OHIO LIVING: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING (EIN 31-1340918)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-04-29
- IRS object ID
- 202521199349302807
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T16:31:04-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2601 CAMBRIDGE CT STE 300 | AddressLine1Txt |
| City | AUBURN HILLS | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 48326 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311340918 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO LIVING | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6148887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 WORTHINGTON ROAD 300 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B STILLMAN | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 6148887800 | PhoneNum |
| Signature | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 2483757100 | PhoneNum |
| Preparation | 2025-04-29 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURENCE C GUMINA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 WORTHINGTON ROAD 300 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,717,221 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OHIOLIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1991 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | OHIO LIVING IS THE PARENT ORGANIZATION OF OHIO LIVING COMMUNITIES, OHIO LIVING FOUNDATION, OHIO LIVING HOLDINGS, AND OHIO LIVING VENTURES, LLC, AND PROVIDES MANAGEMENT SERVICES FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 3879 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $62,105 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $16,633,501 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $18,655,116 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,799,240 | PYInvestmentIncomeAmt |
| CY Investment Income | $0 | CYInvestmentIncomeAmt |
| PY Other Revenue | $5,665 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $18,438,406 | PYTotalRevenueAmt |
| CY Total Revenue | $18,717,221 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,603,875 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,977,988 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,683,415 | PYOtherExpensesAmt |
| CY Other Expenses | $5,530,777 | CYOtherExpensesAmt |
| PY Total Expenses | $16,287,290 | PYTotalExpensesAmt |
| CY Total Expenses | $18,508,765 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,151,116 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $208,456 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,918,438 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,230,728 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,121,526 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,498,905 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$1,203,088 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$1,268,177 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE OOHIO LIVING IS THE PARENT ORGANIZATION OF OHIO LIVING COMMUNITIES, OHIO LIVING FOUNDATION, OHIO LIVING HOLDINGS, AND OHIO LIVING VENTURES, LLC. ITS PRIMARY EXEMPT PURPOSE IS TO PLAN, DIRECT, AND OVERSEE THE FUNCTIONS OF THOSE ENTITIES, ALL OF WHICH ARE ORGANIZATIONS EXEMPT UNDER IRC SECTION 501(C)(3), EXCEPT FOR OHIO LIVING VENTURES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $18,655,116 | RevenueAmt |
| Desc | PARENT COMPANY OF OHIO LIVING COMMUNITIES, OHIO LIVING FOUNDATION, OHIO LIVING HOLDINGS AND OHIO LIVING VENTURES, LLC. | Desc |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 570 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 3879 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B STILLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6148887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 WORTHINGTON ROAD SUITE 300 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| LAURENCE C GUMINA | |||||||||
| CHIEF EXECUTIVE OFFICER | 4.00 | 36.00 | Yes (X) | Yes (X) | $592,239 | $0 | $78,647 | ||
| BARBARA SEARS-ROSHON | |||||||||
| DIRECTOR/CHAIR | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| KEVIN FUTRYK | |||||||||
| DIRECTOR/ASST SECRETARY | 2.00 | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| SANDY ADAM | |||||||||
| DIRECTOR/VICE CHAIR/ASST TREAS | 2.00 | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MELISSA INGWERSEN | |||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RICHARD FRENCHIE | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| REV RAAFAT ZAKI | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JAMES JOYCE | |||||||||
| DIRECTOR | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| TERRY WHITE | |||||||||
| DIRECTOR | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL FLANNERY | |||||||||
| DIRECTOR | 2.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DONALD EDWARDS | |||||||||
| DIRECTOR | 2.00 | 5.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT STILLMAN | |||||||||
| CFO/TREASURER | 3.00 | 37.00 | Yes (X) | $418,308 | $0 | $40,688 | |||
| DANA ULLOM-VUCELICH | |||||||||
| CHIEF HR OFFICER/SECRETARY | 1.00 | 39.00 | Yes (X) | $311,162 | $0 | $38,631 | |||
| LESLIE BELFANCE | |||||||||
| COO OF COMMUNITIES | 1.00 | 39.00 | $256,262 | $0 | $31,949 | Yes (X) | |||
| MICHAELLA REES | |||||||||
| CHIEF BRAND/GROWTH OFFICER | 1.00 | 39.00 | $236,573 | $0 | $20,441 | Yes (X) | |||
| WENDY KISER | |||||||||
| COO OF HOME HEALTH/HOSPICE | 1.00 | 39.00 | $221,488 | $0 | $20,593 | Yes (X) | |||
| DAVID DE SIMONE | |||||||||
| CHIEF COUNSEL & COMPLIANCE OFFICER | 4.00 | 36.00 | $190,371 | $0 | $18,936 | Yes (X) | |||
| WILLIAM RENNER | |||||||||
| CORP EXEC OF OP PLANNING/ANALYSIS | 1.00 | 39.00 | $164,929 | $0 | $24,856 | Yes (X) | |||
| JENNIFER HOWELL | |||||||||
| CORP EXEC OF EMP RELATIONS | 1.00 | 39.00 | $144,644 | $0 | $18,025 | Yes (X) | |||
| MATTHEW CHEUVRONT | |||||||||
| CORP EXEC OF IT | 1.00 | 39.00 | $151,683 | $0 | $437 | Yes (X) | |||
| ADAM FAIT | |||||||||
| CORP EXEC OF FACILITIES | 1.00 | 39.00 | $121,631 | $0 | $24,780 | Yes (X) | |||
| DARCI MOSSBARGER | |||||||||
| CORP EXEC OF COMP/BENEFITS | 1.00 | 39.00 | $134,289 | $0 | $8,604 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,943,579 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $326,587 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 77 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ADP LLC | |||||
| PO BOX 830272 | PHILADELPHIA | PA | 191820272 | PAYROLL SERVICES | $290,474 |
| BENESCH FRIEDLANDER COPLAN & ARONOFF | |||||
| 127 PUBLIC SQUARE 4900 | CLEVELAND | OH | 44114 | LEGAL SERVICES | $273,536 |
| MAXWELL HEALTHCARE ASSOCIATES | |||||
| 5910 RICE CREEK PARKWAY | SHOREVIEW | MN | 55126 | CONTRACTED AUTHORIZATION VERIFICATION | $224,250 |
| PLANTE MORAN PLLC | |||||
| 16060 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 606930160 | PUBLIC ACCOUNTING SERVICES | $196,372 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $62,105 | RelatedOrganizationsAmt |
| Total Contributions | $62,105 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 561000 | BusinessCd |
| Total Revenue Column | $18,655,116 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,655,116 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $18,655,116 | TotalProgramServiceRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,717,221 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $18,655,116 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,871 | TotalAmt |
| Management And General | $150,871 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,010,179 | TotalAmt |
| Management And General | $11,010,179 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,076,025 | TotalAmt |
| Management And General | $1,076,025 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $740,913 | TotalAmt |
| Management And General | $740,913 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $278,018 | TotalAmt |
| Management And General | $278,018 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,322 | TotalAmt |
| Management And General | $166,322 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,126,354 | TotalAmt |
| Management And General | $1,126,354 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $433,920 | TotalAmt |
| Management And General | $433,920 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $578,895 | TotalAmt |
| Management And General | $578,895 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,033,237 | TotalAmt |
| Management And General | $1,033,237 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $743,766 | TotalAmt |
| Management And General | $743,766 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,318 | TotalAmt |
| Management And General | $240,318 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,017 | TotalAmt |
| Management And General | $138,017 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,930 | TotalAmt |
| Management And General | $791,930 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,508,765 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $18,508,765 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,600,320 | BOYAmt |
| EOY | $4,235,216 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,942 | BOYAmt |
| EOY | $32,420 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,445,636 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,439,799 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,534 | BOYAmt |
| EOY | $5,837 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,277,642 | BOYAmt |
| EOY | $2,957,255 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,918,438 | BOYAmt |
| EOY | $7,230,728 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,118,052 | BOYAmt |
| EOY | $5,833,478 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,875 | BOYAmt |
| EOY | $43,541 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,925,599 | BOYAmt |
| EOY | $2,621,886 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,121,526 | BOYAmt |
| EOY | $8,498,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,203,088 | BOYAmt |
| EOY | -$1,268,177 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$1,203,088 | BOYAmt |
| EOY | -$1,268,177 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,918,438 | BOYAmt |
| EOY | $7,230,728 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $208,456 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$273,545 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 4 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (4 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| OHIO LIVING COMMUNITIES | ||||
| 344429863 | 10 | Yes (1) | $0 | $0 |
| OHIO LIVING HOLDINGS | ||||
| 272564811 | 10 | Yes (1) | $0 | $0 |
| OHIO LIVING QUAKER HEIGHTS | ||||
| 310538523 | 10 | Yes (1) | $0 | $0 |
| OHIO LIVING SARAH MOORE | ||||
| 311510768 | 10 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 4 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | Yes (1) | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (1) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (1) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (1) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (1) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (1) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 12G, COLUMN VI: | THE ORGANIZATION PROVIDES CORPORATE AND MANAGMENT SERVICES TO ALL SUPPORTED ORGANIZATIONS. |
| PART IV, SECTION D, LINE 3: | THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE IN OHIO LIVING'S INVESTMENT POLICIES AND THE USE OF ITS INCOME AND ASSETS. OFFICERS OF THE SUPPORTED ORGANIZATIONS MAKE UP A MAJORITY OF THE BOARD OF DIRECTORS OF OHIO LIVING. OFFICERS OF OHIO LIVING ARE CHOSEN FROM ITS BOARD MEMBERS, PROVIDING EVEN MORE OVERLAP. THE FINANCE COMMITTEE OF OHIO LIVING ADVISES THE BOARD OF DIRECTORS OF OHIO LIVING ON BUDGETARY GOALS, STRATEGIC FINANCIAL PLANS AND ALL FINANCIAL MATTERS AND THE COMMITTEE HAS THE RESPONSIBILITY TO REVIEW THE FINANCIAL STATEMENTS AND DISCUSS CORPORATE FINANCES WITH THE APPROPRIATE OFFICERS OF ITS SUPPORTED ORGANIZATIONS. AS A RESULT OF THESE RELATIONSHIPS, THE SUPPORTED ORGANIZATIONS HAVE A SIGNIFICANT VOICE WITH RESPECT TO OHIO LIVING AND ITS INVESTMENTS, INCOME AND ASSETS. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A: | OHIO LIVING COMMUNITIES IS GOVERNED BY A SIX (6) MEMBER BOARD OF DIRECTORS, INCLUDING THE CEO OF OHIO LIVING AND FOUR (4) OTHER MEMBERS APPOINTED BY THE BOARD OF DIRECTORS OF OHIO LIVING (AND AS NEEDED IN THE EVENT OF A SPLIT VOTE, THE CHAIR OF THE OHIO LIVING BOARD OF DIRECTORS). BOTH OHIO LIVING QUAKER HEIGHTS AND OHIO LIVING SARAH MOORE ARE CONTROLLED SUBSIDIARIES OF OHIO LIVING COMMUNITIES AND ARE THEREFORE PART OF THE SAME PARENT STRUCTURE WITH OHIO LIVING. SIMILARLY, OHIO LIVING HOLDINGS IS GOVERNED BY A SIX (6) MEMBER BOARD OF DIRECTORS INCLUDING THE CEO OF OHIO LIVING AND FOUR (4) OTHER MEMBERS APPOINTED BY THE BOARD OF DIRECTORS OF OHIO LIVING (AND AS NEEDED IN THE EVENT OF A SPLIT VOTE, THE CHAIR OF THE OHIO LIVING BOARD OF DIRECTORS). |
| SCHEDULE A, PART IV, SECTION E, LINE 3B: | AS MENTIONED IN THE RESPONSE TO PART IV, SECTION E, LINE 3A ABOVE, OHIO LIVING HAS THE POWER TO APPOINT A MAJORITY OF THE MEMBERS OF THE BOARD OF DIRECTORS OF EACH OF OHIO LIVING COMMUNITIES AND OHIO LIVING HOLDINGS. THE BOARD OF DIRECTORS OF EACH OF OHIO LIVING COMMUNITIES AND OHIO LIVING HOLDINGS HAVE CONTROL OVER THEIR APPLICABLE ORGANIZATIONS SUBJECT TO THE RIGHTS, POLICIES, PLANS AND DIRECTIVES OF THE BOARD OF DIRECTORS OF OHIO LIVING. THEREFORE, OHIO LIVING BOTH APPOINTS A MAJORITY OF THE BOARD MEMBERS THAT CONTROL OHIO LIVING COMMUNITIES AND OHIO LIVING HOLDINGS AND HAS DIRECT OVERSIGHT OF HOW THOSE BOARDS MANAGE THEIR APPLICABLE ORGANIZATIONS. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,388,851 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,384,351 | DepreciationAmt |
| Book Value | $4,500 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,785 | OtherCostOrOtherBasisAmt |
| Depreciation | $55,448 | DepreciationAmt |
| Book Value | $1,337 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,837 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| LEASING ASSET | $2,621,886 |
| INVESTMENTS IN LINKAGE | $335,369 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,957,255 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITY | Desc |
| Amt | $2,621,886 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,621,886 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURENCE C GUMINA | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $590,949 | $0 | $0 | $0 | $1,290 | $0 | $70,000 | $0 | $8,647 | $0 | $670,886 | $0 | $0 | $0 |
| ROBERT STILLMAN | ||||||||||||||
| CFO/TREASURER | $417,018 | $0 | $0 | $0 | $1,290 | $0 | $25,000 | $0 | $15,688 | $0 | $458,996 | $0 | $0 | $0 |
| DANA ULLOM-VUCELICH | ||||||||||||||
| CHIEF HR OFFICER/SECRETARY | $309,910 | $0 | $0 | $0 | $1,252 | $0 | $25,000 | $0 | $13,631 | $0 | $349,793 | $0 | $0 | $0 |
| LESLIE BELFANCE | ||||||||||||||
| COO OF COMMUNITIES | $254,894 | $0 | $0 | $0 | $1,368 | $0 | $20,000 | $0 | $11,949 | $0 | $288,211 | $0 | $0 | $0 |
| MICHAELLA REES | ||||||||||||||
| CHIEF BRAND/GROWTH OFFICER | $236,186 | $0 | $0 | $0 | $387 | $0 | $20,000 | $0 | $441 | $0 | $257,014 | $0 | $0 | $0 |
| WENDY KISER | ||||||||||||||
| COO OF HOME HEALTH/HOSPICE | $220,334 | $0 | $0 | $0 | $1,154 | $0 | $20,000 | $0 | $593 | $0 | $242,081 | $0 | $0 | $0 |
| DAVID DE SIMONE | ||||||||||||||
| CHIEF COUNSEL & COMPLIANCE OFFICER | $189,511 | $0 | $0 | $0 | $860 | $0 | $0 | $0 | $18,936 | $0 | $209,307 | $0 | $0 | $0 |
| WILLIAM RENNER | ||||||||||||||
| CORP EXEC OF OP PLANNING/ANALYSIS | $164,337 | $0 | $0 | $0 | $592 | $0 | $0 | $0 | $24,856 | $0 | $189,785 | $0 | $0 | $0 |
| JENNIFER HOWELL | ||||||||||||||
| CORP EXEC OF EMP RELATIONS | $144,372 | $0 | $0 | $0 | $272 | $0 | $0 | $0 | $18,025 | $0 | $162,669 | $0 | $0 | $0 |
| MATTHEW CHEUVRONT | ||||||||||||||
| CORP EXEC OF IT | $151,504 | $0 | $0 | $0 | $179 | $0 | $0 | $0 | $437 | $0 | $152,120 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | ANNUAL SOCIAL CLUB DUES ARE PAID ON BEHALF OF THE CEO, APPROVED BY THE CHAIR OF BOARD OF DIRECTORS, AND LOCATION IS USED FOR BUSINESS MEETINGS. |
| 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. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A AND 2A | OHIO LIVING IS A COMMON PAYMASTER FOR THE FOLLOWING RELATED ENTITIES: OHIO LIVING COMMUNITIES, OHIO LIVING FOUNDATION, OHIO LIVING HOLDINGS, OHIO LIVING SARAH MOORE, AND OHIO LIVING QUAKER HEIGHTS. |
| 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 | THE BOARD INQUIRES ABOUT CONFLICTS PRIOR TO EACH MEETING. ANNUALLY A WRITTEN DISCLOSURE IS CIRCULATED. IN ORDER TO CONTINUE SERVING, A MEMBER MUST COMPLETE THE WRITTEN DISCLOSURE. THE CORPORATE SECRETARY IS RESPONSIBLE FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST ARISES OR IS DISCOVERED, THE INDIVIDUAL WITH THE CONFLICT MUST EITHER RESOLVE THE CONFLICT OF INTEREST OR MUST NOT SERVE IN THE MATTER WHICH GIVES RISE TO THE CONFLICT. ANY MEMBERS INVOLVED IN A VOTING MATTER MUST EXCUSE THEMSELVES BY NOT VOTING ON THE MATTER. |
| 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 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST. |
| FORM 990, PART XI, LINE 9: | BOOK ENTRY TO CLOSE OUT CUMULATIVE INTERCOMPANY ACCOUNTS TO NET ASSETS -273,545. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| OHIO LIVING FOUNDATION | ||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 311166164 | SUPPORT | OH | 501(C)(3) | LINE 12A, I | OHIO LIVING | Yes (1) |
| OHIO LIVING COMMUNITIES | ||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 344429863 | HOUSING AND CARE | OH | 501(C)(3) | LINE 10 | OHIO LIVING | Yes (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 | Yes (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 | Yes (1) |
| QUAKER HEIGHTS FOUNDATION INC | ||||||||||
| 514 W HIGH STREET | WAYNESVILLE | OH | 45068 | 311575048 | SUPPORT | OH | 501(C)(3) | LINE 12A, I | OHIO LIVING QUAKER HEIGHTS | Yes (1) |
| OHIO LIVING QUAKER HEIGHTS | ||||||||||
| 514 W HIGH STREET | WAYNESVILLE | OH | 45068 | 310538523 | SKILLED CARE/ASSISTED LIVING | OH | 501(C)(3) | LINE 10 | OHIO LIVING COMMUNITIES | Yes (1) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO PRESBYTERIAN RETIREMENT SERVICES DEVLOP CORP | ||||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 311166160 | INACTIVE | OH | OHIO LIVING | C | 1.00000 | Yes (1) | ||
| OHIO LIVING VENTURES LLC | ||||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 371960450 | HOLD INVESTMENTS | OH | OHIO LIVING | C | 1.00000 | Yes (1) | $29,591 | $2,722,557 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OHIO LIVING COMMUNITIES | ||
| Q | $3,468,515 | CASH TRANSFER |
| OHIO LIVING FOUNDATION | ||
| C | $62,105 | CASH TRANSFER |