79,435
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,172,509 · end of year $9,808,825
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $4,680,617 · end of year $4,725,743
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $1,253,367 · end of year $1,388,982
-
10a · Land, buildings and equipment: cost or other basis
$13,802,836
-
10b · Land, buildings and equipment: accumulated depreciation
$4,081,490
-
10c · Land, buildings and equipment, net
beginning of year $9,929,662 · end of year $9,721,346
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $308,304 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $6,857,082 · end of year $8,394,726
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $2,126,198 · end of year $2,273,129
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $3,497,893 · end of year $3,152,733
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $0 · end of year $635,344
-
27 · Net assets without donor restrictions
beginning of year $9,863,286 · end of year $11,188,964
-
28 · Net assets with donor restrictions
beginning of year $0 · end of year $0
Mission and programs · 2022
Mission
TO PROVIDE AN INTEGRATED PROGRAM OF ALL-INCLUSIVE CARE FOR THE ELDERLY IN PARTNERSHIP WITH THEIR FAMILIES & CAREGIVERS IN ORDER TO MAINTAIN THE OLDER PERSON'S INDEPENDENCE.
Activities or mission (Part I)
TO PROVIDE AN INTEGRATED PROGRAM OF ALL- INCLUSIVE CARE FOR THE ELDERLY IN PARTNERSHIP WITH THEIR FAMILIES & CAREGIVERS IN ORDER TO MAINTAIN THE OLDER PERSON'S INDEPENDENCE.
-
McGregor PACE (Program of All-inclusive Care for the Elderly) enables low-income seniors in the Greater Cleveland area to age at home rather than in a residential care facility. The program is based on the belief that it is better for the well-being of seniors with chronic care needs and their families to be served in the community whenever possible. THE PROGRAM PROVIDES ALL INCLUSIVE HEALTHCARE THROUGH AN ON SITE CLINIC AND COMMUNITY OF PHYSICIANS AND PARTICIPATION AT THE ADULT DAY CARE CENTER INCLUDING MEALS, SUPERVISION & ACTIVITIES. The program serves more than 650 seniors on a daily basis.
Expenses $52,249,778 · Revenue $56,422,899
As filed on the 2022 return.
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
- 12 + 28 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
-
Tangi McCoy
CEO
- Total calculated
- $243,739
- From this org
- $230,606
- From related orgs
- $0
- Other
- $13,133
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $212,068
- Bonus
- $18,538
- Other
- $0
- Deferred
- $4,659
- Nontaxable benefits
- $8,474
- Filer's total
- $243,739
-
Svetlana Dicesare
CSO
- Total calculated
- $157,448
- From this org
- $144,527
- From related orgs
- $0
- Other
- $12,921
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $134,769
- Bonus
- $9,758
- Other
- $0
- Deferred
- $4,447
- Nontaxable benefits
- $8,474
- Filer's total
- $157,448
-
Jennifer Hayes
CFO/Assistant Treasurer
- Total calculated
- $129,514
- From this org
- $0
- From related orgs
- $119,659
- Other
- $9,855
- Hours/week
- 20 + 20 related
-
Teresa Evans-Guyton
Nurse Practitioner
- Total calculated
- $125,504
- From this org
- $105,844
- From related orgs
- $0
- Other
- $19,660
- Hours/week
- 40
-
Susan Althans
Board Secretary
- Total calculated
- $121,928
- From this org
- $0
- From related orgs
- $118,911
- Other
- $3,017
- Hours/week
- 4 + 36 related
-
Elliott Cruz
Bus Development Director
- Total calculated
- $121,859
- From this org
- $102,320
- From related orgs
- $0
- Other
- $19,539
- Hours/week
- 40
-
Sarah D Adler
Nurse Practitioner
- Total calculated
- $121,255
- From this org
- $117,638
- From related orgs
- $0
- Other
- $3,617
- Hours/week
- 40
-
Brian Bucacci
Intake Nurse
- Total calculated
- $118,791
- From this org
- $118,719
- From related orgs
- $0
- Other
- $72
- Hours/week
- 40
-
Carrie GladstoneCARRIE GLADSTONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Colleen SweeneyCOLLEEN SWEENEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Diana Lynn MorrisDIANA LYNN MORRIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
John MoodyJOHN MOODY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Julie CriscioneJULIE CRISCIONE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Katherine Fox Nagel
Vice Chair
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Kathryn HicknerKATHRYN HICKNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Lisa Kious McGovern
Director
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Michael BeckhamMICHAEL BECKHAM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Renee Holcomb HardwickRENEE HOLCOMB HARDWICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Thomas S CampanellaTHOMAS 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
-
$2,500,000
To Support Programs
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
-
THE MCGREGOR INDEPENDENT SENIOR HOUSING
501(C)(3) · SNR HOUSING · OH
Directly controlled by MCGREGOR FD
-
501(C)(3) · HEALTHCARE · OH
Directly controlled by MCGREGOR FD
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 MGRE 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.
-
AM MCGREGOR CONDOMINIUM
C CORP · CONDO ASSOC · OH
-
MCGREGOR SENIOR ASSISTED LIVING INC
C CORP · HOLDING CO. · OH
Directly controlled by MGREGOR FDTN
-
McGregor Independent Living Inc
C Corp · Holding Co · OH
Directly controlled by McGregor Fdtn
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 13 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313189349306426
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