2025-11-17T07:04:33-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 900506109 MCGREGOR AT OVERLOOK MCGR 2168518200 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 ANN CONN CEO 2168518200 2025-11-14 1 1 DAVID REAPE P00068117 2168311200 2025-11-14 2024 2025-03-06 01:10:19Z JENNIFER HAYES 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 911261 0 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 20 20 0 20 0 0 0 3874 1011215 907387 214203 0 21942 0 1247360 911261 0 0 0 0 468145 556110 0 0 0 497389 491653 965534 1047763 281826 -136502 674817 1161973 139656 563314 535161 598659 X MCGREGOR AT OVERLOOK EXISTS TO PROVIDE QUALITY END OF LIFE SUPPORT TO OLDER ADULTS AND THEIR FAMILIES. 1 0 918780 907387 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. 918780 1 0 0 0 0 0 0 0 0 0 1 0 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 OH X JENNIFER HAYES 2168518200 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 X ANDREW HARING DIRECTOR 1.00 2.00 X 0 0 0 ANGELA WILCOXSON DIRECTOR 1.00 2.00 X 0 0 0 ANTHONY KUHEL DIRECTOR 1.00 2.00 X 0 0 0 BRADLEY KNAPP TREASURER 1.00 2.00 X X 0 0 0 CAROLINE GLADSTONE DIRECTOR 1.00 2.00 X 0 0 0 CHRISTOPHER HEINTEL DIRECTOR 1.00 2.00 X 0 0 0 DAVID NEISWANDER DIRECTOR 1.00 2.00 X 0 0 0 DEBORAH DALLMANN DIRECTOR 1.00 2.00 X 0 0 0 DEBORAH PERKINS DIRECTOR 1.00 2.00 X 0 0 0 DIANA MORRIS DIRECTOR 1.00 2.00 X 0 0 0 DONTE GIBBS DIRECTOR 1.00 2.00 X 0 0 0 DR CLAUDIA OWENS DIRECTOR 1.00 2.00 X 0 0 0 DR COLLEEN SWEENEY DIRECTOR 1.00 2.00 X 0 0 0 JOHN MOODY DIRECTOR 1.00 2.00 X 0 0 0 KATHERINE NAGEL CHAIR OF THE BOARD 1.00 2.00 X X 0 0 0 LISA KIOUS MCGOVERN DIRECTOR 1.00 2.00 X 0 0 0 MICHAEL BECKHAM VICE CHAIR OF THE BOARD 1.00 2.00 X X 0 0 0 RENEE HARDWICK DIRECTOR 1.00 2.00 X 0 0 0 STUART COLLINS DIRECTOR 1.00 2.00 X 0 0 0 THOMAS CAMPANELLA DIRECTOR 1.00 2.00 X 0 0 0 SUSAN ALTHANS BOARD SECRETARY 1.00 29.00 X X 0 126361 3353 ANN CONN CEO 4.00 36.00 X 0 429275 25270 JENNIFER HAYES CFO/ASSISTANT TREASURER 2.00 38.00 X 0 267877 27493 0 823513 56116 0 0 1 0 SENIOR OPTIONS 3181 SHORE DRIVE VIRGINIA BEACH VA 23451 BILLING AND CONSULTING 132218 1 3874 3874 RESIDENT SERVICES 541900 907387 907387 907387 911261 907387 0 0 X 506091 506091 2867 2867 6265 6265 40887 40887 100157 100157 4172 4172 4000 4000 193629 193629 12525 12525 40811 40566 245 5049 5049 604 604 6553 6553 8574 8574 MEDICAL & OTHER SUPPLY 70428 70428 BAD DEBT 31250 31250 MAINTENANCE 8555 8555 DUES & SUBSCRIPTIONS 3498 3498 1848 1848 1047763 918780 128983 0 187910 517297 223735 544676 388 0 8825 8825 6553 0 100000 100000 156231 0 674817 1161973 139656 97302 0 466012 139656 563314 X 535161 598659 535161 598659 674817 1161973 X -136502 200000 X 0 1 X 1 0 X 2000000 1096338 2500000 3874 5600212 3344670 2907749 1014371 1011215 907387 9185392 5344670 4004087 3514371 1011215 911261 14785604 0 0 0 14785604 17956 272 15789 34017 17956 272 15789 34017 18477 21942 40419 5362626 4022836 3530160 1033157 911261 14860040 0.99500 0.99510 0.00230 0.00270 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 18,477. 2023 AMOUNT: $ 21,942. 8825 8825 0 0 MCGREGOR PACE INVESTMENT 100000 C 100000 INTERCOMPANY PAYABLES 466012 466012 X X X X 0 1 0 0 0 0 0 0 0 ANN CONN CEO 0 384317 0 44958 0 0 0 5770 0 19500 0 454545 0 0 JENNIFER HAYES CFO/ASSISTANT TREASURER 0 235814 0 32063 0 0 0 7074 0 20419 0 295370 0 0 PART I, LINE 4B ANN CONN $19,500 FORM 990, PART III, LINE 2 EFFECTIVE JULY 8, 2024, OVERLOOK ENTERED INTO A CONTRACTUAL AGREEMENT WITH JUDSON HOME CARE (JUDSON), WHICH BEGAIN OPERATIONS AUGUST 14, 2024, OPERATING AS HOSPICE OF GREATER CLEVELAND. THE PURPOSE OF HOSPICE OF GREATER CLEVELAND IS TO DEVELOP AND OPERATE AS A HOSPICE PROVIDER FOR THE ELDERLY IN CUYAHOGA COUNTY, OHIO. FORM 990, PART VI, SECTION B, LINE 11B 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. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICIES BY COMPLETING ANNUAL CONFLICT QUESTIONNAIRES. FORM 990, PART VI, SECTION B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 19 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 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 - 15.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 0.50 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 0.50 HRS NEW PROJECTS - 5.00 HRS JENNIFER HAYES - TOTAL HOURS PER WEEK = 40, SPLIT: THE MCGREGOR FOUNDATION - 15.00 HRS MCGREGOR PACE - 15.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 2.00 HRS MCGREGOR AT OVERLOOK - 2.00 HRS MCGREGOR INDEPENDENT SENIOR HOUSING - 0.50 HRS NEW PROJECTS - 5.50 HRS SUSAN O ALTHANS - TOTAL HOURS PER WEEK = 30, SPLIT: MCGREGOR INDEPENDENT SENIOR HOUSING - 1.00 HRS THE MCGREGOR FOUNDATION - 24.00 HRS MCGREGOR AT OVERLOOK - 1.00 HRS MCGREGOR PACE - 3.00 HRS MCGREGOR SENIOR ASSISTED LIVING - 1.00 HRS FORM 990, PART IX, LINE 11G RESIDENT & PARTICIPANT SERVICES: PROGRAM SERVICE EXPENSES 193,629. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 193,629. FORM 990, PART XI, LINE 9: CONTRIBUTION FOR CONTRACTUAL AGREEMENT WITH JUDSON HOME CARE 200,000. THE MCGREGOR FOUNDATION 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 340714356 HEALTHCARE OH 501(C)(3) LINE 10 N/A 0 MCGREGOR PACE 2373 EUCLID HEIGHTS BLVD CLEVELAND OH 44106 311495382 HEALTHCARE OH 501(C)(3) LINE 10 MCGREGOR AT OVERLOOK 1 MCGREGOR SENIOR ASSISTED LIVING 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 820771384 LOW INCOME HOUSING OH N/A 0 0 AM MCGREGOR CONDOMINIUM 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 201062062 CONDO ASSOCIATION OH N/A C 0 MCGREGOR SENIOR ASSISTED LIVING INC 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 820676864 HOLDING COMPANY OH N/A C 0 0 0 1 1 1 0 0 0 1 0 0 0 1 0 1 0 0 0 0