Nonprofit · EIN 34-0714356
THE MCGREGOR FOUNDATION
Tax-exempt · CLEVELAND, OH 44112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $24,680,352 | $24,349,767 | $330,585 | $136,299,645 | $32,656,468 | $103,643,177 |
| December 31, 2023 | 990 | $27,582,760 | $24,476,138 | $3,106,622 | $130,406,106 | $32,609,870 | $97,796,236 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $2,922,467
- Program service revenue
- $18,476,766
- Investment income
- $2,941,104
- Net rental income
- $340,015
- Net gain from sales of assets
- $634,439
- Other revenue
- $340,015
Expenses
- Grants and similar amounts paid
- $960,970
- Compensation of officers, directors and key employees
- $879,629
- Other salaries and wages
- $9,338,175
- Salaries, compensation and benefits (total)
- $11,815,806
- Professional fundraising fees
- $0
- Legal fees
- $33,195
- Accounting fees
- $67,971
- Occupancy
- $567,635
- Travel
- $7,891
- Depreciation
- $1,522,810
- Program services (functional)
- $19,970,863
- Management and general (functional)
- $4,378,904
Balance sheet and other
- Total assets, start of year
- $130,406,106
- Total assets, end of year
- $136,299,645
- Total liabilities, end of year
- $32,656,468
- Net assets, end of year
- $103,643,177
- Land, buildings and equipment
- $21,837,881
- Publicly traded securities
- $78,876,018
- Net assets without donor restrictions
- $94,294,207
- Net assets with donor restrictions
- $9,348,970
- Gross receipts
- $52,358,637
- Employees
- 472
- Volunteers
- 188
- Year formed
- 1904
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ANN CONN | CEO Officer | 15 | $429,275 | $25,270 |
| JENNIFER HAYES | CFO/ASSISTANT TREASURER Officer | 15 | $267,877 | $27,493 |
| YUVETTE BOZMAN | EXECUTIVE DIRECTOR Highest-paid employee | 30 | $181,208 | $5,436 |
| PHYLLIS TABBS | DON Highest-paid employee | 40 | $148,766 | $1,962 |
| SANDRA MAULDIN | HR DIRECTOR Highest-paid employee | 20 | $137,028 | $4,043 |
| LEEANN O'BRIEN | CHIEF MARKETING & COMMUNICATIO Highest-paid employee | 20 | $133,558 | $3,677 |
| LISA MACARTNEY | DIRECTOR OF FINANCE Highest-paid employee | 10 | $127,038 | $3,871 |
| SUSAN ALTHANS | BOARD SECRETARY Officer | 24 | $126,361 | $3,353 |
| ANDREW HARING | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANGELA WILCOXSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANTHONY KUHEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRADLEY KNAPP | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| CAROLINE GLADSTONE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER HEINTEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID NEISWANDER | DIRECTOR Trustee or director | 1 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DEBORAH DALLMANN | DIRECTOR Trustee or director | 1 | $0 |
| DEBORAH PERKINS | DIRECTOR Trustee or director | 1 | $0 |
| DIANA MORRIS | DIRECTOR Trustee or director | 1 | $0 |
| DONTE GIBBS | DIRECTOR Trustee or director | 1 | $0 |
| DR CLAUDIA OWENS | DIRECTOR Trustee or director | 1 | $0 |
| DR COLLEEN SWEENEY | DIRECTOR Trustee or director | 1 | $0 |
| JOHN MOODY | DIRECTOR Trustee or director | 1 | $0 |
| KATHERINE NAGEL | CHAIR OF THE BOARD Trustee or director, Officer | 1 | $0 |
| LISA KIOUS MCGOVERN | DIRECTOR Trustee or director | 1 | $0 |
| MICHAEL BECKHAM | VICE CHAIR OF THE BOARD Trustee or director, Officer | 1 | $0 |
| RENEE HARDWICK | DIRECTOR Trustee or director | 1 | $0 |
| STUART COLLINS | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS CAMPANELLA | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Ann Conn | CEO Officer | 19.5 | $396,953 | $26,673 |
| Jennifer Hayes | CFO/Assistant Treasurer Officer | 8.5 | $248,831 | $25,546 |
| Yuvette Bozman | Executive Director Highest-paid employee | 26 | $172,325 | $17,118 |
| Leeann O'Brien | Chief Marketing & Communicatio Highest-paid employee | 40 | $144,710 | $14,223 |
| Maxwell Amusat | RN Supervisor Highest-paid employee | 40 | $140,175 | $13,591 |
| Phyllis Tabbs | DON Highest-paid employee | 40 | $139,961 | $12,566 |
| Jennifer De Vera | RN Highest-paid employee | 40 | $127,683 | $18,951 |
| Susan Althans | Board Secretary Trustee or director, Officer | 28 | $122,993 | $3,379 |
| Andrew Haring | Director Trustee or director | 1 | $0 | $0 |
| Angela Wilcoxson | Director Trustee or director | 1 | $0 | $0 |
| Anthony Kuhel | Director Trustee or director | 1 | $0 | $0 |
| Bradley Knapp | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Caroline Gladstone | Director Trustee or director | 1 | $0 | $0 |
| Christopher Heintel | Director Trustee or director | 1 | $0 | $0 |
| David Neiswander | Director Trustee or director | 1 | $0 | $0 |
| Deborah Dallmann | Director Trustee or director | 1 | $0 | $0 |
| Deborah Perkins | Director Trustee or director | 1 | $0 | $0 |
| Diana Morris | Director Trustee or director | 1 | $0 | $0 |
| Donte Gibbs | Director Trustee or director | 1 | $0 | $0 |
| Dr Claudia Owens | Director Trustee or director | 1 | $0 | $0 |
| Dr Colleen Sweeney | Director Trustee or director | 1 | $0 | $0 |
| Humberto Sanchez | Director Trustee or director | 1 | $0 | $0 |
| John Moody | Director Trustee or director | 1 | $0 | $0 |
| Julie Criscione | Director Trustee or director | 1 | $0 | $0 |
| Katherine Nagel | Chair of the Board Trustee or director, Officer | 1 | $0 | $0 |
| Kathryn Hickner | Director Trustee or director | 1 | $0 | $0 |
| Lisa Kious McGovern | Director Trustee or director | 1 | $0 | $0 |
| Michael Beckham | Vice Chair of the Board Trustee or director, Officer | 1 | $0 | $0 |
| Renee Hardwick | Director Trustee or director | 1 | $0 | $0 |
| Stuart Collins | Director Trustee or director | 1 | $0 | $0 |
| Thomas Campanella | Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 14900 PRIVATE DRIVE, CLEVELAND, OH 44112-3470
- In care of
- % JENNIFER HAYES
- Principal officer (990 for 2024)
- JENNIFER HAYES, 14900 PRIVATE DRIVE, EAST CLEVELAND, OH 44112
- Signed the 990
- ANN CONN, CEO
- Phone
- (216) 851-8200
- Website
- WWW.MCGREGORAMASA.ORG
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
THE MCGREGOR HOME EXISTS TO PROVIDE A SUPERIOR RESIDENCE IN EAST CLEVELAND FOR INDIVIDUALS IN NEED TO AGE SUCCESSFULLY IN "A PLACE THEY CALL HOME."
Program accomplishments
- PROVIDED 50,955 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.Expenses $19,009,893 · revenue $16,815,009
- THE MCGREGOR FOUNDATION PROVIDES GRANTS TO FURTHER ITS MISSION THROUGH OTHER NON-PROFIT ORGANIZATIONS IN NORTHEAST 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.Expenses $960,970 · grants $960,970
- THE MCGREGOR FOUNDATION PROVIDES MANAGEMENT SERVICES TO ITS RELATED ORGANIZATIONS. THE ORGANIZATIONS REIMBURSE THE FOUNDATION FOR EXPENSES PAID ON THEIR BEHALF.revenue $1,661,757
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 34-0714356
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1969
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $136,299,645
- Income (IRS master file)
- $52,358,637
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $24,680,352 | $24,349,767 | $136,299,645 | XML |
| 990 | December 2023 | $27,582,760 | $24,476,138 | $130,406,106 | XML |
| 990 | December 2022 | $20,506,740 | $25,774,586 | $119,692,773 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-0714356).
Questions about THE MCGREGOR FOUNDATION
- What is the EIN of THE MCGREGOR FOUNDATION?
- The employer identification number (EIN) of THE MCGREGOR FOUNDATION is 34-0714356.
- Is THE MCGREGOR FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1969.
- Are donations to THE MCGREGOR FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does THE MCGREGOR FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of THE MCGREGOR FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MCGREGOR FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of THE MCGREGOR FOUNDATION?
- The 990 for the year ended December 31, 2024 names JENNIFER HAYES.
- Who are the officers and directors of THE MCGREGOR FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 28 people; 8 received compensation from the organization, the highest $429,275 (ANN CONN, CEO).
- How much revenue does THE MCGREGOR FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $24,680,352, expenses of $24,349,767 and total assets of $136,299,645 at year end.
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