2026-05-07T16:31:53-05:00 2025-06-30 331498605 PLANTE & MORAN PLLC 2601 CAMBRIDGE CT STE 300 AUBURN HILLS MI 48326 990 2024-07-01 272564811 OHIO LIVING HOLDINGS SENI 6148887800 9200 WORTHINGTON ROAD 300 WESTERVILLE OH 43082 ROBERT B STILLMAN CFO/TREASURER 6148887800 2026-05-06 1 1 AMY CIMINELLO P00796388 2483757100 2026-04-09 2024 2025-03-06 01:10:19Z LAURENCE C GUMINA 9200 WORTHINGTON ROAD 300 WESTERVILLE OH 43082 54429527 0 X WWW.OHIOLIVING.ORG X 2010 OH TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD THE ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. 6 4 0 106 0 0 383477 400001 53313649 54029526 0 0 0 0 53697126 54429527 0 0 0 0 27219828 26156486 0 0 0 27430615 28820094 54650443 54976580 -953317 -547053 6017931 6605768 3191790 3926348 2826141 2679420 X SEE SCHEDULE OTO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. THE ORGANIZATION IS DEDICATED TO LIVING OUR MISSION AND KEEPING THE PROMISES WE MAKE TO THOSE FOR WHOM WE PROVIDE CARE. THE ORGANIZATION IS COMMITTED TO INCLUSIVENESS, A HIGH ETHICAL STANDARD, RESPECT AND RESPONSIVENESS, ALL OF WHICH ESTABLISHES THE ORGANIZATION AS AN INTEGRAL PART OF THE LARGER COMMUNITY. 0 0 13254787 0 15924506 HOME HEALTH CARE AND HOME CARE - OHIO LIVING HOLDINGS OFFERS PARTICIPANTS HOME HEALTH CARE SERVICES INCLUDING SKILLED NURSING, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, HOME HEALTH AIDE, SOCIAL WORK SERVICES, AND MEDICINE ADMINISTRATION. OHIO LIVING HOLDINGS ALSO OFFERS HOME CARE SERVICES INCLUDING PERSONAL CARE ASSISTANCE, TRANSPORTATION, LIGHT HOUSEKEEPING AND MEAL PREPARATION. 24358352 0 36799154 HOSPICE - OHIO LIVING HOLDINGS DELIVERS HOSPICE CARE TO PATIENTS IN THEIR HOMES, IN THE HOME OF A FAMILY MEMBER, IN A RETIREMENT OR ASSISTED LIVING APARTMENT, IN A NURSING FACILITY, OR IN A HOSPICE CENTER. OHIO LIVING HOLDINGS SPECIALIZES IN GERIATRIC CARE AND PROVIDES THE PATIENTS AND THEIR FAMILIES' PAIN MANAGEMENT, SYMPTOM CONTROL, COUNSELING, EDUCATION, BEREAVEMENT SUPPORT, AND SPIRITUAL SUPPORT. 1204474 0 1123385 PALLIATIVE MEDICINE - OHIO LIVING HOLDINGS PROVIDES COMPASSIONATE CARE FOR PATIENTS WHO HAVE CHRONIC DISEASES AND THE NEED FOR PAIN AND/OR SYMPTOM MANAGMENT. 136894 0 182481 OTHER - SERVICES INCLUDING SENIOR CENTER AND TRANSPORTATION. 136894 0 182481 38954507 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 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 10.00 30.00 X X 0 647847 69166 WENDY KISER COO OF HOME HEALTH/HOSPICE 39.00 1.00 X 0 256789 20650 BARBARA SEARS-ROSHON DIRECTOR/CHAIR 2.00 2.00 X X 0 0 0 YOUSUF AHMAD DIRECTOR/VICE CHAIR 2.00 2.00 X 0 0 0 AJ HENSEL DIRECTOR/ASSISTANT TREASURER 2.00 2.00 X 0 0 0 KAREN TALBOTT DIRECTOR/ASSISTANT SECRETARY 2.00 2.00 X 0 0 0 ROBERT STILLMAN CFO/TREASURER 10.00 30.00 X 0 446973 39747 DANA ULLOM-VUCELICH CHIEF HR OFFICER/SECRETARY 10.00 30.00 X 0 331341 44134 DAVID DE SIMONE CHIEF COUNSEL & COMPLIANCE 10.00 30.00 X 0 343455 49606 MICHAELLA REES CHIEF BRAND/GROWTH OFFICER 12.00 28.00 X 0 258424 20441 SARAH HADLEY EXECUTIVE DIRECTOR 40.00 0.00 X 0 150513 16820 WILLIAM RENNER CORP EXEC OF OP PLANNING/ANALYSIS 10.00 30.00 X 0 172453 26406 MARK HASSELBECK REGIONAL DIRECTOR OF DEVELOPMENT 12.00 28.00 X 0 155845 16812 JENNIFER HOWELL CORP EXEC OF EMP RELATIONS 10.00 30.00 X 0 152965 19134 MATTHEW CHEUVRONT CORP EXEC OF INFORMATION TECH 10.00 30.00 X 0 155674 441 BENJAMIN HASSELBECK EXECUTIVE DIRECTOR 40.00 0.00 X 0 146898 9153 0 3219177 332510 0 0 1 0 PROGRESSIVE THERAPY PO BOX 611 HOLLAND OH 43528 THERAPY SERVICES 2198820 NORTH CLEVELAND OH CAREGIVING LLC 2612 WASHINGTON AVE STE 1 WACO TX 76710 CLINICAL STAFFING 389659 ARROW HEALTHCARE STAFFING LLC 525 S WASHINGTON AVE ROYAL OAK MI 48067 CONTRACT NURSING 360466 ONE KEY HOMECARE LLC 1990 N CLEVELAND MASSILLON RD AKRON OH 44333 CONTRACTED HOMECARE STAFFING 170635 WILLIAM P SAUNDERS III 5731 HAMPTONS DR MONCLOVA OH 43542 HOSPICE MEDICAL DIRECTOR 165160 22 400001 400001 PATIENT SERVICES 623000 54029526 54029526 54029526 54429527 54029526 0 0 X 1014562 1014562 21233578 14473194 6760384 2247371 1533012 714359 1660975 1157099 503876 6766559 6766559 14823 14823 13586530 13551681 34849 108354 45430 62924 550518 472867 77651 999136 999136 966674 966674 1415882 1385028 30854 42666 1434 41232 63352 63352 284925 284925 MEDICAL SUPPLIES/DRUGS 3354922 3354922 BAD DEBT EXPENSE 641618 641618 RESIDENT SPECIAL EVENTS 24135 24135 54976580 38954507 16022073 0 581 581 5760371 6408213 2174129 1977155 256979 196974 6017931 6605768 3191790 3926348 3191790 3926348 X 2826141 2679420 2826141 2679420 6017931 6605768 X -547053 400332 X 0 1 X 1 0 X 156102 17348 697671 383477 400001 1654599 48121409 51459391 52517177 53313649 54029526 259441152 48277511 51476739 53214848 53697126 54429527 261095751 0 0 0 261095751 3284 3284 3284 3284 48277511 51476739 53218132 53697126 54429527 261099035 1.00000 1.00000 0.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 859537 694504 165033 17243 17241 2 1019778 1014323 5455 277571 251087 26484 196974 0 1 0 0 0 0 0 0 0 LAURENCE C GUMINA CHIEF EXECUTIVE OFFICER 0 646557 0 0 0 1290 0 60000 0 9166 0 717013 0 0 ROBERT STILLMAN CFO/TREASURER 0 445683 0 0 0 1290 0 25000 0 14747 0 486720 0 0 DAVID DE SIMONE CHIEF COUNSEL & COMPLIANCE 0 342165 0 0 0 1290 0 20000 0 29606 0 393061 0 0 DANA ULLOM-VUCELICH CHIEF HR OFFICER/SECRETARY 0 329403 0 0 0 1938 0 25000 0 19134 0 375475 0 0 MICHAELLA REES CHIEF BRAND/GROWTH OFFICER 0 258017 0 0 0 407 0 20000 0 441 0 278865 0 0 WENDY KISER COO OF HOME HEALTH/HOSPICE 0 255594 0 0 0 1195 0 20000 0 650 0 277439 0 0 WILLIAM RENNER CORP EXEC OF OP PLANNING/ANALYSIS 0 171849 0 0 0 604 0 0 0 26406 0 198859 0 0 MARK HASSELBECK REGIONAL DIRECTOR OF DEVELOPMENT 0 155688 0 0 0 157 0 0 0 16812 0 172657 0 0 JENNIFER HOWELL CORP EXEC OF EMP RELATIONS 0 152677 0 0 0 288 0 0 0 19134 0 172099 0 0 SARAH HADLEY EXECUTIVE DIRECTOR 0 150336 0 0 0 177 0 0 0 16820 0 167333 0 0 MATTHEW CHEUVRONT CORP EXEC OF INFORMATION TECH 0 155488 0 0 0 186 0 0 0 441 0 156115 0 0 BENJAMIN HASSELBECK EXECUTIVE DIRECTOR 0 146637 0 0 0 261 0 0 0 9153 0 156051 0 0 PART I, LINE 3: OHIO LIVING HOLDINGS RELIED ON A RELATED ORGANIZATION (OHIO LIVING) THAT USED THE FOLLOWING METHODS TO ESTABLISH THE COMPENSATION OF THE ORGANIZATION'S TOP MANAGEMENT OFFICIAL: -COMPENSATION COMMITTEE -INDEPENDENT COMPENSATION CONSULTANT -FORM 990 OF OTHER ORGANIZATIONS -COMPENSATION SURVEY OR STUDY -APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE PART I, LINE 4B: THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN IS AVAILABLE TO KEY EMPLOYEES OF THE ORGANIZATION, AS DEFINED BY THE ORGANIZATION AND NOT PART VII OF THE FORM 990. THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN WILL VEST 100% AFTER 3 FISCAL YEARS OF CONTINUED EMPLOYMENT HAVE CONCLUDED; OTHERWISE, AMOUNTS ARE FORFEITED. AWARDED DEFERRED COMPENSATION AMOUNTS ARE REPORTED IN SCHEDULE J, PART II, COLUMN C, AND WHEN VESTED ARE REPORTED IN COLUMN B(I). THERE WERE NO 403B RETIREMENT AWARDS MADE. 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 HOLDINGS 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 HOLDINGS WILL BE APPOINTED BY THE SOLE MEMBER, OHIO LIVING, THROUGH ITS BOARD OF DIRECTORS, AT THE ANNUAL MEETING OF THE SOLE MEMBER. NOMINEES TO THE BOARD OF DIRECTORS OF OHIO LIVING HOLDINGS WILL BE SELECTED AND APPOINTED BY OHIO LIVING 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 CODE OF REGULATIONS OF OHIO LIVING HOLDINGS 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 HOLDINGS 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 HOLDINGS MUST BE RATIFIED BY OHIO LIVING 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, IF ANY, TO THE BOARD AND FINANCE COMMITTEE. A FINAL 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 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 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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON WRITTEN REQUEST. FORM 990, PART IX, LINE 11G HOUSEKEEPING SERVICES: PROGRAM SERVICE EXPENSES 9,045. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,045. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 7,914. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,914. MEDICAL DIRECTOR: PROGRAM SERVICE EXPENSES 641,514. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 641,514. CLINICAL CODING: PROGRAM SERVICE EXPENSES 125,130. MANAGEMENT AND GENERAL EXPENSES 34,849. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159,979. THERAPY SERVICES: PROGRAM SERVICE EXPENSES 3,088,876. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,088,876. CLINICAL STAFFING SERVICES: PROGRAM SERVICE EXPENSES 1,243,020. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,243,020. INPATIENT CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 8,436,182. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,436,182. FORM 990, PART XI, LINE 9: BOOK ENTRY TO CLOSE OUT CUMULATIVE INTERCOMPANY ACCOUNTS TO NET ASSETS -1,014,667. NET ASSETS RELEASED TO SUPPORT OPERATIONS -400,001. TRANFERS FROM AFFILIATES 1,815,000. OHIO LIVING PALLIATIVE CARE GREATER TOLEDO LLC 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 824447763 PALLIATIVE MEDICINE OH 630609 150394 OHIO LIVING HOLDINGS 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 FOUNDATION 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 311166164 SUPPORT OH 501(C)(3) LINE 12A, I 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 OHIO LIVING SARAH MOORE 26 N UNION STREET DELAWARE OH 43015 311510768 SKILLED CARE/ASSISTED LIVING OH 501(C)(3) LINE 10 OHIO LIVING COMMUNITIES 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 LIVING ALLIANCE NETWORK 9200 WORTHINGTON ROAD SUITE 300 WESTERVILLE OH 43082 994899623 SUPPORT OH 501(C)(3) LINE 12A, I OHIO LIVING 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 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 1