The McGregor Foundation is a senior residential care facility based in East Cleveland, OH that was founded in 1904. As of 2019 they had $25 million in revenue and $125 million in assets.
A non-profit assisted living and retirement facility, McGregor offers its residents a longstanding reputation of excellence. For over a century, McGregor has been servicing the assisted living needs of the greater Cleveland area.
Previous legal names or variations of their name include: The Am Mcgregor Home.
EIN:
34-0714356
City:
State:
Metro:
Website:
Phone:
216-851-8200
Facebook:
Twitter:
Founded:
1904
Type:
501(c)(3)
NTEE:
Revenue:
$25,928,829
Assets:
$125,897,236
Employees:
465
Fiscal year end:
December
Program areas at The McGregor Foundation
Provided 66,523 resident days of care during The year. Served The elderly in The city of east cleveland, Ohio with dignified care in gracious surroundings. Offered living arrangements from assisted care to nursing plus a unit designed to serve The special needs of memory impaired residents and a temporary care program. Provided no-cost or reduced cost care to residents who meet certain specified criteria under its charity care policy. Offered a stimulating variety of social activities and cultural programs to its residents. Provided a safe and secure environment while maximizing The residents' independence and self-esteem. Also, provided an ideal environment for a full and happy lifestyle.
The Mcgregor Foundation provides grants to further its mission through other non-profit organizations in north east Ohio. The annual grants provide funding in three major areas; enhancing The quality of life for seniors; expanding The service infrastructure surrounding affordable housing with services; and The recruitment, education, training and retention of health care professionals necessary to provide quality medical care to seniors.
Form 990s for The McGregor Foundation
| Fiscal year ending | Date received by IRS | Form | PDF link |
|---|
| 2018-12 | Feb 18, 2020 | 990 | View PDF |
| 2017-12 | Nov 15, 2018 | 990 | View PDF |
| 2016-12 | Dec 27, 2017 | 990 | View PDF |
| 2015-12 | Mar 3, 2017 | 990 | View PDF |
| 2014-12 | Dec 4, 2015 | 990 | View PDF |
| ...and five more Form 990 PDFs |
Financials for The McGregor Foundation
| Field | 2018 | 2017 | % Change |
|---|
| Federated campaigns | $0 | $0 | |
| Membership dues | $0 | $0 | |
| Fundraising event contributions | $0 | $0 | |
| Related organizations | $0 | $0 | |
| Government grants (contributions) | $0 | $0 | |
| Normal grants, contributions, etc. | $629,101 | $557,705 | 12.8% |
| <em>Non-cash contributions included in above</em> | $0 | $0 | |
| Total grants, contributions, etc. | $629,101 | $557,705 | 12.8% |
| Field | 2018 | 2017 | % Change |
|---|
| Total grants, contributions, etc. | $629,101 | $557,705 | 12.8% |
| Program services | $16,952,739 | $17,296,623 | -2.0% |
| Investment income and dividends | $2,131,237 | $2,041,995 | 4.4% |
| Tax-exempt bond proceeds | $0 | $0 | |
| Royalty revenue | $0 | $0 | |
| Net rental income | $-12,428 | $-13,289 | 6.5% |
| Net gain from sale of non-inventory assets | $6,228,180 | $3,381,414 | 84.2% |
| Net income from fundraising events | $0 | $0 | |
| Net income from gaming activities | $0 | $0 | |
| Net income from sales of inventory | $0 | $0 | |
| Miscellaneous revenues | $0 | $0 | |
| Total revenues | $25,928,829 | $23,264,448 | 11.5% |
| Field | 2018 | 2017 | % Change |
|---|
| Grants to govts. and orgs. in USA | $854,824 | $713,970 | 19.7% |
| Grants to individuals in USA | $0 | $0 | |
| Grants to govts., orgs., and individuals outside USA | $0 | $0 | |
| Benefits paid to or for members | $0 | $0 | |
| Compensation of current officers, etc. | $842,994 | $821,853 | 2.6% |
| Compensation not included above, to disqualified persons | $0 | $0 | |
| Non-officer salaries and wages | $9,387,373 | $8,728,019 | 7.6% |
| Pension/retirement accruals and contributions | $328,855 | $748,185 | -56.0% |
| Other employee benefits | $776,022 | $547,769 | 41.7% |
| Payroll taxes | $848,318 | $822,474 | 3.1% |
| Management fees | $0 | $0 | |
| Legal fees | $60,439 | $23,216 | 160.3% |
| Accounting fees | $0 | $0 | |
| Lobbying fees | $0 | $0 | |
| Pro. fundraising fees | $0 | $0 | |
| Investment mgmt fees | $299,474 | $302,462 | -1.0% |
| Other fee-for-service | $2,246,989 | $2,396,304 | -6.2% |
| Advertising and promotion | $134,076 | $140,679 | -4.7% |
| Office expenses | $162,140 | $136,181 | 19.1% |
| Information tech. expenses | $0 | $0 | |
| Royalty expenses | $0 | $0 | |
| Occupancy | $641,377 | $691,312 | -7.2% |
| Travel | $8,158 | $8,412 | -3.0% |
| Public official travel and entertainment | $0 | $0 | |
| Conferences, meetings, etc. | $110,502 | $89,009 | 24.1% |
| Interest | $1,075,665 | $900,299 | 19.5% |
| Payments to affiliates | $0 | $0 | |
| Depreciation, amortization, etc. | $2,069,086 | $2,030,386 | 1.9% |
| Insurance | $72,438 | $70,464 | 2.8% |
| All other expenses | $3,475,826 | $3,558,141 | -2.3% |
| Total expenses | $23,394,556 | $22,729,135 | 2.9% |
| Field | 2018 | 2017 | % Change |
|---|
| Cash (non-interest-bearing) | $342,300 | $304,608 | 12.4% |
| Savings, short-term investments, etc. | $416,048 | $675,118 | -38.4% |
| Pledges and grants receivable | $0 | $0 | |
| Accounts receivable | $1,799,270 | $2,131,110 | -15.6% |
| Loans receivable from officers, directors, etc. | $0 | $0 | |
| Loans receivable from other disqualified persons | $0 | $0 | |
| Notes and loans receivable | $3,020,000 | $0 | 999% |
| Inventories for use | $0 | $0 | |
| Prepaid expenses and deferred charges | $178,079 | $173,784 | 2.5% |
| Buildings, equipment, etc. post-depreciation | $37,770,108 | $39,692,460 | -4.8% |
| Investments, publicly traded securities | $73,171,958 | $85,395,555 | -14.3% |
| Investments, other securities | $100,000 | $100,000 | |
| Investments, program-related | $100 | $0 | 999% |
| Intangible assets | $1,369,249 | $1,490,097 | -8.1% |
| Other assets | $7,730,124 | $10,178,100 | -24.1% |
| Total assets | $125,897,236 | $140,140,832 | -10.2% |
| Field | 2018 | 2017 | % Change |
|---|
| Accounts payable and accrued expenses | $2,174,459 | $2,134,563 | 1.9% |
| Grants payable | $0 | $0 | |
| Deferred revenue | $0 | $0 | |
| Tax-exempt bond liabilities | $37,150,000 | $37,650,000 | -1.3% |
| Escrow or custodial account liability | $10,542 | $22,256 | -52.6% |
| Loans payable to officers and disqualified persons | $0 | $0 | |
| Secured mortgages and notes payable to unrelated third parties | $1,183,730 | $4,236,931 | -72.1% |
| Unsecured notes and loans payable to unrelated third parties | $0 | $0 | |
| Other liabilities | $3,329,207 | $2,344,498 | 42.0% |
| Total liabilities | $43,847,938 | $46,388,248 | -5.5% |
| Field | 2018 | 2017 | % Change |
|---|
| Unrestricted net assets | $73,386,859 | $84,493,762 | -13.1% |
| Temporarily restricted net assets | $0 | $636,383 | -100% |
| Permanently restricted net assets | $8,662,439 | $8,622,439 | 0.5% |
Vendors for The McGregor Foundation
| Vendor | Services | Amount paid | Date |
|---|
| Foundant Technologies | Software | | 2020-07-23 |
| ███ █████████ ████████ ███ | Insurance agent or broker | $13,684 | 2019-12-31 |
| ███ ████████ █████ | Recordkeeping and information management (computing, tabulating, data processing, etc.) | $17,015 | 2019-12-31 |
| ██████ █████ | Insurance agent or broker | $1,597 | 2019-12-31 |
| ███ ███████ ████████ ████ █████████ ███████ | Insurance | | 2019-12-31 |
| ███ █████████ ███ | Insurance agent or broker | $8,986 | 2019-12-31 |
| ███ ███████ █████ ███ | Insurance agent or broker | $1,597 | 2019-12-31 |
| ███████████ | Investment advisory (plan), Investment advisory (participants) | $18,253 | 2019-12-31 |
| ...and 11 more vendors |
Personnel at The McGregor Foundation
| Name | Title | Compensation | Most recent data |
|---|
| Tangi McCoy | Chief Executive Officer - Mcgregor Pace | $201,007 | Dec. 31, 2018 |
| Ann Conn | Chief Operating Officer | $208,781 | Aug. 8, 2020 |
| ████████ █████████ | Chief Financial Officer and Assistant Treasurer | $166,036 | Feb. 18, 2020 |
| ██████ ███████ | Human Resources Director | $98,040 | Dec. 31, 2018 |
| █████ ██████ | Director of Nursing | $99,901 | Dec. 31, 2018 |
| ███████ ████████ | Chair | $0 | Aug. 8, 2020 |
| █████ ██ ███████ | Secretary | $113,972 | Aug. 8, 2020 |
| ████ █████ | Treasurer | $0 | Dec. 31, 2018 |
| █ █████████ ██████ | President | $316,199 | Dec. 31, 2018 |
| ███████ █████ | Vice Chair | $0 | Dec. 31, 2018 |
| ...and three more key personnel |
Peer senior supportive residential care facilities
| | Name | Type | Revenue | Location |
|---|
| 1 | Orlando Senior Health Network (OSHN) | 501(c)(3) | $32 million | Orlando, FL |
| 2 | Presbyterian Homes and Services (PHS) | 501(c)(3) | $27 million | Roseville, MN |
| 3 | Norwood Crossing Association | 501(c)(3) | $22 million | Chicago, IL |
| 4 | Calvin Community | 501(c)(3) | $10 million | Des Moines, IA |
| 5 | Chicagoland Methodist Senior Services (CMSS) | 501(c)(3) | $9.7 million | Chicago, IL |
| 6 | Gold Country Retirement Center | 501(c)(3) | $14 million | Long Beach, CA |
| 7 | Smith Senior Living | 501(c)(3) | $9.4 million | Chicago, IL |
| 8 | Friendship Village Kalamazoo | 501(c)(3) | $22 million | Kalamazoo, MI |
| 9 | Council for Jewish Elderly (CJE) | 501(c)(3) | $60 million | Chicago, IL |
| 10 | Waveny Care Center Health Services | 501(c)(3) | $7.5 million | New Canaan, CT |
| 11 | Sholom Community Alliance | 501(c)(3) | $16 million | St Louis Park, MN |
| 12 | Otterbein Senior Lifestyle Choices | 501(c)(3) | $13 million | St Marys, OH |
| 13 | Quaker Heights Care Community | 501(c)(3) | $7.7 million | Waynesville, OH |
| 14 | Otterbein Cridersville | 501(c)(3) | $11 million | Cridersville, OH |
| 15 | Genacross Lutheran Services | 501(c)(3) | $47 million | Toledo, OH |
| 16 | The Village of St Edward | 501(c)(3) | $17 million | Fairlawn, OH |
| 17 | Eliza Bryant Village | 501(c)(3) | $16 million | Cleveland, OH |
| 18 | Maple Knoll Communities | 501(c)(3) | $46 million | Cincinnati, OH |
| 19 | Shepherd of the Valley Lutheran Retirement Services | 501(c)(3) | $33 million | Austintown, OH |
| 20 | Concordia at Sumner | 501(c)(3) | $13 million | Copley, OH |
| 21 | United Church Homes | 501(c)(3) | $91 million | Marion, OH |
| 22 | Cottingham Retirement Community | 501(c)(3) | $10 million | Cincinnati, OH |
| 23 | Episcopal Retirement Homes (ERS) | 501(c)(3) | $32 million | Cincinnati, OH |
| 24 | Laurel Lake Retirement Community | 501(c)(3) | $26 million | Hudson, OH |
| 25 | MT Healthy Christian Home | 501(c)(3) | $9.9 million | Cincinnati, OH |