Philanthropy, Voluntarism, and Grantmaking

Ohio Living Foundation

Faith+Compassion+Community

Columbus, OH   |  www.ohioliving.org/foundation

Mission

Ohio Living's mission is to provide adults with caring and quality services toward the enhancement of physical, mental and spiritual well-being consistent with the Christian Gospel. In support of this 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.

Ruling year info

1986

Chief Development Officer

Mr. Daniel B Ginis

Main address

1001 Kingsmill Parkway

Columbus, OH 43229 USA

Show more addresses

EIN

31-1166164

Cause area (NTEE code) info

Fund Raising and/or Fund Distribution (T12)

Philanthropy / Charity / Voluntarism Promotion (General) (T50)

Corporate Foundations (T21)

IRS filing requirement

This organization is required to file an IRS Form 990 or 990-EZ.

Sign in or create an account to view Form(s) 990 for 2018, 2017 and 2016.
Register now

Communication

Programs and results

What we aim to solve

This profile needs more info.

If it is your nonprofit, add a problem overview.

Login and update

Our programs

SOURCE: Self-reported by organization

What are the organization's current programs, how do they measure success, and who do the programs serve?

Life Care Commitment

Helps assure Ohio Living Communities residents that they wil always have a home in our communities even if - in good faith - they run out of funds meant to see them through.

Population(s) Served
Aging, elderly, senior citizens

The central goal is to help older adults remain independent. Gift support provides assistance for a variety of services, including adult day care, home health care, personal care and hospice.

Population(s) Served
Adults

Includes ongoing renovations of current facilities and the development of wellness centers and special care units. The Foundation helps meet Ohio Living Communities larger capital needs through campaigns that support specific projects.

Population(s) Served
Aging, elderly, senior citizens

Enhancing the spiritual lives of our residents. Nine of our campuses have chaplains on staff and most communities have their own chapel. Gift support helps provide programs for residents and families as well as training for staff.

Population(s) Served
Aging, elderly, senior citizens

Many donors want to ensure that the programs they support now will be available for older adults in the years to come. Endowment funds are permanently invested to provide income for the long term benefit of OPRS Communities. Only the income from an endowment fund can be used, leaving the principal preserved to permanently support the donor's selected purpose.

Population(s) Served
Aging, elderly, senior citizens

Where we work

Accreditations

Better Business Bureau Wise Giving Alliance 2015

Awards

Fundraiser of the Year (Thomas G. Hofmann) 1996

Association of Fundraising Professionals

Leadership Award of Honor (Thomas G. Hofmann) 2007

LeadingAge Ohio

Fundraiser of the Year (Sue Welty) 2016

Association for Fundraising Professionals

Excellence in Fundraising (James R. Hickey) 2017

Leading Age

Affiliations & memberships

AFP (Association of Fundraising Professionals) 1986

American Association of Grant Professionals 2006

American Association of Homes and Services for the Aging (AAHSA) 1986

National Committee on Planned Giving 1986

Presbyterian Church USA 1986

Our results

SOURCE: Self-reported by organization

How does this organization measure their results? It's a hard question but an important one.

Number of new donors

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Total number of new donors each fiscal year.

Number of multi-year grants received

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Total number of multi-year grants received each fiscal year.

Number of grants received

This metric is no longer tracked.
Totals By Year
Type of Metric

Output - describing our activities and reach

Direction of Success

Increasing

Context Notes

Total number of grants received each fiscal year.

Total number of donors

This metric is no longer tracked.
Totals By Year
Type of Metric

Input - describing resources we use

Direction of Success

Increasing

Context Notes

Total number of donors each fiscal year.

Charting impact

SOURCE: Self-reported by organization

Five powerful questions that require reflection about what really matters - results.

What is the organization aiming to accomplish?

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 up in its retirement 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 run out of the funds to see them through. <br/><br/>Ohio Living and the Ohio Living Foundation continue to help our constituents understand the value of not-for-profit aging services in their communities and the benefits they bring to families. With these messages we reach everyone from our own residents and clients to family members, board members, employees, volunteers, partnering organizations, and the general public. <br/><br/>Charitable support from donors helps Ohio Living provide amenities and resources above and beyond what government and insurers deem necessary for care. These are things like chapels, chaplains and resources for spiritual programming; wellness centers and fitness classes; educational programs that stimulate the mind and satisfy the appetite for intellect; arts and cultural activities; opportunities to cultivate gardens and add to the beauty of the environment; provide alternative therapies including art, music, pets and aromatherapy; fulfill special wishes for hospice patients; supply the latest in rehab equipment for faster recovery times; and so much more. <br/><br/>The bottom line? Donors are one of the primary reasons that Ohio Living can provide care that's individualized, environments that are home-like, progressive services that are effective, and quality that is exceptional. Quality not-for-profit aging services have a major role in the quest for healthy families across Ohio. Ohio Living touches not only our residents and clients, but also their families who rely on us every day. Through them, donors have a direct impact on hundreds of thousands of lives each year.

First and foremost, the Ohio Living Foundation works from a DONOR-CENTERED PHILOSOPHY, that the interests of donors and prospective donors always precede the interests of the Ohio Living Foundation. It is policy that no program, agreement or commitment shall be urged upon any donor or prospective donor that will benefit our organization at the expense of the donor's interests. In addition, we prohibit the use of high-pressure techniques when dealing with donors or prospective donors. The Ohio Living Foundation adheres to the Code of Professional Conduct set forth by the Association of Fundraising Professionals (AFP). The Ohio Living Foundation also endorses the AFP Donor Bill of Rights and has developed a board-approved Stewardship Plan based on these rights for internal use and guidance. In keeping with these policies, all Ohio Living Foundation personnel are paid a salary or hourly wage; no employee of Ohio Living Foundation will receive any commission for their work. <br/><br/>To reach our fullest capacity we focus on PLANNED AND MAJOR GIFTS. We employ gift planning directors positioned around the state who each manage a portfolio of prospective major or planned gift donors. These directors build and cultivate relationships with these individuals on behalf of the organization. They share the vision of how gifts can improve the future of care and service, they show the impact gifts have already had on the people served by Ohio Living, and they inform about the legacies donors can create for themselves and their families through giving. <br/><br/>The Ohio Living Foundation also holds CAPITAL AND ENDOWMENT CAMPAIGNS for the retirement communities in our system. We work with community and executive staff to determine their needs, and establish campaigns to fund needed projects that do not produce revenue or otherwise would not be possible through the available budget. <br/><br/>Finally, the Ohio Living Foundation works to secure income for the future through careful INVESTMENT MANAGEMENT of its growing endowment and annuity funds, with rigorous stewardship and oversight from the Investment Committee of the Ohio Living Foundation Board of Directors.

The Ohio Living Foundation maintains an INTERNAL STRUCTURE that allows it to maximize and grow fundraising capacity. Gift planning directors are positioned around the state for face-to-face cultivation and solicitation. They are freed from administrative concerns by a robust central office providing support: The Gift and Data Management team provides all aspects of gift administration and stewardship services for all donations, including processing, deposits, acknowledgments, estate administration, reporting, and database management. The Grants team focuses on gifts from private and community foundations, corporations and government agencies. The Foundation Team builds relationships with donors not included in the gift planning directors' portfolios through direct mail appeals, donor newsletters and impact reports, online activities, campaign materials, tools and messages for fundraisers, and more. The Ohio Living Foundation is SELF-FUNDED, meaning that no portion of Ohio Living Foundation expense is provided by Ohio Living; therefore fundraising costs are not included in resident or client rates for service, keeping them as low as possible. Expenses are instead paid from donations before they are passed on to Ohio Living for use. This funding model allows us a certain amount of flexibility to fund new initiatives and allocate expenses accordingly as needs change. The Ohio Living Foundation has an average cost of raising funds of 30% per year, for its nearly 31 years of operation. EXTERNAL RELATIONSHIPS are critical to the success of the Ohio Living Foundation. We look for capable people outside of our retirement communities to serve on our board of directors. We regularly partner with consultants in areas of legal, management and fundraising; in fact, our relationships with our legal and management consultants span more than 30 years. We use task forces comprised of internal staff and external volunteers to move large scale efforts ahead, and we successfully recruit successful business leaders to assist with new initiatives. Robust POLICIES AND PROCEDURES are in place to guide our programming and daily decisions. All policies are board-approved, and reviewed at a minimum of every two years. And we operate from a three-year Strategic Plan, updated annually, to keep abreast of current needs, respond to opportunities, and identify and prepare for future changes.

Ohio Living Foundation performance is measured regularly in several ways to identify where progress is and is not meeting expectations. MEASUREMENT REPORTS include: Monthly financial reports, monthly restricted gift reports, monthly campaign reports, monthly gift instrument and prospect reports, monthly investment summary, quarterly summary of invested funds report, quarterly investment manager reports, and weekly gift detail reports. All help refine current activity and help us stay on target with budgeted outcomes.<br/><br/>We calculate QUARTERLY PROJECTIONS to gauge actual fundraising performance against budget for each line of the financial statement. We provide continuous communication with board of directors on trending, ahead of final progress outcomes.<br/><br/>The Ohio Living Foundation participates in the CONSOLIDATED ANNUAL FINANCIAL AUDIT of Ohio Living. This audit of the parent company reaches the Ohio Living Foundation in several ways, checking gift use against donor restriction, accounting and recording procedures, tax code adherence and more.<br/><br/>STRATEGIC PLAN GOAL UPDATES are provided quarterly to the board of directors, who offer feedback for us to refine plans as appropriate.

Since the Ohio Living Foundation was created in 1986, more than $240 million has been raised for the people, projects and programs of Ohio Living, a testament to widespread belief in our mission and the importance of our work. We've seen growth in corporate giving toward new service lines, and we have more external relationships and donors than ever before. Despite this continued support, much remains to do. We must work to keep up with changes in reimbursement and funding for long-term care, and look for resulting charitable opportunities. We must help the public and our constituents see not-for-profit aging services as a vital part of the fabric of society, rather than an offshoot of the growing health care industry. We must respond to our donors' increasing desires to restrict their gifts and offer new projects to meet them. And we must increase and secure our donor base for a variety of services in order to prepare for decreased funding without compromising our standard of care. The challenges are before us, yet our strengths and partners are in place to carry us forward to meet them. Please join us in our work to secure the futures of those who have spent their lives paving the way for ours.

How we listen

SOURCE: Self-reported by organization

Seeking feedback from people served makes programs more responsive and effective. Here’s how this organization is listening.

done We shared information about our current feedback practices.
  • How is the organization collecting feedback?

    We regularly collect feedback through: focus groups or interviews (by phone or in person), community meetings/town halls, constituent (client or resident, etc.) advisory committees, suggestion box/email.

  • How is the organization using feedback?

    We use feedback to: to identify and remedy poor client service experiences, to identify bright spots and enhance positive service experiences, to make fundamental changes to our programs and/or operations, to inform the development of new programs/projects, to identify where we are less inclusive or equitable across demographic groups, to strengthen relationships with the people we serve.

  • With whom is the organization sharing feedback?

    We share feedback with: our staff.

  • What challenges does the organization face when collecting feedback?

    It is difficult to: we don't have any major challenges to collecting feedback.

Financials

Ohio Living Foundation
lock

Unlock financial insights by subscribing to our monthly plan.

Subscribe

Unlock nonprofit financial insights that will help you make more informed decisions. Try our monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights?
Learn more about GuideStar Pro.

Operations

The people, governance practices, and partners that make the organization tick.

lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

lock

Connect with nonprofit leaders

Subscribe

Build relationships with key people who manage and lead nonprofit organizations with GuideStar Pro. Try a low commitment monthly plan today.

  • Analyze a variety of pre-calculated financial metrics
  • Access beautifully interactive analysis and comparison tools
  • Compare nonprofit financials to similar organizations

Want to see how you can enhance your nonprofit research and unlock more insights? Learn More about GuideStar Pro.

Ohio Living Foundation

Board of directors
as of 4/17/2020
SOURCE: Self-reported by organization
Board chair

Robert Fischer

Laurence Gumina

Ohio Living CEO

Robert Fischer

Retired

Robert Parker

Retired

Maria Tarbell

Otterbein University

Mary Cochran

Retired

David Hartsook

CBRE

David Jenkins

Retired

Bege Bowers

Retired

Dennis Deibel

Retired

Richard Frenchie

The Frenchie Consulting Group

Bruce Boyd

Retired

Dennis Eckart

North Shore Associates LLC

Dan Ginis

CDO, Ohio Living Foundation

Bonnie Quist

Retired

William Scott

Retired

Christine White

Retired

Board leadership practices

SOURCE: Self-reported by organization

GuideStar worked with BoardSource, the national leader in nonprofit board leadership and governance, to create this section.

  • Board orientation and education
    Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations? Yes
  • CEO oversight
    Has the board conducted a formal, written assessment of the chief executive within the past year ? Yes
  • Ethics and transparency
    Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements in the past year? Yes
  • Board composition
    Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership? Yes
  • Board performance
    Has the board conducted a formal, written self-assessment of its performance within the past three years? Yes

Organizational demographics

SOURCE: Self-reported; last updated 02/19/2020

Who works and leads organizations that serve our diverse communities? GuideStar partnered on this section with CHANGE Philanthropy and Equity in the Center.

Leadership

The organization's leader identifies as:

Race & ethnicity
White/Caucasian/European
Gender identity
Male

Race & ethnicity

No data

Gender identity

No data

 

No data

Sexual orientation

No data

Disability

No data

Keywords

Donor Centered, Mission Driven, Aging, Senior, Hospice, Independent Living, Assisted Living