2024-11-11T16:47:07-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 311495382 McGregor Pace % JENNIFER HAYES MCGR 2167913580 14900 Private Drive 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 CLEVELAND OH 44112 59733555 false X www.mcgregorpace.org X 1996 OH Provide comprehensive medical & social services to certain frail, community-dwelling elderly individuals, with a service goal for as many as possible to remain in the community 11 11 310 22 0 0 0 56422899 58924676 0 773784 158 297 56423057 59698757 2500000 2000000 0 0 10770916 11605586 0 0 0 41826463 43048433 55097379 56654019 1325678 3044738 25644896 28803987 14455932 14570285 11188964 14233702 Our Program of All-Inclusive Care for the Elderly (PACE) provides comprehensive medical and social services to certain frail, community-dwelling elderly individuals, through an interdisciplinary team of health professionals. PACE provides participants with coordinated care and a service goal to enable as many as possible to remain in the community. false false 53511710 58924676 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. 53511710 true false false false false false false false false false true false false false true false false true false false false false false false false false false true false true false false false false false false false false false false false false false true false false false true 44 0 true 310 true false false false false false false false false false false X 11 11 false false false false true true true true true false false true true true true true true true true false OH X JENNIFER HAYES 2168518200 14900 PRIVATE DRIVE East Cleveland OH 44112 X Ann Conn CEO 12.0 28.0 X 0 396953 26673 Jennifer Hayes CFO/Assistant Treasurer 20.0 20.0 X 0 248831 25546 Tangi McCoy CEO 40.0 0.0 X 245009 0 15367 Svetlana Dicesare CSO 40.0 0.0 X 157184 0 15183 Teresa Evans-Guyton Nurse Practitioner 40.0 0.0 X 119792 0 20022 Scott Massien Physician 20.0 0.0 X 129231 0 7454 Kristina Musan Nurse Practitioner 40.0 0.0 X 112181 0 22184 Elliott Cruz Business Development Director 40.0 0.0 X 119030 0 12674 Susan Althans Board Secretary 4.0 36.0 X X 0 122993 3379 Caroline Gladstone Director 1.0 2.0 X 0 0 0 Diana Morris Director 1.0 2.0 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 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 1.0 2.0 X X 0 0 0 Renee Hardwick Director 1.0 2.0 X 0 0 0 Thomas Campanella Director 1.0 2.0 X 0 0 0 882427 768777 148482 6 false true false University Hospitals 11100 Euclid Ave CLEVELAND OH 44106 Contract Labor 896200 Tabula Rasa Healthcare 228 Strawbridge Dr MOORESTOWN NJ 08057 Software 9237404 carekinesis 228 Strawbridge Dr MOORSETOWN NJ 08057 pharmacy 737995 John G Johnson Construction Compan 1284 Riverbed St CLEVELAND OH 44113 construction 2157898 The Metrohealth System 4242 Lorain Ave CLEVELAND OH 44113 MDS Services 220610 15 0 HOME HEALTH SERVICES 621610 58924676 58924676 58924676 730585 730585 0 0 0 0 0 77997 34798 43199 43199 43199 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 297 297 297 59698757 58924676 774081 2000000 2000000 0 0 0 260376 240196 20180 0 9718955 8951958 766997 120147 120147 580371 533558 46813 925737 851067 74670 1263770 1263770 13448 3300 10148 0 0 0 0 3524848 3517951 6897 161010 13706 147304 197291 3736 193555 0 0 268900 268900 129048 83574 45474 0 35499 35499 97623 97623 0 727434 727434 250302 250302 MEDICAL & OTHER SUPPLY 34604943 34540197 64746 CONTRACT SERVICES 1063894 922194 141700 VEHICLE EXPENSE 358091 358091 MAINTENANCE 163984 163984 188348 114094 74254 56654019 53511710 3142309 0 9808825 619390 0 0 0 0 4725743 749167 0 0 0 0 0 0 0 0 1388982 686759 18615585 4667969 9721346 13947616 0 12784580 0 0 0 0 0 0 0 16475 25644896 28803987 8394726 7796675 0 0 2273129 2336313 0 0 0 0 0 0 3152733 4398947 0 0 635344 38350 14455932 14570285 X 11188964 14233702 0 0 11188964 14233702 25644896 28803987 3044738 X false true X true false X 0 49500 3958772 0 0 4008272 40812282 49120245 52321866 56422899 58924676 257601968 0 0 0 40812282 49169745 56280638 56422899 58924676 261610240 0 0 0 261610240 5748 4519 256 730585 741108 0 5748 4519 256 730585 741108 0 3928 73 2175 158 297 6631 40821958 49174337 56283069 56423057 59655558 262357979 0.99715 0.99992 0.00282 0.00006 X 8434509 539629 7894880 6074810 2670567 3404243 4098732 1457773 2640959 7534 7534 13947616 0 DUE TO AFFILIATES 38350 38350 true The McGregor Foundation 14900 Private Dr East Cleveland OH 44112 340714356 501(C)3 1315333 FMV To Support Programs McGregor Senior Assisted Living Inc 14900 Private Dr East Cleveland OH 44112 820676864 684667 FMV To Support Programs 1 1 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 Tangi McCoy CEO 245009 0 0 0 0 0 4900 0 10467 0 260376 0 0 0 Svetlana Dicesare CSO 157184 0 0 0 0 0 4716 0 10467 0 172367 0 0 0 SCHEDULE J, PART I, #4B ANN CONN $19,500 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 6, PART VI, SECTION A, #6 MEMBER CLASSES THE CORPORATION SHALL HAVE ONE CLASS OF MEMBERS ONLY, WHICH CLASS SHALL CONSIST OF NOT LESS THAN TWO NOR MORE THAN FIVE MEMBERS, EACH OF WHOM SHALL BE CHARITABLE ORGANIZATIONS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND THE OHIO NON-PROFIT CORPORATION LAW OR GOVERNMENTAL ENTITY. THE POWERS OF THE MEMBERS REQUIRE APPROVAL OF THE MEMBERS BY MAJORITY VOTE AND INCLUDE: A) ANY MODIFICATION IN THE ESSENTIAL NATURE, PURPOSE OR MISSION OF THE CORPORATION. B) THE ADOPTION OF ANY AMENDMENTS TO THE ARTICLES OF INCORPORATION OR THE CODE OF REGULATIONS OF THE CORPORATION. C) UPON RECOMMENDATION OF THE BOARD OF TRUSTEES, APPROVE NEW MEMBERS OF THE CORPORATION. D) ANY AFFILIATION, MERGER OR CONSOLIDATION OF THE CORPORATION WITH AN UNRELATED ENTITY. E) THE DISSOLUTION OR LIQUIDATION OF THE CORPORATION. F) THE DISSOLUTION OR LIQUIDATION OF ANY SUBSIDIARY, IF THE ASSETS UPON SUCH DISSOLUTION OR LIQUIDATION ARE NOT DISTRIBUTED EXCLUSIVELY TO THE CORPORATION OR ITS MEMBERS. G) THE SALE OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION. H) APPOINTMENT, ELECTION OR REMOVAL OF MEMBERS OF THE BOARD OF TRUSTEES OF THIS CORPORATION, PROVIDED, HOWEVER, THAT MEMBERS OF THE BOARD OF TRUSTEES SHALL BE APPOINTED, ELECTED, OR REMOVED PURSUANT TO THE TERMS OF THE CODE OF REGULATIONS. PAGE 6, PART VI, SECTION A, #7A MEMBERS WHO MAY ELECT MEMBERS SEE SCHEDULE O DISCLOSURE ENTITLED "MEMBER CLASSES". PAGE 6, PART VI, SECTION A, #7B GOVERNING BODY DECISION APPROVAL SEE SCHEDULE O DISCLOSURE ENTITLED "MEMBER CLASSES". 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 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 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 THE MCGREGOR FOUNDATION 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 340714356 HEALTHCARE OH 501(C)(3) 10 NA false THE MCGREGOR INDEPENDENT SENIOR HOUSING 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 364545139 SNR HOUSING OH 501(C)(3) 10 MCGREGOR FD false MCGREGOR AT OVERLOOK 2187 OVERLOOK ROAD CLEVELAND OH 44106 900506109 HEALTHCARE OH 501(C)(3) 10 MCGREGOR FD false MCGREGOR SENIOR ASSISTED LIVING LP 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 820771384 LOW INCOME HO OH MGRE SR AL INC related 0 0 false 0 false 0.00000 McGregor Independent Living LP 14900 Private Dr East Cleveland OH 44112 853919462 Low Inc Housi OH McGr Ind Livin related 0 0 false 0 false 0.00000 AM MCGREGOR CONDOMINIUM 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 201062062 CONDO ASSOC OH na 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 true false true true false false false false false false true true false true false false false false