2024-11-05T12:55:34-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 237412318 Koinonia Homes Inc % JOSEPH DAVY KOIN 6148443800 6161 Oak Tree Blvd Suite 400 Independence OH 44131 Joseph Davy CFO 6148443800 2024-11-15 true true David M Reape CPA P00068117 2168311200 2023 2024-10-15 13:58:12Z Patrick Maynard PhD 6161 Oak Tree Blvd Suite 400 Independence OH 44131 32738301 false X iamboundless.ORG X 1974 OH Providing residential group homes and support services in community-based homes or apartments, adult day support & employment services for those w/ developmental disabilities. 23 23 720 23 0 471132 461586 33776760 31683538 280408 344071 75579 25596 34603879 32514791 0 0 0 0 25831817 26294031 0 0 58810 8495130 8934233 34326947 35228264 276932 -2713473 30649087 34490588 14151024 13536614 16498063 20953974 PARTNERING WITH PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES TO ACHIEVE HEALTHY, FULFILLING, ENRICHED LIVES. false false 30136885 31711261 KOINONIA HOMES IS A 501 C (3) ORGANIZATION THAT WAS FOUNDED IN 1974 BY CONCERNED CITIZENS AND COMMUNITY LEADERS WHO WERE DEVOTED TO THE NEEDS OF THOSE WITH DISABILITIES. FOR OVER FORTY YEARS, KOINONIA HAS REMAINED TRUE TO ITS MISSION OF PROVIDING PERSON-CENTERED CARE. TODAY, KOINONIA SERVES OVER 500 PEOPLE PER YEAR, THROUGH THE EFFORTS AND DEDICATION OF A STAFF OF MORE THAN 550. AS A RESULT OF ITS LONG-STANDING COMMITMENT TO EXCELLENCE IN THIS FIELD, KOINONIA IS AN INDUSTRY LEADER IN GREATER CLEVELAND AND HAS RECEIVED MANY AWARDS AND RECOGNITIONS FOR ITS ACHIEVEMENTS. 30136885 true true false true false false false false true false true false false true true 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 false false true true true true false false true 29 0 true 720 true false false false false false false false false false false false X 23 23 false false true false false false false true true false false true true true true true true true true true true OH X JOSEPH DAVY 6148443800 6161 OAK TREE BLVD STE 400 INDEPENDENCE OH 44131 Patrick Maynard President & CEO 1.67 38.33 X 0 451238 61869 Diane Beastrom CEO / VP of Transition 20.0 20.0 X 338303 0 26773 Cynthia Ripsin Medical Director 1.67 38.33 X 0 311901 20969 Trent Stechschulte Chief Legal Officer & Gen Coun 1.67 38.33 X 0 252871 12318 Ronald J Davy CFO 1.67 38.33 X 0 246499 14690 Christopher Wolf COO 1.67 38.33 X 0 239505 14858 Richard Neighbarger VP, Analytics & Technology 1.67 38.33 X 0 195275 11891 Jennifer Riha VP, Program Services 1.67 38.33 X 0 191216 10705 Jodi Bopp VP, Advancement & Communicatio 1.67 38.33 X 0 161665 13921 Ryan Wood CFO, COO / Dir. of Integration 20.0 20.0 X 167098 0 6938 Nathan Henninger Dir of Behavioral & Education 1.67 38.33 X 0 151053 7204 Melanie Huffman VP, People & Culture 1.67 38.33 X 0 145240 1409 Bill Forquer Board Member 0.08 1.92 X 0 0 0 Mary Ann Krauss Chair 0.08 1.92 X X 0 0 0 Sue Ralph Vice Chair 0.08 1.92 X X 0 0 0 John Burtch Board Member 0.04 0.96 X 0 0 0 David Clark Treasurer 0.08 1.92 X X 0 0 0 Robert Hays Board Member 0.04 0.96 X 0 0 0 Mary Lynn Hohman Board Member 0.04 0.96 X 0 0 0 Matt Kaufman Board Member 0.04 0.96 X 0 0 0 Megan King Board Member 0.04 0.96 X 0 0 0 Jameson Lett Board Member 0.04 0.96 X 0 0 0 Antoinette Miranda Board Member 0.04 0.96 X 0 0 0 Adrian Moore Board Member 0.04 0.96 X 0 0 0 Beth Ann Patton Board Member 0.04 0.96 X 0 0 0 Kelly Perlman Board Member 0.04 0.96 X 0 0 0 Mrunal Shah Board Member 0.04 0.96 X 0 0 0 Loribeth Steiner Secretary 0.04 0.96 X 0 0 0 Gwen Weihe Board Member 0.04 0.96 X 0 0 0 Brendan O'Reilly Board Member 0.04 0.96 X 0 0 0 Tezlyn Reardon Board Member 0.04 0.96 X 0 0 0 Dawn Hays Board Member 0.04 0.96 X 0 0 0 Kristian Barr Board Member, Finance (Chair) 0.5 0.5 X 0 0 0 Samuel V Butcher Board Member, Supp Relations 0.5 0.5 X 0 0 0 Julie M Johnson Board Member, Supp Relat Chair 0.5 0.5 X 0 0 0 Jeffrey Minnick VC, Gov Chair, Audit Chair 0.5 0.5 X 0 0 0 Jacqueline Sherry Board Member, Quality & Safety 0.5 0.5 X 0 0 0 Sarah Truman Board Member, Quality & Safety 0.5 0.5 X 0 0 0 Fred Watkins Chair, Gov, Fin, Audit 0.5 0.5 X X 0 0 0 505401 2346463 203545 2 false true false Synergi Partners Inc PO Box 5599 151 W Evans St FLORENCE SC 295025599 ERTC Consulting 350525 1 461586 461586 PROGRAM SERVICE INCOME 623000 30722378 30722378 STIMULUS RELIEF GRANT REVENUE 623000 961160 961160 31683538 357960 357960 0 0 0 0 0 207494 2127 223510 -16016 2127 -13889 2127 -16016 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 25596 25596 25596 32514791 31711261 341944 0 0 0 0 539111 365076 174035 0 21769369 19739721 2029648 46258 36626 9632 1759777 1527576 232192 9 2179516 2023272 156024 220 517245 5400 466412 45433 93165 19414 73751 0 0 0 51716 51716 289725 183160 106452 113 44180 44095 85 8625 8625 0 0 1264229 814907 446523 2799 57464 57464 0 0 323036 323036 0 697976 650828 47114 34 350826 322616 28210 DUES/SUBSCRIPTIONS 1369390 231534 1137806 50 FRANCHISE PERMIT FEES 1104120 1104120 DIETARY & FOOD 650637 648945 1692 CONSULT/PROF FEES 549822 549822 1562077 1480648 71277 10152 35228264 30136885 5032569 58810 69382 128920 5804052 3295087 4068618 4663768 2777088 2206866 0 0 0 0 0 0 0 0 185213 20380 11010574 125315 11692565 10885259 3242059 3642410 30000 30000 0 0 2505000 5680000 275110 3937898 30649087 34490588 3713438 9321920 0 0 0 0 0 0 596433 313910 0 0 9643157 43129 0 0 197996 3857655 14151024 13536614 X 16167931 20865123 330132 88851 16498063 20953974 30649087 34490588 X -2713473 751820 6417564 X false true X true false X 777282 473855 5032244 471132 461586 7216099 30779138 35572458 32260930 33776760 31683538 164072824 0 0 0 31556420 36046313 37293174 34247892 32145124 171288923 10000 15000 20600 2050 47650 0 10000 15000 20600 2050 47650 171241273 118617 104554 353602 319090 357960 1253823 0 118617 104554 353602 319090 357960 1253823 0 528879 1984660 216078 75579 25596 2830792 32203916 38135527 37862854 34642561 32528680 175373538 0.97644 0.97474 0.00715 0.00599 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false true 559 false false true 1827 false false 2386 false Part II-B, Line 1d Letters were written to advocate for Ohio HB33 regarding the FY 2024/2025 state biennium budget, which would provide more funds for intermediate care facilities. Part II-B, line 1g Tours of homes and in-person testimonies were given to advocate for Ohio HB33 regarding the FY 2024/2025 state biennium budget, which would provide more funds for intermediate care facilities. false true X 2847123 2847123 7409438 52066 7357372 264902 264902 483376 73155 410221 5735 94 5641 10885259 INTEREST RATE SWAP 195776 ROU ASSETS 3428212 RESIDENT FUNDS 313910 3937898 0 DEFERRED COMPENSATION OBLIGATI 252555 ROU LEASE LIABILITY 3505311 DUE TO AFFILIATES 99789 3857655 ESCROW AND CUSTODIAL ARRANGEMENTS Medicaid residents can request, and in certain cases THE ORGANIZATION is required to maintain their personal funds in a custodian account. These custodial accounts are accounted for separately and are maintained by the ORGANIZATION on the residents behalf. The custodial accounts are listed on the balance sheet of form 990, Part X, Line 21 as custodial account liabilities. X X X X false true false false false false false false false Trent Stechschulte Chief Legal Officer & Gen Coun 0 252871 0 0 0 0 0 10638 0 1680 0 265189 0 0 Patrick Maynard President & CEO 0 436878 0 14360 0 0 0 60000 0 1869 0 513107 0 0 Christopher Wolf COO 0 239505 0 0 0 0 0 13557 0 1301 0 254363 0 0 Jennifer Riha VP, Program Services 0 191216 0 0 0 0 0 9764 0 941 0 201921 0 0 Ronald J Davy CFO 0 246499 0 0 0 0 0 12554 0 2136 0 261189 0 0 Diane Beastrom CEO / VP of Transition 338303 0 0 0 0 0 17083 0 9690 0 365076 0 0 0 Ryan Wood CFO, COO / Dir. of Integration 167098 0 0 0 0 0 2267 0 4671 0 174036 0 0 0 Nathan Henninger Dir of Behavioral & Education 0 143764 0 7289 0 0 0 5903 0 1301 0 158257 0 0 Cynthia Ripsin Medical Director 0 311901 0 0 0 0 0 18824 0 2145 0 332870 0 0 Jodi Bopp VP, Advancement & Communicatio 0 161665 0 0 0 0 0 11425 0 2496 0 175586 0 0 Richard Neighbarger VP, Analytics & Technology 0 195275 0 0 0 0 0 10010 0 1881 0 207166 0 0 PARTICIPATION IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN DIANE BEASTROM - PARTICIPATES IN A SECTION 457 PLAN WITH EMPLOYER CONTRIBUTIONS OF $17,083 in 2023. PAGE 6, PART VI, section c, #19 DOCUMENTS AVAILABLE TO PUBLIC THE ORGANIZATION MAKEs ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. PAGE 6, PART VI, SECTION B, #11B FORM 990 IS REVIEWED AND APPROVED BY THE ORGANIZATION'S CFO. THE FORM 990 IS ALSO REVIEWED BY THE FINANCE COMMITTEE AND SHARED WITH ALL BOARD MEMBERS PRIOR TO FILING THE RETURN. PAGE 6, PART VI, SECTION B, #12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY DIRECTORS REVIEW AND RE-SIGN THE POLICY ANNUALLY AT REGULARLY SCHEDULED BOARD MEETING. EMPLOYEES REVIEW and RE-SIGN THE POLICY EACH YEAR AT ANNUAL EMPLOYEE TRAINING. PAGE 6, PART VI, SECTION B, #15A AND #15B PROCESS FOR DETERMINING COMPENSATION THE BOARD CHAIRMAN TAKES INTO CONSIDERATION COMPENSATION DATA FROM NUMEROUS COMPENSATION SURVEYS AND SEVERAL PEER ORGANIZATIONS WHEN APPROVING EMPLOYMENT CONTRACTS FOR TOP MANAGEMENT AND KEY EMPLOYEES. PAGE 12, PART XI, #9 CHANGE IN VALUE OF INTEREST RATE SWAP: -$57,582 Inherent contribution on acquisition by Boundless Strategic Resources, Inc.: $6,475,146 Page 6, Part VI, Section A, #4 On October 1, 2023, KHI entered into a Member Substitution Agreement ("Agreement") with Boundless Strategic Resources, Inc. ("BSR") and The Boundless Foundation ("TBF"). As a result of the agreement, BSR became the sole corporate member of KHI and its direct or indirect wholly-owned subsidiaries. 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