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Nonprofiteer
← OHIO LIVING SARAH MOORE

Form 990 for tax year 2022

Filed by OHIO LIVING SARAH MOORE.

Totals

Total revenue
$6,621,454
Total expenses
$7,443,417
Contributions and grants received
$210,115
Grants paid
$0
Program service revenue
$6,366,593
Investment income
$0
Other revenue
$44,746
Total assets, end of year
$7,238,354
Total liabilities, end of year
$5,781,908
Net assets or fund balances, end of year
$1,456,446
Program services expenses (Part IX)
$6,667,455
Management and general expenses
$775,962
Fundraising expenses
$0
Program service expenses (Part III)
$6,667,455

Program services were 89.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • LAURENCE C GUMINA

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $632,206
    From this org
    $0
    From related orgs
    $554,132
    Other
    $78,074
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $552,867 related
    Bonus
    $0
    Other
    $0 + $1,265 related
    Deferred
    $0 + $70,000 related
    Nontaxable benefits
    $0 + $8,074 related
    Filer's total
    $0 + $632,206 related

  • LESLIE BELFANCE

    CHIEF OPERATING OFFICER-COMMUNITIES

    Total calculated
    $256,305
    From this org
    $0
    From related orgs
    $223,600
    Other
    $32,705
    Hours/week
    3 + 37 related

    Schedule J breakdown matched by us

    Base
    $0 + $222,370 related
    Bonus
    $0
    Other
    $0 + $1,230 related
    Deferred
    $0 + $18,000 related
    Nontaxable benefits
    $0 + $14,705 related
    Filer's total
    $0 + $256,305 related

  • SANDY ADAM

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • DONALD EDWARDS

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • JAMES JOYCE

    DIRECTOR/ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • TERRY WHITE

    DIRECTOR/ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    2 + 5 related

  • ROBERT B STILLMAN

    CHIEF FINANCIAL OFFICER/TREASURER

    Total calculated
    $393,435
    From this org
    $0
    From related orgs
    $353,730
    Other
    $39,705
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,440 related
    Bonus
    $0
    Other
    $0 + $1,290 related
    Deferred
    $0 + $25,000 related
    Nontaxable benefits
    $0 + $14,705 related
    Filer's total
    $0 + $393,435 related

  • DANA ULLOM-VUCELICH

    CHIEF HR OFFICER/SECRETARY

    Total calculated
    $318,438
    From this org
    $0
    From related orgs
    $285,364
    Other
    $33,074
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,138 related
    Bonus
    $0
    Other
    $0 + $1,226 related
    Deferred
    $0 + $25,000 related
    Nontaxable benefits
    $0 + $8,074 related
    Filer's total
    $0 + $318,438 related

  • MICHAELLA REES

    CHIEF BRAND & GROWTH OFFICER

    Total calculated
    $218,113
    From this org
    $0
    From related orgs
    $199,703
    Other
    $18,410
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,344 related
    Bonus
    $0
    Other
    $0 + $359 related
    Deferred
    $0 + $18,000 related
    Nontaxable benefits
    $0 + $410 related
    Filer's total
    $0 + $218,113 related

  • WILLIAM RENNER

    CORP EXEC OF OPERATIONAL PLANNING

    Total calculated
    $184,609
    From this org
    $0
    From related orgs
    $161,571
    Other
    $23,038
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $161,253 related
    Bonus
    $0
    Other
    $0 + $318 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $23,038 related
    Filer's total
    $0 + $184,609 related

  • DANIEL HOLSTEIN

    CORP EXEC OF FINANCE: THRU JAN 2023

    Total calculated
    $159,869
    From this org
    $0
    From related orgs
    $159,365
    Other
    $504
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $158,579 related
    Bonus
    $0
    Other
    $0 + $786 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $504 related
    Filer's total
    $0 + $159,869 related

  • JENNIFER HOWELL

    CHIEF EXECUTIVE EMPLOYEE RELATIONS

    Total calculated
    $155,237
    From this org
    $0
    From related orgs
    $134,867
    Other
    $20,370
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $134,612 related
    Bonus
    $0
    Other
    $0 + $255 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $20,370 related
    Filer's total
    $0 + $155,237 related

  • MATTHEW CHEUVRONT

    CE OF FINANCE

    Total calculated
    $145,046
    From this org
    $0
    From related orgs
    $144,660
    Other
    $386
    Hours/week
    1 + 39 related

  • MATT HASSELBECK

    REGIONAL DIRECTOR OF BUS DEV

    Total calculated
    $154,685
    From this org
    $0
    From related orgs
    $139,856
    Other
    $14,829
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,759 related
    Bonus
    $0
    Other
    $0 + $97 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,829 related
    Filer's total
    $0 + $154,685 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 SARAH MOORE 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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202411359349304986

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