Totals
- Total revenue
- $8,678,309
- Total expenses
- $10,058,278
- Contributions and grants received
- $4,959
- Grants paid
- $0
- Program service revenue
- $8,652,572
- Investment income
- $7,484
- Other revenue
- $13,294
- Total assets, end of year
- $10,906,308
- Total liabilities, end of year
- $10,229,618
- Net assets or fund balances, end of year
- $676,690
- Program services expenses (Part IX)
- $9,117,341
- Management and general expenses
- $940,937
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $9,117,341
Program services were 90.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1d · Related organizations
$4,959
-
2a · Program service revenue: RESIDENT/RENT REVENUE
total $8,652,572 · related or exempt $8,652,572
-
3 · Investment income
total $7,484 · excluded $7,484
-
11a · Other revenue: BEAUTY/BARBER SHOP
total $12,819 · excluded $12,819
-
11d · All other revenue
total $475 · related or exempt $475
-
11e · Other revenue, total
$13,294
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $69,281 · management and general $69,281
-
7 · Other salaries and wages
total $2,981,618 · program services $2,833,109 · management and general $148,509
-
9 · Other employee benefits
total $208,311 · program services $190,368 · management and general $17,943
-
10 · Payroll taxes
total $229,267 · program services $212,237 · management and general $17,030
-
11a · Fees: management
total $654,897 · management and general $654,897
-
11b · Fees: legal
total $45,307 · program services $45,307
-
11c · Fees: accounting
total $14,135 · program services $14,135
-
11g · Fees: other
total $3,373,184 · program services $3,373,184
-
12 · Advertising and promotion
total $17,497 · program services $17,497
-
13 · Office expenses
total $125,790 · program services $92,513 · management and general $33,277
-
14 · Information technology
total $56,686 · program services $56,686
-
16 · Occupancy
total $544,379 · program services $544,379
-
17 · Travel
total $45,222 · program services $45,222
-
19 · Conferences, conventions and meetings
total $454 · program services $454
-
20 · Interest
total $456,935 · program services $456,935
-
22 · Depreciation, depletion and amortization
total $382,918 · program services $382,918
-
24a · Other expenses: MEDICAL SUPPLIES/DRUGS
total $367,071 · program services $367,071
-
24b · Other expenses: FRANCHISE FEES
total $352,678 · program services $352,678
-
24c · Other expenses: BAD DEBT EXPENSE
total $124,680 · program services $124,680
-
24d · Other expenses: RESIDENT SPECIAL EVENTS
total $7,968 · program services $7,968
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $50,443 · end of year $39,829
-
4 · Accounts receivable
beginning of year $798,848 · end of year $882,972
-
9 · Prepaid expenses and deferred charges
beginning of year $112,824 · end of year $113,319
-
10a · Land, buildings and equipment: cost or other basis
$9,524,243
-
10b · Land, buildings and equipment: accumulated depreciation
$1,851,836
-
10c · Land, buildings and equipment, net
beginning of year $7,415,705 · end of year $7,672,407
-
15 · Other assets
beginning of year $2,017,234 · end of year $2,197,781
-
17 · Accounts payable and accrued expenses
beginning of year $951,140 · end of year $1,546,738
-
23 · Secured mortgages and notes payable
beginning of year $8,898,180 · end of year $8,659,889
-
25 · Other liabilities
beginning of year $19,652 · end of year $22,991
-
27 · Net assets without donor restrictions
beginning of year $526,082 · end of year $676,690
Mission and programs · 2023
Mission
TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD THE ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL BEING CONSISTENT WITH THE CHRISTIAN GOSPEL.
Activities or mission (Part I)
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.
-
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.
Expenses $9,117,341 · Revenue $8,653,047
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Laurence C GuminaLAURENCE C GUMINA
CHIEF EXECUTIVE OFFICER
- Total calculated
- $670,886
- From this org
- $0
- From related orgs
- $592,239
- Other
- $78,647
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $590,949 related
- Bonus
- $0
- Other
- $0 + $1,290 related
- Deferred
- $0 + $70,000 related
- Nontaxable benefits
- $0 + $8,647 related
- Filer's total
- $0 + $670,886 related
-
Leslie BelfanceLESLIE BELFANCE
COO OF COMMUNITIES
- Total calculated
- $288,211
- From this org
- $0
- From related orgs
- $256,262
- Other
- $31,949
- Hours/week
- 3 + 37 related
Schedule J breakdown matched by us
- Base
- $0 + $254,894 related
- Bonus
- $0
- Other
- $0 + $1,368 related
- Deferred
- $0 + $20,000 related
- Nontaxable benefits
- $0 + $11,949 related
- Filer's total
- $0 + $288,211 related
-
Donald EdwardsDONALD EDWARDS
DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
Sandy AdamSANDY ADAM
DIRECTOR/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
James JoyceJAMES JOYCE
DIRECTOR/ASSISTANT SECRETARY
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
Terry WhiteTERRY WHITE
DIRECTOR/ASSISTANT TREASURER
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
Robert B StillmanROBERT B STILLMAN
CFO/TREASURER
- Total calculated
- $458,996
- From this org
- $0
- From related orgs
- $418,308
- Other
- $40,688
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $417,018 related
- Bonus
- $0
- Other
- $0 + $1,290 related
- Deferred
- $0 + $25,000 related
- Nontaxable benefits
- $0 + $15,688 related
- Filer's total
- $0 + $458,996 related
-
Dana Ullom-VucelichDANA ULLOM-VUCELICH
CHIEF HR OFFICER/SECRETARY
- Total calculated
- $349,793
- From this org
- $0
- From related orgs
- $311,162
- Other
- $38,631
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $309,910 related
- Bonus
- $0
- Other
- $0 + $1,252 related
- Deferred
- $0 + $25,000 related
- Nontaxable benefits
- $0 + $13,631 related
- Filer's total
- $0 + $349,793 related
-
Michaella ReesMICHAELLA REES
CHIEF BRAND/GROWTH OFFICER
- Total calculated
- $257,014
- From this org
- $0
- From related orgs
- $236,573
- Other
- $20,441
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $236,186 related
- Bonus
- $0
- Other
- $0 + $387 related
- Deferred
- $0 + $20,000 related
- Nontaxable benefits
- $0 + $441 related
- Filer's total
- $0 + $257,014 related
-
David De SimoneDAVID DE SIMONE
CHIEF COUNSEL & COMPLIANCE OFFICER
- Total calculated
- $209,307
- From this org
- $0
- From related orgs
- $190,371
- Other
- $18,936
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $189,511 related
- Bonus
- $0
- Other
- $0 + $860 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $18,936 related
- Filer's total
- $0 + $209,307 related
-
William RennerWILLIAM RENNER
CORP EXEC OF OP PLANNING/ANALYSIS
- Total calculated
- $189,785
- From this org
- $0
- From related orgs
- $164,929
- Other
- $24,856
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $164,337 related
- Bonus
- $0
- Other
- $0 + $592 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $24,856 related
- Filer's total
- $0 + $189,785 related
-
Michael GrimesMICHAEL GRIMES
DIVISON DIRECTOR OF CLINICAL OP-LPC
- Total calculated
- $163,749
- From this org
- $0
- From related orgs
- $147,879
- Other
- $15,870
- Hours/week
- 3 + 37 related
Schedule J breakdown matched by us
- Base
- $0 + $147,602 related
- Bonus
- $0
- Other
- $0 + $277 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $15,870 related
- Filer's total
- $0 + $163,749 related
-
Jennifer HowellJENNIFER HOWELL
CORP EXEC OF EMPL RELATIONS
- Total calculated
- $162,669
- From this org
- $0
- From related orgs
- $144,644
- Other
- $18,025
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $144,372 related
- Bonus
- $0
- Other
- $0 + $272 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $18,025 related
- Filer's total
- $0 + $162,669 related
-
Mark HasselbeckMARK HASSELBECK
REGION DIRECTOR OF BUS DEVELOPMENT
- Total calculated
- $162,211
- From this org
- $0
- From related orgs
- $146,377
- Other
- $15,834
- Hours/week
- 4 + 36 related
Schedule J breakdown matched by us
- Base
- $0 + $146,222 related
- Bonus
- $0
- Other
- $0 + $155 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $15,834 related
- Filer's total
- $0 + $162,211 related
-
Matthew CheuvrontMATTHEW CHEUVRONT
CORP EXEC OF IT
- Total calculated
- $152,120
- From this org
- $0
- From related orgs
- $151,683
- Other
- $437
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $151,504 related
- Bonus
- $0
- Other
- $0 + $179 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $437 related
- Filer's total
- $0 + $152,120 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · MANAGEMENT/PARENT · OH
-
501(C)(3) · HOUSING AND CARE · OH · controlled entity
Directly controlled by OHIO LIVING
-
501(C)(3) · SUPPORT · OH · controlled entity
Directly controlled by OHIO LIVING
-
501(C)(3) · HOME HEALTH AND HOSPICE CARE · OH · controlled entity
Directly controlled by OHIO LIVING
-
501(C)(3) · SKILLED CARE/ASSISTED LIVING · OH · controlled entity
Directly controlled by OHIO LIVING COMMUNITIES
-
501(C)(3) · TO SUPPORT ACTIVITIES OF QUAKER HEIGHTS CARE COMMUNITY · OH · controlled entity
Directly controlled by OHIO LIVING QUAKER HEIGHTS
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
PROPERTY HOLDING COMPANY · OH · income $935,856 · assets $9,632,455
Directly controlled by OHIO LIVING QUAKER HEIGHTS
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
OHIO PRESBYTERIAN RETIREMENT SERVICES DEVELOP CORP
C · INACTIVE · OH · controlled entity
-
OHIO LIVING VENTURES LLC
C · HOLD INVESTMENTS · OH · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 29 April 2025
- IRS schema version
- 2023v6.0
- Source object
- 202531199349302803
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