2025-04-29T16:15:37-05:00 2024-06-30 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2023-07-01 311510768 OHIO LIVING SARAH MOORE OHIO 6148887800 26 N UNION STREET DELAWARE OH 43015 ROBERT B STILLMAN CFO/TREASURER 6148887800 2025-04-29 1 1 AMY CIMINELLO P00796388 2483757100 2025-04-01 2023 2025-03-06 01:10:19Z LAURENCE C GUMINA 26 N UNION STREET DELAWARE OH 43015 7468368 0 X WWW.OHIOLIVING.ORG X 1997 OH OHIO LIVING SARAH MOORE OPERATES A 47 BED SKILLED NURSING HOME FACILITY AND A 39 BED ASSISTED LIVING FACILITY. 6 4 0 4 0 0 210115 4384 6366593 7449889 0 0 44746 14095 6621454 7468368 0 0 0 0 4133815 4275332 0 0 0 3309602 3562556 7443417 7837888 -821963 -369520 7238354 7192117 5781908 5252785 1456446 1939332 TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD THE ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. 0 0 6941857 0 7449889 PROVIDED SKILLED NURSING CARE AND ASSISTED LIVING CARE, INCLUDING HOUSING AND NUTRITION. 6941857 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X ROBERT B STILLMAN 6148887800 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 LAURENCE C GUMINA CHIEF EXECUTIVE OFFICER 1.00 39.00 X X 0 592239 78647 LESLIE BELFANCE COO OF COMMUNITIES 3.00 37.00 X 0 256262 31949 DONALD EDWARDS DIRECTOR/CHAIR 2.00 5.00 X X 0 0 0 SANDY ADAM DIRECTOR/VICE CHAIR 2.00 5.00 X X 0 0 0 JAMES JOYCE DIRECTOR/ASSISTANT SECRETARY 2.00 5.00 X X 0 0 0 TERRY WHITE DIRECTOR/ASSISTANT TREASURER 2.00 5.00 X X 0 0 0 ROBERT B STILLMAN CFO/TREASURER 1.00 39.00 X 0 418308 40688 DANA ULLOM-VUCELICH CHIEF HR OFFICER/SECRETARY 1.00 39.00 X 0 311162 38631 MICHAELLA REES CHIEF BRAND/GROWTH OFFICER 1.00 39.00 X 0 236573 20441 DAVID DE SIMONE CHIEF COUNSEL & COMPLIANCE OFFICER 1.00 39.00 X 0 190371 18936 WILLIAM RENNER CORP EXEC OF OP PLANNING/ANALYSIS 1.00 39.00 X 0 164929 24856 MICHAEL GRIMES DIVISION DIRECTOR OF CLINICAL OP-LPC 3.00 37.00 X 0 147879 15870 JENNIFER HOWELL CORP EXEC OF EMPL RELATIONS 1.00 39.00 X 0 144644 18025 MARK HASSELBECK REGION DIRECTOR OF BUS DEVELOPMENT 4.00 36.00 X 0 146377 15834 MATTHEW CHEUVRONT CORP EXEC OF IT 1.00 39.00 X 0 151683 437 0 2760427 304314 0 0 1 0 FUNCTIONAL PATHWAYS OF TN LLC 10133 SHERRILL BLVD SUITE 200 KNOXVILLE TN 37932 THERAPY SERVICES 444942 KARE TECHNOLOGIES LLC PO BOX 4738 HOUSTON TX 772104738 CLINICAL STAFFING 208092 2 4384 4384 NURSING HOME/ASSISTED 623000 7449889 7449889 7449889 MEALS 900099 14035 14035 60 60 14095 7468368 7449889 0 14095 X 69281 69281 3487707 3293278 194429 455030 428204 26826 263314 243978 19336 560836 560836 37549 37549 4565 4565 799289 795036 4253 22060 22060 162261 152504 9757 43784 43784 268449 268449 23167 22151 1016 1703 1703 267171 267171 427128 427128 57632 57632 OUTSIDE SERVICES 300053 300053 MEDICAL SUPPLIES 270830 270830 FRANCHISE FEES 251149 251149 BAD DEBT 52415 52415 12515 6783 5732 7837888 6941857 896031 0 55331 52199 461054 499909 0 28000 9574891 3577964 6106602 5996927 611000 611000 4367 4082 7238354 7192117 669508 544313 4878543 4511092 233857 197380 5781908 5252785 X 1456446 1939332 1456446 1939332 7238354 7192117 X -369520 852406 X 0 1 X 1 0 X 270359 173184 210115 4384 658042 5937648 5205397 5488222 6366593 7449889 30447749 5937648 5475756 5661406 6576708 7454273 31105791 0 0 0 31105791 49754 17577 13309 80640 49754 17577 13309 80640 7123 9426 12618 44746 14095 88008 5994525 5502759 5687333 6621454 7468368 31274439 0.99460 0.99370 0.00260 0.00340 X 258860 258860 7701228 2612645 5088583 1468936 882077 586859 145867 83242 62625 5996927 INTEREST RATE SWAP LIABILITY 178758 DEPOSITS 18622 197380 0 1 0 0 0 0 0 0 0 LAURENCE C GUMINA CHIEF EXECUTIVE OFFICER 0 590949 0 0 0 1290 0 70000 0 8647 0 670886 0 0 ROBERT B STILLMAN CFO/TREASURER 0 417018 0 0 0 1290 0 25000 0 15688 0 458996 0 0 DANA ULLOM-VUCELICH CHIEF HR OFFICER/SECRETARY 0 309910 0 0 0 1252 0 25000 0 13631 0 349793 0 0 LESLIE BELFANCE COO OF COMMUNITIES 0 254894 0 0 0 1368 0 20000 0 11949 0 288211 0 0 MICHAELLA REES CHIEF BRAND/GROWTH OFFICER 0 236186 0 0 0 387 0 20000 0 441 0 257014 0 0 DAVID DE SIMONE CHIEF COUNSEL & COMPLIANCE OFFICER 0 189511 0 0 0 860 0 0 0 18936 0 209307 0 0 WILLIAM RENNER CORP EXEC OF OP PLANNING/ANALYSIS 0 164337 0 0 0 592 0 0 0 24856 0 189785 0 0 MICHAEL GRIMES DIVISION DIRECTOR OF CLINICAL OP-LPC 0 147602 0 0 0 277 0 0 0 15870 0 163749 0 0 JENNIFER HOWELL CORP EXEC OF EMPL RELATIONS 0 144372 0 0 0 272 0 0 0 18025 0 162669 0 0 MARK HASSELBECK REGION DIRECTOR OF BUS DEVELOPMENT 0 146222 0 0 0 155 0 0 0 15834 0 162211 0 0 MATTHEW CHEUVRONT CORP EXEC OF IT 0 151504 0 0 0 179 0 0 0 437 0 152120 0 0 PART I, LINE 3: OHIO LIVING SARAH MOORE RELIED ON A RELATED ORGANIZATION (OHIO LIVING) THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B: THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN IS AVAILABLE TO KEY EMPLOYEES OF THE ORGANIZATION, AS DEFINED BY THE ORGANIZATION AND NOT PART VII OF THE FORM 990. THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN WILL VEST 100% AFTER 3 FISCAL YEARS OF CONTINUED EMPLOYMENT HAVE CONCLUDED; OTHERWISE, AMOUNTS ARE FORFEITED. AWARDED DEFERRED COMPENSATION AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN C, AND WHEN VESTED ARE REPORTED IN COLUMN B(I). THERE WERE NO 403B RETIREMENT AWARDS MADE. A COUNTY OF DELAWAREOHIO 316400065 2016-12-01 7090000 REFINANCE PRIOR BONDS 0 0 0 A 2557667 7090000 7090000 2009 1 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 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 IX, LINE 11G CLINICAL STAFFING: PROGRAM SERVICE EXPENSES 734,645. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 734,645. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 60,391. MANAGEMENT AND GENERAL EXPENSES 4,253. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 64,644. FORM 990, PART XI, LINE 9: OTHER NON-OPERATING LOSS -1,893. TRANSFERS TO AFFILIATES 803,567. CHANGE IN INTEREST RATE SWAP FAIR VALUE 50,732. OHIO LIVING FOUNDATION 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 311166164 SUPPORT OH 501(C)(3) LINE 12A, I OHIO LIVING 1 OHIO LIVING 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 311340918 SUPPORT/PARENT OH 501(C)(3) LINE 12C, III-FI N/A 0 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 1 OHIO LIVING COMMUNITIES 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 344429863 HOUSING AND CARE OH 501(C)(3) LINE 10 OHIO LIVING 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 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 1 OHIO PRESBYTERIAN RETIREMENT SERVICES DEVELOP CORP 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 311166160 INACTIVE OH N/A C 1 OHIO LIVING VENTURES LLC 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 371960450 HOLD INVESTMENTS OH N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 1