2024-11-11T16:47:07-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 900506109 McGregor at Overlook % JENNIFER HAYES MCGR 2168518200 14900 Private Drive East Cleveland OH 44112 Jennifer Hayes CFO 2168518200 2024-11-15 true true Joseph Sbrocco CPA P00069069 2168311200 2023 2024-10-15 13:58:12Z Jennifer Hayes 14900 Private Drive East Cleveland OH 44112 2502030 false X MCGREGORFOUNDATION.ORG/MCGREGOR-AT-OVERLOOK X 2009 OH THE MCGREGOR AT OVERLOOK EXISTS TO PROVIDE quality end of life support to older adults and their families X 22 22 0 22 0 2500000 0 1014371 1011215 15789 214203 0 21942 3530160 1247360 0 0 0 0 440667 468145 0 0 0 561413 497389 1002080 965534 2528080 281826 6884475 674817 131140 139656 6753335 535161 MCGREGOR AT OVERLOOK EXISTS TO PROVIDE QUALITY END OF LIFE SUPPORT TO OLDER ADULTS AND THEIR FAMILIES false false 841407 1247360 PROVIDED HOSPICE SERVICES. PROVIDED END OF LIFE CARE TO SENIORS. THE TEAM WORKED TOGETHER TO PROVIDE CARE AND SUPPORT FOCUSING ON GIVING THE PATIENT CONTROL IN DETERMINING THEIR PHYSICAL, PSYCHOLOGICAL AND SPIRITUAL NEEDS DURING THIS TRANSITION. 841407 true false false false false false false false false true false true true 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 false true false true true true false false true 0 0 0 true false false false false false false false false false false X 22 22 true false false false false false false true true false false true true true true false true true true false OH X JENNIFER HAYES 2168518200 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 Ann Conn CEO 4.0 36.0 X 0 396953 26673 Jennifer Hayes CFO/Assistant Treasurer 1.0 39.0 X 0 248831 25546 Susan Althans Board Secretary 4.0 36.0 X X 0 122993 3379 Andrew Haring Director 1.0 1.0 X 0 0 0 Angela Wilcoxson Director 1.0 1.0 X 0 0 0 Anthony Kuhel Director 1.0 1.0 X 0 0 0 Bradley Knapp Treasurer 1.0 1.0 X X 0 0 0 Caroline Gladstone Director 1.0 2.0 X 0 0 0 Christopher Heintel Director 1.0 1.0 X 0 0 0 David Neiswander Director 1.0 1.0 X 0 0 0 Deborah Dallmann Director 1.0 1.0 X 0 0 0 Deborah Perkins Director 1.0 1.0 X 0 0 0 Diana Morris Director 1.0 2.0 X 0 0 0 Donte Gibbs Director 1.0 1.0 X 0 0 0 Dr Claudia Owens Director 1.0 1.0 X 0 0 0 Dr Colleen Sweeney Director 1.0 1.0 X 0 0 0 Humberto Sanchez Director 1.0 1.0 X 0 0 0 John Moody Director 1.0 2.0 X 0 0 0 Julie Criscione Director 1.0 2.0 X 0 0 0 Katherine Nagel Chair of the Board 1.0 2.0 X X 0 0 0 Kathryn Hickner Director 1.0 2.0 X 0 0 0 Lisa Kious McGovern Director 1.0 2.0 X 0 0 0 Michael Beckham Vice Chair of the Board 1.0 2.0 X X 0 0 0 Renee Hardwick Director 1.0 2.0 X 0 0 0 Stuart Collins Director 1.0 1.0 X 0 0 0 Thomas Campanella Director 1.0 2.0 X 0 0 0 0 768777 55598 0 false true false 0 0 RESIDENT SERVICES 541900 1011215 1011215 1011215 0 0 0 0 0 0 1468873 1254670 214203 214203 214203 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 21942 21942 21942 1247360 1247360 X 0 0 0 0 0 0 422380 422380 2349 2349 13652 13652 29764 29764 91900 91900 1730 1730 5000 5000 0 0 0 208920 208920 14606 14606 27862 24282 3580 0 0 4939 4939 3346 3346 0 265 265 0 0 1261 1261 6684 6684 MEDICAL & OTHER SUPPLY 79854 79854 BAD DEBT 38505 38505 MAINTENANCE 12189 3489 8700 DUES & SUBSCRIPTIONS 328 328 965534 841407 124127 0 192533 187910 0 0 0 0 5328376 223735 0 0 0 0 0 0 0 0 1082 388 8825 2272 7814 6553 0 0 0 0 100000 100000 0 0 1254670 156231 6884475 674817 131140 139656 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 131140 139656 X 6753335 535161 0 0 6753335 535161 6884475 674817 X 281826 -6500000 X false true X true false X 2000000 2000000 1096338 2500000 0 7596338 2854051 3344670 2907749 1014371 1011215 11132056 0 0 0 4854051 5344670 4004087 3514371 1011215 18728394 0 0 0 18728394 17710 17956 272 15789 51727 0 17710 17956 272 15789 51727 0 4 0 18477 0 21942 40423 4871765 5362626 4022836 3530160 1033157 18820544 0.99510 0.99636 0.00275 0.00274 X 8825 2272 6553 6553 MCGREGOR PACE INVESTMENT 100000 C 100000 RELATED PARTY RECEIVABLES 156231 156231 X X X X false true false false false false false false false Ann Conn CEO 0 396953 0 0 0 0 0 7854 0 18819 0 423626 0 0 Jennifer Hayes CFO/Assistant Treasurer 0 248831 0 0 0 0 0 6727 0 18819 0 274377 0 0 SCHEDULE J, PART I, #4B ANN CONN $19,500 Forgiveness of Related Party Debt 2023-12-31 6500000 book value 340714356 The McGregor Foundation 14900 Private Drive East Cleveland OH 44112 501(C)3 Sale of Building 2023-04-18 1468873 Sale Price 341018992 Case Western Reserve University 10900 Euclid Ave Cleveland OH 44106 501(C)3 false false false false Part II, Line 2a McGregor at Overlook and The McGregor Foundation are related parties and share a board of directors. 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 AT THE ORGANIZATION'S BUSINESS OFFICE. PAGE 6, 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 B, #15A & 15B PROCESS FOR DETERMINING COMPENSATION THE ORGANIZATION DETERMINES COMPENSATION FOR OFFICERS AND KEY EMPLOYEES BY HAVING A COMPENSATION SURVEY COMPLETED EVERY THREE YEARS VIA THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE THEN VOTES ON A CONTRACT AND THE PERCENTAGE OF SALARY INCREASE FOR THE CEO. THESE PROCESSES ARE DOCUMENTED AT THE TIME THE DECISIONS ARE MADE. 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 7, PART VII, SECTION A, #1A, COLUMN (B) ALLOCATION OF 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 Jennifer Hayes - TOTAL HOURS PER WEEK = 40, SPLIT: THE MCGREGOR FOUNDATION - 8.50 HRS MCGREGOR AT OVERLOOK - 1.00 HRS MCGREGOR PACE - 20.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 2.00 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 Page 12, Part XI, Line 9 Forgiveness of related party debt: $6,500,000 FORM 990 PART IX LINE 11G DESCRIPTION:RESIDENT SERVICES TOTAL FEES:208920 THE MCGREGOR FOUNDATION 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 340714356 HEALTHCARE OH 501(c)(3) 10 NA false MCGREGOR PACE 2373 EUCLID HEIGHTS BLVD CLEVELAND HTS OH 44106 311495382 HEALTHCARE OH 501(c)(3) 10 overlook true MCGREGOR SENIOR ASSISTED LIVING LP 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 820771384 LOW INCOME HO OH MCGR SR AL INC Related 0 0 false 0 false 0.00000 McGregor Independent Living LP 14900 Private Dr East Cleveland OH 44112 853919462 Low Income Ho OH McGr Inde Livi related 0 0 false 0 false 0.00000 AM MCGREGOR CONDOMINIUM 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 201062062 CONDO ASSOC OH N/A C CORP 0 0 0.00000 false MCGREGOR SENIOR ASSISTED LIVING INC 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 820676864 HOLDING CO OH MCGREGOR FDTN C CORP 0 0 0.00000 false McGregor Independent Living Inc 14900 Private Dr East Cleveland OH 44112 853879229 Holding Co OH McGregor Fdtn C Corp 0 0 0.00000 false false false true true true false false false true false false false true false true false false false false