2023-11-14T10:35:42-06:00 2022-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2022-01-01 364545139 McGregor Independent Senior Housing % JENNIFER HAYES MCGR 2168518200 14900 Private Drive East Clevelend OH 44112 Jennifer Hayes CFO 2168518200 2023-11-13 true Jennifer Hayes 999009999 Joseph C Sbrocco CPA P00069069 2168311200 2023-11-13 3 2022 2023-04-26 12:10:37Z X Jennifer Hayes 14900 Private Drive East Clevelend OH 44112 58680 false X www.mcgregoramasa.org X 2006 OH TO PROVIDE RENTAL HOUSING FACILITIES (26 UNITS) AND RELATED SERVICES TO QUALIFYING SENIOR CITIZENS UNDER SECTION 202 OF THE NATIONAL HOUSING ACT. X 25 25 0 25 0 0 0 347274 58669 70 11 0 0 347344 58680 0 0 0 0 67240 12966 0 0 0 377220 45714 444460 58680 -97116 0 2933569 0 2415973 0 517596 0 X TO PROVIDE ELDERLY PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL, AND PSYCHOLOGICAL NEEDS, AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING, THE CHARGES FOR SUCH FACILITIES AND SERVICES TO BE PREDICATED UPON THE PROVISION, MAINTENANCE, AND OPERATION THEREOF ON A NONPROFIT AND CHARITABLE BASIS. false true 38691 58669 MCGREGOR INDEPENDENT SENIOR HOUSING PROVIDES QUALITY HOUSING TO THE IMPOVERISHED ELDERLY. WE PROVIDED 26 INDIVIDUALS WITH BOTH A SAFE AND AFFORDABLE HOME IN THE CITY OF EAST CLEVELAND. MCGREGOR SENIOR HOUSING PROVIDES SERVICE COORDINATION FOR OUR TENANTS, WHICH ALLOWS THE INDIVIDUALS TO REMAIN INDEPENDENT IN THEIR APARTMENT AS LONG AS POSSIBLE. 38691 true false false false false false false false true false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false true false false true false false false true 0 0 0 false false false false false false false false false false X 25 25 false true false false true false false true true false false true true true true false true false false false OH X JENNIFER HAYES 2168518200 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 Ann Conn CEO 0.5 39.5 X 0 349411 45341 Yuvette M Bozman Executive Director 2.0 38.0 X 0 148985 21687 Jennifer Hayes CFO/Assistant Treasurer 0.5 39.5 X 0 119659 9855 Susan Althans Secretary 4.0 36.0 X 0 118911 3017 Andrew S Haring Director 1.0 2.0 X 0 0 0 ANGELA WILCOXSON DIRECTOR 1.0 2.0 X 0 0 0 ANTHONY KUHEL JR CHAIR 1.0 2.0 X X 0 0 0 BRADLEY D KNAPP TREASURER 1.0 2.0 X X 0 0 0 CARRIE GLADSTONE DIRECTOR 1.0 3.0 X 0 0 0 CHRIS HEINTEL DIRECTOR 1.0 2.0 X 0 0 0 COLLEEN SWEENEY DIRECTOR 1.0 3.0 X 0 0 0 D KIRK NEISWANDER DIRECTOR 1.0 2.0 X 0 0 0 DEBORAH E PERKINS DIRECTOR 1.0 2.0 X 0 0 0 DIANA LYNN MORRIS DIRECTOR 1.0 3.0 X 0 0 0 Donte Gibbs Director 1.0 2.0 X 0 0 0 HUMBERTO SANCHEZ DIRECTOR 1.0 2.0 X 0 0 0 JANE K MEYER DIRECTOR 1.0 2.0 X 0 0 0 JOHN MOODY DIRECTOR 1.0 3.0 X 0 0 0 JULIE CRISCIONE DIRECTOR 1.0 3.0 X 0 0 0 Katherine Fox Nagel Vice Chair 1.0 3.0 X X 0 0 0 KATHRYN HICKNER DIRECTOR 1.0 3.0 X 0 0 0 Kyle F Hodges Director 1.0 2.0 X 0 0 0 Lisa Kious McGovern Director 1.0 3.0 X 0 0 0 MICHAEL BECKHAM DIRECTOR 1.0 3.0 X 0 0 0 RENEE HOLCOMB HARDWICK DIRECTOR 1.0 3.0 X 0 0 0 ROBERTA R MCNAMARA DIRECTOR 1.0 2.0 X 0 0 0 Sharon E Milligan Director 1.0 2.0 X 0 0 0 Stuart Collins DIRECTOR 1.0 2.0 X 0 0 0 THOMAS S CAMPANELLA DIRECTOR 1.0 3.0 X 0 0 0 0 736966 79900 0 false true false 0 0 RENTAL INCOME 531110 58669 58669 58669 11 11 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 58680 58669 11 0 0 0 0 0 0 12071 7172 4899 52 52 0 843 501 342 2288 2288 0 0 0 0 0 7072 3432 3640 0 7880 7880 0 0 21408 20468 940 0 0 0 0 0 0 1014 1014 MAINTENANCE 3060 3060 MEDICAL & OTHER SUPPLY 1782 1782 CONTRACT SERVICES 1210 1210 58680 38691 19989 0 8609 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1749 0 2777577 0 0 0 0 0 0 0 0 0 145634 0 2933569 0 78564 0 0 0 0 0 0 0 8788 0 0 0 1927900 0 0 0 400721 0 2415973 0 X 517596 0 0 0 517596 0 2933569 0 X 0 -517596 X false true X true false X 0 0 0 0 0 0 324976 338393 321594 347274 58669 1390906 0 0 0 324976 338393 321594 347274 58669 1390906 0 0 0 1390906 12 35 112 70 11 240 0 12 35 112 70 11 240 0 0 324988 338428 321706 347344 58680 1391146 0.99983 0.99986 0.00017 0.00014 X false true X SCHEDULE D, PART IV, #2B ESCROW AND CUSTODIAL ARRANGEMENTS AS REQUIRED BY HUD, RESIDENT SECURITY DEPOSITS ARE HELD IN TRUST IN AN ESCROW ACCOUNT. THE ESCROW ACCOUNTS ARE LISTED ON THE BALANCE SHEET OF FORM 990, PART X, LINE 21 AS ESCROW ACCOUNT LIABILITIES. X X X X false true false false false false false false false Ann Conn CEO 0 328261 0 21150 0 0 0 28338 0 17003 0 394752 0 0 Yuvette M Bozman Executive Director 0 142985 0 6000 0 0 0 4810 0 16877 0 170672 0 0 SCHEDULE J, PART I, #4B ANN CONN $19,500 Operating Assets 2022-02-24 517596 Book Value 340714356 The McGregor Foundation 14900 Private Drive East Cleveland OH 44112 501(C)3 false false false false true true true true false false Form 990, Sch N, Part I, Line 2 A&B Ann Conn, Susan Althans, and Jennifer Hayes are all compensated officers of the McGregor Foundation. Yuvette M. Bozman is a compensated employee of the McGregor Foundation. None of the above received compensation or any other similar payment due to the transfer of assets. PAGE 6, PART VI, SECTION C, #19 DOCUMENTS AVAILABLE TO THE PUBLIC THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S BUSINESS OFFICE. PAGE 5, PART VI, SECTION B, #12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICIES BY COMPLETING ANNUAL CONFLICT QUESTIONNAIRES. PAGE 6, PART VI, SECTION A, #6 MEMBER CLASSES THE CORPORATION SHALL HAVE NO MEMBERS, AND THE DIRECTORS SHALL, FOR THE PURPOSES OF ANY STATUTE OR RULE OF LAW RELATING TO CORPORATIONS, BE TAKEN TO BE THE MEMBERS OF THE CORPORATION, AND THEY SHALL HAVE ALL THE RIGHTS AND PRIVILEGES OF MEMBERS, AS PROVIDED IN SECTION 1702.14 OF THE OHIO REVISED CODE, AS AMENDED. PAGE 6, PART VI, SECTION b, #11B FORM 990 REVIEW PROCESS THE RETURNS ARE PREPARED BY AN OUTSIDE CPA AND THEN REVIEWED BY THE CFO. THE FORM 990 IS THEN DISTRIBUTED VIA EMAIL TO THE BOARD OF DIRECTORS FOR THEIR REVIEW IN ADVANCE OF THE FILING WITH THE IRS. PAGE 6, PART VI, SECTION A, #3 DELEGATE CONTROL OVER MANAGEMENT DUTIES THE ORGANIZATION IS AFFILIATED WITH THE AM MCGREGOR HOME, THE HUD-APPROVED MANAGEMENT COMPANY. THE RESPONSIBILITY FOR MANAGEMENT OF THE AFFAIRS OF THE ORGANIZATION AND THE ONGOING MANAGEMENT OF MCGREGOR INDEPENDENT SENIOR HOUSING IS VESTED WITH THE OFFICERS, BOARD OF DIRECTORS, AND THE AFFILIATED MANAGEMENT COMPANY. COMPENSATION FOR SUCH SERVICES TO THE MANAGEMENT COMPANY IS AS DETERMINED IN THE MANAGEMENT AGREEMENT BETWEEN THE ORGANIZATION AND THE AFFILIATED MANAGEMENT COMPANY. PAGE 7, PART VII, SECTION A, #1A, COLUMN (B) ALLOCATION OF HOURS WORKED HOURS WORKED PER WEEK ARE ALLOCATED BETWEEN THE FILING ORGANIZATION AND RELATED ORGANIZATION AS FOLLOWS FOR THE INDIVIDUALS LISTED WITHIN PART VII: ANN M. CONN - TOTAL HOURS PER WEEK = 40, SPLIT: THE MCGREGOR FOUNDATION - 15.00 HRS MCGREGOR AT OVERLOOK - 4.00 HRS MCGREGOR PACE - 12.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 0.50 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 0.50 HRS New Projects - 8.00 HRS YUVETTE Bozman - TOTAL HOURS PER WEEK = 40, SPLIT: MCGREGOR INDEPENDENT SENIOR HOUSING - 2.00 HRS THE MCGREGOR FOUNDATION - 26.00 HRS MCGREGOR AT OVERLOOK - 4.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 4.00 HRS McGregor Independent Living - 4.00 HRS SUSAN O. ALTHANS - TOTAL HOURS PER WEEK = 40, SPLIT: MCGREGOR INDEPENDENT SENIOR HOUSING - 4.00 HRS THE MCGREGOR FOUNDATION - 28.00 HRS MCGREGOR AT OVERLOOK - 4.00 HRS MCGREGOR PACE - 4.00 HRS Jennifer Hayes - TOTAL HOURS PER WEEK = 40, SPLIT: THE MCGREGOR FOUNDATION - 8.50 HRS MCGREGOR PACE - 20.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 2.00 HRS MCGREGOR AT OVERLOOK - 1.00 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 0.50 HRS New Projects - 8.00 HRS Page 2, Part III, #3 The assets were transferred to McGregor Foundation and the entity was closed at the end of February 2022. PAGE 12, Part XI, #9 Transfer of net assets to McGregor Foundation: -$517,596 FORM 990 PART IX LINE 11G DESCRIPTION:GENERAL & ADMIN EXPENSES TOTAL FEES:4598 FORM 990 PART IX LINE 11G DESCRIPTION:HOUSEKEEPING TOTAL FEES:204 FORM 990 PART IX LINE 11G DESCRIPTION:PLANT OPERATIONS TOTAL FEES:2270 THE MCGREGOR FOUNDATION 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 340714356 HEALTHCARE OH 501(C)(3) 10 NA false MCGREGOR AT OVERLOOK 2187 OVERLOOK ROAD CLEVELAND OH 44106 900506109 HEALTHCARE OH 501(C)(3) 10 MCGREGOR FD false MCGREGOR PACE 2373 EUCLID AVE CLEVELAND HTS OH 44106 311495382 HEALTHCARE OH 501(C)(3) 10 OVERLOOK false MCGREGOR SENIOR ASSISTED LIVING LP 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 820771384 LOW INCOME HO OH MCGR SR AL INC false McGregor Independent Living LP 14900 Private Dr East Cleveland OH 44112 853919462 Low Inc Housi OH McGr Ind Livin false AM MCGREGOR CONDOMINUIM 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 201062062 CONDO ASSOC OH N/A C CORP false MCGREGOR SENIOR ASSISTED LIVING INC 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 820676864 HOLDING CO. OH MCGREGOR FDTN C CORP false McGregor Independent Living Inc 14900 Private Dr East Cleveland OH 44112 853879229 Holding Co OH McGregor Fdtn C Corp false false false false true true false false false false false false false true false true false false false false