OHIO LIVING FOUNDATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- OHIO LIVING FOUNDATION (EIN 31-1166164)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202231369349311613
- Schema version
- 2020v4.2
- 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 | 2022-05-16T14:57:54-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311166164 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO LIVING FOUNDATION | 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 | 9200 WORTHINGTON ROAD NO 300 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT B STILLMAN | PersonNm |
| Person Title | CFO/TREASURER | PersonTitleTxt |
| Phone | 6148887800 | PhoneNum |
| Signature | 2022-05-12 | 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 | 2022-05-09 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | 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 ROAD NO 300 | AddressLine1Txt |
| City | WESTERVILLE | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43082 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,358,680 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.OHIOLIVING.ORG/FOUNDATION | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE OHIO LIVING FOUNDATION'S PURPOSE IS TO PARTNER WITH DONORS TO PROVIDE CHARITABLE SUPPORT FOR THE PEOPLE, PROJECTS AND PROGRAMS OF OHIO LIVING. OHIO LIVING SERVES PEOPLE OF ALL INCOME LEVELS AGE 55 AND UP IN ITS SENIOR LIVING COMMUNITIES, AND PRIMARILY ANY ADULT THROUGH ITS HOME HEALTH AND HOSPICE SUBSIDIARY. CHARITABLE SUPPORT IS NEEDED FOR OHIO LIVING TO CONTINUE TO SERVE ALL INCOME LEVELS, AS WELL AS RESIDENTS RECEIVING LIFE CARE SUPPORT WHO, IN GOOD FAITH, HAVE EXHAUSTED THEIR PERSONAL FUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 12 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,571,641 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,403,249 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,479,129 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,978,691 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $6,050,770 | PYTotalRevenueAmt |
| CY Total Revenue | $6,381,940 | 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 | $1,199,744 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,264,606 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,132,850 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $544,047 | PYOtherExpensesAmt |
| CY Other Expenses | $654,154 | CYOtherExpensesAmt |
| PY Total Expenses | $1,743,791 | PYTotalExpensesAmt |
| CY Total Expenses | $1,918,760 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,306,979 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,463,180 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $79,205,136 | TotalAssetsBOYAmt |
| Total Assets EOY | $93,570,662 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,718,918 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,293,591 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,486,218 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $91,277,071 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OHIO LIVING FOUNDATION'S MISSION IS TO PARTNER WITH DONORS TO PROVIDE CHARITABLE SUPPORT FOR THE PEOPLE, PROJECTS AND PROGRAMS OF OHIO LIVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | SEE SCHEDULE OTHE OHIO LIVING FOUNDATION FULFILLS THE FUNDRAISING AND INVESTMENT RESPONSIBILITIES OF OHIO LIVING COMMUNITIES AND OHIO LIVING HOLDINGS.THE FOUNDATION CURRENTLY SERVES:OHIO LIVING BRECKENRIDGE VILLAGEOHIO LIVING CAPE MAYOHIO LIVING DOROTHY LOVEOHIO LIVING LAKE VISTAOHIO LIVING LLANFAIROHIO LIVING MOUNT PLEASANTOHIO LIVING ROCKYNOLOHIO LIVING SWAN CREEKOHIO LIVING WESTMINSTER-THURBEROHIO LIVING VINEYARD ON CATAWBAOHIO LIVING HOLDINGS (7 REGIONAL SITES)OHIO LIVING SARAH MOOREOHIO LIVING QUAKER HEIGHTSLIFE CARE COMMITMENT:THE GOAL IS TO ASSURE OHIO LIVING COMMUNITIES RESIDENTS THAT THEY WILL ALWAYS HAVE A HOME IN OUR COMMUNITIES EVEN IF, IN GOOD FAITH, THEY EXHAUST THEIR PERSONAL FUNDS.HOME HEALTH & HOSPICE:THE GOAL IS TO HELP OLDER ADULTS REMAIN INDEPENDENT. GIFT SUPPORT PROVIDES ASSISTANCE FOR A VARIETY OF COMMUNITY BASED SERVICES, INCLUDING HOME HEALTH CARE, PERSONAL CARE AND HOSPICE.SPIRITUAL LIFE:THE GOAL IS TO ENHANCE THE SPIRITUAL LIVES OF OUR RESIDENTS. NINE OF OUR CAMPUSES HAVE CHAPLAINS ON STAFF AND MOST COMMUNITIES HAVE THEIR OWN CHAPEL. GIFT SUPPORT HELPS PROVIDE PROGRAMS FOR RESIDENTS AND FAMILIES AS WELL AS TRAINING FOR STAFF.REHABILITATION:THE GOAL IS TO HELP PATIENTS RECOVER FROM INJURY OR ILLNESS SO THEY CAN REGAIN THEIR INDEPENDENCE AND CONTINUE TO LIVE LIFE TO THE FULLEST. GIFT SUPPORT PROVIDES ASSISTANCE FOR A VARIETY OF SERVICES, INCLUDING NEW EQUIPMENT, ENHANCED TECHNOLOGY, PHYSICAL IMPROVEMENTS, AND ADDITIONAL STAFF TRAINING.CAPITAL SUPPORT:THIS INCLUDES ONGOING RENOVATIONS OF CURRENT FACILITIES AND THE DEVELOPMENT OF SPECIAL USE SPACE. THE FOUNDATION HELPS MEET OHIO LIVING COMMUNITIES LARGER CAPITAL NEEDS THROUGH CAMPAIGNS THAT SUPPORT SPECIFIC PROJECTS.ENDOWMENT SUPPORT:MANY DONORS WANT TO ENSURE THAT THE PROGRAMS THEY SUPPORT NOW WILL BE AVAILABLE FOR OLDER ADULTS IN THE YEARS TO COME. ENDOWMENT FUNDS ARE PERMANENTLY INVESTED TO PROVIDE INCOME FOR THE LONG TERM BENEFIT OF OHIO LIVING. ONLY THE INCOME FROM AN ENDOWMENT FUND CAN BE USED, LEAVING THE PRINCIPAL PRESERVED TO PERMANENTLY SUPPORT THE DONOR'S SELECTED PURPOSE. | Desc |
| 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 | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | 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 | 0 | TaxExemptBondsInd |
| 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 | Yes (1) | 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 | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | 43029 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (18 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 |
|---|---|---|---|---|---|---|---|---|
| LAURENCE C GUMINA | ||||||||
| CHIEF EXECUTIVE OFFICER | 2.00 | 38.00 | Yes (X) | Yes (X) | $0 | $657,840 | $11,900 | |
| DANIEL GINIS | ||||||||
| CHIEF FOUNDATION OFFICER | 40.00 | 0.00 | Yes (X) | Yes (X) | $0 | $242,982 | $16,206 | |
| MARY COCHRAN | ||||||||
| DIRECTOR/ASSISTANT SECRETARY | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD FRENCHIE | ||||||||
| DIRECTOR/BOARD VICE CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BOB PARKER | ||||||||
| DIRECTOR/CHAIR | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BERNARD WRIGHT JR | ||||||||
| DIRECTOR/ASSISTANT TREASURER | 2.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BRUCE BOYD | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS R DEIBEL | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS ECKART | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID HARTSOOK | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID JENKINS | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNIE QUIST | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM T SCOTTJR | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| REV CHRISTINE WHITE | ||||||||
| DIRECTOR | 2.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT STILLMAN | ||||||||
| CHIEF FINANCIAL OFFICER/TREASURER | 3.00 | 37.00 | Yes (X) | $0 | $382,533 | $17,258 | ||
| DANA ULLOM-VUCELICH | ||||||||
| CHIEF HUMAN RESOURCES OFFICER | 1.00 | 39.00 | $0 | $295,852 | $9,983 | Yes (X) | ||
| JOYCE MILLER | ||||||||
| CHIEF INFO OFFICER THRU 08/20 | 1.00 | 39.00 | $0 | $239,205 | $11,201 | Yes (X) | ||
| MICHAELLA REES | ||||||||
| CHIEF BRAND & GROWTH OFFICER | 2.00 | 38.00 | $0 | $209,371 | $1,777 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $2,027,783 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $68,325 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $3,403,249 | AllOtherContributionsAmt |
| Noncash Contributions | $174,308 | NoncashContributionsAmt |
| Total Contributions | $3,403,249 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $845,143 | TotalRevenueColumnAmt |
| Exclusion | $845,143 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,110,288 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,976,740 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,133,548 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,133,548 | TotalRevenueColumnAmt |
| Exclusion | $2,133,548 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,381,940 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,978,691 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $347,122 | TotalAmt |
| Management And General | $347,122 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $732,262 | TotalAmt |
| Management And General | $52,055 | ManagementAndGeneralAmt |
| Fundraising | $680,207 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,230 | TotalAmt |
| Management And General | $1,135 | ManagementAndGeneralAmt |
| Fundraising | $2,095 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $105,988 | TotalAmt |
| Management And General | $37,241 | ManagementAndGeneralAmt |
| Fundraising | $68,747 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,004 | TotalAmt |
| Management And General | $27,827 | ManagementAndGeneralAmt |
| Fundraising | $48,177 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,107 | TotalAmt |
| Management And General | $5,107 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,700 | TotalAmt |
| Management And General | $2,700 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,862 | TotalAmt |
| Management And General | $27,862 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,105 | TotalAmt |
| Management And General | $1,102 | ManagementAndGeneralAmt |
| Fundraising | $291,003 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,718 | TotalAmt |
| Fundraising | $7,718 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,673 | TotalAmt |
| Management And General | $221,311 | ManagementAndGeneralAmt |
| Fundraising | $33,362 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,225 | TotalAmt |
| Management And General | $19,225 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,122 | TotalAmt |
| Management And General | $7,122 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,360 | TotalAmt |
| Management And General | $13,954 | ManagementAndGeneralAmt |
| Fundraising | $1,406 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133 | TotalAmt |
| Management And General | $133 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,014 | TotalAmt |
| Management And General | $22,014 | ManagementAndGeneralAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135 | TotalAmt |
| Fundraising | $135 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,918,760 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $785,910 | ManagementAndGeneralAmt |
| Fundraising | $1,132,850 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,513,610 | BOYAmt |
| EOY | $3,363,994 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,801,930 | BOYAmt |
| EOY | $3,160,613 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $37,250 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,095,365 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,037,539 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,065 | BOYAmt |
| EOY | $57,826 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,309,878 | BOYAmt |
| EOY | $60,293,121 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,502,653 | BOYAmt |
| EOY | $26,657,858 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,205,136 | BOYAmt |
| EOY | $93,570,662 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,682 | BOYAmt |
| EOY | $266,467 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,434,236 | BOYAmt |
| EOY | $2,027,124 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,718,918 | BOYAmt |
| EOY | $2,293,591 | 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 | $19,897,106 | BOYAmt |
| EOY | $20,634,079 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,589,112 | BOYAmt |
| EOY | $70,642,992 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,486,218 | BOYAmt |
| EOY | $91,277,071 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $79,205,136 | BOYAmt |
| EOY | $93,570,662 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,463,180 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $11,364,612 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$1,036,939 | 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 | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type2 | Yes (X) | SupportingOrgType2Ind |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| OHIO LIVING COMMUNITIES | ||||
| 344429863 | 10 | Yes (1) | $4,387,769 | $0 |
| OHIO LIVING HOLDINGS | ||||
| 272564811 | 10 | Yes (1) | $1,351,437 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $5,739,206 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | 0 | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Majority Dir Trst Supported Org | 0 | MajorityDirTrstSupportedOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 1 | THE SUPPORTED ORGANIZATIONS OF OHIO LIVING FOUNDATION: OHIO LIVING COMMUNITIES AND OHIO LIVING HOLDINGS, ARE BOTH EXEMPT ORGANIZATIONS THAT PROVIDE HOUSING AND/OR MEDICAL CARE TO SENIORS. OHIO LIVING FOUNDATION'S BYLAWS STATE THAT ITS PURPOSE IS: 1)TO SOLICIT, RECEIVE, ACQUIRE, HOLD, MAINTAIN, INVEST AND REINVEST MONEY AND OTHER PROPERTY FROM TIME TO TIME, DISBURSE THE SAME AND/OR INCOME THEREFROM TO OHIO LIVING OR ITS SUCCESSOR OR SUCCESSORS TO BE USED EXCLUSIVELY FOR THE CHARITABLE PURPOSES OF OHIO LIVING; 2)TO ASSIST IN THE FINANCING OF THE NURSING CARE AND RETIREMENT FACILITIES OF OHIO LIVING OR ITS SUCCESSOR OR SUCCESSORS IN THE FURTHERANCE OF SUCH ORGANIZATION'S CHARITABLE PURPOSES AND MISSION; 3)AND TO DO ALL OTHER THINGS NECESSARY AND INCIDENT TO THE ACCOMPLISHMENT OF THE FOREGOING PURPOSES. ALTHOUGH OHIO LIVING COMMUNITIES AND OHIO LIVING HOLDINGS ARE NOT SPECIFICALLY NAMED IN THE PURPOSE, THEY ARE THE ENTITIES THAT CONTAIN THE NURSING CARE AND RETIREMENT FACILITIES TO WHICH OHIO LIVING FOUNDATION IS PROVIDING SUPPORT. SINCE OHIO LIVING (THE PARENT) CONTROLS ALL THREE ENTITIES, IT CAN ENSURE THAT THIS SUPPORT IS DISTRIBUTED TO THE APPROPRIATE ORGANIZATIONS TOWARDS THEIR EXEMPT PURPOSE. |
| SCHEDULE A, PART IV, SECTION C, LINE 1 | THE OHIO LIVING BOARD CONTROLS THE SUBSIDIARY BOARDS. THE CEO OF OHIO LIVING IS A VOTING MEMBER OF THE OHIO LIVING BOARD, AS WELL AS THE BOARDS OF OHIO LIVING FOUNDATION, OHIO LIVING COMMUNITIES, AND OHIO LIVING HOLDINGS. THIS PROVIDES CONTROL, AS THERE IS A COMMUNICATION LINK BACK TO THE OHIO LIVING BOARD. IN ADDITION, CONTROL IS EXHIBITED BY THE FACT THAT THE OHIO LIVING BOARD HAS THE POWER TO ADD OR REMOVE ANY AND ALL BOARD MEMBERS AT ITS DISCRETION. |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,127,474 | BeginningYearBalanceAmt |
| Contributions | $243,671 | ContributionsAmt |
| Investment Earnings Or Losses | $10,166,751 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,855,591 | OtherExpendituresAmt |
| Administrative Expenses | $75,347 | AdministrativeExpensesAmt |
| End Year Balance | $55,606,958 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $48,910,859 | BeginningYearBalanceAmt |
| Contributions | $269,094 | ContributionsAmt |
| Investment Earnings Or Losses | -$212,233 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,765,000 | OtherExpendituresAmt |
| Administrative Expenses | $75,246 | AdministrativeExpensesAmt |
| End Year Balance | $47,127,474 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,262,454 | BeginningYearBalanceAmt |
| Contributions | $1,071,856 | ContributionsAmt |
| Investment Earnings Or Losses | $2,455,741 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,806,000 | OtherExpendituresAmt |
| Administrative Expenses | $73,192 | AdministrativeExpensesAmt |
| End Year Balance | $48,910,859 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,493,509 | BeginningYearBalanceAmt |
| Contributions | $980,404 | ContributionsAmt |
| Investment Earnings Or Losses | $2,932,686 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,062,052 | OtherExpendituresAmt |
| Administrative Expenses | $82,093 | AdministrativeExpensesAmt |
| End Year Balance | $47,262,454 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $41,015,411 | BeginningYearBalanceAmt |
| Contributions | $1,729,457 | ContributionsAmt |
| Investment Earnings Or Losses | $4,951,830 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,137,438 | OtherExpendituresAmt |
| Administrative Expenses | $65,751 | AdministrativeExpensesAmt |
| End Year Balance | $45,493,509 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.79780 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20220 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $24,309 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,488 | DepreciationAmt |
| Book Value | $6,821 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $643,020 | OtherCostOrOtherBasisAmt |
| Depreciation | $641,732 | DepreciationAmt |
| Book Value | $1,288 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $428,036 | OtherCostOrOtherBasisAmt |
| Depreciation | $378,319 | DepreciationAmt |
| Book Value | $49,717 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $57,826 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTERZONE | $4,651,665 |
| INVESTMENTS HELD BY 3RD PARTIES | $21,336,105 |
| UNITRUST DEPOSITS | $670,088 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $26,657,858 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANNUITY LIABILITY | Desc |
| Amt | $2,027,124 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,027,124 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART V, LINE 4: | FormAndLineReferenceDesc |
| Explanation | THROUGH THE ANNUAL SPEND RELEASE, THE ENDOWMENT IS INTENDED FOR THE SUPPORT OF RESIDENTS AND CLIENTS WHOSE PERSONAL FUNDS ARE UNABLE TO PAY FOR THEIR CARE AND TO SUPPORT THE OPERATIONS OF OHIO LIVING COMMUNITIES AND OHIO LIVING HOLDINGS WHO RECEIVE FUNDING FROM CERTAIN SOURCES THAT IS SIGNIFICANTLY BELOW ACTUAL EXPENSE INCURRED. CERTAIN CRITERIA OF THE ENDOWMENT FUNDS FURTHER STIPULATE THAT THE ANNUAL SPEND RELEASE IS RESTRICTED AS TO USE, SUCH AS CAPITAL IMPROVEMENTS OR SPIRITUAL LIFE PROGRAMMING AT A PARTICULAR SITE. | ExplanationTxt |
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 (6 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 | $657,150 | $0 | $0 | $0 | $690 | $0 | $3,825 | $0 | $8,075 | $0 | $669,740 | $0 | $0 |
| ROBERT STILLMAN | ||||||||||||||
| CHIEF FINANCIAL OFFICER/TREASURER | $0 | $381,843 | $0 | $0 | $0 | $690 | $0 | $2,394 | $0 | $14,864 | $0 | $399,791 | $0 | $0 |
| DANA ULLOM-VUCELICH | ||||||||||||||
| CHIEF HUMAN RESOURCES OFFICER | $0 | $294,773 | $0 | $0 | $0 | $1,079 | $0 | $1,908 | $0 | $8,075 | $0 | $305,835 | $0 | $0 |
| DANIEL GINIS | ||||||||||||||
| CHIEF FOUNDATION OFFICER | $0 | $242,198 | $0 | $0 | $0 | $784 | $0 | $1,530 | $0 | $14,676 | $0 | $259,188 | $0 | $0 |
| JOYCE MILLER | ||||||||||||||
| CHIEF INFO OFFICER THRU 08/20 | $0 | $238,276 | $0 | $0 | $0 | $929 | $0 | $1,701 | $0 | $9,500 | $0 | $250,406 | $0 | $0 |
| MICHAELLA REES | ||||||||||||||
| CHIEF BRAND & GROWTH OFFICER | $0 | $209,147 | $0 | $0 | $0 | $224 | $0 | $1,301 | $0 | $476 | $0 | $211,148 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | OHIO LIVING FOUNDATION 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: | DURING THE CURRENT YEAR, OHIO LIVING MADE NO CONTRIBUTIONS TO A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN. 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 M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (6 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | SANITIZER | 31200 | $124,176 | FAIR MARKET VALUE |
| Yes (X) | FACE SHIELDS | 12000 | $36,000 | FAIR MARKET VALUE |
| Yes (X) | MEDICAL EQUIPMENT | 8 | $9,064 | FAIR MARKET VALUE |
| Yes (X) | BABY GRAND PIANO | 1 | $2,700 | FAIR MARKET VALUE |
| Yes (X) | LANDSCAPING | 2 | $1,368 | FAIR MARKET VALUE |
| Yes (X) | DUST COLLECTOR | 1 | $1,000 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 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, AN OHIO NONPROFIT CORPORATION, IS THE SOLE MEMBER OF OHIO LIVING FOUNDATION 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 | THE OHIO LIVING BOARD OF DIRECTORS HAS THE POWER TO APPOINT OR REMOVE THE BOARD OF DIRECTORS OF THE OHIO LIVING FOUNDATION. |
| FORM 990, PART VI, SECTION A, LINE 7B | THE CODE OF REGULATIONS OF OHIO LIVING FOUNDATION MAY BE AMENDED BY A MAJORITY VOTE OF THE DIRECTORS PRESENT AT ANY MEETING AT WHICH THERE IS A QUORUM IN ATTENDANCE, PROVIDED NOTICE OF THE MEETING AND THE PROPOSED CHANGES IN THE CODE OF REGULATIONS HAVE BEEN GIVEN TO ALL DIRECTORS NO FEWER THAN TWENTY-ONE (21) DAYS IN ADVANCE OF SUCH A MEETING. THE ARTICLES OF INCORPORATION OF OHIO LIVING FOUNDATION MAY ALSO BE AMENDED IN THE SAME MANNER. NOTWITHSTANDING THE FOREGOING, ALL AMENDMENTS TO THIS CODE OF REGULATIONS AND THE ARTICLES OF INCORPORATION OF OHIO LIVING FOUNDATION MUST BE RATIFIED BY OHIO LIVING IN ITS ROLE AS SOLE MEMBER. |
| 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 | THE BOARD INQUIRES ABOUT CONFLICTS PRIOR TO EACH MEETING. ANNUALLY A WRITTEN DISCLOSURE IS CIRCULATED. IN ORDER TO CONTINUE SERVING, A MEMBER MUST COMPLETE THE WRITTEN DISCLOSURE. THE CORPORATE SECRETARY REVIEWS DISCLOSURES FOR CONFLICTS OF INTEREST. IF A CONFLICT ARISES, MEMBERS MUST RESOLVE THE CONFLICT OR BE REMOVED FROM SERVICE. THE GOVERNING BOARD AND ALL EMPLOYEES OF OHIO LIVING FOUNDATION ARE BOUND BY THE CONFLICT OF INTEREST POLICY. THE CORPORATE SECRETARY IS RESPONSIBLE FOR DETERMINING IF A CONFLICT OF INTEREST EXISTS. IF A CONFLICT OF INTEREST ARISES OR IS DISCOVERED, THE INDIVIDUAL WITH THE CONFLICT MUST EITHER RESOLVE THE CONFLICT OF INTEREST OR MUST NOT SERVE IN THE MATTER WHICH GIVES RISE TO THE CONFLICT. ANY MEMBERS INVOLVED IN A VOTING MATTER WHO HAVE A CONFLICT OF INTEREST WITH RESPECT TO THAT VOTING MATTER MUST EXCUSE THEMSELVES BY NOT VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CHIEF HUMAN RESOURCES OFFICER OF OHIO LIVING, A RELATED ENTITY, 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, CONSULTANTS SUCH AS AON HEWITT 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 PROVIDED UPON WRITTEN REQUEST. |
| FORM 990, PART IX, LINE 11G | FUNDRAISING CONSULTING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,102. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,102. CAMPAIGN CONSULTING LEGAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 89,517. TOTAL EXPENSES 89,517. PHILANTHROPY TRAINING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 121,000. TOTAL EXPENSES 121,000. VARIOUS OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 80,486. TOTAL EXPENSES 80,486. |
| FORM 990, PART XI, LINE 9: | BOOK ENTRY TO CLOSE OUT CUMULATIVE INTERCOMPANY ACCOUNTS TO NET ASSETS 17,927. ANNUITY FUND DISTRIBUTIONS -270,208. CAPITAL TRANSFERS -779,658. UNCOLLECTIBLE PLEDGES -5,000. |
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 | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OHIO LIVING | |||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 311340918 | SUPPORT/PARENT | OH | 501(C)(3) | LINE 12B, II | N/A | 0 | |
| OHIO LIVING COMMUNITIES | |||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 344429863 | ADULT CARE | OH | 501(C)(3) | LINE 10 | Yes (1) | OHIO LIVING | |
| OHIO LIVING HOLDINGS | |||||||||||
| 9200 WORTHINGTON ROAD SUITE 300 | WESTERVILLE | OH | 43082 | 272564811 | ADULT CARE | OH | 501(C)(3) | LINE 10 | Yes (1) | OHIO LIVING | |
| OHIO LIVING SARAH MOORE | |||||||||||
| 26 N UNION STREET | DELAWARE | OH | 43015 | 311510768 | SKILLED CARE/ASSISTED LIVING | OH | 501(C)(3) | LINE 10 | Yes (1) | OHIO LIVING COMMUNITIES | |
| QUAKER HEIGHTS FOUNDATION INC | |||||||||||
| 514 W HIGH STREET | WAYNESVILLE | OH | 45068 | 311575048 | SUPPORT/PARENT | OH | 501(C)(3) | LINE 12A, I | Yes (1) | OHIO LIVING QUAKER HEIGHTS | |
| OHIO LIVING QUAKER HEIGHTS | |||||||||||
| 514 W HIGH STREET | WAYNESVILLE | OH | 45068 | 310538523 | SKILLED CARE/ASSISTED LIVING | OH | 501(C)(3) | LINE 10 | Yes (1) | OHIO LIVING COMMUNITIES | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | OHIO PRESBYTERIAN RETIREMENT SERVICES DEVELOPMENT CORPORATION | BusinessNameLine1Txt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311166160 | EIN |
| Primary Activities | INACTIVE | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Entity Type | C | EntityTypeTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| 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 | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| OHIO LIVING COMMUNITIES | ||
| R | $4,387,769 | CASH TRANSFER |
| OHIO LIVING COMMUNITIES | ||
| Q | $543,274 | CASH TRANSFER |
| OHIO LIVING HOLDINGS | ||
| R | $1,351,437 | CASH TRANSFER |
Comments