Nonprofit · EIN 34-4429863
OHIO LIVING COMMUNITIES
Also known as BRECKENRIDGE VILLAGE
Tax-exempt · WESTERVILLE, OH 43082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $148,215,031 | $144,555,593 | $3,659,438 | $386,022,114 | $350,898,346 | $35,123,768 |
| June 30, 2024 | 990 | $139,366,395 | $143,226,671 | -$3,860,276 | $382,679,978 | $355,726,429 | $26,953,549 |
| June 30, 2023 | 990 | $128,831,145 | $150,367,767 | -$21,536,622 | $384,447,722 | $365,377,393 | $19,070,329 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $669,591
- Program service revenue
- $143,318,174
- Investment income
- $2,133,750
- Net gain from sales of assets
- $858,985
- Other revenue
- $2,093,516
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,763,468
- Other salaries and wages
- $46,721,071
- Salaries, compensation and benefits (total)
- $58,392,692
- Professional fundraising fees
- $0
- Legal fees
- $191,955
- Accounting fees
- $15,100
- Occupancy
- $13,690,410
- Travel
- $541,310
- Depreciation
- $21,850,989
- Program services (functional)
- $127,287,671
- Management and general (functional)
- $17,267,922
Balance sheet and other
- Total assets, start of year
- $382,679,978
- Total assets, end of year
- $386,022,114
- Total liabilities, end of year
- $350,898,346
- Net assets, end of year
- $35,123,768
- Land, buildings and equipment
- $294,376,789
- Publicly traded securities
- $48,860,339
- Net assets without donor restrictions
- $35,123,768
- Gross receipts
- $162,122,825
- Employees
- 0
- Volunteers
- 366
- Year formed
- 1959
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURENCE C GUMINA | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 21 | $0 | $647,847 | $69,166 |
| ROBERT B STILLMAN | CFO/TREASURER Officer | 21 | $0 | $446,973 | $39,747 |
| DAVID DE SIMONE | CHIEF COUNSEL & COMPLIANCE Key employee | 26 | $0 | $343,455 | $49,606 |
| DANA ULLOM-VUCELICH | CHIEF HR OFFICER/SECRETARY Officer | 26 | $0 | $331,341 | $44,134 |
| LESLIE BELFANCE | COO OF COMMUNITIES Trustee or director | 32 | $0 | $291,644 | $29,166 |
| MICHAELLA REES | CHIEF BRAND/GROWTH OFFICER Key employee | 23 | $0 | $258,424 | $20,441 |
| STANLEY KAPPERS | EXEC DIRECTOR-MT PLEASANT Key employee | 40 | $0 | $205,800 | $9,166 |
| WILLIAM RENNER | CORP EXEC OF OP PLANNING/ANALYSIS Highest-paid employee | 27 | $0 | $172,453 | $26,406 |
| ANN BEEMAN | EXEC DIRECTOR-DOROTHY LOVE Highest-paid employee | 40 | $0 | $179,139 | $16,640 |
| MICHAEL GRIMES | DIV DIRECTOR CLINICAL OPERATIONS Highest-paid employee | 32 | $0 | $167,239 | $16,828 |
| BRIAN KOLENICH | EXEC DIRECTOR-LAKE VISTA Highest-paid employee | 40 | $0 | $157,249 | $19,134 |
| MARK HASSELBECK | REGIONAL DIRECTOR OF BUSINESS DEV Highest-paid employee | 20 | $0 | $155,845 | $16,812 |
| KARA HANZIE | EXEC DIRECTOR-BRECKENRIDGE Key employee | 40 | $0 | $168,319 | $441 |
| SANDY ADAM | DIRECTOR/CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES JOYCE | DIRECTOR/ASSISTANT SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TERRY WHITE | DIRECTOR/ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 |
| MELISSA INGWERSEN | DIRECTOR/VICE CHAIR Trustee or director, Officer | 2 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURENCE C GUMINA | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 21 | $0 | $592,239 | $78,647 |
| ROBERT B STILLMAN | CFO/TREASURER Officer | 21 | $0 | $418,308 | $40,688 |
| DANA ULLOM-VUCELICH | CHIEF HR OFFICER/SECRETARY Officer | 26 | $0 | $311,162 | $38,631 |
| LESLIE BELFANCE | COO OF COMMUNITIES Trustee or director | 32 | $0 | $256,262 | $31,949 |
| MICHAELLA REES | CHIEF BRAND/GROWTH OFFICER Key employee | 23 | $0 | $236,573 | $20,441 |
| DAVID DE SIMONE | CHIEF COUNSEL & COMPLIANCE OFFICER Key employee | 22 | $0 | $190,371 | $18,936 |
| STANLEY KAPPERS | EXEC DIRECTOR-MT PLEASANT Key employee | 40 | $0 | $195,054 | $8,647 |
| WILLIAM RENNER | CORP EXEC OF OP PLANNING/ANALYSIS Highest-paid employee | 27 | $0 | $164,929 | $24,856 |
| ANN BEEMAN | EXEC DIRECTOR-LLANFAIR Highest-paid employee | 40 | $0 | $161,868 | $15,875 |
| BRIAN KOLENICH | EXEC DIRECTOR-LAKE VISTA Highest-paid employee | 40 | $0 | $153,985 | $18,033 |
| KARA HANZIE | EXEC DIRECTOR-BRECKENRIDGE VILLAGE Highest-paid employee | 40 | $0 | $166,274 | $441 |
| MATTHEW CHEUVRONT | CORP EXEC OF INFORMATION TECHNOLOGY Highest-paid employee | 26 | $0 | $151,683 | $437 |
| DONALD EDWARDS | DIRECTOR/CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| SANDY ADAM | DIRECTOR/VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES JOYCE | DIRECTOR/ASSISTANT SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| TERRY WHITE | DIRECTOR/ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 15 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| LAURENCE C GUMINA | CHIEF EXECUTIVE OFFICER Trustee or director, Officer | 21 | $0 | $554,132 | $78,074 |
| ROBERT B STILLMAN | CHIEF FINANCIAL OFFICER/TREASURER Officer | 21 | $0 | $353,730 | $39,705 |
| DANA ULLOM-VUCELICH | CHIEF HR OFFICER/SECRETARY Officer | 26 | $0 | $285,364 | $33,074 |
| LESLIE BELFANCE | CHIEF OPERATING OFFICER-COMMUNITIES Trustee or director | 32 | $0 | $223,600 | $32,705 |
| MICHAELLA REES | CHIEF BRAND & GROWTH OFFICER Key employee | 23 | $0 | $199,703 | $18,410 |
| STANLEY KAPPERS | EXECUTIVE DIRECTOR-MOUNT PLEASANT Key employee | 40 | $0 | $194,500 | $8,074 |
| WILLIAM RENNER | CORP EXEC OF OPERATIONAL PLANNING Highest-paid employee | 27 | $0 | $161,571 | $23,038 |
| ANN BEEMAN | EXECUTIVE DIRECTOR-LLANFAIR Highest-paid employee | 40 | $0 | $159,811 | $14,889 |
| BRIAN KOLENICH | EXECUTIVE DIRECTOR-LAKE VISTA Highest-paid employee | 40 | $0 | $151,272 | $16,840 |
| JULIE HAND | CHARGE NURSE Highest-paid employee | 40 | $0 | $153,037 | $8,929 |
| DANIEL HOLSTEIN | CORP EXEC OF FINANCE: THRU JAN 2023 Highest-paid employee | 27 | $0 | $159,365 | $504 |
| SANDY ADAM | DIRECTOR/VICE CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| DONALD EDWARDS | DIRECTOR/CHAIR Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JAMES JOYCE | DIRECTOR/ASSISTANT SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| TERRY WHITE | DIRECTOR/ASSISTANT TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9200 WORTHINGTON RD STE 300, WESTERVILLE, OH 43082-7240
- Principal officer (990 for 2024)
- LAURENCE C GUMINA, 9200 WORTHINGTON ROAD 300, WESTERVILLE, OH 43082
- Signed the 990
- ROBERT B STILLMAN, CFO/TREASURER
- Phone
- (614) 888-7800
- Website
- WWW.OHIOLIVING.ORG
- Return prepared by
- PLANTE & MORAN PLLC
Mission
SEE SCHEDULE OOHIO LIVING COMMUNITIES WAS FOUNDED IN 1922 AND WAS INCORPORATED AS AN OHIO NON-PROFIT CORPORATION IN 1959. THE CORPORATION'S MISSION STATEMENT IS AS FOLLOWS:OUR MISSION IS TO PROVIDE OLDER ADULTS WITH CARING AND QUALITY SERVICES TOWARD ENHANCEMENT OF PHYSICAL, MENTAL AND SPIRITUAL WELL-BEING CONSISTENT WITH THE CHRISTIAN GOSPEL. OHIO LIVING COMMUNITIES IS DEDICATED TO LIVING OUR MISSION AND KEEPING THE PROMISES WE MAKE TO THOSE FOR WHOM WE PROVIDE CARE. OHIO LIVING COMMUNITIES IS COMMITTED TO INCLUSIVENESS, A HIGH ETHICAL STANDARD, RESPECT AND RESPONSIVENESS, ALL OF WHICH ESTABLISHES OHIO LIVING COMMUNITIES AS AN INTEGRAL PART OF THE LARGER COMMUNITY. SINCE INCEPTION, WE HAVE ADHERED TO THE PROMISE THAT NO OHIO LIVING COMMUNITIES RESIDENTS WILL BE ASKED TO LEAVE BECAUSE THEY EXHAUST PERSONAL FUNDS, THROUGH NO FAULT OF THEIR OWN, TO PAY FOR THEIR HOUSING OR CARE.
Program accomplishments
- SEE SCHEDULE OIN FISCAL YEAR 2025, OHIO LIVING COMMUNITIES OPERATED ELEVEN COMMUNITIES FOR SENIORS THROUGHOUT OHIO. SERVICES OFFERED TO RESIDENTS INCLUDE INDEPENDENT LIVING (APARTMENTS, RANCH/VILLA HOMES), ASSISTED LIVING (INCLUDING MEMORY CARE), SKILLED NURSING (INCLUDING REHABILITATION SERVICES AND MEMORY CARE). DURING FISCAL YEAR ENDED JUNE 30, 2025 THE OHIO LIVING COMMUNITIES' AVERAGE OCCUPANCY IN EACH LEVEL OF CARE WAS AS FOLLOWS: UNITS AVERAGE OCCUPANCY AVAILABLE OCCUPANCY PERCENT ----------- ----------- ----------- INDEPENDENT 1,601 1,491 93.1%ASSISTED LIVING 442 406 93.0%SKILLED NURSING 474 425 83.4%TOTAL 2,517 2,322 91.2%THE PAYOR MIX FOR SKILLED NURSING FOR FISCAL YEAR 2025 WAS AS FOLLOWS:PRIVATE PAY 33% MEDICAID 29%MEDICARE 19%MANAGED CARE 19%TOTAL 100%Expenses $127,287,671 · revenue $143,318,174
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 34-4429863
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $386,022,114
- Income (IRS master file)
- $162,122,825
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $148,215,031 | $144,555,593 | $386,022,114 | IRS |
| 990 | June 2024 | $139,366,395 | $143,226,671 | $382,679,978 | IRS |
| 990 | June 2023 | $128,831,145 | $150,367,767 | $384,447,722 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $151,361,214 | $169,631,329 | $415,063,966 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 34-4429863).
Questions about OHIO LIVING COMMUNITIES
- What is the EIN of OHIO LIVING COMMUNITIES?
- The employer identification number (EIN) of OHIO LIVING COMMUNITIES is 34-4429863.
- Is OHIO LIVING COMMUNITIES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to OHIO LIVING COMMUNITIES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OHIO LIVING COMMUNITIES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OHIO LIVING COMMUNITIES due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OHIO LIVING COMMUNITIES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OHIO LIVING COMMUNITIES?
- The 990 for the year ended June 30, 2025 names LAURENCE C GUMINA.
- Who are the officers and directors of OHIO LIVING COMMUNITIES?
- The 990 for the year ended June 30, 2025 lists 17 people; 0 received compensation from the organization.
- How much revenue does OHIO LIVING COMMUNITIES have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $148,215,031, expenses of $144,555,593 and total assets of $386,022,114 at year end.
Other nonprofits in WESTERVILLE
- OHIO LIVING HOLDINGS EIN 27-2564811 · last filed 990 for 2025
- OHIO LIVING EIN 31-1340918 · last filed 990 for 2025
- OHIO LIVING FOUNDATION EIN 31-1166164 · last filed 990 for 2025
- WESTERVILLE AREA RESOURCE MINISTRY EIN 31-1640355 · last filed 990 for 2025
- NEIGHBORHOOD BRIDGES EIN 81-2833176 · last filed 990 for 2025
- MY VERY OWN BLANKET PROJECT EIN 90-0198206 · last filed 990 for 2025
- VINEYARD COMMUNITY CENTER EIN 75-3210233 · last filed 990 for 2025
- NEW AMERICAN RESOURCES CENTER INC EIN 87-4367909 · last filed 990 for 2023