2025-11-05T08:41:10-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 341095056 BRETHREN CARE INC BRET 4192891585 2140 CENTER ST ASHLAND OH 44805 MINDY SCURLOCK CEO 4192891585 2025-10-31 1 1 DAVID REAPE P00068117 2168311200 2025-10-31 2024 2025-03-06 01:10:19Z MINDY SCURLOCK 2000 CENTER STREET ASHLAND OH 44805 21892500 0 X WWW.BRETHRENCAREVILLAGE.ORG X 1970 OH BRETHREN CARE, INC. OPERATES A RETIREMENT COMMUNITY IN OHIO FOR SENIOR INDIVIDUALS PROVIDING LONG-TERM NURSING CARE, INDEPENDENT LIVING, AND ASSISTED LIVING SERVICES. 9 8 541 150 286027 0 15139 29355 19401827 20133573 61933 412619 1946 4889 19480845 20580436 0 0 0 0 11389559 11706907 0 0 0 7992633 8390603 19382192 20097510 98653 482926 32585486 32900887 16544287 15992825 16041199 16908062 X BRETHREN CARE, INC., WHICH IS A LICENSED HOME FOR THE AGING IN THE STATE OF OHIO, OPERATES A RETIREMENT COMMUNITY CONSISTING OF A 79 BED LONG-TERM NURSING CARE FACILITY, 26 INDEPENDENT LIVING UNITS, A 47 BED ASSISTED LIVING FACILITY, A 62 APARTMENT INDEPENDENT/CONGREGATE/ASSISTED LIVING FACILITY AND 3 FIVE BED UNITS FOR MEMORY IMPAIRED RESIDENTS. THE ORGANIZATION PROVIDED 83,630 PATIENT DAYS OF CARE IN 2024 IN ITS FACILITIES. WE SERVE THE ELDERLY WITH DIGNIFIED CARE IN GRACIOUS SURROUNDINGS. BRETHREN CARE, INC. PROVIDES REDUCED COST CARE TO RESIDENTS WHO MET CERTAIN SPECIFIED CRITERIA UNDER ITS CHARITY CARE POLICY. WE OFFER A STIMULATING VARIETY OF SOCIAL ACTIVITIES AND CULTURAL PROGRAMS TO OUR RESIDENTS AND PROVIDE A SAFE AND SECURE ENVIRONMENT WHILE MAXIMIZING THE RESIDENTS' INDEPENDENCE AND SELF-ESTEEM. BRETHREN CARE, INC. PROVIDES AN IDEAL ENVIRONMENT FOR A FULL AND HAPPY LIFESTYLE. 0 0 18222199 19847511 BRETHREN CARE, INC., WHICH IS A LICENSED HOME FOR THE AGING IN THE STATE OF OHIO, OPERATES A RETIREMENT COMMUNITY CONSISTING OF A 79 BED LONG-TERM NURSING CARE FACILITY, 26 INDEPENDENT LIVING UNITS, A 47 BED ASSISTED LIVING FACILITY, A 62 APARTMENT INDEPENDENT/CONGREGATE/ASSISTED LIVING FACILITY AND 3 FIVE BED UNITS FOR MEMORY IMPAIRED RESIDENTS. THE ORGANIZATION PROVIDED83,630 PATIENT DAYS OF CARE IN 2024 IN ITS FACILITIES. WE SERVE THE ELDERLY WITH DIGNIFIED CARE IN GRACIOUS SURROUNDINGS. BRETHREN CARE, INC. PROVIDES REDUCED COST CARE TO RESIDENTS WHO MET CERTAIN SPECIFIED CRITERIA UNDER ITS CHARITY CARE POLICY. WE OFFER A STIMULATING VARIETY OF SOCIAL ACTIVITIES AND CULTURAL PROGRAMS TO OUR RESIDENTS AND PROVIDE A SAFE AND SECURE ENVIRONMENT WHILE MAXIMIZING THE RESIDENTS' INDEPENDENCE AND SELF-ESTEEM. BRETHREN CARE, INC. PROVIDES AN IDEAL ENVIRONMENT FOR A FULL AND HAPPY LIFESTYLE. 18222199 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 74 0 1 541 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X MINDY SCURLOCK 4192891585 2000 CENTER STREET ASHLAND OH 44805 NATE SHULTZ TRUSTEE 1.00 0.00 X 0 0 0 ANDREW BUSH CHAIR 1.00 1.00 X X 0 0 0 GAYLE MARTIN TRUSTEE 1.00 0.00 X 0 0 0 NEIL HINKLE IMMEDIATE PAST CHAIR 1.00 1.00 X X 0 0 0 TIM ROWSEY VICE CHAIR & SECRETARY 1.00 1.00 X X 0 0 0 DALE STOFFER TREASURER 1.00 1.00 X X 0 0 0 BILL BUCKINGHAM TRUSTEE 1.00 0.00 X 0 0 0 SANDY ENDERBY TRUSTEE 1.00 0.00 X 0 0 0 JANENNE YEATER TRUSTEE 1.00 0.00 X 0 0 0 MATTHEW MCFARLAND CFO 37.00 3.00 X 126589 0 36065 MINDY SCURLOCK CEO 37.00 3.00 X 216293 0 22684 342882 0 58749 2 0 1 0 ABSOLUTE REHAB PO BOX 497 GREEN OH 44232 REHABILITATION THERAPY SERVICES 975505 GORDON FOOD SERVICES PAYMENT PROCESSING CENTER DEPT CH 1 PALANTINE IL 60055 FOOD SUPPLIES 471068 DEDICATED NURSING ASSOCIATION 6536 WILLIAM PENN HIGHWAY STE 201 DELMONT PA 15626 PURCHASED NURSING 395818 SENIOR PHARAMACY SERVICES 34099 MELINZ PARKWAY EASTLAKE OH 44095 PHARMACY 272205 ES CONSULTING 3849 PARK AVE W ONTARIO OH 44903 IT SERVICES 234265 8 29355 29355 NET RESIDENT SERVICE REVENUE 621990 19847546 19847546 BISTRO 722511 223171 223171 EVENT ROOM 531120 62856 62856 20133573 244614 244614 1480069 1312029 35 168040 -35 168005 168005 4889 4889 4889 20580436 19847546 286027 417508 X 401630 367925 33705 9480971 8685310 795661 59528 54532 4996 928913 851610 77303 835865 765718 70147 23208 18069 5139 97750 76106 21644 17587 16111 1476 2260003 1761025 498978 242971 189171 53800 269947 245112 24835 353814 275471 78343 498109 458236 39873 38114 37984 130 2323 2128 195 465275 462099 3176 1535191 1526587 8604 375704 292514 83190 MEDICAL&OTHER SUPPLIES 1247927 1243305 4622 FRANCHISE FEES 449360 413556 35804 BAD DEBT 233081 214510 18571 EQUIPMENT REPAIRS&MAINT 221161 208245 12916 59078 56875 2203 20097510 18222199 1875311 0 3410413 3431503 500 39136 1686218 1245616 230905 286666 41034974 22157194 19609248 18877780 6447510 8147568 1200692 872618 32585486 32900887 1868940 1889441 11772 13674 14330625 13687860 332950 401850 16544287 15992825 X 16003637 16886982 37562 21080 16041199 16908062 32585486 32900887 482926 383937 0 X 0 1 X 1 1 1 X 1995687 2564497 1594723 15139 29355 6199401 16851204 15847145 17592929 19401827 20133573 89826678 18846891 18411642 19187652 19416966 20162928 96026079 0 0 0 96026079 40246 55525 56533 94915 244614 491833 40246 55525 56533 94915 244614 491833 1788 43278 1946 4889 51901 18887137 18468955 19287463 19513827 20412431 96569813 0.99440 0.99650 0.00510 0.00300 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 686191 686191 33020667 17527976 15492691 6217615 4025687 2191928 1110501 603531 506970 18877780 DEPOSITS 401850 401850 PART IV, LINE 2B: RESIDENT FUNDS ARE HELD IN ESCROW FOR THEIR PERSONAL USE. X X 0 0 0 0 0 0 0 0 0 MINDY SCURLOCK CEO 216203 0 0 0 90 0 5538 0 17146 0 238977 0 0 0 MATTHEW MCFARLAND CFO 126529 0 0 0 60 0 2010 0 34055 0 162654 0 0 0 SPRENG-SMITH AGENCY OWNED MORE THAN 35% BY DIRECTOR 103622 PREMIUMS PAID FOR COMMERCIAL PROPERTY AND COMMERCIAL UMBRELLA/EXCESS LIABILITY COVERAGE 0 FORM 990, PART VI, SECTION B, LINE 11B THE RETURN WAS PREPARED BY AN OUTSIDE CPA FIRM AND PROVIDED TO THE ORGANIZATION'S CFO FOR REVIEW. A COPY OF THE FORM 990 IS SENT TO EACH BOARD MEMBER FOR THEIR REVIEW AND COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C AN INTERESTED PERSON ("INTERESTED PERSON") IS ANY DIRECTOR, TRUSTEE, OFFICER, OR MEMBER ("MEMBER") OF A COMMITTEE WITH GOVERNING POWERS AS DELEGATED BY THE BOARD OF DIRECTORS (THE "BOARD"), WHO HAS A FINANCIAL INTEREST. A PERSON HAS A FINANCIAL INTEREST IF THE PERSON HAS, DIRECTLY OR INDIRECTLY, THROUGH BUSINESS, INVESTMENT, OR FAMILY, ANY OF THE FOLLOWING: I) AN OWNERSHIP OR INVESTMENT INTEREST IN ANY ENTITY WITH WHICH THE CORPORATION HAS A TRANSACTION OR ARRANGEMENT II) A COMPENSATION ARRANGEMENT WITH THE CORPORATION OR WITH ANY ENTITY OR INDIVIDUAL WITH WHICH THE CORPORATION HAS A TRANSACTION OR ARRANGEMENT. III) A POTENTIAL OWNERSHIP OR INVESTMENT INTEREST IN, OR COMPENSATION ARRANGEMENT WITH, ANY ENTITY OR INDIVIDUAL WITH WHICH THE CORPORATION IS NEGOTIATING A TRANSACTION OR ARRANGEMENT IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS WITH GOVERNING DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER DISCUSSION WITH THE INTERESTED PERSON, THE INTERESTED PERSON MUST LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING DIRECTORS OR MEMBERS MUST DECIDE IF A CONFLICT OF INTEREST EXISTS. EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS MUST ANNUALLY SIGN A STATEMENT WHICH AFFIRMS EACH OF THE FOLLOWING: A) THE PERSON HAS RECEIVED A COPY OF THE POLICY. B) THE PERSON HAS READ AND UNDERSTANDS THE POLICY. C) THE PERSON HAS AGREED TO COMPLY WITH THE POLICY. D) THE PERSON UNDERSTANDS THAT THE CORPORATION IS CHARITABLE, AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION, THE CORPORATION MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES. TO ENSURE THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH CHARITABLE PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS TAX-EXEMPT STATUS, THE GOVERNING BOARD MUST CONDUCT PERIODIC REVIEWS ("PERIODIC REVIEWS") TO ENSURE THAT THE CORPORATION THE PERIODIC REVIEWS MUST, AT A MINIMUM, INCLUDE THE FOLLOWING SUBJECT: A) WHETHER COMPENSATION ARRANGEMENTS AND BENEFITS ARE REASONABLE, BASED ON COMPETENT SURVEY INFORMATION, AND THE RESULT OF ARMS' LENGTH BARGAINING. B) WHETHER PARTNERSHIPS, JOINT VENTURES, AND ARRANGEMENTS WITH MANAGEMENT ORGANIZATIONS I) CONFORM TO THE CORPORATION'S WRITTEN POLICIES II) ARE PROPERLY RECORDED III) REFLECT REASONABLE INVESTMENT OR PAYMENTS FOR GOODS AND SERVICES, IV) FURTHER CHARITABLE PURPOSES V) DO NOT RESULT IN INUREMENT, IMPERMISSIBLE PRIVATE BENEFIT OR IN AN EXCESS BENEFIT TRANSACTION FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S SALARY, BENEFITS, ETC. MUST BE APPROVED BY THE BOARD. ON AN ANNUAL BASIS, THE BOARD MEETS TO REVIEW THE CEO'S CONTRACT. BASED ON PERFORMANCE, EXPECTATIONS AND THE ECONOMY AN INCREASE MAY BE GRANTED. ANY INCREASE MUST BE SUBMITTED TO THE HUMAN RESOURCES AND FINANCE DEPARTMENTS FOR IMPLEMENTATION. 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. FORM 990, PART IX, LINE 11G PURCHASED NURSING: PROGRAM SERVICE EXPENSES 437,147. MANAGEMENT AND GENERAL EXPENSES 124,323. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 561,470. THERAPY CONTRACTS: PROGRAM SERVICE EXPENSES 764,333. MANAGEMENT AND GENERAL EXPENSES 217,376. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 981,709. ANCILLARY EXPENSES: PROGRAM SERVICE EXPENSES 237,903. MANAGEMENT AND GENERAL EXPENSES 65,806. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 303,709. PHYSICIAN CONSULTANT: PROGRAM SERVICE EXPENSES 9,343. MANAGEMENT AND GENERAL EXPENSES 2,657. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,000. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 28,029. MANAGEMENT AND GENERAL EXPENSES 7,971. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,000. OTHER PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 284,270. MANAGEMENT AND GENERAL EXPENSES 80,845. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 365,115. BRETHREN CARE VILLAGE LLC 2140 CENTER ST ASHLAND OH 44805 474768346 HEALTHCARE OH 17192333 13776694 BRETHREN CARE BLOOMFIELD INDEPENDENT LIVING LLC 2140 CENTER ST ASHLAND OH 44805 474789608 COTTAGE OH 1421594 9596886 BRETHREN CARE BCI INVESTMENTS LLC 2140 CENTER ST ASHLAND OH 44805 474801203 INVESTMENT OH 786936 7993600 BRETHREN CARE BCI REAL ESTATE HOLDING COMPANY LLC 2140 CENTER ST ASHLAND OH 44805 474793074 HOLDING CO OH 1307732 11164894 BRETHREN CARE BRETHREN CARE PHARMACY LLC 2140 CENTER ST ASHLAND OH 44805 812603769 PHARMACY OH -99087 233601 BRETHREN CARE BRETHREN CARE AT HOME LLC 2140 CENTER ST ASHLAND OH 44805 821117813 COMPANION SERVICES OH 304887 394043 BRETHREN CARE BRETHREN CARE MANAGEMENT SERVICES LLC 2140 CENTER ST ASHLAND OH 44805 821085269 CONSULTING OH 1631 506345 BRETHREN CARE BCV TRANSPORTATION LLC 2140 CENTER ST ASHLAND OH 44805 365060251 TRANSPORTATION OH 48344 49339 BRETHREN CARE BRETHREN CARE FOUNDATION 2140 CENTER STREET ASHLAND OH 44805 341651905 SUPPORT ORG OH 501(C)(3) LINE 12A, I BRETHREN CARE 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0