2025-11-17T07:04:24-06:00 2024-12-31 872525370 CITRIN COOPERMAN ADVISORS LLC 28601 CHAGRIN BLVD SUITE 210 WOODMERE OH 44122 990 2024-01-01 311495382 MCGREGOR PACE MCGR 2167913580 14900 PRIVATE DRIVE CLEVELAND OH 44112 ANN CONN CEO 2167913580 2025-11-14 1 1 DAVID REAPE P00068117 2168311200 2025-11-14 2024 2025-03-06 01:10:19Z JENNIFER HAYES 14900 PRIVATE DRIVE CLEVELAND OH 44112 75125031 0 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. 20 20 326 25 0 0 0 10507446 58924676 64179755 773784 -37068 297 16110 59698757 74666243 2000000 2003874 0 0 11605586 12993474 0 0 0 43048433 46963648 56654019 61960996 3044738 12705247 28803987 40186538 14570285 12247589 14233702 27938949 X 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. 1 0 58572665 2003874 64179755 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 APPROXIMATELY 700 SENIORS ON A DAILY BASIS. 58572665 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 243 0 1 326 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 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 3.00 27.00 X X 0 126361 3353 ANN CONN CEO 15.00 25.00 X 0 429275 25270 JENNIFER HAYES CFO/ASSISTANT TREASURER 15.00 25.00 X 0 267877 27493 TANGI MCCOY CEO 40.00 X 261614 0 5232 SCOTT MASSIEN PHYSICIAN 40.00 X 251737 0 5841 PETER DEGOLIA PHYSICIAN 40.00 X 211488 0 0 SVETLANA DICESARE CLINICAL SERVICES OFFICER 40.00 X 165529 0 4810 SANDRA MAULDIN HR DIRECTOR 20.00 20.00 X 137028 0 4043 1027396 823513 76042 5 0 1 0 ST AUGUSTINE MANOR PROFESSIONAL SERVICES 7801 DETROIT AVE CLEVELAND OH 441022813 ASSISTED LIVING SERVICES 3171397 CMC HOUSE PROVIDERS 11100 EUCLID AVENUE CLEVELAND OH 441061716 HOUSING FOR SENIORS 2928622 LIFE CARE CENTER OF WESTLAKE 26520 CENTER RIDGE RD WESTLAKE OH 441454033 ASSISTED LIVING SERVICES 1948881 METROHEALTH PROFESSIONAL GROUP PO BOX 931311 CLEVELAND OH 44193 MDS SERVICES 1860641 WOODLANDS BY HRC LLC 16333 CHAGRIN BLVD SHAKER HEIGHTS OH 44120 ASSISTED LIVING SERVICES 1415121 33 10257446 250000 10507446 HOME HEALTH SERVICES 621610 64179755 64179755 64179755 421720 421720 458788 -458788 -458788 -458788 MISCELLANEOUS INCOME 900099 16110 16110 16110 74666243 64179755 0 -20958 2003874 2003874 266846 245358 21488 10868431 9975753 892678 142627 142627 786365 721374 64991 929205 852408 76797 1253091 1253091 48641 669 47972 3720893 3699975 20918 130557 121 130436 167784 4407 163377 432321 432321 122734 73205 49529 35908 402 35506 38676 38676 1136031 1136031 287152 287152 MEDICAL & OTHER SUPPLY 38071387 37995726 75661 CONTRACT SERVICES 852384 671959 180425 VEHICLE EXPENSE 248806 248806 0 MAINTENANCE 223655 223512 143 193628 105461 88167 61960996 58572665 3388331 0 619390 1194972 749167 5922934 686759 918556 27696207 5761547 13947616 21934660 12784580 9688941 510000 16475 16475 28803987 40186538 7796675 7826320 2336313 2827858 4398947 1466665 38350 126746 14570285 12247589 X 14233702 23088829 4850120 14233702 27938949 28803987 40186538 X 12705247 1000000 X 0 1 X 1 0 X 49500 3958772 10507446 14515718 49120245 52321866 56422899 58924676 64179755 280969441 49169745 56280638 56422899 58924676 74687201 295485159 0 0 0 295485159 4519 256 730585 421720 1157080 4519 256 730585 421720 1157080 73 2175 158 297 16110 18813 49174337 56283069 56423057 59655558 75125031 296661052 0.99600 0.99710 0.00390 0.00280 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2020 AMOUNT: $ 73. 2021 AMOUNT: $ 2,175. 2022 AMOUNT: $ 158. 2023 AMOUNT: $ 297. 2024 AMOUNT: $ 16,110. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9263734 718054 8545680 6083354 3150442 2932912 3330162 1879301 1450861 9018957 13750 9005207 21934660 INTERCOMPANY PAYABLES 126746 126746 1 THE MCGREGOR FOUNDATION 14900 PRIVATE DR EAST CLEVELAND OH 44112 340714356 501(C)3 1720000 0 TO SUPPORT PROGRAMS MCGREGOR SENIOR ASSISTED LIVING INC 14900 PRIVATE DR EAST CLEVELAND OH 44112 820676864 280000 0 TO SUPPORT PROGRAMS 1 1 PART I, LINE 2: THE MCGREGOR FOUNDATION (FOUNDATION) - THE AMOUNT OF ASSISTANCE PAID TO FOUNDATION WAS FOR PACE PARTICIPANTS LIVING IN LONG-TERM CARE OF SKILLED NURSING. PAID AT MEDICAID RATES. MCGREGOR SENIOR ASSISTED LIVING, INC (SAL) - THE AMOUNT OF ASSISTANCE PAID TO SAL WAS FOR THE ASSISTED LIVING APARTMENTS OCCUPIED BY PACE PARTICIPANTS PAID AT MEDICAID RATES. 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 TANGI MCCOY CEO 233140 0 28474 0 0 0 5232 0 0 0 266846 0 0 0 SCOTT MASSIEN PHYSICIAN 251737 0 0 0 0 0 5841 0 0 0 257578 0 0 0 PETER DEGOLIA PHYSICIAN 211488 0 0 0 0 0 0 0 0 0 211488 0 0 0 SVETLANA DICESARE CLINICAL SERVICES OFFICER 149670 0 15859 0 0 0 4810 0 0 0 170339 0 0 0 PART I, LINE 4B ANN CONN $19,500 FORM 990, PART III, LINE 2 MCGREGOR PACE EXPANDED SERVICES TO LORAIN COUNTY IN 2024. FORM 990, PART VI, SECTION A, LINE 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. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS WHO MAY ELECT MEMBERS SEE SCHEDULE O DISCLOSURE ENTITLED "MEMBER CLASSES". FORM 990, PART VI, SECTION A, LINE 7B GOVERNING BODY DECISION APPROVAL SEE SCHEDULE O DISCLOSURE ENTITLED "MEMBER CLASSES". FORM 990, PART VI, SECTION B, LINE 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. FORM 990, PART VI, SECTION B, LINE 12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THE POLICIES BY COMPLETING ANNUAL CONFLICT QUESTIONNAIRES. FORM 990, PART VI, SECTION B, LINE 15 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. FORM 990, PART VI, SECTION C, LINE 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 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 XI, LINE 9: CONTRIBUTIONS FOR JOINT VENTURE 1,000,000. THE MCGREGOR FOUNDATION 14900 PRIVATE DRIVE EAST CLEVELAND OH 44122 340714356 HEALTHCARE OH 501(C)(3) LINE 10 N/A 0 MCGREGOR AT OVERLOOK 2187 OVERLOOK ROAD CLEVELAND OH 44106 900506109 HEALTHCARE OH 501(C)(3) LINE 10 THE MCGREGOR FOUNDATION 0 MCGREGOR SENIOR ASSISTED LIVING LP 14900 PRIVATE DRIVE EAST CLEVELAND OH 44122 820771384 LOW INCOME HOUSING OH N/A 0 0 AM MCGREGOR CONDOMINIUM 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 201062062 CONDO ASSOC OH N/A C 0 MCGREGOR SENIOR ASSISTED LIVING INC 14900 PRIVATE DRIVE EAST CLEVELAND OH 44112 820676864 HOLDING CO. OH N/A C 0 0 1 0 1 1 0 0 0 0 0 0 1 1 0 1 0 0 0 0