2024-11-15T14:46:45-06:00 2023-12-31 HW&CO 28601 Chagrin Blvd 210 Woodmere OH 44122 990 2023-01-01 340715816 Eliza Bryant Village % BRIDGETTE RODGERS ELIZ 2163616141 1350 Addison Rd Cleveland OH 44103 Bridgette Rodgers President & CEO 2163616141 2024-11-15 true true David M Reape CPA P00068117 2168311200 2023 2024-10-15 13:58:12Z Bridgette Rodgers 1350 Addison Rd Cleveland OH 44103 145484 false X WWW.ELIZABRYANT.ORG X 1896 OH ELIZA BRYANT VILLAGE'S MISSION IS TO PROVIDE QUALITY SERVICE, OUTREACH PROGRAMS AND A DIGNIFIED, COMPASSIONATE AND SECURE ENVIRONMENT FOR SENIORS. 11 11 7 11 0 249697 0 2844290 79290 853023 35767 39791 30427 3986801 145484 0 0 0 0 3127163 216519 0 0 1632 2784434 1019054 5911597 1235573 -1924796 -1090089 9288305 7876482 502693 180959 8785612 7695523 X ELIZA BRYANT VILLAGE, ESTABLISHED IN 1896 AS THE CLEVELAND HOME FOR AGED COLORED PEOPLE, IS A COMPREHENSIVE PROVIDER OF SENIOR SERVICES, INCLUDING SKILLED NURSING, ADULT DAY CARE, TRANSPORTATION, AFFORDABLE SENIOR HOUSING, DIALYSIS CARE AND ELDER ABUSE RELIEVE SERVICES. false true 1042770 109717 DURING 2023 ELIZA BRYANT VILLAGE, ESTABLISHED IN 1896 AS THE CLEVELAND HOME FOR AGED COLORED PEOPLE, EFFECTIVELY HAD ONLY ONE PROGRAM. THIS PROGRAM PROVIDED MANGEMENT AND OVERSIGHT SERVICES TO THREE HOUSING ENTITIES THAT WERE PARTIALLY FUNDED BY THE FEDERAL DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT (HUD). THESE RELATED ENTITIES ARE A COMBINATION OF APARTMENT STYLE AND CONDOMINIUM STYLE HOUSING UNITS RENTED TO QUALIFYING INDIVIDUALS. THE THREE ENTITIES ARE LISTED WITH HUD AS: (1.) EBC HOUSING CORPORATION, DBA ELIZA BRYANT MANOR; (2.) EBC HOUSING II, DBA ELIZA BRYANT GARDEN ESTATES; AND (3.) EBC HOUSING III, DBA AMASA B. FORD LODGE. 1042770 true false false false false false false false true true true false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true true true false false true 2 0 true 7 true false false false false false false false false false false false false X 11 11 false false false false false false false true true false false true true false false false false true false false OH X BRIDGETTE RODGERS 2163616141 1350 ADDISON RD CLEVELAND OH 44103 Bridgette Rodgers Int. President & CEO from 8/23 40.0 0.0 X 55800 0 0 Velmarie Peoples Int. President & CEO thru 8/23 40.0 0.0 X 43067 0 0 RUTH FORE TRUSTEE 1.0 0.0 X 0 0 0 RUFUS HEARD TREASURER 3.0 1.0 X X 0 0 0 Barbara Bray Secretary 2.0 1.0 X X 0 0 0 RUFUS SIMS TRUSTEE 1.0 0.0 X 0 0 0 DONALD WILLIAMS TRUSTEE 1.0 0.0 X 0 0 0 JEAN ALLEN-JENKINS 2ND VICE President 2.0 1.0 X X 0 0 0 CECIL LIPSCOMB BOARD CHAIR 3.0 1.0 X X 0 0 0 Teena Mitchell President, AUX I 1.0 0.0 X X 0 0 0 Margaret Mitchell PRESIDENT, AUX. III 1.0 0.0 X X 0 0 0 GWENDOLYN JAMES PRESIDENT, AUX. II 1.0 0.0 X X 0 0 0 Diana Morris Trustee 1.0 0.0 X 0 0 0 98867 0 0 0 false false false 0 0 MANAGEMENT FEES 623000 79290 79290 79290 35767 35767 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MISCELLANEOUS INCOME 900099 30427 30427 30427 145484 109717 35767 0 0 0 0 98866 76489 22045 332 0 62459 49967 12492 0 11778 606 11172 43416 43210 206 0 17240 17240 0 0 0 3618 3618 11350 8550 2732 68 18740 18740 47254 15237 31311 706 467 11 456 0 61126 59628 972 526 72 65 7 0 84 84 11127 11127 0 614500 605207 9293 198556 176834 21722 MISCELLANEOUS 20389 20389 MEDICAL SUPPLIES 7796 6966 830 LEASED VEHICLES 3687 3687 DIETARY COSTS 3048 3048 1235573 1042770 191171 1632 1761597 16608 3063 3063 1088 1088 0 0 0 0 0 0 0 0 0 0 22433 22433 21060278 16339050 5335728 4721228 551166 1483354 0 0 0 0 0 0 1613230 1628708 9288305 7876482 499676 177942 0 0 0 0 0 0 3017 3017 0 0 0 0 0 0 0 0 502693 180959 X 7886586 6796497 899026 899026 8785612 7695523 9288305 7876482 -1090089 X false false false X 1307383 1381057 3484837 249697 0 6422974 12098200 10122348 7223337 2844290 79290 32367465 0 0 0 13405583 11503405 10708174 3093987 79290 38790439 0 0 0 38790439 149184 84699 89925 126177 35767 485752 0 149184 84699 89925 126177 35767 485752 0 239834 936509 23458 39791 30427 1270019 13794601 12524613 10821557 3259955 145484 40546210 0.95670 0.92854 0.01198 0.01001 X false true X 549049 878139 45186 3618 1468756 3037375 -117108 2371218 549049 4226049 558298 1746972 3037375 4596304 133090 503345 4226049 5025933 4500 766642 1200771 4596304 1.00000 false false 531989 531989 17889333 13869447 4019886 2392675 2226724 165951 246281 242879 3402 4721228 INTEREST IN PERPETUAL TRUSTS 591201 DUE FROM AFFILIATES 1037507 1628708 SCHEDULE D, PART V, #4 The Village shall establish and maintain a fund (the "Endowment Fund") to be known as the "Eliza Bryant Village Endowment Fund". The Village may, as determined by the Board of Trustees from time to time, make regular withdrawals of funds from the Endowment Fund and apply those funds for the purposes of the Village. The Board of Trustees shall prescribe from time to time the maximum amount to be withdrawn from the Endowment Fund each year as regular withdrawals. Unless otherwise determined by the Board of Trustees, the maximum amount to be so withdrawn as regular withdrawals during any year shall be an amount equal one hundred percent (100%) of the income earned during that year or the immediately preceding year on the assets in the Endowment Fund that has not theretofore been withdrawn. "Income" as used herein means interest, dividends and other cash return on investments exclusive of capital gains and other realized or unrealized appreciation of the assets under administration. Loans for Operating Purposes: The Village, as determined from time to time by the Board of Trustees, may make temporary withdrawals from the Endowment Fund ("Loans") to alleviate short term cash flow limitations. The terms on which the Village shall repay any such Loans to the Endowment Fund shall be as determined by the Board of Trustees at the time the withdrawal is authorized. The maximum amount of all such Loans outstanding at any time shall not exceed twenty-five percent (25%) of the total value of the Endowment Fund. Extraordinary Withdrawals: If at any time, due to extraordinary circumstances, the best interests of the Village would be served by invading the principal of the Endowment Fund, the Village may withdraw funds from the Endowment Fund to be used for the purposes of the Village without limitation and, specifically, without regard to the limits on regular withdrawals. No such extraordinary withdrawal shall be made until after (a) the Executive Committee, by action taken upon the affirmative vote of at least three-fourths of the members of that committee then in office, has made a written recommendation to the full Board of Trustees that such an extraordinary withdrawal be made, citing the reasons therefore, and (b) the full Board of Trustees, acting at a meeting, has determined, by the affirmative vote (counting only votes cast in person at that meeting, no proxies being allowed for this purpose) of at least two-thirds of all of the Trustees then in office, that, taking into account the reasons cited in the recommendation of the Executive Committee and balancing those reasons against the value to the Village of retaining assets in the Endowment Fund as a source of future income for the Village, the extraordinary withdrawal is in the best interests of the Village. Restricted Endowment Funds: The Village may from time to time accept bequests, gifts, donations, and contributions of property of any kind for addition to the Endowment Fund subject to any conditions or restrictions that the testator or donor may impose; provided that the conditions or restrictions so imposed shall be approved and accepted by the Executive Committee and shall be consistent with and in furtherance of the purposes and within the powers of the Village. PAGE 6, PART VI, SECTION C, #19 THE ORGANIZATION'S FORM 990 CAN BE MADE AVAILABLE FOR PUBLIC INSPECTION AT 1350 Addison Road UPON ADVANCE NOTICE. REQUESTS FROM THE PUBLIC TO INSPECT THE FORM 990 MUST BE SUBMITTED IN WRITING TO THE EXECUTIVE DIRECTOR AT LEAST THIRTY DAYS PRIOR TO THE INSPECTION; SUCH REQUESTS MUST CLEARLY IDENTIFY THE SPECIFIC DOCUMENTS TO BE INSPECTED. ANY INFORMATION DIRECTLY OR INDIRECTLY IDENTIFYING A PRESENT OR FORMER INDIVIDUAL OR CONSUMER OR HIS/HER DIAGNOSIS, PROGNOSIS, OR MEDICAL TREATMENT, TREATMENT FOR MENTAL RETARDATION, TREATMENT FOR ALCOHOLISM OR DRUG ABUSE, OR COUNSELING FOR PERSONAL OR SOCIAL PROBLEMS, IS NOT A MATTER FOR PUBLIC RECORD AND WILL NOT BE MADE AVAILABLE FOR PUBLIC INSPECTION. PAGE 6, PART VI, SECTION B, #11B THE FORM 990 IS PREPARED BY THE OUTSIDE ACCOUNTNG FIRM WHO PROVIDES A COPY OF THE TAX RETURN TO THE CEO AND CFO FOR THEIR APPROVAL. Page 2, Part III, Line 3: AS NOTED IN LAST YEARS TAX FORM 990 (CALENDAR 2022) ELIZA BRYANT VILLAGE WAS FORCED TO CEASE OPERATIONS FOR CERTAIN PROGRAMS DUE TO FINANCIAL HARDSHIP. IN SPITE OF THE DISCONTINUANCE OF THOSE PROGRAMS, ELIZA BRYANT VILLAGE WAS ABLE TO CONTINUE ITS ONLY OTHER PROGRAM AND MISSION, ESTABLISHED IN 1896, AS THE CLEVELAND HOME FOR AGED COLORED PEOPLE. THIS PROGRAM CURRENTLY PROVIDES MANAGEMENT AND OVERSIGHT SERVICES TO THREE HOUSING ENTITIES THAT ARE PARTIALLY FUNDED BY THE FEDERAL DEPARTMENT OF HOUSING AND URBAN DEVELOPENT (HUD). EBC HOUSING CORPORATION 1350 Addison Rd Cleveland OH 44103 311524999 Sr Housing OH 501(C)(3) 7 eliza bryant true EBC HOUSING II 1350 Addison Rd Cleveland OH 44103 341950079 Sr Housing OH 501(C)(3) 7 ELIZA BRYANT true EBC HOUSING III 1350 Addison Rd Cleveland OH 44103 204525971 Sr Housing OH 501(C)(3) 7 ELIZA BRYANT true false false false true false false false false false false false true false true true false true false false EBC HOUSING II D 444346 ENDING LOAN BAL EBC HOUSING III D 444346 ENDING LOAN BAL