2024-05-14T12:44:23-05:00 2023-06-30 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2022-07-01 310538523 OHIO LIVING QUAKER HEIGHTS OHIO 6148887800 514 W HIGH STREET PO BOX 677 WAYNESVILLE OH 45068 ROBERT B STILLMAN CFO/TREASURER 6148887800 2024-05-13 1 ROBERT STILLMAN 999009999 0 AMANDA M COON P01754645 6148493000 2024-05-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z LAURENCE C GUMINA 9200 WORTHINGTON RD WESTERVILLE OH 43082 7204751 0 X SEE SCHEDULE O X 1904 OH TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. OHIO LIVING IS DEDICATED TO LIVING OUR MISSION AND KEEPING THE PROMISES WE MAKE TO THOSE FOR WHOM WE PROVIDE CARE. OHIO LIVING IS COMMITTED TO INCLUSIVENESS, A HIGH ETHICAL STANDARD, RESPECT AND RESPONSIVENESS, ALL OF WHICH ESTABLISHES OHIO LIVING AS AN INTEGRAL PART OF THE LARGER COMMUNITY. SINCE INCEPTION, WE HAVE ADHERED TO THE PROMISE THAT NO OHIO LIVING RESIDENTS WILL BE ASKED TO LEAVE BECAUSE THEY EXHAUST PERSONAL FUNDS, THROUGH NO FAULT OF THEIR OWN, TO PAY FOR THEIR HOUSING OR CARE. 6 4 0 4 0 0 658678 315622 8094524 6867091 805 409 18212 18665 8772219 7201787 0 0 0 0 1910362 2859342 0 0 0 7952504 6153405 9862866 9012747 -1090647 -1810960 10849959 10395054 9865895 9868972 984064 526082 X TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD THE ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. 0 0 8205399 0 6867091 OHIO LIVING QUAKER HEIGHTS PROVIDES THE FOLLOWING SERVICES TO THE RESIDENTS AT THE FACILITY:NURSING HOME CARE FOR ELDERLY - NURSING HOME OPERATED IN ACCORDANCE WITH MEDICARE/MEDICAID REGULATIONS CONSISTING OF 66 BEDS.ASSISTED LIVING CARE FOR ELDERLY - 60 UNIT ASSISTED LIVING FACILITY OPERATED IN ACCORDANCE WITH MEDICARE/MEDICAID REGULATIONS. 8205399 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT B STILLMAN 6148887800 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 LAURENCE C GUMINA CHIEF EXECUTIVE OFFICER 1.00 39.00 X X 0 554132 78074 LESLIE BELFANCE CHIEF OPERATING OFFICER-COMMUNITIES 3.00 37.00 X 0 223600 32705 SANDY ADAM DIRECTOR/VICE CHAIR 2.00 5.00 X X 0 0 0 DONALD EDWARDS DIRECTOR/CHAIR 2.00 5.00 X X 0 0 0 JAMES JOYCE DIRECTOR/ASSISTANT SECRETARY 2.00 5.00 X X 0 0 0 TERRY WHITE DIRECTOR/ASSISTANT TREASURER 2.00 5.00 X X 0 0 0 ROBERT B STILLMAN CHIEF FINANCIAL OFFICER/TREASURER 1.00 39.00 X 0 353730 39705 DANA ULLOM-VUCELICH CHIEF HR OFFICER/SECRETARY 1.00 39.00 X 0 285364 33074 MICHAELLA REES CHIEF BRAND & GROWTH OFFICER 1.00 39.00 X 0 199703 18410 WILLIAM RENNER CORP EXEC OF OPERATIONAL PLANNING 1.00 39.00 X 0 161571 23038 DANIEL HOLSTEIN CORP EXEC OF FINANCE: THRU JAN 2023 1.00 39.00 X 0 159365 504 JENNIFER HOWELL CHIEF EXECUTIVE EMPLOYEE RELATIONS 1.00 39.00 X 0 134867 20370 MARK HASSELBECK REGIONAL DIRECTOR OF BUSINESS DEV 4.00 36.00 X 0 139856 14829 MATTHEW CHEUVRONT DIVISION DIRECTOR OF CLINICAL OPS 1.00 39.00 X 0 144660 386 0 2356848 261095 0 0 1 0 INTELYCARE INC PO BOX 200413 PITTSBURGH PA 152510413 MEDICAL STAFFING 1613632 HEALTHCARE SERVICES GROUP PO BOX 829677 PHILADELPHIA PA 191829677 DIETARY AND HOUSEKEEPING SERVICES 1036088 CONCEPT REHAB INC 7150 GRANITE CIRCLE SUITE 200 TOLEDO OH 43617 REHAB SERVICES 404016 HARVEST GROVE LTC LLC PO BOX 745829 ATLANTA GA 30384 PHARMACY SERVICES 161161 4 315622 315622 RESIDENT/RENT REVENUE 623000 6867091 6867091 6867091 3373 3373 2964 -2964 -2964 -2964 BEAUTY/BARBER SHOP 900099 18665 18665 18665 7201787 6867091 0 19074 X 58278 58278 2424171 2254214 169957 189356 156890 32466 187537 171311 16226 504096 504096 1630 1630 19300 19300 3213848 3213848 7866 7866 97806 71481 26325 47040 47040 554384 554384 23783 23783 307 307 471014 471014 349093 349093 FRANCHISE FEES 331675 331675 MEDICAL SUPPLIES/DRUGS 310663 310663 BAD DEBT 220900 220900 9012747 8205399 807348 0 46427 50443 1047970 798848 117238 112824 8822873 1407168 7472770 7415705 234418 1931136 2017234 10849959 10395054 542321 951140 9124385 8898180 199189 19652 9865895 9868972 X 984064 526082 984064 526082 10849959 10395054 X -1810960 1352978 X 0 1 X 1 1 1 X 496547 658678 315622 1470847 3811596 7990142 7157988 8094524 6867091 33921341 3811596 7990142 7654535 8753202 7182713 35392188 0 0 0 35392188 22566 2245 1088 805 3373 30077 22566 2245 1088 805 3373 30077 11310 16265 18876 18212 18665 83328 3845472 8008652 7674499 8772219 7204751 35505593 0.99680 0.99750 0.00080 0.00070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 790000 790000 7124359 1096567 6027792 773672 253130 520542 134842 57471 77371 7415705 RESERVE REPLACEMENT 1051050 RESIDUAL RECEIPTS 93097 RESIDENT FUNDS HELD BY QUAKER HEIGHTS 14087 DEPOSITS 1000 OPERATING RIGHTS - SKILLED NURSING FACILITY 858000 2017234 DEPOSITS 19652 19652 0 1 0 0 0 0 0 0 0 LAURENCE C GUMINA CHIEF EXECUTIVE OFFICER 0 552867 0 0 0 1265 0 70000 0 8074 0 632206 0 0 ROBERT B STILLMAN CHIEF FINANCIAL OFFICER/TREASURER 0 352440 0 0 0 1290 0 25000 0 14705 0 393435 0 0 DANA ULLOM-VUCELICH CHIEF HR OFFICER/SECRETARY 0 284138 0 0 0 1226 0 25000 0 8074 0 318438 0 0 LESLIE BELFANCE CHIEF OPERATING OFFICER-COMMUNITIES 0 222370 0 0 0 1230 0 18000 0 14705 0 256305 0 0 MICHAELLA REES CHIEF BRAND & GROWTH OFFICER 0 199344 0 0 0 359 0 18000 0 410 0 218113 0 0 WILLIAM RENNER CORP EXEC OF OPERATIONAL PLANNING 0 161253 0 0 0 318 0 0 0 23038 0 184609 0 0 DANIEL HOLSTEIN CORP EXEC OF FINANCE: THRU JAN 2023 0 158579 0 0 0 786 0 0 0 504 0 159869 0 0 JENNIFER HOWELL CHIEF EXECUTIVE EMPLOYEE RELATIONS 0 134612 0 0 0 255 0 0 0 20370 0 155237 0 0 MARK HASSELBECK REGIONAL DIRECTOR OF BUSINESS DEV 0 139759 0 0 0 97 0 0 0 14829 0 154685 0 0 PART I, LINE 3: OHIO LIVING FOUNDATION RELIED ON A RELATED ORGANIZATION (OHIO LIVING) THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B: THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN IS AVAILABLE TO KEY EMPLOYEES OF THE ORGANIZATION, AS DEFINED BY THE ORGANIZATION AND NOT PART VII OF THE FORM 990. THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN WILL VEST 100% AFTER 3 FISCAL YEARS OF CONTINUED EMPLOYMENT HAVE CONCLUDED; OTHERWISE, AMOUNTS ARE FORFEITED. AWARDED DEFERRED COMPENSATION AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN C, AND WHEN VESTED ARE REPORTED IN COLUMN B(I). THERE WERE NO 403B RETIREMENT AWARDS MADE. FORM 990, PART VI, SECTION A, LINE 6 OHIO LIVING COMMUNITIES IS THE SOLE MEMBER OF OHIO LIVING QUAKER HEIGHTS AND SHALL HAVE AND EXERCISE ALL OF THE RIGHTS AND PRIVILEGES OF MEMBERS OF A NONPROFIT CORPORATION CONFERRED UNDER THE LAWS OF THE STATE OF OHIO. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS OF OHIO LIVING QUAKER HEIGHTS WILL BE APPOINTED BY THE SOLE MEMBER, OHIO LIVING COMMUNITIES, THROUGH ITS BOARD OF DIRECTORS, AT THE ANNUAL MEETING OF THE SOLE MEMBER. NOMINEES TO THE BOARD OF DIRECTORS OF OHIO LIVING QUAKER HEIGHTS WILL BE SELECTED AND APPOINTED BY THE OHIO LIVING COMMUNITIES BOARD OF DIRECTORS BASED UPON THEIR ABILITY TO CONTRIBUTE IN TERMS OF EXPERTISE AND TIME AND THEIR COMMITMENT TO THE OHIO LIVING MISSION STATEMENT. FORM 990, PART VI, SECTION A, LINE 7B THE BOARD OF DIRECTORS OF OHIO LIVING QUAKER HEIGHTS ARE THE SAME PEOPLE WHO ARE THE BOARD OF DIRECTORS OF OHIO LIVING COMMUNITIES, THUS THE DECISION MAKING IS THE SAME BETWEEN THOSE TWO BOARDS. THE BOARD OF DIRECTORS OF OHIO LIVING COMMUNITIES ARE APPOINTED AND MAY BE REMOVED BY THE BOARD OF DIRECTORS OF OHIO LIVING, THE PARENT ENTITY, WHO ALSO COMPRISE SOME OF THE SAME PEOPLE ON THE BOARD OF OHIO LIVING COMMUNITIES. IT IS POSSIBLE THAT THE BOARD OF DIRECTORS OF OHIO LIVING COMMUNITIES/QUAKER HEIGHTS MAY ADOPT A DECISION THAT IS NOT ACCEPTABLE TO THE OHIO LIVING BOARD OF DIRECTORS, BUT HIGHLY UNLIKELY. FORM 990, PART VI, SECTION B, LINE 11B AFTER MANAGEMENT PERFORMS A DETAILED REVIEW OF THE DRAFT 990, THE ORGANIZATION DELEGATES THE REVIEW OF THE 990 TO A BOARD MEMBER WITH SUFFICIENT EXPERIENCE TO EVALUATE THE CONTENT CONTAINED THEREIN. THE MEMBER THEN REPORTS HIS/HER REVIEW FINDINGS TO THE BOARD AND FINANCE COMMITTEE. A DRAFT OF THE FORM 990 IS POSTED TO THE ONLINE BOARD PORTAL AND EACH BOARD MEMBER IS GRANTED ACCESS TO REVIEW AND COMMENT. THE FINAL ISSUED FORM 990 IS ALSO POSTED TO THE BOARD PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ALL INTERESTED PERSONS (DIRECTOR, OFFICER, ETC.) MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST/CONFLICT AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST/CONFLICT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING BOARD MEMBERS. IN ADDITION, EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ, UNDERSTANDS, AND IS IN COMPLIANCE WITH THE POLICY. FORM 990, PART VI, SECTION B, LINE 15 THE CHIEF HUMAN RESOURCES OFFICER OF OHIO LIVING IN CONJUNCTION WITH THE OHIO LIVING EXECUTIVE COMPENSATION AND EVALUATION COMMITTEE (ECEC) OF THE BOARD OVERSEE THE COMPENSATION OF THE EXECUTIVE LEADERSHIP PERSONNEL. THE ECEC IS COMPRISED OF KEY BOARD MEMBERS WHO INCLUDE THE BOARD CHAIR FROM EACH SUBSIDIARY BOARD, THE BOARD CHAIR FROM THE OHIO LIVING PARENT BOARD, AND THE FINANCE, AUDIT, ETHICS & COMPLIANCE COMMITTEE CHAIR. THE ECEC IS GOVERNED BY A CHARTER AND MEETS REGULARLY. RESOURCES USED BY THE ECEC INCLUDE MARKET SURVEYS AVAILABLE THROUGH HEALTHCARE, LONG-TERM CARE, HOSPICE AND HOME HEALTH DATA COLLECTION CLEARINGHOUSES, INDEPENDENT CONSULTANTS AND OTHER AVAILABLE RESOURCES THAT ARE IN COMPLIANCE WITH ANTI-TRUST REGULATIONS. DECISIONS INVOLVING EXECUTIVE LEADERSHIP PAY ARE DISCUSSED AND APPROVED DURING EXECUTIVE SESSIONS OF THE OHIO LIVING PARENT BOARD MEETINGS. THIS PROCESS IS UPDATED ANNUALLY AND REVIEWED THROUGHOUT THE YEAR DURING QUARTERLY MEETINGS. THE CEO, EXECUTIVE OFFICERS AND KEY EMPLOYEES ARE PAID FROM AND RECEIVE W-2'S FROM OHIO LIVING, AND ARE SUBJECT TO THE ABOVE PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES-CONTRACT NURSING/CULINARY/MAINTENANCE/HOUSEKEEPING: PROGRAM SERVICE EXPENSES 2,777,303. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,777,303. THERAPY/MEDICAL/DRUG SERVICES: PROGRAM SERVICE EXPENSES 412,509. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 412,509. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 24,036. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,036. FORM 990, PART XI, LINE 9: BOOK ENTRY TO CLOSE OUT CUMULATIVE INTERCOMPANY ACCOUNTS TO NET ASSETS -57,022. TRANSFERS TO/FROM RELATED PARTY 1,462,000. LOSS ON NURSING HOME BEDS OPERATING RIGHTS IMPAIRMENT -52,000. FORM 990, PAGE 1, LINE J: WEBSITE: WWW.OHIOLIVING.ORG/COMMUNITIES/OHIO-LIVING-QUAKER-HEIGHTS QUAKER HEIGHTS LLC 514 W HIGH STREET WAYNESVILLE OH 45068 310538523 PROPERTY HOLDING COMPANY OH 0 0 OHIO LIVING QUAKER HEIGHTS OHIO LIVING 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 311340918 MANAGEMENT/PARENT OH 501(C)(3) LINE 12C, III-FI N/A 0 OHIO LIVING COMMUNITIES 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 344429863 HOUSING AND CARE OH 501(C)(3) LINE 10 OHIO LIVING 1 OHIO LIVING FOUNDATION 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 311166164 SUPPORT OH 501(C)(3) LINE 12A, I OHIO LIVING 1 OHIO LIVING HOLDINGS 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 272564811 HOME HEALTH AND HOSPICE CARE OH 501(C)(3) LINE 10 OHIO LIVING 1 OHIO LIVING SARAH MOORE 26 N UNION STREET DELAWARE OH 43015 311510768 SKILLED CARE/ASSISTED LIVING OH 501(C)(3) LINE 10 OHIO LIVING COMMUNITIES 1 QUAKER HEIGHTS FOUNDATION 514 W HIGH STREET WAYNESVILLE OH 45068 311575048 TO SUPPORT ACTIVITIES OF QUAKER HEIGHTS CARE COMMUNITY OH 501(C)(3) LINE 12A, I OHIO LIVING QUAKER HEIGHTS 1 OHIO PRESBYTERIAN RETIREMENT SERVICES DEVELOPMENT CORPORATION 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 311166160 INACTIVE OH N/A C 1 OHIO LIVING VENTURES LLC 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 371960450 HOLD INVESTMENT OH N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0