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← OHIO LIVING HOLDINGS

Form 990 for tax year 2023

Filed by OHIO LIVING HOLDINGS.

Totals

Total revenue
$53,697,126
Total expenses
$54,650,443
Contributions and grants received
$383,477
Grants paid
$0
Program service revenue
$53,313,649
Investment income
$0
Other revenue
$0
Total assets, end of year
$6,017,931
Total liabilities, end of year
$3,191,790
Net assets or fund balances, end of year
$2,826,141
Program services expenses (Part IX)
$38,841,546
Management and general expenses
$15,808,897
Fundraising expenses
$0
Program service expenses (Part III)
$38,841,546

Program services were 71.1% 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

    $383,477

  • 2a · Program service revenue: PATIENT SERVICES

    total $53,313,649 · related or exempt $53,313,649

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $741,285 · management and general $741,285

  • 7 · Other salaries and wages

    total $22,670,138 · program services $15,824,917 · management and general $6,845,221

  • 9 · Other employee benefits

    total $2,081,269 · program services $1,479,707 · management and general $601,562

  • 10 · Payroll taxes

    total $1,727,136 · program services $1,263,077 · management and general $464,059

  • 11a · Fees: management

    total $6,867,410 · management and general $6,867,410

  • 11b · Fees: legal

    total $7,055 · program services $2,892 · management and general $4,163

  • 11g · Fees: other

    total $12,506,118 · program services $12,424,587 · management and general $81,531

  • 12 · Advertising and promotion

    total $108,240 · program services $52,447 · management and general $55,793

  • 13 · Office expenses

    total $460,455 · program services $366,564 · management and general $93,891

  • 14 · Information technology

    total $969,344 · program services $969,344

  • 16 · Occupancy

    total $937,000 · program services $937,000

  • 17 · Travel

    total $1,479,180 · program services $1,458,830 · management and general $20,350

  • 19 · Conferences, conventions and meetings

    total $39,294 · program services $5,662 · management and general $33,632

  • 22 · Depreciation, depletion and amortization

    total $67,192 · program services $67,192

  • 23 · Insurance

    total $268,155 · program services $268,155

  • 24a · Other expenses: MEDICAL SUPPLIES/DRUGS

    total $3,208,249 · program services $3,208,249

  • 24b · Other expenses: BAD DEBT EXPENSE

    total $429,664 · program services $429,664

  • 24c · Other expenses: RESIDENT SPECIAL EVENTS

    total $31,463 · program services $31,463

  • 24e · All other expenses

    total $51,796 · program services $51,796

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 $7,058,124 · end of year $5,760,371

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

    $2,174,128

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

    $1,917,149

  • 10c · Land, buildings and equipment, net

    beginning of year $324,187 · end of year $256,979

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,525,817 · end of year $3,191,790

  • 27 · Net assets without donor restrictions

    beginning of year $3,857,075 · end of year $2,826,141

Mission and programs · 2023

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 $17,228,023 · Revenue $20,663,342

  • 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 $20,846,817 · Revenue $31,600,067

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

    Expenses $615,145 · Revenue $604,692

  • OTHER - SERVICES INCLUDING SENIOR CENTER AND TRANSPORTATION.

    Expenses $151,561 · Revenue $445,548

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 Gumina

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $670,886
    From this org
    $0
    From related orgs
    $592,239
    Other
    $78,647
    Hours/week
    10 + 30 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

  • Wendy Kiser

    COO OF HOME HEALTH/HOSPICE

    Total calculated
    $242,081
    From this org
    $0
    From related orgs
    $221,488
    Other
    $20,593
    Hours/week
    39 + 1 related

    Schedule J breakdown matched by us

    Base
    $0 + $220,334 related
    Bonus
    $0
    Other
    $0 + $1,154 related
    Deferred
    $0 + $20,000 related
    Nontaxable benefits
    $0 + $593 related
    Filer's total
    $0 + $242,081 related

  • Kevin Futryk

    DIRECTOR/CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Barbara Sears-Roshon

    DIRECTOR/VICE CHAIR

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Paul Flannery

    DIRECTOR/ASSISTANT SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Rev Raafat Zaki

    DIRECTOR/ASSISTANT TREASURER

    Total calculated
    $0
    Hours/week
    2 + 2 related

  • Robert Stillman

    CFO/TREASURER

    Total calculated
    $458,996
    From this org
    $0
    From related orgs
    $418,308
    Other
    $40,688
    Hours/week
    10 + 30 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-Vucelich

    CHIEF HR OFFICER/SECRETARY

    Total calculated
    $349,793
    From this org
    $0
    From related orgs
    $311,162
    Other
    $38,631
    Hours/week
    10 + 30 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 Rees

    CHIEF BRAND/GROWTH OFFICER

    Total calculated
    $257,014
    From this org
    $0
    From related orgs
    $236,573
    Other
    $20,441
    Hours/week
    12 + 28 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 Simone

    CHIEF COUNSEL & COMPLIANCE OFFICER

    Total calculated
    $209,307
    From this org
    $0
    From related orgs
    $190,371
    Other
    $18,936
    Hours/week
    10 + 30 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 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
    10 + 30 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

  • Mark Hasselbeck

    REGIONAL DIRECTOR OF DEVELOPMENT

    Total calculated
    $162,211
    From this org
    $0
    From related orgs
    $146,377
    Other
    $15,834
    Hours/week
    12 + 28 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

  • Jennifer Howell

    CORP EXEC OF EMPLOYEE RELATIONS

    Total calculated
    $162,669
    From this org
    $0
    From related orgs
    $144,644
    Other
    $18,025
    Hours/week
    10 + 30 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

  • Rebecca Grunden

    EXEC DIRECTOR-PALLIATIVE MEDICINE

    Total calculated
    $154,892
    From this org
    $0
    From related orgs
    $145,205
    Other
    $9,687
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $0 + $144,975 related
    Bonus
    $0
    Other
    $0 + $230 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $9,687 related
    Filer's total
    $0 + $154,892 related

  • Matthew Cheuvront

    CORP EXEC OF INFORMATION TECH

    Total calculated
    $152,120
    From this org
    $0
    From related orgs
    $151,683
    Other
    $437
    Hours/week
    10 + 30 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 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.

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 $617,355 · assets $61,488

    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
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202501199349302665

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