2024-05-06T12:23:04-05:00 2023-06-30 882730877 CHERRY BEKAERT ADVISORY LLC 201 EAST FIFTH ST STE 2100 CINCINNATI OH 45202 990 2022-07-01 260538164 LIVING WELL COLLABORATIVE INC LIVI 5135587348 2728 SHORT VINE ST 201 CINCINNATI OH 45219 MICHELLE DUEVER TREASURER 5135587348 2024-05-01 1 MICHELLE DUEVER 999009999 1 ANNAMARIE REILLY CPA P00431897 5135791717 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MICHELLE DUEVER 2728 SHORT VINE ST 201 CINCINNATI OH 45219 811311 0 X WWW.LIVEWELLCOLLABORATIVE.ORG X 2008 OH 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 IN ORDER TO FACILITATE THE MEMBERS' DEVELOPMENT AND DESIGN OF PRODUCTS AND SERVICES IN THIS AREA. 9 9 32 13 0 0 225000 250000 535608 552808 61 -2412 0 0 760669 800396 0 0 0 0 522950 530656 0 0 0 228021 266008 750971 796664 9698 3732 944742 1370456 105445 527427 839297 843029 X FROM TIME TO TIME, EACH STRATEGIC MEMBER WILL PROPOSE, AND THE ORGANIZATION WILL UNDERTAKE "STUDIO PROJECTS" USING UNIVERSITY OF CINCINNATI-RELATED HUMAN RESOURCES (INCLUDING FACULTY AND STUDENTS) AND CAPABILITIES TO PERFORM RESEARCH IN THIS AREA. EACH STRATEGIC MEMBER WILL BE ENTITLED TO SPONSOR AT LEAST ONE STUDIO PROJECT IN EACH CALENDAR YEAR. STUDIO PROJECTS WILL RESULT IN THE CREATION OF "DELIVERABLES," TYPICALLY A WRITTEN REPORT DISCLOSING THE RESULTS OF THE RESEARCH, INCLUDING ANY INTELLECTUAL PROPERTY. SPECIFIC DELIVERABLES WILL BECOME THE PROPERTY OF THE SPONSORING MEMBER, BUT THE FACULTY AND STUDENTS AT THE UNIVERSITY OF CINCINNATI WILL BE ALLOWED TO PUBLISH THE FINDINGS OF EACH STUDIO PROJECT, SUBJECT TO THE PROTECTIONS OF INTELLECTUAL PROPERTY RIGHTS OF THE SPONSORING MEMBER. 0 0 PROGRAM SERVICES PROVIDE A FORUM TO CONDUCT LEADING EDGE STUDIES, DEVELOPMENT, AND DESIGN OF PRODUCTS AND SERVICES ON BABY BOOMER GENERATION ISSUES. 0 1 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 1 32 1 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 0 0 1 0 0 0 X LINDA DUNSEATH 5135587348 2728 SHORT VINE ST SUITE 201 CINCINNATI OH 45219 LINDA DUNSEATH SECRETARY 40.00 0.00 X 98485 0 0 MICHELLE DUEVER TREASURER 1.00 0.00 X 0 0 0 GERARD BAILLELY DIRECTOR 1.00 0.00 X 0 0 0 PHILLIP DILLER MD PHD DIRECTOR 1.00 0.00 X 0 0 0 CHARLES SOX PHD DIRECTOR 1.00 0.00 X 0 0 0 SUZANNE BURKE DIRECTOR 1.00 0.00 X 0 0 0 OLIVER RHINE DIRECTOR 1.00 0.00 X 0 0 0 SUSANA LUZURIAGA DIRECTOR (STARTED 2/23) 1.00 0.00 X 0 0 0 THINH HA DIRECTOR (STARTED 6/23) 1.00 0.00 X 0 0 0 TIMOTHY JACHNA DIRECTOR (STARTED 6/23) 1.00 0.00 X 0 0 0 KAREN BANKSTON DIRECTOR (ENDED 2/23) 1.00 0.00 X 0 0 0 CRAIG VOGEL MD DIRECTOR (ENDED 6/23) 1.00 0.00 X 0 0 0 MATT DOYLE DIRECTOR (ENDED 6/23) 1.00 0.00 X 0 0 0 TERRENCE J PORTER PRESIDENT 1.00 0.00 X X 0 0 0 98485 0 0 0 0 0 0 0 250000 250000 PROGRAM STUDIO INCOME 541900 552808 552808 552808 8503 8503 10915 -10915 -10915 -10915 800396 552808 0 -2412 X 101985 388797 39874 6215 96250 10222 6676 82206 9634 13789 5456 MISCELLANEOUS EXPENSES 13593 SUPPLIES & MATERIALS 11898 STUDIO EXPENSES 10000 PLOTTING & PROTOTYPING 69 796664 121432 184475 613923 722427 190516 67319 0 14393 1978 2500 396235 944742 1370456 30445 34741 75000 98951 0 393735 105445 527427 X 839297 843029 839297 843029 944742 1370456 3732 0 X X 1 X 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 DEPOSIT 2500 RIGHT-OF-USE OPERATING LEASE 393735 396235 OPERATING LEASE LIABILITY 393735 393735 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS TWO CLASSES OF MEMBERS, STRATEGIC MEMBERS AND THE ASSOCIATE MEMBERS FORM 990, PART VI, SECTION A, LINE 7A THE STRATEGIC MEMBERS APPOINT THE BOARD OF DIRECTORS FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE TAX RETURN IS SUPPLIED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO BEING FILED. FORM 990, PART VI, SECTION B, LINE 12 IT IS THE RESPONSIBILITY OF THE MEMBER TO DISCLOSE ANY POSSIBLE CONFLICTS OF INTEREST WITH THE BOARD WITH REGARDS TO ANY PROPOSED TRANSACTIONS OR ARRANGEMENTS. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONSULTING FEES 85,388. INTERVIEWING FEES 5,241. PAYROLL FEES 5,378. OTHER PROFESSIONAL FEES 243. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.