Living Well Collaborative Inc

EIN: 260538164 Community Improvement

Cincinnati, OH

Total Revenue
$922,481
Total Expenses
$1,036,026
Total Assets
$1,121,713
Net Assets
$748,902
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2008
Legal Domicile
OH
Phone
5136590290
Tax Period
2024-07-01 to 2025-06-30

Living Well Collaborative Inc, founded in 2008, is a small nonprofit in the Community Improvement sector that reported $922K in total revenue in fiscal year 2024. Expenses of $1.0M exceeded revenue, resulting in a 12% operating deficit.

Mission

The Purpose of the organization is to conduct leading-edge study and development of issues related to the aging of the "baby boomer" population and across the lifespan; and further develop know-how and capabilities in this field and make them available to the organization's members to facilitate the members' development and design of products and services in this area.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $903,288
Investment Income $19,193
Other Revenue $0
TOTAL REVENUE $922,481

Expense Breakdown

Grants Paid $0
Salaries & Benefits $677,904
Fundraising Expenses $0
Program Expenses $0
Other Expenses $358,122
TOTAL EXPENSES $1,036,026

Year-over-Year Comparison

2024 2023 Change
Revenue $922,481 $867,352 +0.1%
Expenses $1,036,026 $886,962 +0.2%
Net Income $-113,545 $-19,610 +4.8%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
8
Independent Members
8
Employees
33
Volunteers
9

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$110,000
Total Directors
11
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Porter J Terrence Chairman 1.0
Officer Director
$0 $0 $0
Thinh HA Vice President 1.0
Officer Director
$0 $0 $0
Annie Straka Director - Start 04/25 1.0
Director
$0 $0 $0
Gerard Baillely Director 1.0
Director
$0 $0 $0
Ken Wilson Director - Start 12/24 1.0
Director
$0 $0 $0
Oliver Rhine Director 1.0
Director
$0 $0 $0
Phillip Diller MD PHD Director 1.0
Director
$0 $0 $0
Stephanie Pilat Director - Start 06/25 1.0
Director
$0 $0 $0
Susana Luzuriaga Voight Director - Exit 06/25 1.0
Director
$0 $0 $0
Suzanne Burke Director - Exit 12/24 1.0
Director
$0 $0 $0
Timothy Jachna Director - Exit 06/25 1.0
Director
$0 $0 $0
Linda Dunseath Secretary 40.0
Officer
$110,000 $0 $110,000
Michelle Duever Treasurer 1.0
Officer
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $922,481 $1,036,026 $1,121,713 $-113,545
2024 No data No data No data No data
2023 $800,396 $796,664 $1,370,456 $3,732
2022 $760,669 $750,971 $944,742 $9,698
2021 $864,422 $843,398 $936,974 $21,024
2020 $818,875 $819,804 $948,661 $-929
2019 $669,379 $606,696 $934,736 $62,683
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