Totals
- Total revenue
- $148,215,031
- Total expenses
- $144,555,593
- Contributions and grants received
- $669,591
- Grants paid
- $0
- Program service revenue
- $143,318,174
- Investment income
- $2,133,750
- Other revenue
- $2,093,516
- Total assets, end of year
- $386,022,114
- Total liabilities, end of year
- $350,898,346
- Net assets or fund balances, end of year
- $35,123,768
- Program services expenses (Part IX)
- $127,287,671
- Management and general expenses
- $17,267,922
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $127,287,671
Program services were 88.1% 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
- $717,013
- From this org
- $0
- From related orgs
- $647,847
- Other
- $69,166
- Hours/week
- 21 + 19 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
-
LESLIE BELFANCE
COO OF COMMUNITIES
- Total calculated
- $320,810
- From this org
- $0
- From related orgs
- $291,644
- Other
- $29,166
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $0 + $289,389 related
- Bonus
- $0
- Other
- $0 + $2,255 related
- Deferred
- $0 + $20,000 related
- Nontaxable benefits
- $0 + $9,166 related
- Filer's total
- $0 + $320,810 related
-
SANDY ADAM
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
-
MELISSA INGWERSEN
DIRECTOR/VICE CHAIR
- Total calculated
- $0
- Hours/week
- 2 + 5 related
-
ROBERT B STILLMAN
CFO/TREASURER
- Total calculated
- $486,720
- From this org
- $0
- From related orgs
- $446,973
- Other
- $39,747
- Hours/week
- 21 + 19 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
- 26 + 14 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
- 26 + 14 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
- 23 + 17 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
-
STANLEY KAPPERS
EXEC DIRECTOR-MT PLEASANT
- Total calculated
- $214,966
- From this org
- $0
- From related orgs
- $205,800
- Other
- $9,166
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $204,624 related
- Bonus
- $0
- Other
- $0 + $1,176 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $9,166 related
- Filer's total
- $0 + $214,966 related
-
KARA HANZIE
EXEC DIRECTOR-BRECKENRIDGE
- Total calculated
- $168,760
- From this org
- $0
- From related orgs
- $168,319
- Other
- $441
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $168,105 related
- Bonus
- $0
- Other
- $0 + $214 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $441 related
- Filer's total
- $0 + $168,760 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
- 27 + 13 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
-
ANN BEEMAN
EXEC DIRECTOR-DOROTHY LOVE
- Total calculated
- $195,779
- From this org
- $0
- From related orgs
- $179,139
- Other
- $16,640
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $178,798 related
- Bonus
- $0
- Other
- $0 + $341 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $16,640 related
- Filer's total
- $0 + $195,779 related
-
MICHAEL GRIMES
DIV DIRECTOR CLINICAL OPERATIONS
- Total calculated
- $184,067
- From this org
- $0
- From related orgs
- $167,239
- Other
- $16,828
- Hours/week
- 32 + 8 related
Schedule J breakdown matched by us
- Base
- $0 + $166,940 related
- Bonus
- $0
- Other
- $0 + $299 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $16,828 related
- Filer's total
- $0 + $184,067 related
-
BRIAN KOLENICH
EXEC DIRECTOR-LAKE VISTA
- Total calculated
- $176,383
- From this org
- $0
- From related orgs
- $157,249
- Other
- $19,134
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $0 + $156,376 related
- Bonus
- $0
- Other
- $0 + $873 related
- Deferred
- $0
- Nontaxable benefits
- $0 + $19,134 related
- Filer's total
- $0 + $176,383 related
-
MARK HASSELBECK
REGIONAL DIRECTOR OF BUSINESS DEV
- Total calculated
- $172,657
- From this org
- $0
- From related orgs
- $155,845
- Other
- $16,812
- Hours/week
- 20 + 20 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
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 COMMUNITIES RELIED ON A RELATED ORGANIZATION (OHIO LIVING) THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIALS: -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) · SUPPORT/PARENT · OH
-
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) · SUPPORT · OH · controlled entity
Directly controlled by OHIO LIVING QUAKER HEIGHTS
-
501(C)(3) · SKILLED CARE/ASSISTED LIVING · OH · controlled entity
Directly controlled by OHIO LIVING COMMUNITIES
-
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.
-
HOUSING · OH · income $2,458,067 · assets $4,435,203
Directly controlled by OHIO LIVING COMMUNITIES
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
-
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
- 202611279349303591
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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