OHIO LIVING SARAH MOORE: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING SARAH MOORE (EIN 31-1510768)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-15
- IRS object ID
- 202321359349305727
- Schema version
- 2021v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-15T10:57:41-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311510768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO LIVING SARAH MOORE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | OHIO | BusinessNameControlTxt |
| Phone | 6148887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 26 N UNION STREET | AddressLine1Txt |
| City | DELAWARE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43015 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B STILLMAN | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 6148887800 | PhoneNum |
| Signature | 2023-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | STILLMAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2023-05-11 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURENCE C GUMINA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 WORTHINGTON RD 300 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $7,694,589 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OHIOLIVING.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1997 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | OHIO LIVING SARAH MOORE OPERATES A 47 BED SKILLED NURSING HOME FACILITY AND A 39 BED ASSISTED LIVING FACILITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $270,359 | PYContributionsGrantsAmt |
| CY Contributions Grants | $173,184 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,205,397 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,488,222 | CYProgramServiceRevenueAmt |
| PY Investment Income | $155,251 | PYInvestmentIncomeAmt |
| CY Investment Income | $324,332 | CYInvestmentIncomeAmt |
| PY Other Revenue | $9,426 | PYOtherRevenueAmt |
| CY Other Revenue | $12,619 | CYOtherRevenueAmt |
| PY Total Revenue | $5,640,433 | PYTotalRevenueAmt |
| CY Total Revenue | $5,998,357 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,900,601 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,970,893 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,711,764 | PYOtherExpensesAmt |
| CY Other Expenses | $3,209,111 | CYOtherExpensesAmt |
| PY Total Expenses | $6,612,365 | PYTotalExpensesAmt |
| CY Total Expenses | $7,180,004 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$971,932 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,181,647 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,744,817 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,450,915 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,225,561 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,311,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,519,256 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,138,997 | NetAssetsOrFundBalancesEOYAmt |
| 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $6,547,986 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $5,488,222 | RevenueAmt |
| Desc | PROVIDED SKILLED NURSING CARE AND ASSISTED LIVING CARE, INCLUDING HOUSING AND NUTRITION. | Desc |
| Total Program Service Expenses | $6,547,986 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROBERT B STILLMAN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6148887800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9200 WORTHINGTON ROAD SUITE 300 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (16 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LAURENCE C GUMINA | ||||||||||
| CHIEF EXECUTIVE OFFICER | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $566,872 | $68,445 | |||
| DEAN PALOMBARO | ||||||||||
| DIVISION EXECUTIVE OF COMMUNITIES | 4.00 | 36.00 | Yes (X) | $0 | $178,988 | $25,111 | ||||
| SANDY ADAM | ||||||||||
| DIRECTOR/VICE CHAIR | 2.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| DONALD EDWARDS | ||||||||||
| DIRECTOR/CHAIR | 2.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JAMES JOYCE | ||||||||||
| DIRECTOR/ASSISTANT SECRETARY | 2.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| TERRY WHITE | ||||||||||
| DIRECTOR/ASSISTANT TREASURER | 2.00 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT B STILLMAN | ||||||||||
| CHIEF FINANCIAL OFFICER/TREASURER | 1.00 | 39.00 | Yes (X) | $0 | $359,925 | $43,024 | ||||
| DANA ULLOM-VUCELICH | ||||||||||
| CHIEF HR OFFICER/SECRETARY | 1.00 | 39.00 | Yes (X) | $0 | $274,365 | $35,870 | ||||
| ARIC ARNETT | ||||||||||
| EXECUTIVE DIRECTOR - LPC | 40.00 | 0.00 | Yes (X) | $106,996 | $0 | $13,307 | ||||
| MICHAELLA REES | ||||||||||
| CHIEF BRAND & GROWTH OFFICER | 1.00 | 39.00 | $0 | $198,230 | $17,340 | Yes (X) | ||||
| WILLIAM RENNER | ||||||||||
| CORP EXECUTIVE OF PLANNING/ANALYSIS | 1.00 | 39.00 | $0 | $158,554 | $24,340 | Yes (X) | ||||
| DANIEL HOLSTEIN | ||||||||||
| CORP EXECUTIVE OF FINANCE | 1.00 | 39.00 | $0 | $155,649 | $9,020 | Yes (X) | ||||
| MARK ROBERTS | ||||||||||
| CHIEF EXEC OF PROJECT DEVELOPMENT | 1.00 | 39.00 | $0 | $150,144 | $18,327 | Yes (X) | ||||
| MATTHEW CHEUVRANT | ||||||||||
| CORP EXECUTIVE OF IT | 1.00 | 39.00 | $0 | $138,523 | $1,805 | Yes (X) | ||||
| JENNIFER HOWELL | ||||||||||
| CHIEF EXECUTIVE OF EMPLOYEE RELATIONS | 1.00 | 39.00 | $0 | $138,149 | $18,589 | Yes (X) | ||||
| CONNIE TOSTEVIN | ||||||||||
| FORMER - CNO: THRU 2/2021 | 1.00 | 39.00 | $0 | $159,643 | $2,130 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $106,996 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,479,042 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $277,308 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FUNCTIONAL PATHWAYS OF TN LLC | |||||
| 10133 SHERRILL BLVD SUITE 200 | KNOXVILLE | TN | 37932 | THERAPY SERVICES | $331,571 |
| MANIFEST-STAFF MEDICAL LLC | |||||
| PO BOX 713394 | PHILADELPHIA | PA | 191713394 | MEDICAL STAFFING | $253,529 |
| SHAWN OSBORNE | |||||
| 7022 SSECTION LINE RD | DELAWARE | OH | 43015 | GENERAL CONTRACTOR | $237,719 |
| HARVEST GROVE LTC LLC | |||||
| PO BOX 745829 | ATLANTA | GA | 30384 | PHARMACY SERVICES | $137,829 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $173,184 | GovernmentGrantsAmt |
| Total Contributions | $173,184 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NURSING HOME/ASSISTED LIVING | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $5,488,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,488,222 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,488,222 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,309 | TotalRevenueColumnAmt |
| Exclusion | $13,309 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,007,255 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,696,232 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $311,023 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $311,023 | TotalRevenueColumnAmt |
| Exclusion | $311,023 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEALS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $12,366 | TotalRevenueColumnAmt |
| Exclusion | $12,366 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $253 | TotalRevenueColumnAmt |
| Exclusion | $253 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $12,619 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,998,357 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,488,222 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $336,951 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,614 | TotalAmt |
| Management And General | $64,614 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,113,560 | TotalAmt |
| Program Services | $2,989,476 | ProgramServicesAmt |
| Management And General | $124,084 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,960 | TotalAmt |
| Program Services | $538,941 | ProgramServicesAmt |
| Management And General | $20,019 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,759 | TotalAmt |
| Program Services | $220,934 | ProgramServicesAmt |
| Management And General | $12,825 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,260 | TotalAmt |
| Program Services | $1,260 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,300 | TotalAmt |
| Program Services | $4,300 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $605,993 | TotalAmt |
| Program Services | $605,993 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,633 | TotalAmt |
| Program Services | $22,441 | ProgramServicesAmt |
| Management And General | $192 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $542,305 | TotalAmt |
| Program Services | $147,724 | ProgramServicesAmt |
| Management And General | $394,581 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $32,408 | TotalAmt |
| Program Services | $32,408 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $274,524 | TotalAmt |
| Program Services | $274,524 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,359 | TotalAmt |
| Program Services | $12,094 | ProgramServicesAmt |
| Management And General | $1,265 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123 | TotalAmt |
| Program Services | $123 | ProgramServicesAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $301,211 | TotalAmt |
| Program Services | $301,211 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,026 | TotalAmt |
| Program Services | $390,026 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,170 | TotalAmt |
| Program Services | $70,170 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| MEDICAL SUPPLIES | $446,988 | $446,988 |
| COST OF FOOD | $234,407 | $234,407 |
| FRANCHISE FEES | $231,421 | $231,421 |
| BAD DEBT | $19,719 | $19,719 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,264 | TotalAmt |
| Program Services | $3,826 | ProgramServicesAmt |
| Management And General | $14,438 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,180,004 | TotalAmt |
| Program Services | $6,547,986 | ProgramServicesAmt |
| Management And General | $632,018 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $129,284 | BOYAmt |
| EOY | $68,525 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,558 | BOYAmt |
| EOY | $291,937 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,158,001 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,741,915 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,518,099 | BOYAmt |
| EOY | $6,416,086 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,235,876 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $670,000 | BOYAmt |
| EOY | $670,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,367 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,744,817 | BOYAmt |
| EOY | $7,450,915 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $497,646 | BOYAmt |
| EOY | $622,302 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,567,567 | BOYAmt |
| EOY | $5,229,993 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,160,348 | BOYAmt |
| EOY | $459,623 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,225,561 | BOYAmt |
| EOY | $6,311,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,519,256 | BOYAmt |
| EOY | $1,138,997 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,519,256 | BOYAmt |
| EOY | $1,138,997 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,744,817 | BOYAmt |
| EOY | $7,450,915 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,181,647 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$539,644 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $341,032 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $270,359 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $173,184 | CurrentTaxYearAmt |
| Total | $443,543 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,496,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,847,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,937,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,205,397 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,488,222 | CurrentTaxYearAmt |
| Total | $27,974,680 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,496,034 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,847,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,937,648 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,475,756 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,661,406 | CurrentTaxYearAmt |
| Total | $28,418,223 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $28,418,223 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,309 | CurrentTaxYearAmt |
| Total | $120,505 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $19,579 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $20,286 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $49,754 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,577 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $13,309 | CurrentTaxYearAmt |
| Total | $120,505 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,123 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,426 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,618 | CurrentTaxYearAmt |
| Total | $52,179 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,527,346 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,878,944 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,994,525 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,502,759 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $5,687,333 | CurrentTaxYearAmt |
| Total | $28,590,907 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.99400 | PublicSupportCY509Pct |
| Public Support PY509 | 0.99330 | PublicSupportPY509Pct |
| Investment Income CY | 0.00420 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $258,860 | OtherCostOrOtherBasisAmt |
| Book Value | $258,860 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,539,294 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,024,716 | DepreciationAmt |
| Book Value | $5,514,578 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,237,286 | OtherCostOrOtherBasisAmt |
| Depreciation | $659,544 | DepreciationAmt |
| Book Value | $577,742 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,561 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,655 | DepreciationAmt |
| Book Value | $64,906 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,416,086 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| INTEREST RATE SWAP LIABILITY | $455,256 |
| DEPOSITS | $4,367 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $459,623 | TotalLiabilityAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LAURENCE C GUMINA | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $0 | $566,182 | $0 | $0 | $0 | $690 | $0 | $60,364 | $0 | $8,081 | $0 | $635,317 | $0 | $0 |
| ROBERT B STILLMAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER/TREASURER | $0 | $358,660 | $0 | $0 | $0 | $1,265 | $0 | $28,159 | $0 | $14,865 | $0 | $402,949 | $0 | $0 |
| DANA ULLOM-VUCELICH | ||||||||||||||
| CHIEF HR OFFICER/SECRETARY | $0 | $273,178 | $0 | $0 | $0 | $1,187 | $0 | $27,789 | $0 | $8,081 | $0 | $310,235 | $0 | $0 |
| MICHAELLA REES | ||||||||||||||
| CHIEF BRAND & GROWTH OFFICER | $0 | $198,002 | $0 | $0 | $0 | $228 | $0 | $16,837 | $0 | $503 | $0 | $215,570 | $0 | $0 |
| DEAN PALOMBARO | ||||||||||||||
| DIVISION EXECUTIVE OF COMMUNITIES | $0 | $178,859 | $0 | $0 | $0 | $129 | $0 | $16,672 | $0 | $8,439 | $0 | $204,099 | $0 | $0 |
| WILLIAM RENNER | ||||||||||||||
| CORP EXECUTIVE OF PLANNING/ANALYSIS | $0 | $158,244 | $0 | $0 | $0 | $310 | $0 | $1,656 | $0 | $22,684 | $0 | $182,894 | $0 | $0 |
| MARK ROBERTS | ||||||||||||||
| CHIEF EXEC OF PROJECT DEVELOPMENT | $0 | $149,358 | $0 | $0 | $0 | $786 | $0 | $1,593 | $0 | $16,734 | $0 | $168,471 | $0 | $0 |
| DANIEL HOLSTEIN | ||||||||||||||
| CORP EXECUTIVE OF FINANCE | $0 | $154,141 | $0 | $0 | $0 | $1,508 | $0 | $1,575 | $0 | $7,445 | $0 | $164,669 | $0 | $0 |
| CONNIE TOSTEVIN | ||||||||||||||
| FORMER - CNO: THRU 2/2021 | $0 | $159,337 | $0 | $0 | $0 | $306 | $0 | $862 | $0 | $1,268 | $0 | $161,773 | $0 | $0 |
| JENNIFER HOWELL | ||||||||||||||
| CHIEF EXECUTIVE OF EMPLOYEE RELATION | $0 | $137,911 | $0 | $0 | $0 | $238 | $0 | $1,457 | $0 | $17,132 | $0 | $156,738 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNTY OF DELAWAREOHIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 316400065 | BondIssuerEIN |
| Bond Issued | 2016-12-01 | BondIssuedDt |
| Issue Price | $7,090,000 | IssuePriceAmt |
| Purpose | REFINANCE PRIOR BONDS | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $1,860,007 | RetiredAmt |
| Total Proceeds | $7,090,000 | TotalProceedsAmt |
| Other Spent Proceeds | $7,090,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2009 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 1A AND 2A | ALL W-2S AND 1099S ARE ISSUED FROM A RELATED PARTY, OHIO LIVING, A COMMON PAYMASTER. |
| FORM 990, PART VI, SECTION A, LINE 6 | OHIO LIVING COMMUNITIES IS THE SOLE MEMBER OF OHIO LIVING SARAH MOORE AND SHALL HAVE AND EXERCISE ALL OF THE RIGHTS AND PRIVILEGES OF MEMBERS OF A NONPROFIT CORPORATION CONFERRED UNDER THE LAWS OF THE STATE OF OHIO. |
| FORM 990, PART VI, SECTION A, LINE 7A | DIRECTORS OF OHIO LIVING SARAH MOORE WILL BE APPOINTED BY THE SOLE MEMBER, OHIO LIVING COMMUNITIES, THROUGH ITS BOARD OF DIRECTORS, AT THE ANNUAL MEETING OF THE SOLE MEMBER. NOMINEES TO THE BOARD OF DIRECTORS OF OHIO LIVING SARAH MOORE WILL BE SELECTED AND APPOINTED BY THE OHIO LIVING COMMUNITIES BOARD OF DIRECTORS BASED UPON THEIR ABILITY TO CONTRIBUTE IN TERMS OF EXPERTISE AND TIME AND THEIR COMMITMENT TO THE OHIO LIVING MISSION STATEMENT. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE BOARD OF DIRECTORS OF OHIO LIVING SARAH MOORE ARE THE SAME PEOPLE WHO ARE THE BOARD OF DIRECTORS OF OHIO LIVING COMMUNITIES, THUS THE DECISION MAKING IS THE SAME BETWEEN THOSE TWO BOARDS. THE BOARD OF DIRECTORS OF OHIO LIVING COMMUNITIES ARE APPOINTED AND MAY BE REMOVED BY THE BOARD OF DIRECTORS OF OHIO LIVING, THE PARENT ENTITY, WHO ALSO COMPRISE SOME OF THE SAME PEOPLE ON THE BOARD OF OHIO LIVING COMMUNITIES. IT IS POSSIBLE THAT THE BOARD OF DIRECTORS OF OHIO LIVING COMMUNITIES/SARAH MOORE MAY ADOPT A DECISION THAT IS NOT ACCEPTABLE TO THE OHIO LIVING BOARD OF DIRECTORS, BUT HIGHLY UNLIKELY. |
| FORM 990, PART VI, SECTION B, LINE 11B | AFTER MANAGEMENT PERFORMS A DETAILED REVIEW OF THE DRAFT 990, THE ORGANIZATION DELEGATES THE REVIEW OF THE 990 TO A BOARD MEMBER WITH SUFFICIENT EXPERIENCE TO EVALUATE THE CONTENT CONTAINED THEREIN. THE MEMBER THEN REPORTS HIS/HER REVIEW FINDINGS TO THE BOARD AND FINANCE COMMITTEE. A DRAFT OF THE FORM 990 IS POSTED TO THE ONLINE BOARD PORTAL AND EACH BOARD MEMBER IS GRANTED ACCESS TO REVIEW AND COMMENT. THE FINAL ISSUED FORM 990 IS ALSO POSTED TO THE BOARD PORTAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, ALL INTERESTED PERSONS (DIRECTOR, OFFICER, ETC.) MUST DISCLOSE THE EXISTENCE OF ANY FINANCIAL INTEREST/CONFLICT AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST/CONFLICT AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSSION WITH THE INTERESTED PERSON, HE/SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON BY THE REMAINING BOARD MEMBERS. IN ADDITION, EACH INTERESTED PERSON SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS THAT SUCH PERSON HAS READ, UNDERSTANDS, AND IS IN COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF HUMAN RESOURCES OFFICER OF OHIO LIVING IN CONJUNCTION WITH THE OHIO LIVING EXECUTIVE COMPENSATION AND EVALUATION COMMITTEE (ECEC) OF THE BOARD OVERSEE THE COMPENSATION OF THE EXECUTIVE LEADERSHIP PERSONNEL. THE ECEC IS COMPRISED OF KEY BOARD MEMBERS WHO INCLUDE THE BOARD CHAIR FROM EACH SUBSIDIARY BOARD, THE BOARD CHAIR FROM THE OHIO LIVING PARENT BOARD, AND THE FINANCE, AUDIT, ETHICS & COMPLIANCE COMMITTEE CHAIR. THE ECEC IS GOVERNED BY A CHARTER AND MEETS REGULARLY. RESOURCES USED BY THE ECEC INCLUDE MARKET SURVEYS AVAILABLE THROUGH HEALTHCARE, LONG-TERM CARE, HOSPICE AND HOME HEALTH DATA COLLECTION CLEARINGHOUSES, INDEPENDENT CONSULTANTS AND OTHER AVAILABLE RESOURCES THAT ARE IN COMPLIANCE WITH ANTI-TRUST REGULATIONS. DECISIONS INVOLVING EXECUTIVE LEADERSHIP PAY ARE DISCUSSED AND APPROVED DURING EXECUTIVE SESSIONS OF THE OHIO LIVING PARENT BOARD MEETINGS. THIS PROCESS IS UPDATED ANNUALLY AND REVIEWED THROUGHOUT THE YEAR DURING QUARTERLY MEETINGS. THE CEO, EXECUTIVE OFFICERS AND KEY EMPLOYEES ARE PAID FROM AND RECEIVE W-2'S FROM OHIO LIVING, AND ARE SUBJECT TO THE ABOVE PROCESS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | TRANSFERS TO AFFILIATES -131,000. CHANGE IN INTEREST RATE SWAP 691,604. BOOK ENTRY TO CLOSE OUT INTERCOMPANY -227,568. TRANSFER TO/FROM RELATED PARTY 7,996. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO LIVING FOUNDATION | |||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 311166164 | SUPPORT | OH | 501(C)(3) | LINE 12A, I | OHIO LIVING | Yes (1) | |
| OHIO LIVING | |||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 311340918 | SUPPORT/PARENT | OH | 501(C)(3) | LINE 12C, III-FI | 0 | N/A | |
| OHIO LIVING HOLDINGS | |||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 272564811 | HOME HEALTH AND HOSPICE CARE | OH | 501(C)(3) | LINE 10 | OHIO LIVING | Yes (1) | |
| OHIO LIVING COMMUNITIES | |||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 344429863 | HOUSING AND CARE | OH | 501(C)(3) | LINE 10 | OHIO LIVING | Yes (1) | |
| QUAKER HEIGHTS FOUNDATION INC | |||||||||||
| 514 W HIGH STREET | WAYNESVILLE | OH | 45068 | 311575048 | SUPPORT | OH | 501(C)(3) | LINE 12A, I | OHIO LIVING QUAKER HEIGHTS | Yes (1) | |
| OHIO LIVING QUAKER HEIGHTS | |||||||||||
| 514 W HIGH STREET | WAYNESVILLE | OH | 45068 | 310538523 | SKILLED CARE/ASSISTED LIVING | OH | 501(C)(3) | LINE 10 | OHIO LIVING COMMUNITIES | Yes (1) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| OHIO PRESBYTERIAN RETIREMENT SERVICES DEVELOPMENT CORPORATION | |||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 311166160 | INACTIVE | OH | N/A | C | Yes (1) |
| OHIO LIVING VENTURES LLC | |||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 371960450 | HOLD INVESTMENT | OH | N/A | C | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
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