OHIO LIVING FOUNDATION (EIN 311166164) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1986

Legal Domicile

Principal Officer

LAURENCE C GUMINA

Phone

6148887800

Tax Period

2024-07-01 to 2025-06-30

OHIO LIVING FOUNDATION, founded in 1986, is a community nonprofit in the Human Services sector that reported $8.8M in total revenue in fiscal year 2024. Revenue surged 30% from the prior year, signaling strong growth momentum. The organization ran a surplus of $6.7M, a strong 76% operating margin.

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 OVER 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.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $5,838,196

Program Service Revenue $0

Investment Income $2,994,507

Other Revenue $0

TOTAL REVENUE $8,832,703

Expense Breakdown

Grants Paid $0

Salaries & Benefits $1,472,477

Fundraising Expenses $1,351,219

Other Expenses $623,540

TOTAL EXPENSES $2,096,017

Year-over-Year Comparison

	2024	2023	Change
Revenue	$8,832,703	$6,799,844	+0.3%
Expenses	$2,096,017	$2,779,343	-0.2%
Net Income	$6,736,686	$4,020,501	+0.7%

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

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

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

$1,203,733

Total Directors

$822,432

Key Employees

$1,047,401

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
LAURENCE C GUMINA	CHIEF EXECUTIVE OFFICER	2.00	Officer Director	$0	$69,166	$717,013
BARBARA LYONS	DIRECTOR/CHIEF DEVELOPMENT OFFICER	40.00	Director	$0	$0	$105,419
RICHARD FRENCHIE	DIRECTOR/CHAIR	2.00	Officer Director	$0	$0	$0
MARY ANN JACOBS	DIRECTOR/ASSISTANT SECRETARY	2.00	Officer Director	$0	$0	$0
BERNARD WRIGHT JR	DIRECTOR/ASSISTANT TREASURER	2.00	Officer Director	$0	$0	$0
EMY TRENDE	DIRECTOR/VICE CHAIR	2.00	Officer Director	$0	$0	$0
DOROTHY BLOM	DIRECTOR	2.00	Director	$0	$0	$0
BONNIE QUIST	DIRECTOR	2.00	Director	$0	$0	$0
ALICE FRAZIER	DIRECTOR	2.00	Director	$0	$0	$0
KIM HAYMES	DIRECTOR	2.00	Director	$0	$0	$0
MARGARET HOFF	DIRECTOR	2.00	Director	$0	$0	$0
CHRISTINE WHITE	DIRECTOR	2.00	Director	$0	$0	$0
ROBERT STILLMAN	CFO/TREASURER	3.00	Officer	$0	$39,747	$486,720
DAVID DE SIMONE	CHIEF COUNSEL & COMPLIANCE	1.00	Key Emp	$0	$49,606	$393,061
DANA ULLOM-VUCELICH	CHIEF HR OFFICER	1.00	Key Emp	$0	$44,134	$375,475
MICHAELLA REES	CHIEF BRAND/GROWTH OFFICER	2.00	Key Emp	$0	$20,441	$278,865
JENNIFER HOWELL	CORP EXEC OF EMP RELATIONS	1.00	Highest	$0	$19,134	$172,099
MATTHEW CHEUVRONT	CORP EXEC OF INFORMATION TECH	1.00	Highest	$0	$441	$156,115
ELIZABETH CONLEY	CORP EXEC OF GIFT PLANNING	40.00	Highest	$0	$9,109	$150,682
DARCI MOSSBARGER	CORP EXEC OF COMP/BENEFITS	1.00	Highest	$0	$9,138	$148,746
ELIZABETH BONFIELD	DIRECTOR OF PLANNED GIVING	40.00	Highest	$0	$315	$106,214
DANIEL GINIS	CHIEF FND OFFICER: THROUGH 03/2024	40.00		$0	$2,051	$122,645

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	$8,832,703	$2,096,017	$83,637,252	$6,736,686
2024	No data	No data	No data	No data
2023	$5,808,316	$2,184,899	$87,308,784	$3,623,417
2022	$7,782,956	$2,516,478	$83,000,724	$5,266,478
2021	$6,381,940	$1,918,760	$93,570,662	$4,463,180
2020	$6,050,770	$1,743,791	$79,205,136	$4,306,979
2019	$6,667,139	$2,322,497	$85,505,224	$4,344,642
2018	$8,148,091	$2,989,616	$83,870,505	$5,158,475

OHIO LIVING FOUNDATION