Traditions At Westerville
- Assets
- $44.5m
- Revenue
- $9.2m
- Investments
- $0.0
- Employees
- 0
- Location
- Columbus, OH
- Founding
- 05/1962
- Data as of
- 12/2021
- EIN
- 47-5276287
Organization Overview
Traditions At Westerville, operating under the name See Schedule O, is located in Columbus, OH. The organization was established in 1962. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. This organization is a subordinate organization within an affiliated group for tax-exemption purposes. See Schedule O is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, See Schedule O generated $9.2m in total revenue. All expenses for the organization totaled $8.1m during the year ending 12/2021. While expenses have increased by 66.8% per year over the past 5 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
ORIGINATING FROM A CHRISTIAN COMMITMENT OF SERVICE, OUR MISSION IS TO PROVIDE HIGH QUALITY CARE, SERVICES AND RESIDENTIAL COMMUNITIES FOR ALL SENIORS.
Describe the Organization's Program Activity:
Part 3 - Line 4a
OPERATES A SENIOR LIVING COMMUNITY CONSISTING OF 100 RESIDENTIAL CARE LICENSES AND 120 INDEPENDENT LIVING UNITS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steven T Bodkin President | Officer | 0.1 | $0 |
Tanya K Hahn Vice President Thru 5/15/21 | Officer | 0.1 | $0 |
Julia A Fratianne Treasurer | Officer | 0.1 | $0 |
Susan M Dimickele Secretary | Officer | 0.1 | $0 |
Julie M Woolley Assistant Secretary Eff 5/1/21 | Officer | 0.1 | $0 |
Robert S Walter Vice President Eff 5/1/21 | Officer | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $9,016,263 |
| Investment income | $0 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$700 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $9,197,505 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,071,445 |
| Pension plan accruals and contributions | $74,867 |
| Other employee benefits | $274,202 |
| Payroll taxes | $168,241 |
| Fees for services: Management | $448,339 |
| Fees for services: Legal | $3,230 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $960,444 |
| Advertising and promotion | $126,900 |
| Office expenses | $211,796 |
| Information technology | $207,792 |
| Royalties | $0 |
| Occupancy | $737,670 |
| Travel | $1,176 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $777,767 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $1,227,201 |
| Insurance | $166,248 |
| All other expenses | $0 |
| Total functional expenses | $8,115,276 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,149,206 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $21,409 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $32,240 |
| Net Land, buildings, and equipment | $42,272,068 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $44,474,923 |
| Accounts payable and accrued expenses | $709,370 |
| Grants payable | $0 |
| Deferred revenue | $88,312 |
| Tax-exempt bond liabilities | $38,443,137 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $195,753 |
| Total liabilities | $39,436,572 |
| Net assets without donor restrictions | $5,038,351 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $44,474,923 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Traditions At Westerville has recieved totaling $8,484.
| Awarding Organization | Amount |
|---|---|
National Church Residences Foundation Columbus, OH PURPOSE: PENSION PLAN SUPPORT | $8,484 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Region 3b Area Agency On Aging Battle Creek, MI | $12,282,051 | $21,229,876 |
Valley Area Agency On Aging Flint, MI | $15,690,297 | $21,105,409 |
Southwestern Pennsylvania Area Charleroi, PA | $3,794,920 | $18,303,240 |
Northwest Senior Resources Incorporated Traverse City, MI | $6,309,333 | $18,405,394 |
Southwestern Community Action Council Inc Huntington, WV | $3,442,684 | $16,539,322 |
Senior Services Inc Kalamazoo, MI | $10,618,830 | $16,068,018 |
Aging And In-Home Services Of Ne In Fort Wayne, IN | $7,041,153 | $13,959,166 |
Central West Virginia Aging Services Inc Buckhannon, WV | $10,635,053 | $17,319,473 |
Lifestream Services Inc Yorktown, IN | $4,177,827 | $13,863,488 |
Ohio Living Westerville, OH | $5,416,312 | $19,132,280 |
Vantage Aging Akron, OH | $7,256,448 | $13,013,343 |
Wvsc Metro Area Agency On Aging Inc Dunbar, WV | $2,022,123 | $10,856,707 |