Skip to content
Nonprofiteer
← OHIO LIVING HOLDINGS

Form 990 for tax year 2024

Filed by OHIO LIVING HOLDINGS.

Totals

Total revenue
$54,429,527
Total expenses
$54,976,580
Contributions and grants received
$400,001
Grants paid
$0
Program service revenue
$54,029,526
Investment income
$0
Other revenue
$0
Total assets, end of year
$6,605,768
Total liabilities, end of year
$3,926,348
Net assets or fund balances, end of year
$2,679,420
Program services expenses (Part IX)
$38,954,507
Management and general expenses
$16,022,073
Fundraising expenses
$0
Program service expenses (Part III)
$38,954,507

Program services were 70.9% 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

    $400,001

  • 2a · Program service revenue: PATIENT SERVICES

    total $54,029,526 · related or exempt $54,029,526

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $1,014,562 · management and general $1,014,562

  • 7 · Other salaries and wages

    total $21,233,578 · program services $14,473,194 · management and general $6,760,384

  • 9 · Other employee benefits

    total $2,247,371 · program services $1,533,012 · management and general $714,359

  • 10 · Payroll taxes

    total $1,660,975 · program services $1,157,099 · management and general $503,876

  • 11a · Fees: management

    total $6,766,559 · management and general $6,766,559

  • 11b · Fees: legal

    total $14,823 · management and general $14,823

  • 11g · Fees: other

    total $13,586,530 · program services $13,551,681 · management and general $34,849

  • 12 · Advertising and promotion

    total $108,354 · program services $45,430 · management and general $62,924

  • 13 · Office expenses

    total $550,518 · program services $472,867 · management and general $77,651

  • 14 · Information technology

    total $999,136 · program services $999,136

  • 16 · Occupancy

    total $966,674 · program services $966,674

  • 17 · Travel

    total $1,415,882 · program services $1,385,028 · management and general $30,854

  • 19 · Conferences, conventions and meetings

    total $42,666 · program services $1,434 · management and general $41,232

  • 22 · Depreciation, depletion and amortization

    total $63,352 · program services $63,352

  • 23 · Insurance

    total $284,925 · program services $284,925

  • 24a · Other expenses: MEDICAL SUPPLIES/DRUGS

    total $3,354,922 · program services $3,354,922

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $641,618 · program services $641,618

  • 24c · Other expenses: RESIDENT SPECIAL EVENTS

    total $24,135 · program services $24,135

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $581 · end of year $581

  • 4 · Accounts receivable

    beginning of year $5,760,371 · end of year $6,408,213

  • 10a · Land, buildings and equipment: cost or other basis

    $2,174,129

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,977,155

  • 10c · Land, buildings and equipment, net

    beginning of year $256,979 · end of year $196,974

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,191,790 · end of year $3,926,348

  • 27 · Net assets without donor restrictions

    beginning of year $2,826,141 · end of year $2,679,420

Mission and programs · 2024

Mission

SEE SCHEDULE OTO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. THE ORGANIZATION IS DEDICATED TO LIVING OUR MISSION AND KEEPING THE PROMISES WE MAKE TO THOSE FOR WHOM WE PROVIDE CARE. THE ORGANIZATION IS COMMITTED TO INCLUSIVENESS, A HIGH ETHICAL STANDARD, RESPECT AND RESPONSIVENESS, ALL OF WHICH ESTABLISHES THE ORGANIZATION AS AN INTEGRAL PART OF THE LARGER COMMUNITY.

Activities or mission (Part I)

TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD THE ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING CONSISTENT WITH THE CHRISTIAN GOSPEL.

  • HOME HEALTH CARE AND HOME CARE - OHIO LIVING HOLDINGS OFFERS PARTICIPANTS HOME HEALTH CARE SERVICES INCLUDING SKILLED NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, HOME HEALTH AIDE, SOCIAL WORK SERVICES, AND MEDICINE ADMINISTRATION. OHIO LIVING HOLDINGS ALSO OFFERS HOME CARE SERVICES INCLUDING PERSONAL CARE ASSISTANCE, TRANSPORTATION, LIGHT HOUSEKEEPING AND MEAL PREPARATION.

    Expenses $13,254,787 · Revenue $15,924,506

  • HOSPICE - OHIO LIVING HOLDINGS DELIVERS HOSPICE CARE TO PATIENTS IN THEIR HOMES, IN THE HOME OF A FAMILY MEMBER, IN A RETIREMENT OR ASSISTED LIVING APARTMENT, IN A NURSING FACILITY, OR IN A HOSPICE CENTER. OHIO LIVING HOLDINGS SPECIALIZES IN GERIATRIC CARE AND PROVIDES THE PATIENTS AND THEIR FAMILIES' PAIN MANAGEMENT, SYMPTOM CONTROL, COUNSELING, EDUCATION, BEREAVEMENT SUPPORT, AND SPIRITUAL SUPPORT.

    Expenses $24,358,352 · Revenue $36,799,154

  • PALLIATIVE MEDICINE - OHIO LIVING HOLDINGS PROVIDES COMPASSIONATE CARE FOR PATIENTS WHO HAVE CHRONIC DISEASES AND THE NEED FOR PAIN AND/OR SYMPTOM MANAGMENT.

    Expenses $1,204,474 · Revenue $1,123,385

  • OTHER - SERVICES INCLUDING SENIOR CENTER AND TRANSPORTATION.

    Expenses $136,894 · Revenue $182,481

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Laurence C Gumina

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $717,013
    From this org
    $0
    From related orgs
    $647,847
    Other
    $69,166
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $646,557 related
    Bonus
    $0
    Other
    $0 + $1,290 related
    Deferred
    $0 + $60,000 related
    Nontaxable benefits
    $0 + $9,166 related
    Filer's total
    $0 + $717,013 related

  • Wendy Kiser

    COO OF HOME HEALTH/HOSPICE

    Total calculated
    $277,439
    From this org
    $0
    From related orgs
    $256,789
    Other
    $20,650
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $255,594 related
    Bonus
    $0
    Other
    $0 + $1,195 related
    Deferred
    $0 + $20,000 related
    Nontaxable benefits
    $0 + $650 related
    Filer's total
    $0 + $277,439 related

  • Barbara Sears-Roshon

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Yousuf Ahmad

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Aj Hensel

    DIRECTOR/ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Karen Talbott

    DIRECTOR/ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Robert Stillman

    CFO/TREASURER

    Total calculated
    $486,720
    From this org
    $0
    From related orgs
    $446,973
    Other
    $39,747
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $445,683 related
    Bonus
    $0
    Other
    $0 + $1,290 related
    Deferred
    $0 + $25,000 related
    Nontaxable benefits
    $0 + $14,747 related
    Filer's total
    $0 + $486,720 related

  • Dana Ullom-Vucelich

    CHIEF HR OFFICER/SECRETARY

    Total calculated
    $375,475
    From this org
    $0
    From related orgs
    $331,341
    Other
    $44,134
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $329,403 related
    Bonus
    $0
    Other
    $0 + $1,938 related
    Deferred
    $0 + $25,000 related
    Nontaxable benefits
    $0 + $19,134 related
    Filer's total
    $0 + $375,475 related

  • David De Simone

    CHIEF COUNSEL & COMPLIANCE

    Total calculated
    $393,061
    From this org
    $0
    From related orgs
    $343,455
    Other
    $49,606
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $342,165 related
    Bonus
    $0
    Other
    $0 + $1,290 related
    Deferred
    $0 + $20,000 related
    Nontaxable benefits
    $0 + $29,606 related
    Filer's total
    $0 + $393,061 related

  • Michaella Rees

    CHIEF BRAND/GROWTH OFFICER

    Total calculated
    $278,865
    From this org
    $0
    From related orgs
    $258,424
    Other
    $20,441
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $0 + $258,017 related
    Bonus
    $0
    Other
    $0 + $407 related
    Deferred
    $0 + $20,000 related
    Nontaxable benefits
    $0 + $441 related
    Filer's total
    $0 + $278,865 related

  • Sarah Hadley

    EXECUTIVE DIRECTOR

    Total calculated
    $167,333
    From this org
    $0
    From related orgs
    $150,513
    Other
    $16,820
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $150,336 related
    Bonus
    $0
    Other
    $0 + $177 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,820 related
    Filer's total
    $0 + $167,333 related

  • William Renner

    CORP EXEC OF OP PLANNING/ANALYSIS

    Total calculated
    $198,859
    From this org
    $0
    From related orgs
    $172,453
    Other
    $26,406
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $171,849 related
    Bonus
    $0
    Other
    $0 + $604 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $26,406 related
    Filer's total
    $0 + $198,859 related

  • Mark Hasselbeck

    REGIONAL DIRECTOR OF DEVELOPMENT

    Total calculated
    $172,657
    From this org
    $0
    From related orgs
    $155,845
    Other
    $16,812
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,688 related
    Bonus
    $0
    Other
    $0 + $157 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $16,812 related
    Filer's total
    $0 + $172,657 related

  • Jennifer Howell

    CORP EXEC OF EMP RELATIONS

    Total calculated
    $172,099
    From this org
    $0
    From related orgs
    $152,965
    Other
    $19,134
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $152,677 related
    Bonus
    $0
    Other
    $0 + $288 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $19,134 related
    Filer's total
    $0 + $172,099 related

  • Matthew Cheuvront

    CORP EXEC OF INFORMATION TECH

    Total calculated
    $156,115
    From this org
    $0
    From related orgs
    $155,674
    Other
    $441
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,488 related
    Bonus
    $0
    Other
    $0 + $186 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $441 related
    Filer's total
    $0 + $156,115 related

  • Benjamin Hasselbeck

    EXECUTIVE DIRECTOR

    Total calculated
    $156,051
    From this org
    $0
    From related orgs
    $146,898
    Other
    $9,153
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $146,637 related
    Bonus
    $0
    Other
    $0 + $261 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,153 related
    Filer's total
    $0 + $156,051 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 HOLDINGS 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.

  • OHIO LIVING

    501(C)(3) · SUPPORT/PARENT · OH

  • OHIO LIVING FOUNDATION

    501(C)(3) · SUPPORT · OH · controlled entity

    Directly controlled by OHIO LIVING

  • OHIO LIVING COMMUNITIES

    501(C)(3) · HOUSING AND CARE · OH · controlled entity

    Directly controlled by OHIO LIVING

  • OHIO LIVING SARAH MOORE

    501(C)(3) · SKILLED CARE/ASSISTED LIVING · OH · controlled entity

    Directly controlled by OHIO LIVING COMMUNITIES

  • QUAKER HEIGHTS FOUNDATION INC

    501(C)(3) · SUPPORT · OH · controlled entity

    Directly controlled by OHIO LIVING QUAKER HEIGHTS

  • OHIO LIVING QUAKER HEIGHTS

    501(C)(3) · SKILLED CARE/ASSISTED LIVING · OH · controlled entity

    Directly controlled by OHIO LIVING COMMUNITIES

  • LIVING ALLIANCE NETWORK

    501(C)(3) · SUPPORT · OH · controlled entity

    Directly controlled by OHIO LIVING

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.

  • OHIO LIVING PALLIATIVE CARE GREATER TOLEDO LLC

    PALLIATIVE MEDICINE · OH · income $630,609 · assets $150,394

    Directly controlled by OHIO LIVING HOLDINGS

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
2024
Filed
6 May 2026
IRS schema version
2024v5.5
Source object
202611279349303641

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.