OLCO FY2018 AR_FINAL smaller

Annual Report

Fiscal Year 2018

live.
care.
work.
serve.
give.

“Our people are what make us great.”

Our People, Our Passion

While reflecting on a recent board retreat, I remembered a personal story shared by one
of our board members. He spoke about how his life – specifically his volunteerism – was
influenced by his mom’s dedication to her career. She awoke every day with a smile on her
face and reveled in her work. One day, he asked her why she was so happy. She explained
that she loved where she worked, what she did and who she worked with. And she loved
that she could make a difference.
Where did she work? Ohio Living.
The sentiment that Ohio Living is a great place to work is one I’ve often heard and, in fact,
it’s something I say myself, both personally and professionally. I’m proud to say that a new
accolade has validated these claims: Ohio Living is Great Place To Work – Certified.
Designations like these don’t just happen by chance; they are earned by talented people who
are committed to their professions and to each other. From colleagues of the past, to those
present today, and to those who will carry us forward into tomorrow, one constant remains
true: Our people are what make us great.
As you’ll see in the pages that follow, Ohio Living is a great place to live, to care, to work,
to serve and to give. Through Ohio Living, we can all make a difference!

Laurence C. Gumina
Chief Executive Officer

Financial Highlights Financial Performance
for Fiscal Year 2018
Condensed statements for Ohio Living and subsidiaries for the
Positives: fiscal year ended June 30.
• Capital debt restructuring resulting in interest
Financial Position (in thousands) 2018 2017
expense savings, smoother annual debt service,
reduced renewal risk exposure and cost increase Assets $ 10,804 $ 11,609
risk on long dated interest rate swap. Cash 118,327 116,525
Investments 25,875 24,862
• Real estate tax value assessments and related Accounts & contributions receivable, net 329,061 334,141
appeals for targeted locations resulting in Property & equipment, net 13,491 13,371
retroactive and go-forward savings. Assets whose use is limited 19,545 18,685
Assets held by others 6,924 9,532
• Ohio Living Home Health & Hospice generated Other assets
a positive operating margin. Total Assets $ 524,027 $ 528,725

Annual Report 2• Mount Pleasant Place apartments completely Liabilities & Net Assets $ 11,459 $ 12,373
rebuilt and reopened in fourth quarter. Accounts payable 7,365 7,339
Payroll & related liabilities 51,769
Challenges: Deferred revenue 50,800
• Continued Medicare reimbursement funding cuts. Refundable entrance fees 40,318 41,401
Other liabilities 9,128 10,416
• Medicare advantage plans expansion paying Financing debt 260,821
at lower rates than Medicare. Interest rate swap value liability 261,265 19,969
Net assets 9,774 125,606
• Federal government Medicare bundled Total Liabilities and Net Assets $ 528,725
payment incentives for acute care providers 132,949
resulting in less volume or lower lengths of Activities & Changes in Net Assets $ 524,027 2017
stay for post-acute care providers.
Operating revenue 2018 $ 221,962)
• New competition affecting occupancy. (226,781)
Operating expenses $ 223,431) 2,462)
• Increasing staffing pressures resulting in Foundation activities – excluding investments 3,976)
targeted wage increases, increased benefits Investment income and realized gains (226,742) 8,929)
offerings, and increased contracted nursing Unrealized gain (loss) on investments 2,526) 90)
for certain sites. Other 7,817) 8,188)
Change in fair value of interest rate swaps (366)
Robert B. Stillman Increase in Net Assets (230) $ 18,826)
Chief Financial Officer 907)

$ 7,343)

Operating Revenues & Sources (in thousands)

2018 $223,431 Expense Breakdown (in thousands)
2017 $221,962
$223,431 2016 $214,891 $226,742
Ohio Living 2015 $203,367
2014 $192,815 Salaries & Wages 43%
Interest 5%
Private 45% Medicare 27% Medicaid 12% Other Third Party 13% Entrance Fees 3% Benefits/Payroll Taxes 10%
Professional
$179,624 2018 $179,624 Depreciation 10% Fees 5%
Ohio Living 2017 $178,240 Ancillary Supplies &
Communities 2016 $170,806 Services 9% Utilities 4%
2015 $163,682 Other 8%
Real Estate &
Bed Taxes 3%

Food 3%

2014 $153,140

Private 55% Medicare 16% Medicaid 14% Other Third Party 11% Entrance Fees 4%

$43,807 2018 $43,807
Ohio Living 2017 $43,722
Home Health
& Hospice 2016 $44,085
2015 $39,685
2014 $39,675 Annual Report 3

Private 3% Medicare 70% Medicaid 6% Other Third Party 12%

Officers *Ohio Living Communities Board Member l +Ohio Living Home Health & Hospice Board Member

Fiscal Year 2018

Laurence C. Gumina*+ Thomas G. Hofmann Joyce B. Miller Daniel J. O’Connor *+ Mica Rees Robert B. Stillman Connie Tostevin Dana Ullom-Vucelich
Chief Executive Chief Foundation Chief Information Chief Operating Chief Brand & Chief Financial Officer Chief Nursing Officer Chief Human Resources
Officer Officer Officer Officer Growth Officer & Ethics Officer
(Retired June 30, 2018)

Board of Directors

Fiscal Year 2018

Donald G. Chenoweth* William J. Cleary,
Jr., MD

Laurence C. Gumina*+ R. Steven Johnston Ted W. Karchner, Jr. Richard A. Kreiger+ Richard Lowery* Richard Mack
Chief Executive Officer Resident Representative

Annual Report 4 Mark A. Matson Barbara E. Riley+ Dennis J. Sherry Frederick C. Smith, III* Edward S. Snelz+ Kathleen Tuttle* Brett A. Wingart
Board Chair Vice Chair & Assistant
Treasurer

AGreat Brand Annual Report 5
ToNurture & Grow

Over the past few years, we’ve introduced you to our new brand and shared with you how we’re living that brand
through the work we do every day, the quality care and services we provide, and the new partnerships we’re forming.
Now, we’ve taken that one step further by creating a Brand & Growth department whose sole responsibility is to
nurture, support and grow Ohio Living.
Our first step was to promote Mica Rees to the new position of Chief Brand & Growth Officer. Her presence on the
officers’ team brings Brand & Growth to the forefront, reflecting its importance to our organization’s future.
We also restructured our communications staff to form a new Creative Services team. Working closely with Mica,
this group of communications, digital marketing, graphic design and public relations professionals acts as an
in-house creative agency to support our overall storytelling, marketing and growth initiatives.
Next, we realigned all marketing staff within the organization. Reporting up to Mica through three regional
directors of business development, the sales and marketing staff at our communities and Home Health & Hospice
offices are now aligned into one cohesive team with shared objectives.
By combining our communications, sales and marketing staff into a centralized Brand & Growth department, we’ll
be able to streamline our processes, resources and messaging. With this new department poised to tell our story
and expand our reach, we look forward with great anticipation to what the future holds for Ohio Living.

“We like to think of our team as Ohio Living brand ambassadors – bringing all of our individual
locations together to speak with one unified identity and voice.”
Mica Rees
Chief Brand & Growth Officer

AGreat Place
To Live

Annual Report 6

Quality Ohio Living Breckenridge Village Chefs Matt Renovation & Construction Annual Report 7
Osolin and Ryan Wagner took the gold medal
Every day, our thousands of employees across Ohio during the Association for Healthcare Foodservice The apartment building lobby at Ohio Living
work to provide a caring, compassionate experience Culinary Competition at their 2017 national Dorothy Love underwent a major renovation.
to those we serve. We remain steadfast in our conference in Washington, D.C. Because of their The residents now have a chic, modern space called
commitment to quality, and are pleased to share the win, they were given the opportunity to judge this the Aspen Club to enjoy fellowship with friends and
following outcomes achieved in fiscal year 2018: year’s competition. family, and the front lobby is warm and welcoming.
This renovation was a $350,000 investment, funded
Four of our locations – Ohio Living Lake Vista and Recognitions & Celebrations by donors and capital dollars.
Mount Pleasant, and Ohio Living Home Health &
Hospice’s Greater Dayton and Greater Toledo Ohio Living Westminster-Thurber was voted the Ohio Living Swan Creek’s apartment building
regions – received deficiency-free surveys. “Cbus Top Pick” for senior housing in Columbus, common spaces were upgraded. Areas such as the
for the second year in a row. This was according to a community/craft room and corridor were updated to
Eight of our life plan communities received readers’ poll conducted by The Columbus Dispatch. complement renovations that had been done as part
five-star ratings from the Centers for Medicare and of a capital campaign.
Medicaid Services, with the others receiving four stars. Ohio Living Dorothy Love was recognized
locally as the “Readers Choice” in the following Partnerships
Six of our life plan communities received an categories: Skilled Nursing and Rehabilitation,
overall Top Performing rating from U.S. News & Care Giver/Home Health, and Assisted Living/ Ohio Living Dorothy Love is a proud partner
World Report’s Best Nursing Homes. Ohio Living Extended Care. in “Workforce Partnership.” The West Ohio
Cape May, Dorothy Love, Lake Vista, Llanfair, Development Council began an initiative to align the
Mount Pleasant and Swan Creek were among 130 Kettering Health Network and Premier Health workforce and education systems to respond to the
top performers out of the 945 that were rated in Ohio. recognized Ohio Living Dorothy Love for the needs of local businesses and industry. Schools and
quality of care provided to patients who have been industry will work together to build workforce training
Culinary Excellence discharged from those hospital providers. and 21st century skill-development programs that
will prepare students and employees for current and
Ohio Living chefs from across the state converged Ohio Living Cape May, Lake Vista, Llanfair future local jobs.
on the Columbus Culinary Institute to turn up and Mount Pleasant received the Eli Pick Award
the heat at the annual Ohio Living Culinary for quality in skilled nursing services. Only Ohio Living Dorothy Love partnered with the
Competition. The chefs took part in a fast-paced, 11 percent of nursing facilities in the entire U.S. earn Upper Valley Career Center to train adult learners
timed cooking challenge as they competed for gold, this distinction from the American College of Health as State Tested Nursing Assistants. This new
silver and bronze medals. It’s because of this Care Administrators. collaboration opened opportunities for Ohio Living
commitment to excellence that national magazines Dorothy Love and Upper Valley Career Center to
and food service organizations placed Ohio Living’s Ohio Living Westminster-Thurber celebrated attract new people to the field of aging services.
exceptional culinary services in the spotlight in the movie premiere of “Moonshine & Kafka.”
fiscal years 2017 and 2018. Residents created this beautiful film with its heartfelt Ohio Living Westminster-Thurber partnered
“never too late” message of hope. with the Gateway Film Center to bring age-friendly
New menu, inventory and production software screenings throughout the year. They were a big hit
by Sysco NetIMPAC will maximize efficiency for each with residents, and their family and friends.
of our communities’ culinary staff.

Mount Pleasant Place North Apartments Re-Open! Ohio Living Park Vista
Staff Moves Residents Back In After Fire Helps to Create Affordable
Housing Community
Annual Report 8 After a fire swept through the north wing of Mount Fast forward to May 2, 2018, as residents began
Pleasant Place on August 13, 2016, many residents the move back into their homes. They were eager to In light of our rapidly aging population, we felt
were displaced – moving anywhere from skilled settle into their apartments, but there were only so there was a need for more affordable senior
nursing, to assisted living and ranch homes, to many movers and elevators available. So once again housing. And since we already owned acreage in
staying with family and friends. the Ohio Living Mount Pleasant staff jumped in to Youngstown, Ohio, adjacent to Ohio Living Park
help, working with residents and their families to get Vista, we thought it would be a perfect site.
“That fateful night, bonds between staff and residents the most tenured residents moved back in first. After To accomplish this vision, we chose to partner
were forged. Ed Beck, Environmental Services that, staff members moved residents in two per day with National Church Residences, which is the
Director, formed friendships as he helped to search for the next two weeks until everyone was back in largest non-profit provider of affordable housing
for belongings and oversaw the reconstruction their own home where they belonged. units for those age 55+ in the United States.
project along with Corporate Executive of Project Ohio Living Park Vista sold National Church
Development Mark Roberts,” remembered Ohio “I can say this without reservation: these residents Residences the land and worked hand-in-hand
Living Mount Pleasant Executive Director Stan and their families that we got to know are our with them throughout the application process to
Kappers. “Resident Services Director Renee Denney, family, and when they were hurting we were, too,” acquire funding for this project.
along with Patti Allen, Devon Moyer and I all Stan concluded. “We also celebrated their return
developed close relationships with residents and and shared in their happiness with them. We are The affordable senior housing community will
their families, and Renee and Patti spent the night blessed with outstanding residents and staff here be called Broadway Park and will serve residents
of the fire rescuing medications and making runs for at Ohio Living Mount Pleasant!” age 55+ with low incomes. The building will be
belongings whenever they could.” U.S. Green Building Council LEED-certified
housing in an elevator-served building, and will
have 60 one- and two-bedroom apartments.
Construction has already begun and the project
is expected to be completed by summer 2019.

Ohio Living Communities Occupancy Capital Expenditures
91.4% 91.9% 91.2% 91.3% 90.1%
(in thousands)

$52,027

$38,216
$26,927

$18,000 $17,357

Quaker Heights Joins Ohio Living 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018

Ohio Living is proud to announce the addition of our 13th life Ohio Living Communities Capacity Skilled Nursing Admits & Discharges
plan community, Ohio Living Quaker Heights. This like-minded
community, with a long-standing reputation for excellence of care, Independent Living Assisted Living Skilled Nursing Discharges Admits
will be a valued member of our ever-growing family.
826 871 918 940 917 3,329 3,645 4,066 4,414 4,437
“We are excited to bring Ohio Living Quaker Heights into our 558 577 568 548 549
family, and are honored to partner with the residents, families, staff
and board as we assist them with their mission in Warren County,” 1,666 1,656 1,750 1,713 1,740 3,306 3,632 4,041 4,211 4,487
said Laurence Gumina, Ohio Living CEO. 2014 2015 2016 2017 2018 2014 2015 2016 2017 2018

The community is located on approximately four country-like acres Annual Report 9
in beautiful Waynesville, Ohio. Ohio Living Quaker Heights was
founded by the Religious Society of Friends (Quakers) in 1905 as
a charitable institution caring for elders, operating with the belief
that all should be treated with dignity. Today, it is a life plan
community providing assisted living, long-term nursing care,
memory care and short-term rehabilitation.

Sydney McBride, Ohio Living Quaker Heights Executive Director,
stated, “We’re thrilled that we chose to partner with Ohio Living,
an organization closely aligned with our organizational culture and
values, to ensure that the mission of our community will grow.”

AToGCreaaret Place

Annual Report 10

Hospice Program Team approach
Continues to Grow
• Coordination of all care
As more people choose to receive care in the place they call home, • Our patients’ needs come first
Ohio Living Home Health & Hospice is poised to meet that need. • Consistent care teams

Each of our locations has grown organically over the past few Excellence in care
years following our transition to a more unified brand. We’ve
seen a rise in home health and hospice patients from our own • Eliminate pain and suffering
life plan communities as residents become more aware of the full • Hospice staff are professionally
line of services Ohio Living offers. Specialized training for sales
staff has also led to enhanced relationships with referral sources certified
and increased confidence in our quality. • Emphasis on individualized,

All of this has led to more demand for our services, with average holistic care
hospice daily census increasing to 340 patients in fiscal year
2018, from 309 the previous year. Needs are patient-centered

TENDER TENDER. It’s not just a word ... • Ask daily, “What’s the most Annual Report 11
important thing I can do for
Excellence in Hospice Care It’s the way we care for our patients every day. you today?”

CORE VALUES As our hospice patients go through their final days and hours, we send • Always consider the family’s needs
in a special team to comfort, calm and ease fear and pain. We call it • Provide culturally-sensitive care
Tender Moments.
Dignity in death
It’s a common misconception that hospice means around-the-clock
care for the last few days of life. In fact, this extended comfort and • Mindful presence and
companionship by specially-trained nurses and aides is well beyond what companionship during time
is covered by standard Medicare and Medicaid reimbursements. At Ohio of death
Living Home Health & Hospice, generous grant funders pay a portion of
the cost for up to three days of 24-hour patient care, as well as guidance • Assure a desirable environment
and comfort baskets for family members. based on patient and family

The Tender Moments on-call team responds during the patient’s final • Guide and educate on comfort
hours. They sit with the patient and attend to their needs, and also assist care
the family by providing comfort care items, support and education about
the timeline and physical stages of death. Exemplary response

• Keep two-hour referral response
promise

• Honor patient and family schedules
• Always visit when called

Reverence

• Be mindful of each patient’s
faith journey

• Inquire with patient first, if possible
• Foster right to self-determination

173,640 8,783 66,477 340
home health visits
home health starts of care private duty visits hospice average daily census

Annual Report 12 Our Greater Youngstown region had much Individuals & Communities: Spiritual Perspectives/ clinical rotation binder with modules to serve as a
to celebrate for a job well done with eight team Physical Perspectives.” In addition, staff from starting point for key home care topics including
members winning annual Core Value Awards. In various locations came together to march in the Oasis, geriatric assessment, fall prevention, durable
addition, Dr. Heather Hrina-Medvec was named Cincinnati Pride Parade. medical equipment and communication. These
HOPE Lifetime Achievement Honoree at The Hope modules also coincide with additional learning
Foundation of the Mahoning Valley’s Wine for Physical therapy student rotation collaboration opportunities such as shadowing other disciplines,
Hope event. with Cleveland State and the Greater Akron co-marketing with our liaisons, journal presentations,
Home Health & Hospice team: In May of 2018, and promotion of the Ohio Physical Therapy
Supporting the LGBTQ community: The Greater clinical instructors and the center coordinator for Association’s East Central District Student
Akron and Greater Cleveland offices proudly clinical education collaborated with Cleveland Symposium, where students are able to present
sponsored “Reaching Out – Spirituality and the State’s physical therapy program to complete a on a case from their home care experience.
LGBTQ Community.” Keynote speakers addressed second year Doctorate of Physical Therapy
the topic: “Strengthening and Serving LGBTQ student’s clinical rotation. We created a home care

Little Things Mean a Lot
to Grateful Hospice Patients

Sometimes it’s the little things that bring joy in making wishes come true for hospice patients; small, compassionate gestures that happen every day. The staff
and volunteers of Ohio Living Home Health & Hospice regularly look for opportunities to bring comfort, joy and every-day kindnesses into their patients’ lives.
They listen and they learn about the little things that still bring joy... then they do whatever they can to make it happen!

Mom gets FaceTime surprise. A patient was raised garden bed that lets him enjoy his favorite Brothers concerts over the years. Thanks to the
disappointed that her daughter would miss her hobby once again. Greater Akron team, the ladies were able to enjoy
89th birthday. So staff in Greater Akron coordinated one last sold-out concert together.
efforts and set up a FaceTime connection so the two Animal lover cuddles critters at local shelter. The
could celebrate together! Greater Toledo region made Betty Liebert’s day when Patient arranges birthday surprise for caring
she got to visit, pet and “love on” dozens of cats, dogs wife. Patient Charles “Gene” Hill had a unique
Columbus man craves mac & cheese . . . and and furry friends at the local animal shelter. birthday wish – he wanted his wife to have a night
Motown! A Greater Columbus volunteer knew her to remember. Staff from Greater Toledo arranged a
patient longed for mac & cheese, collard greens Impromptu art show for painter. Patient James luxury Town Car ride to Red Lobster for wine and
and cornbread. So she went to the North Market, Walsh was thrilled when Greater Cleveland staff put coconut shrimp (her favorite!)
picked up his favorites, then joined him for dinner together an art show to share his beautiful paintings.
while they listened to his favorite Motown records. Family, friends and fellow residents attended the Patient visits favorite restaurant for final birthday.
event to show their appreciation for his work. Miss Molly’s Tea Room was a favorite for Clark
Raised garden bed brings joy to patient. Stauffer and his wife, and he continued to visit after
Eugene Bates was an avid gardener but could no Mom and daughter keep gospel group musical her passing. Clark wanted to visit the restaurant
longer bend down to care for his plants. So the tradition. Hospice patient Norma McCartney and one last time, so the Greater Akron team set up a
Greater Cleveland hospice team put together a her daughter, Barbara, had been to several Booth birthday lunch and he drove himself to the party
for his favorite meal of beef barley soup.

Annual Report 13

A Certified
Great Place
To Work

A great workplace is where you TRUST the people you work for, have PRIDE in what you do
and ENJOY the people you work with.

Employee Ratings After considering more than 2,000 employee 94% This is a physically safe
surveys from across Ohio Living’s locations, place to work.
Great Challenges 93% the Great Place To Work Institute has honored
Great Atmosphere 94% Ohio Living with certification as a Great 93% People here are treated
Great Rewards 89% Place To Work! This independent research fairly regardless of their
Great Pride 96% and consulting firm evaluated more than sexual orientation.
Great Communication 91% 60 elements of team members’ experiences on
Great Bosses 90% the job, from employee pride in the company’s 90% My work has special
community impact, to believing their work meaning: This is not
makes a difference, to their levels of trust and “just a job.”
camaraderie. The result? An astounding 84%
of Ohio Living employees agree that their 90% I feel good about the
workplace is GREAT! ways we contribute to
the community.
Annual Report 14 “The Great Place To Work endorsement validates the reality of what I see and hear each day:
Employees feel empowered to create and live their personal and professional mission and 90% When you join the
values. We are imperfect, but perfectly real about wanting to grow and be better in all ways. company, you are made
We are thankful for each and every teammate, and together – we are Living It!” to feel welcome.

Dana Ullom-Vucelich l Chief Human Resources & Ethics Officer

OSU Marion Honors Ohio Living Team
for Outstanding Achievement & Excellence

In May 2018, Ohio Living was honored for Outstanding Achievement & Excellence from the Alber
Enterprise Center at The Ohio State University at Marion. Our organization sponsored a team of staff
members to participate in the Elder Care Certificate (ECC) pilot program – a grant-funded, professional
development program for front-line direct care employees. The result of this pilot was that participants
felt valued, which can lead to improved morale and less employee turnover. Additionally, participants
indicated they gained a better understanding of the aging population that they regularly serve – and
that’s a win-win for all concerned.

“We are always looking for ways to meaningfully invest in each team member to maximize the employee
experience and the experience of those we serve,” said Dana Ullom-Vucelich, Chief Human Resources &
Ethics Officer. “This was a chance for our direct care team not only to learn and compete, but also to
shine. And shine they did!”

Congratulations to our hardworking team for this outstanding recognition.

We are proud to have not one, but THREE Ten of our locations Working with Integrity
Winners for 2018 – Ohio Living Home Health earned a LeadingAge Ohio
& Hospice in greater Akron, Cleveland and Employer of Choice Our commitment to ethics and compliance goes
Youngstown. distinction. Congratulations beyond adhering to the laws and regulations that
to Ohio Living Dorothy govern our work. We promote a culture of
This awards program, sponsored by ERC, honors Love, Lake Vista, Mount integrity and respect that enables us to maintain
99 great workplaces for top talent in northeast Pleasant, Swan Creek, our high standards of quality care and services.
Ohio. Kudos to our staff for this highly-coveted Vineyard on Catawba and
award. Westminster-Thurber, as One way we keep our ethics philosophy in front
well as our Ohio Living of our employees is through our Living with
Home Health & Hospice Integrity newsletter, which can be found on our
offices in Greater Cleveland, organization’s Intranet. We celebrate our employees’
Columbus, Toledo and stories of excellence and inspiration, and provide
Youngstown. compliance education on a regular basis.

Ethics & Marion Richardson Corporate Executive of Compliance & HIPAA Privacy l [email protected] Ethics & Compliance Hotline Annual Report 15
Compliance Joyce Miller Chief Information Officer l [email protected]
Dana Ullom-Vucelich Chief Human Resources & Ethics Officer l [email protected] is a 24/7 confidential resource and
Team can be reached at 877.780.9366.

AGreat Place At Ohio Living, we take pride in caring, sharing and giving back. That’s why we’re
To Serve so proud of our employees and the social accountability they show throughout their
communities year after year! From volunteering for fundraising efforts, to partnering
with local businesses, to hosting wellness and worship classes . . . Ohio Living employees
went above and beyond, finding new ways to reach out and make a difference to the
people and communities they care about.

Annual Report 16

Life Plan Communities Ohio Living Rockynol Greater Columbus • Dementia Live training to caregivers at
• Collect school supplies for Summit County • Chapel services at senior centers and campuses
Ohio Living Breckenridge Village
• Alzheimer’s support group Children Services communities • Made 15,464 sandwiches throughout the
• Hearing screenings • Provided Open M lunches and participated year to provide food for the disadvantaged
• Red Cross blood drives Greater Dayton
in food drive • Wellness clinics and screenings Ohio Living Corporate
Ohio Living Cape May • Dementia in-services
• “Opening Minds through Art” with Ohio Living Sarah Moore • CEO Conference presentations: AHF,
• Leadership Delaware service project Greater Toledo Ziegler, LeadingAge
Wilmington City Schools • The Sweet Pea Project
• “Music & Memory” with Wilmington Ohio Living Swan Creek • CEO on LeadingAge Ohio Board, PAHSA
• Thanksgiving food drive for local food bank Greater Youngstown Board (chair), LinkAge Board (vice chair)
High School • Made 35 blankets for those in need • Diabetic support group
• Wilmington College Lifelong Learning classes • Lunch for volunteers at Victory Cancer Center • Medicare classes

Ohio Living Dorothy Love fashion show fundraiser Total Financial Impact $22,838,506
• Provided food for retired teachers’ luncheon
• AARP safe driver class Ohio Living Vineyard on Catawba The information below illustrates the total financial impact of Ohio Living’s community
• “Effective Doctor Appointment” luncheon • Public yoga classes benefit. Each dollar represents our commitment to every community we serve.
• Weekly Bible study, lunch and worship
Ohio Living Lake Vista Health Care & Assisted Living Honorable Service Grants = $10,950 Annual Report 17
• Provided food for the Warren Mission services during Lent Medicaid Charity = $18,603,159 We have instituted a program to honor the
• Pack lunches for United Way lunch program Medicaid is the state of Ohio’s health care service of long-standing church workers and
Thanksgiving & Christmas dinners funding source for low-income individuals. those with military service. This program
• Hosted YSU nursing students Ohio Living Westminster-Thurber The dollars in this line item represent the provides significant discounts on fees for
• Home for Kids, Inc. and Dr. Seuss Readers • “Food for Thought” series, “Older but Bolder” difference between the cost of care at apartments and homes at Ohio Living life
• Lectures with Trumbull and History of the Ohio Living health care and assisted living plan communities.
symposium centers, and the Medicaid or Medicaid
Barn Quilt Trail • Panel discussion for “Truth in Senior Housing” Waiver reimbursement for that care. Ohio Living Home Health &
• Chaplain co-led workshop: Developing an Life Care Commitment = $3,585,511 Hospice Charity = $16,484
Ohio Living Llanfair The Life Care Commitment, with the help of Ohio Living Home Health & Hospice offers
• Donated food for the College Hill “National Older Adult Ministry in your church for the charitable support from the Ohio Living a number of home- and community-based
Scioto Valley Presbytery Foundation, assures all Ohio Living residents services to adults. We work with Passport,
Night Out” community event that they will always have a home even local levies, Title XX, United Way, Title III
• ProvidedLifeLinescreeningsforthecommunity Home Health & Hospice if – in good faith – they run out of the funds and numerous other funding sources in
• Bake sales for Alzheimer’s Association meant to see them through. order to make services available to people
• Raffle for “Walk to End Alzheimer’s” Greater Akron Life Plan Communities, Home of all income levels. The dollars depicted in
• Wellness clinics Health & Hospice, Foundation and this line represent the difference between
Ohio Living Mount Pleasant • Bereavement support groups Corporate Office = $622,402 the cost of providing these services and the
• Alzheimer’s support group • Doctor of Physical Therapy student 40 hours/ Representing community benefit activities. reimbursement received.
• Worked with Monroe COC introducing
week for eight weeks
students to industry jobs
Greater Cincinnati
Ohio Living Park Vista • Wellness clinics and screenings
• Partnership with YSU: Music & Memory
• Partnership with YSU: Presented to social Greater Cleveland
• Hospice education at senior centers
services department • Community support for fallen officer

Annual Report 18 AGreat Place The Ohio Living Foundation
To Give Warmly Welcomes Dan Ginis
as Chief Development Officer
After 36 years and more than $240 million in contributions, the Ohio Living
Foundation continues to innovate and provide philanthropic support to Ohio Dan comes to us with more than 25 years of strategic
Living. The Foundation’s dedicated team works closely with residents, families leadership experience, having served in senior
and community members to encourage support for the programs and services management roles at the Michigan Humane Society,
that impact the lives of the people we serve every day. University of Michigan, Jewish Federations of Greater
At the close of the fiscal year, the Foundation had over $47 million in invested Atlanta and Metropolitan Detroit, and the Detroit
endowment. Additionally, the investment committee of the Foundation board Symphony Orchestra.
oversaw a portfolio in excess of almost $92 million, which includes the Ohio
Living board-designated fund. “After an extensive search, we have found Dan to
be uniquely qualified to handle the complexities
of our Foundation, as well as the ability to seize
new opportunities for the future,” said CEO
Laurence Gumina. “I’m excited that Dan is on
board to continue the great work of the Foundation
and successfully lead it into the decades ahead.”

Dan brings a wealth of knowledge and expertise to
his new role, having revitalized underperforming
major gift programs, led capital campaigns that
exceeded their goals, managed major gift portfolios,
enhanced volunteer and board leadership capacity
and integrated several departments into cohesive
teams.

Please join us in welcoming Dan to the Ohio Living
family.

Dan Ginis
Chief Development Officer

Caring Fund Offers Support for Employees Bistro Named for
Schell Thanks to Gifts
Our employees give from their hands and hearts to help others every day.
And sometimes they might need a little help of their own. Ohio Living has As former Executive Director David
established the Caring Fund to offer financial assistance to employees Schell approached retirement,
experiencing hardship through no fault of their own. Donor support is helping members of the Ohio Living
to sustain this important program. Breckenridge Village board wanted to
attach his name to the campus in a
The statewide Hardship Assistance fund can provide up to $5,000 of support meaningful way. David’s retirement
annually per person. This application-based program helps with practically coincided with the Encore! campaign,
anything that causes an unexpected financial hardship outside of the employee’s through which donors are funding
control. Examples include a medical emergency, natural disaster, fire, theft of an expansion and renovation of the
property, vehicle accident, storm damages, violence/domestic abuse and more. Osborne Community Plaza. This
space will be used to host concerts,
At the local level, the Helping Hands fund can provide immediate assistance plays, lectures and more. Another
of up to $500 annually per person. This help is for small but urgent needs that part of the plaza would be a bistro
threaten life, safety or the ability to get to work (e.g., food, gas, utility shut-offs, where attendees could gather during
car repairs and more.) These decisions are at the discretion of local leadership intermission to chat about the
so the employee can receive help immediately. performance with friends over snacks
or a glass of wine. It also would be
Donors Support Campus Renovation open daily for residents and guests to
meet up for a midafternoon visit.
Donors gave more than $915,000 to renovate the first floor of Ohio Living
Swan Creek’s independent apartment building. The renovations have Through their own donations and the
truly transformed many of the campus’s areas including: a distinctive gifts of other generous donors, the
entry, updates to lobby and reception décor, automatic front entrance board reached their goal of $100,000
doors, modernized restrooms, a new lounge and theater, renovated art to name the bistro on David’s behalf.
and craft space, landscaping renovations and more. This was announced at the kickoff of
the Encore! campaign in April 2018,
and was a big surprise to David.

IMAGINE Ohio Living – Spurring Innovation! Annual Report 19
The Ohio Living Foundation launched a new effort to spark innovation by employees. Through IMAGINE
Ohio Living, donor gifts fund pilot projects to test new technologies, programs and process improvements. Employees can team
virtually through our online portal, working together to improve the lives of our employees, residents, patients and families. As of
June 30, 145 employees had participated, 34 project ideas had been submitted and one had been funded.

Total Number of Gifts & Donors Gift Designations

Gifts Donors

6,040 6,387 6,490 Life Care Program
Cap Improv Hospice
Campaign $5,352,915 Endowment $376,607
Program Communities Charity Care Home Health
Endowment & Hospice
2,640 2,910 2,833

2016 2017 2018

Total Assets (in thousands) $81,047 Endowment Total (in thousands)
$63,974 $60,058 $62,499 $65,392
$73,824 $76,941
$70,661
Investment Portfolio Performance

Market Gain Fiscal Fair Value Portfolio
Invested Year Balance Performance
Annuities
Pledged & 2018 $54,750,259 6.21%
Other
2017 $53,447,388 12.50%

2016 $50,028,744 0.21%

2015 2016 2017 2018 2015 2016 2017 2018
Grant Support Highlights

Total Giving Performance (in thousands) Adult Day/
Senior Centers
$7,062 $7,070 Transportation
Hospice
$6,013 $5,730 Programs
Capital
Home Health $336,400 Charitable Care $336,400
& Hospice Total Grant Alzheimer’s Respite Grants by
Communities Support Project

Annual Report 20 2015 2016 2017 2018

Board of Directors

Fiscal Year 2018

Bege Bowers Mary L. Cochran Dennis Deibel Dean E. Feldmeyer Robert H. Fischer Richard J. Frenchie Laurence C. Gumina
Vice Chair Ohio Living CEO

David Hartsook Terry L. Hill Thomas G. Hofmann David J. Jenkins Michael J. Kowalec Richard W. Mack Martha Bixler Milligan
Chief Foundation Chair
Officer

(Retired June 30, 2018)

Robert E. Parker Andrew Singer Maria Tarbell Richard B. Uhle, Jr. Laurie A. Watson- Terry R. White J. Brann Young
Assistant Secretary Rotterdam Assistant Treasurer*
* Denotes deceased Annual Report 21

Trustees’ Roundtable Recognizing cumulative irrevocable giving of $100,000 or more

Annual Report 22 Ohio Living Paul R. Brahaney* The Sherwick Fund of The Cleveland Gertrude O. Anderson* Ohio Living Lake Vista
Breckenridge Village Karl* & Ginny* Bruch Foundation Mary E. Becker Charitable Trust
Ruth E. Bueschlen* William W. Billing* $100,000-$499,999
$5,000,000 and above Marian Callow* Elizabeth Siena* Hazel D. Blankenbuehler* Shirley M. Dorman
M. Roger* & Anne* M. Clapp+ Bettymae R. Carter Heather M. Sindy Donn* C. & Isabel* V. Bowlus Jane W. Haynam*+
$1,000,000-$2,499,999 Esther Cunzolo Donald D. Smith* Arden* H. & Dorothy L. Burgoon Eugene and Elinor* Holley
Paul* J. & Kay* J. Everson Dorothy Saxton Dusa* Corinne Strasmyer* Clyde* & Rosemond* DeMott Donna E. Kobasiar
The Norbert A. Lange Trust Len & Sally Elliott George* A. & Julia* F. Tanner Emerson Climate Technologies, Inc.+ Dorothy A. Philipp*+
Marjorie* & Russell* E. Lyons Marie Flowers* Mary A. Thomas* First Presbyterian Church of Sidney
Karl* E. & Mary* Prindle Robert W. & Marjorie G. Fouts Pauline Thurman* J. Daniel and Margaret Francis Ohio Living Llanfair
Clifford* J. & Nell Rose* Riel Shirley W. Gibson C. Carlisle & Margaret Tippit Leland* & Esther* Giffen
H. Matson Smith* Daniel & Eleanor* Guy Clifford P. Harmon* $2,500,000 and above
$500,000-$999,999 Eleanor L. Hardgrove* Charitable Trust Hartzell-Norris Charitable Trust+ Else L. Schulze*
Anonymous (3) The Ingersoll Family Fund of The John F. & Susan H. Turben Mary Isabel Walker Hessler* Edward R. Wells
Ruth J. Boza* Howard VanDen Eyden* Irene Jarfas* $1,000,000-$2,499,999
Robert* S. & Mary Ellen* A. Colquhoun Cleveland Foundation Tinkham Veale II* Georgia Kah* Clara L. Curry*
Jonathan* E. & Katherine M. Ingersoll Pauline M. Jernberg Gertrude L. Vrana* Ray & Louise* Koenig John M. Disser*
Elmer* & Olga* Juhnke The Kresge Foundation+ Clare Walker Lee & Jo Ann Kuhlman Helen C. Hauck*
Bud* & Ruth* Ketchum The Lincoln Electric Foundation Miriam L. Wilson* Mary O. Lecklider* Roland* M. & Helen* T. Hauck
Mary E. Liebenauer* Helen M. Lowther* Heinz* K. & Elizabeth* H. Wolf Paul* B. & Marian* S. Long Thelma Jungkind*
Willard* & Eleanor* Manbeck The Lubrizol Foundation Florence Yurek* Carolyn M. Marvin* Howard* L. & Catherine* K. Luedeke
Anne McKee* & Helen Sharadin* Mary Boyd MacBane* Ohio Living Cape May Wilfred* A. & Wilma* McCoy $500,000-$999,999
The Nason Foundation Marian R. Mahan* Jeanne D. Mears Anonymous (1)
Jeanne M. Patterson+ Charles* J. & Jane* Mallue $100,000-$499,999 Patrick* H. and Carol B. Milligan Catherine Cowan*
The Reinberger Foundation+ Thomas* W. & Lillian* Mastin Galen* & Elizabeth* Hoggatt Monarch Legacy Fund of The Community Anne Herget*
Don & Joan Selle Adelaide E. Mathers* Hertha E. Reinert*
Margery J. Shields* Donna McDonald* Ohio Living Dorothy Love Foundation of Shelby County+ Phyllis Schoenberger
Edith H. Smith* Robert* & Sue Ellen Meil Ohio Living Dorothy Love Auxiliary $100,000-$499,999
The Veale Foundation The Murch Foundation+ $1,000,000-$2,499,999 Ray Patton* Anonymous (1)
Willoughby Family Charitable Lead John G. Murray* Robert B. Picking CRUT External Trust Robert* M. & DeLores* Ginn Peters The Bahmann Foundation+
Ohio Living Breckenridge Village North Harold* W. & Mary Louise* Shaw Dorothy Pillion* Mildred G. Bauer*
Annuity Trust $500,000-$999,999 Herbert* H. & Antoinette* Schlater Guy Bellows*
Harold* & Emily* Wolf Care Cards J. Oliver* & Margaret* B. Amos Tom & Sandy Shoemaker Mary Lou Bellows*
$100,000-$499,999 Ohio Living Breckenridge Village Ruth B. Emmons* Kent R. Smith* Robert G. Bierbaum*
Anonymous (6) Vera D. Ginn* The Stolle Corporation Joan Bollenbacher*
Frances Aberle* Residents Association Ralph* L. & Mary Jo* Helman Alene Strouss* Mildred Bradford*
The American Foundation Jerome* T. & Georgeanne* Osborne Rosemary Ovenden* Martha E. Thompson* Marion* & Thurza* Brant
Lucy Jo Atkinson* Hugh* D. & Gretta* S. Pallister John* & Jeanette* Sargeant Esther M. Tirey* College Hill Presbyterian Church
Allan* S. & Winifred Austin Harriet Parsons* Robert & Thelma* Sargeant Ron & Hertha Vice Martha L. Corbin*
Hamilton* & Sally* Beatty Susanne R. Pfaff* $100,000-$499,999 Cecil* & Ethel* Watkins CY Inc. Over 70 Foundation
George Bodwell* Leo Schneider* Anonymous (4) Joseph Herman & Ruth A. Yoder James* L. & Anna* E. Davidson
Virginia Bodwell* Sara Schoppenhorst Dick & Barbara* Adams Rev. James* E. & Ann* S. Eddy
Paul* & Lillian Schwesinger William* T. & Dorothy* R. Amos Memorial Fund
Amos Press

Ida Fischer* Millicent Bender* James & Mary McFarlin Foundation Maxene* D. & Russell* D. Darrah Marjorie M. Kohler
Anne Louise Gatliff* Margaret A. Bissell* William M. Neckerman, Jr.* Franklin Dickinson* George* & Elizabeth* L. Kridler
Carl* K. & Estelle* Gieringer Clara K. Boyle* Mary* E. & Richard* W. Fairchild Arthur* L. & Gladys* P. Lennox
Helen L. Hayward* Josephine Brandenburg* $100,000-$499,999 Karen W. and William R. Feth James* & June* Limbird
Mary C. Heidenreich* Eva Chapman Trust Ruth H. Beecher Foundation Eunice Barnes Foore* Eleanor Longbrake*+
Mary D. Hock External Trust Dean & Lorene Chenault Memorial Fund The Ward Beecher Foundation Eugene K. Fouse* Eunice B. Luelf*
Helen C. Johnson* Henry Ray & Barbara J. Craycraft Janyce Bruce* Lucille* & Robert* Harris Stanley & Patricia Mann
Mildred W. Kathman* Ray Leslie Fulner* Thelma L. Clark* Lois D. Henschen* Benjamin* F. & Martha K. Marsh
Robert & Jane Kenney Mary Hankinson* Margaret Cleveland External Trust Jocelyn Jenkins* Elizabeth* K. & John* Meloy
Sarah Kistner* Effa Haynes* David* D. & Velma* Davis Betty S. & William* R. Jewell W. Royse* & Audrey* N. Moran
Knox Presbyterian Church George* & Lois* Henkle Annelies R. Dziadzka* Kathryn Katzenmeyer* Gale A. Race*
Doris C. Kuszler Virginia Hoerner* John D. Finnegan Foundation Richard H. Mather* Martin* & Norma Ruehle
James* & Patricia* Laing Edward H. Hyde* Ralph* B. & Evelyn* M. Folsom Leonard* W. & Vivian* Moore William E. Sala*
Martha W. Martin* Lena Kennedy* Charlotte C. Gelhaar* Nancy W. Nesbitt* Oliver* E. & Olive* S. Todd
Wilfred S. Martin* Edna M. Kinsinger* Jack* & Jaye Harris The M.G. O’Neil Foundation James* & Betty* West
Elizabeth McQuiston* Leslie* J. & Elsie* L. Kump Barbara C. Kerlin* The Hugh & Myrna Porter Family Richard & Marion* M. Whitbeck
Ohio Living Llanfair Crafters & Woodshop Lucille Loer* Isaac P. Lewis Memorial Fund Mr.* & Mrs.* Charles Reinherr Charles E. Williams
Cecilia U. Randall* Nellie Losh* Elizabeth C. Miller* Basil J. and Anne L. Scafidi Charitable
Walter A. Randall* Henry E. Lynch* Pollock Company Foundation Ohio Living Vineyard
Frances E. Raymond* Margot Marples David J. Rees Trust on Catawba
Charles* & Carol* Schlegel Ohio Living Mount Pleasant Treasure Barn Mary Alice Schaff* Anna M. Shean*+
John K. Sherman* Helen Paxton* Mary B. Smith* Robert* Meriwether & Ruth Ellen Smith $100,000-$499,999
John* D. & Mildred* M. Wesson Jeanne* V. & John* Pendery Paul* E. & Mary* G. Smith William* B. & Delphine* C. Telford Anonymous (1)
Irmgard Zutz* Robert* A. & Nell* Quisno Helen Stambaugh* Margaret J. Weber* Harry Stensen Memorial Fund
Alice Reginbogin* Walter E. & Carolyn H. Watson Foundation Helen S. & Charles* A. White, Jr.
Ohio Living Mount Pleasant Gene & Mary Alice* Roberts Ralph E. & Helen Yingst Philip Shin Phing* & Ida Djung Wong* Ohio Living
The Youngstown Foundation Ohio Living Sarah Moore Westminster-Thurber
$2,500,000 and above Doris Snook* $1,000,000-$2,499,999
Dr. John* & Marian* V. Stewart Ohio Living Rockynol Pauline M. Way* $1,000,000-$2,499,999
Verla B. McClure* Wilda G. Streifthau* $100,000-$499,999 John* F. & Juliet* Schoedinger
Rosemary R. Vordenberg* $500,000-$999,999 Margaret E. Jones* $500,000-$999,999
$1,000,000-$2,499,999 Norbert E. Werner* John W. Frasche* Ohio Living Swan Creek Leona B. Mithoff Fund of
Russell* E. & Ellen* T. Huston Lloyd* & Abby E. Whitesell The GAR Foundation+
Mary Kittredge* John C. Lampasone* The Columbus Foundation
William* B. & V. Nadine* Maitland Jerome Taylor* $100,000-$499,999
William* C. & Janet A. Shannon Anonymous (4)
Ohio Living Park Vista Gail E. Becher*
Helen E. Turner* $2,500,000 and above Violet H. Bittner*
$500,000-$999,999 $5,000,000 and above Thomas B.P. Williams* Charles* J. & Loraine* M. Moore Beatrice J. Cleveland* Annual Report 23
Niel* & Meredith* Buckley Marion B. Wilson* $1,000,000-$2,499,999 Jerome & Bette Dare
William* T. & Oleta* O. Maxwell Anne* K. & Byron* Christman $100,000-$499,999 Jeanne H. Reed Aubrey Degraw Trust
Theodora Mrusek* Maxine* & Ben* Ansley $100,000-$499,999 Mary DeWees*
Marian Snook* $2,500,000-$4,999,999 Sue Ann Benedict & Robin Wicks Jackson* & Evadine* Bryan Sarah DeWees*
Ralph* J. & Dorothy* Stolle+ Thomas* W. & Patricia* A. Blazey Rilma Buckman*+ Patricia L. Dineen
Florence Whitesell* Arnold D. & Helen R. Stambaugh Helen* & Harold* Bollinger Donald Flickinger* Helen E. Duffy*
$100,000-$499,999 Charitable Foundation Curtis E. Brooks* Robert & Dorothy Forney Glenn* & Lucille* Durflinger
Anonymous (1) Wilson G. Bruggert* John* W. & Waneta* Jackson Hayden* C. & Grace* Edwards
Eleanor B. Ackerman* $1,000,000-$2,499,999 Edward* & Maurine* Carr Theodore & Anne Jenkins
Ralph Augspurger* Harvey* H. & Jane* Haynam+
$500,000-$999,999
Ruth E. Kyle*
Donald D. MacEwan*

First time members in red * Deceased members at time of printing + Members whose qualifying gifts were designated for both Ohio Living and Ohio Living Home Health & Hospice, or to multiple locations

Trustees’ Roundtable l Continued Named Endowment Circle

Velma V. Everhart* Geraldine G. Price* PROGRAM LEVEL The Margaret Jean & Edward Wells Ohio Living
Ruth Fetzer* The Reinberger Foundation Cumulative endowment Endowment Westminster-Thurber
Barbara Frautschi Edward A. Smith*
Edgar A. Fry, Jr.* Bill and Edith Walter Foundation giving totaling $500,000+ Ohio Living Mount Pleasant $500,000-$999,999
Gerald* & Jean Gregg The John F. & Juliet S. Schoedinger
Sophie E. Kerr* Statewide Campus Support Ohio Living $1,000,000-$2,499,999 Endowment
Mary C. Klipfel* Breckenridge Village The Mary H. Kittredge Endowment
Charles A. Lindabury* $1,000,000-$2,499,999 The William C. & Janet A. Shannon
Fairy O. Linn* Countess Brown* $2,500,000 and above Endowment SUPPORTING LEVEL
Charles & Donna Mann $500,000-$999,999 The Clapp Endowments for Child Care, $50,000 cash/$100,000 deferred,
Robert* E. & Shirley* W. Maurath Marian R. Easton* $500,000-$999,999 or $100,000 combined cumulative
Thomas Mitchell* Mildred Lenk* Life Care, Support the Caregiver and The Hampshire Buckley Endowment
Carolyn D. Mooney* $100,000-$499,999 Wellness The V. Nadine & William B. Maitland Ohio Living
Mary E. Munn* Rev. Glen H. & Shirley Beito Gronlund+
Helen Murray* Thomas G. & Sandra J. Hofmann+ $1,000,000-$2,499,999 Endowment Breckenridge Village
Nationwide Insurance Foundation David & Rayna Kaasa+ The Paul & Kay Everson Endowment The William T. & Oleta O. Maxwell
Charles Pace Kenneth & Caryl Kemper+ Endowment Anonymous (4)
Mario M. Pagano* Wayne A. Stallman, Jr.* $500,000-$999,999 The Lorne Howe Aikins, M.D. & Velma A.
Ruth H. Phillips* Lois Stephens* Anonymous (1)
The Ethel Weiman & Ruth Boza Endowment Ohio Living Park Vista Aikins, RN Endowment
Ohio Living Home Health & Hospice The Elmer & Olga Juhnke Endowment The Lois C. Armington Endowment+
Locations The Marjorie Noble Lyons Endowment $2,500,000 and above The Lucy Jo Atkinson Endowment
AK =Greater Akron CO = Greater Columbus YO = Greater Youngstown The Anne M. McKee/Helen Sharadin The Anne Kilcawley Christman The Gwenydd Beatty Endowment
CI =Greater Cincinnati DA = Greater Dayton SW = Statewide The George B. & Virginia K. Bodwell
CL =Greater Cleveland TO = Greater Toledo Endowment
Endowment
$1,000,000-$2,499,999 The Columbus Foundation (CO)+ Endowment $1,000,000-$2,499,999 The Paul R. Brahaney Endowment
Central Ohio Area Agency Columbus Medical Association The Karl & Mary Prindle Endowment The Haynam Family Endowment The Marian & Margaret Callow Life Care
The Edith H. Smith Endowment The Arnold D. & Helen R. Stambaugh
on Aging (CO)+ Foundation (CO) Ohio Living Dorothy Love Endowment
Council on Aging of Southwestern Conover Trust (CI) Endowment The John N. & Bettymae R. Carter Life
Franklin County Dept of Job & Family $500,000-$999,999 $500,000-$999,999
Ohio (CI)+ The C.H. Ginn & Vera D. Ginn The Ruth E. Kyle Endowment Care Endowment
Ohio Department of Education (SW)+ Services (CO) The William M. Neckerman, Jr. The Robert & Mary Ellen Colquhoun
United Way of Central Ohio (CO)+ The Robert Wood Johnson Endowments for Life Care & Spiritual Life
$500,000-$999,999 The Mary Louise & Harold W. Shaw External Trust Endowment
The Cleveland Foundation (CL)+ Foundation (CL)+ Ohio Living Rockynol The Esther A. Cunzolo Endowment
Ohio Department of Transportation Ruth Krup Trust (CL) Endowment The Len & Sally Elliott Endowment
The Elroy J. & Fynette H. Kulas Fund of $500,000-$999,999 The Robert W. & Marjorie G. Fouts
(CI, CL, CO, YO)+ Ohio Living Llanfair The John W. Frasche Endowment
$100,000-$499,999 The Cleveland Foundation (CL) Endowment
Area Agency on Aging, 11 (YO) Harry C. Moores Foundation (CO) $1,000,000-$2,499,999 The Jerome Taylor Endowment The Guy Family Endowment+
AT&T (SW)+ United Way of Lake County (CL) The Catherine K. Luedeke Memorial The Helen E. Turner Endowment The Raymond & Mary Haserodt
Cardinal Health Foundation (CO, TO)+ Western Reserve Area Agency Endowment
Ohio Living Swan Creek Memorial Endowment
on Aging (CL)+ $500,000-$999,999 The Henry & Robin Hatch Endowment
Annual Report 24 Anonymous (1) $500,000-$999,999 The Kay & Jack Ingersoll Endowment
The Anne Herget Endowment The Loraine M. & Charles J. Moore The Pauline M. Jernberg Endowment
The Mark & Phyllis Schoenberger The Annabel Land Endowment
Endowment The Norbert A. Lange Endowment
Greenspace Endowment The Reed Whole Person Wellness

Endowment

Recognizing leadership in endowment giving

First time members in red * Deceased members at time of printing + Members whose qualifying gifts were designated for both Ohio Living and Ohio Living Home Health & Hospice, or to multiple locations

The Laura Liebenauer Endowment The Hunter Family Endowment Ohio Living Llanfair Pendery Endowment The Handyside Brothers Memorial Endowment

The Rodney Daniel & Mary Boyd MacBane The Irene Jarfas Endowment Anonymous (2) The Robert & Nell Quisno Endowment The Forest E. & Helen P. Hoot Endowment
TheMr.&Mrs.RobertBierbaumEndowment The Doris L. Snook Endowment
Memorial Endowment TheWilliamJ.&PhyllisL.Kist Endowment The Marion & Thurza Brant Endowment The Marian Snook Endowment The Jocelyn M. Jenkins Endowment
The John Markwart Endowment The Lee & Jo Ann Kuhlman Endowment The Betty S. & William R. Jewell Family
The Donna McDonald Endowment for TheHowardA.&CarolynM.Marvin The Rev. James E. & Ann S. Eddy The Rosemary Vordenberg Endowment Endowment
Spiritual Life Endowment
Beautification & Capital Improvement Endowment The Donald Wade Memorial Endowment TheLeonardW.&VivianB.MooreEndowment
The Patterson Family Endowment The Wilfred A. & Wilma McCoy Endowment The Mr. & Mrs. William E. Hutchinson The Dr. & Mrs. Walter Whayne Webb The Keith & Nancy Nesbitt Family Endowment
TheSusanneR.PfaffLifeCareEndowment The Jeanne D. Mears Endowment Endowment Endowment The Basil J. & Anne L. Scafidi Endowment
The Helen C. Johnson Endowment
The Sara Schoppenhorst Endowment The Rosemary Ovenden Endowment The Dr. Robert B. & Jane S. Kenney The Florence Whitesell Endowment The Robert Meriwether & Ruth Ellen Smith
ThePaul&LillianSchwesinger Endowment The Robert M. & DeLores Ginn Peters Life The Whitesell Family Endowment Endowment
The Hazel V. & Margery J. Shields Care Endowment Spiritual Life Endowment The Virginia Spurling Endowment
Endowment The Robert B. Picking Endowment The Amor E. & Sarah K. Kistner Life Care Ohio Living Park Vista The William & Delphine Telford Endowment
TheHeatherM.SindyLifeCareEndowment The Jane Quinn-Hummel Endowment The Ruth H. Beecher Foundation The Margaret Julia Weber Memorial
The Donald D. Smith Endowment The Rike Family Foundation Endowment Endowment Endowment
The H. Matson Smith Endowment The Thomas E. & Sandra S. Shoemaker The Esther G. Lawhon Fund Endowment The Leon A. Beeghly Endowment Endowment
TheJosephF.&E.AliceSmoleEndowment Family Endowment The Glenn & Lana Rogers Endowment The Margaret Cleveland Endowment Ohio Living Swan Creek
The Else L. Schulze Endowment
The George & Julia Tanner Endowment The George & Ilene Verdier Family Ohio Living Mount Pleasant The David D. & Velma Davis Endowment The Donald G. Flickinger Endowment
The Luzie A. Dziadzka Memorial Endowment The Robert & Dorothy Forney Life Care
The Mary A. Thomas Endowment Endowment Anonymous (1) TheRalph&EvelynFolsomFamilyEndowment Endowment
The Susan & John Turben Endowment for The Ron & Hertha Vice Endowment
Life Care & Wellness The Dr. & Mrs. Walter Whayne Webb The Clara K. Boyle Life Care Endowment The Charlotte C. Gelhaar Endowment The John & Waneta Jackson Endowment
The Josephine Brandenburg Endowment The Helen I. Harnish Life Care Endowment TheElizabethL.&GeorgeG.KridlerEndowment
The Clare Walker Endowment Endowment The Eva Chapman Endowment The Jack & June (Jaye) Harris Life Care The Dr. Arthur L. & Mrs. Gladys P. Lennox
The Emily M. Wolf Endowment The Cecil & Ethel Watkins Life Care
TheHeinzK.&ElizabethH.WolfEndowment Endowment The Dean & Lorene Chenault Endowment Endowment Endowment
The Henry Ray and Barbara J. Craycraft The Marion C. Lange Endowment The Eunice Luelf Endowment
Ohio Living Dorothy Love The Joseph Herman & Ruth A. Yoder Life Care Endowment The Isaac P. Lewis Endowment The Gale A. Race Endowment
TheDorothyR.&WilliamT.AmosEndowment Endowment The Henry Ray and Barbara J. Craycraft The McAuley Family Endowment
TheMargaretB.&J.OliverAmosEndowment Spiritual Life Endowment The Jeanne Reed Endowment
General The James & Mary McFarlin Endowment The Oliver E. & Olive S. Todd Endowment
The Mary Nell Griffin Endowment
The Gertrude O. Anderson Endowment The Glen H. & Shirley Beito Gronlund The Effa K. Haynes Endowment The Mr. & Mrs. Dale Walton Endowment TheCharlesE.WilliamsLifeCareEndowment
Endowment The George Henkle & Lois I. Henkle The Ralph E. & Helen Yingst Endowment
The Mary E. Becker Endowment The Thomas G. & Sandra J. Hofmann Ohio Living
The Betty Z. Bennett Endowment Endowment Ohio Living Rockynol Westminster-Thurber
The Oskar & Charlotte Buschmann Spiritual Life Endowment The James A. & Virginia R. Hoerner Anonymous (1) The Joel U. Adams Trust Endowment
The Curtis Brooks Endowment The Miss Jessie Draden Endowment
Endowment Ohio Living Lake Vista Endowment The Edward L. & Maurine M. Carr Endowment The Velma V. Everhart Endowment Annual Report 25
The Copeland Corporation Endowment The Shirley M. Dorman Endowment The Russell E. & Ellen T. Huston Endowment The Ennice Chopard Endowment The Barbara Frautschi Endowment
The Elizabeth & Harold E. Deardorff The Haynam Family Endowment The Edward H. Hyde Endowment The Maxene D. Darrah Endowment The Leona B. Mithoff Endowment
The Eugene E. & Elinor W. Holley The Margaret Evans Kirby Memorial The Richard W. & Mary E. Fairchild Family The Ruth Phillips Life Care Endowment
Endowment The Geraldine G. Price Endowment
The Ruth B. Emmons Life Care Endowment Spiritual Life Endowment Endowment Endowment The Mabel Sarbaugh/Bea Cleveland
The William J. Hannum Endowment The John J. & Charlotte N. Jones, Jr. The Charles Leasure Trust Endowment The Eugene Fouse Endowment Endowment
TheHartzell-NorrisCharitableTrustEndowment The Clem & Verla McClure Memorial The S. Margaret Gallagher Endowment The Pearl A. Wagner Endowment
The John J. & Mary Isabel Walker Spiritual Life Endowment The GAR Foundation Endowment
The Donna E. Kobasiar Life Care Endowment Endowment
Hessler Endowment The John A. Pendery & Jeanne V.

Living Legacy Society Recognizing donors who have made a deferred gift or will bequest

Annual Report 26 Ohio Living Martha Manring Ohio Living Cape May Tom & Sandy Shoemaker Jean C. Nieb
Breckenridge Village Walter W. & Marian C. Marshall Eva L. Botts Marie E. Stevens Glenn & Lana* Rogers
Anonymous (2) Debra Massey Elizabeth A. Evans Ron & Hertha Vice Marjorie A. Rowley
James C. Batten Duncan & Virginia McVean James & Sherrill Graham Tom & Polly Watkins Carol Saylor
Beverly Besselman Robert* & Sue Ellen Meil Jan Grim Howard* & Betty Yanda Steve Schmitz
Harry L. & Virginia* M. Bigelow Dolores M. Murray Bill & Ruby Ostermeier Virginia M. Zeller Mark* & Phyllis Schoenberger
John D. & Elsie E. Blazek Joanne N. Naroski Lynn* & Irene Rainsberger Brian P. Voegele
Nelson* & Gertrude Bleisch Joseph Naroski Ohio Living Lake Vista Edward R. Wells
Princess B. Britton Christa Oksiloff Ohio Living Dorothy Love Anonymous (1)
Marguerite Brunner Jeanne M. Patterson Anonymous (1) Charles* & Madeline Bradford Ohio Living
Jack* & Betty Carter James* & Barbara Randall Dick & Barbara* Adams Marilyn Burns Mount Pleasant
Esther A. Cunzolo Tammy L. Raybuck-Gavin & Patrick Gavin Douglas Wilson Allinger Shirley M. Dorman Anonymous (1)
Doris J. Dambrow Robert & Marjorie Reese Patricia K. Atwood Norman* & Rachel Downing James P. & Viola R. Bruner
Marilyn J. Dambrow David & Annette Schell Jane S. Babbitt Eugene & Elinor* Holley John K. & Ann* Elizabeth Donaldson
Margaret E. Davis Rev. & Mrs. Robert D. Schuler Nancy Beckman Mr. Lorin J. & Elva* Hopkins David E. Gross
Marilyn P. Demeter Donald S. & Joan M. Selle William W. Billing* David & Phyllis Jenkins Charles & Marian Hattery
Jane Dessem+ Heather M. Sindy Robert* & Sigrid* Brackney Donna E. Kobasiar Brenda Howard
Janice Downing Harvey* & Jean Slagle Mary J. Bradlee Elizabeth Linville Margot Marples
Jamalee Fish Kent K. & Judith K. Smith Irvin* & Elma Brown Betsy H. Parsons Mary C. Maurer
Robert W. & Marjorie G. Fouts Suzanne M. Smith Penny & Tom Clark Glen* & Betty Sanzenbacher Doris Michaelis*
Shirley W. Gibson Marion L. Spence* Charles Cuppy Stan & Joyce Seagle Norma Nossokoff
Ralph & Betty Gray John & Michele Stevens Donald & Betty Elsner David & Linda Wurthner Whitney O’Neal
Daniel & Eleanor* Guy Donald G. Stonebrook Timothy & Cynthia Fisher Lyman C. Peck
Ruth Hanawalt Jean Teller Arthur B. Fortney Ohio Living Llanfair Gene & Mary Alice* Roberts
James & Susan Hickey Dorothy Thomas Sue Friend Josephine Barker Jane B. Robinson
Edward G. Hodina Mary A. Thomas, M.D.* Elinor Gattshall Marcia K. Cahall James B. & Letty Roosa
Calvin & Sabra Hunter John F. & Susan H. Turben Marilyn George Nancy Conroy William L. & Jeanne* Sandston
William F. & Eloise* V. Hutchinson Clare Walker Emory* H. & Gwen E. Grove James* E. & Ann* S. Eddy Hugo* & Marianne Schumacher
Jonathan* & Katherine Ingersoll Jane F. Whalen Dale* & Mary* Harlamert Judith Fadden William* C. & Janet Shannon
Gary & Maita Jarkewicz Richard & Elizabeth Whitaker Ray & Louise* Koenig Joan Hammock Robert* & Dorothy* Shaw
Pauline M. Jernberg Robert & Margaret* Widmar Myron* & Jeanne Maxson Ruth Hartzell Kenneth* & Joyce* Shinn
William & Silvia Kenneweg Willoughby Family Charitable Lead Marilyn McCarthy William & Margaret Kehrer Patricia Skimming
William & Barbara Kirsch Jeanne D. Mears Robert & Jane Kenney Josephine Thomas
Anthony & Nova Kordalski Annuity Trust Patrick* & Carol Milligan Kathleen Kiefer Kathryn D. Wadleigh
Carol & Ernest*Legris Albert & Rebecca Woehrle Daniel J. & Richele O’Connor Marilyn J. Kiefer Sue W. & Raymond F. Welty
William Lindblad Heinz* K. & Elizabeth* H. Wolf Thomas & Marlene* Powers Doris C. Kuszler Abby Whitesell
Elizabeth F. Lovsin Irene M. Yeran Richard & Ruth* Reed Esther G. Lawhon Fund Lineta H. Wilkins*
Shirley Luiza Robert I. & Virginia L. Young Mr. & Mrs. Jessee Ring Carmen A. Mockrud R. Dan & Carol Yount
H. Stephen* & Carol Madsen Ann & Ted Roller William Neus & Joann Summer

Ohio Living Park Vista Edwin & Mary* Durivage George* & Jeanne Manser Annual Report 27
Anonymous (1) Verna K. Evanoff James & Cecilia McAdams
Harriet E. Broward Donald G. Flickinger* & Marilyn L. Miller R. Jon McQuillin
Richard & Roberta Jean* Fruit Robert & Dorothy Forney Howard & Doris Moye
Jack* & Jaye Harris+ Howard* & Lois L. Grasser Richard* & Norma Mueller
Mary Harvey Jean Hersland Jane & Peter* Mykrantz
Geraldine Lutman Theodore & Phyllis* Jenkins Kennard & Roberta Nelson
Alice Macalla M. Richard Knight Charles Pace
Eugene & June Osborne Marjorie Kohler Robert & Gloria Patterson
Ralph E. & Helen Yingst Stanley & Patricia Mann Janis Siegle
Benjamin* F. & Martha K. Marsh Mary Jane Tschappat
Ohio Living Rockynol Louis McLove & Beverly Wolcott Sally Weber
Anonymous (1) Deborah R. Merritt H. Art Williams
Allen & Phyllis Arkett Connie Momsen Patricia Wilson
Paul* G. & Louise* C. Baker Jean Morgan Statewide Campus Support
Karen M. Bakita Jeanne Reed Rev. Glen H. & Shirley Beito Gronlund
Janet C. Beatty Martin* R. & Norma E. Ruehle Laurence Gumina
Leslie Belfance Sarah C. Schnurr Thomas & Sandra Hofmann
Sue Ann Benedict & Robin Wicks Mrs. Vicki Sorgenfrei David & Rayna Kaasa
Lois W. Brock* Jean Ward Kenneth & Caryl Kemper
Deborah K. Collier Charles E. Williams Bruce Palenske
Moyra Culbertson
Hope E. Everhart Ohio Living Ohio Living Home
Robert & Beverley Fischer Vineyard on Catawba Health & Hospice
Jessica Goff Robert J. Bredbeck Locations
Kara Hanzie Anne Crowe* AK =Greater Akron
Robert N. MacCallum Lloyd* & Jeanne Kirby CI =Greater Cincinnati
Velma Pomrenke CL =Greater Cleveland
Helen M. Schultz Ohio Living CO =Greater Columbus
Walter & Donna Scott Westminster-Thurber DA =Greater Dayton
Robert* Meriwether & Ruth Ellen Smith Anonymous (1) TO =Greater Toledo
G. Alan* & Louise* G. Spaulding Malcolm* & Carmen Ator YO =Greater Youngstown
Mary A. Strassburg Nancy P. Baum SW =Statewide
Diane Walker Melissa A. Dardinger Robert L. Dardinger (CO)
Charles* A. & Helen S. White, Jr. Jerome & Bette Dare Barbara McIlvaine (CL)
Martha W. Wilson Jesse D. Degraw
Patricia L. Dineen First time members in red * Deceased members
Ohio Living Swan Creek Barbara Frautschi+ at time of printing + Members whose qualifying
Anonymous (1) John & Judith Gray gifts were designated for both Ohio Living and
June W. Baker* Gerald* & Jean Gregg Ohio Living Home Health & Hospice, or to multiple
Anne Brewer Margaret B. Hadley locations
Debbie Brisbin Herman F. Heubel
Humbert & Donna Conner Robert* G. & Helen W. Hoehl
Charles & Donna Mann

External Trusts

Trusts are enduring. They provide annual income
to benefit Ohio Living and the people we serve

HORIZON LEVEL Ohio Living Llanfair

Recognizing external trusts Esther G. Lawhon Fund
that have provided $1,000,000
or more to Ohio Living Ohio Living Mount Pleasant
Josephine Brandenburg Charitable Trust
Ohio Living Eva Chapman Trust
Breckenridge Village Dean & Lorene Chenault Memorial Fund
Mary Nell Griffin Charitable Trust
Norbert A. Lange Trust James A. & Virginia R. Hoerner Fund

Ohio Living Llanfair Russell E. & Ellen T. Huston Fund
Else L. Schulze Charitable Trust William B. & V. Nadine Maitland Trust
Marian Snook Endowment Fund
Dr. & Mrs. Walter Whayne Webb
Ohio Living Park Vista Memorial Fund
Anne Kilcawley Christman Charitable
Ohio Living Park Vista
Foundation Margaret Cleveland External Trust
Arnold D. & Helen R. Stambaugh Kyle Family Charitable Gift Fund

Charitable Foundation

Annual Report 28 Recognizing external trusts Marion C. Lange Memorial Fund
that have provided up to Isaac P. Lewis Memorial Fund
$999,999 to Ohio Living McAuley Family Fund
James & Mary McFarlin Foundation
Ohio Living Dorothy Love The William M. Neckerman, Jr.
Mary E. Becker Charitable Trust
Oskar & Charlotte Buschmann Fund of External Trust
The Troy Foundation Mr. & Mrs. Dale Walton Memorial Fund
Elizabeth & Harold E. Deardorff Fund
William J. Hannum Memorial Fund Ohio Living Rockynol
Hunter Family Fund Trust of The Troy S. Margaret Gallagher Fund
Foundation Basil J. & Anne L. Scafidi Charitable Trust
William J. & Phyllis L. Kist Fund
Rosemary Ovenden Trusts (2) Ohio Living
Robert B. Picking External Trust Westminster-Thurber
Dr. & Mrs. Walter Whayne Webb Miss Jessie Draden Memorial Fund
Memorial Fund Leona B. Mithoff Fund of
Joseph Herman & Ruth A. Yoder The Columbus Foundation
Memorial Fund John F. Schoedinger Fund
Pearl A. Wagner Fund

President’s Club Recognizing cumulative cash or in-kind giving of $1,000 or more
during fiscal year 2018

Ohio Living Susan & John Turben Foundation Zeger Verhage $2,500-$4,999 Ohio Living Lake Vista Annual Report 29
Breckenridge Village $2,500-$4,999 Ernest* M. & Helen L. Wilson Mary E. Becker Charitable Trust
Dominion Foundation -CyberGrants, Inc Robert I. & Virginia L. Young Kay & Chuck Caudy $2,500-$4,999
$50,000-$99,999 Jonathan Freeman Ohio Living Cape May Jane Devine Susan Berny+
Daniel & Eleanor* Guy James & Susan Hickey+ $5,000-$9,999 First Presbyterian Church of Troy Salvatore C. & Carol J. Caronite
Hubbard Family Charitable Fund Edward & Sheila* Hodina Miami University, Scripps Gerontology+ David & Linda Friend $1,000-$2,499
Annabel Land Calvin & Sabra Hunter $2,500-4,999 Hunter Family Fund Trust Four Seasons Garden Club
Norbert A. Lange Trust Ohio Living Breckenridge Village North Dennis & Barbara Deibel William J. & Phyllis L. Kist Fund Griswold & Therese Hurlbert+
Willoughby Family Charitable Lead $1,000-$2,499 Tom & Sandy Shoemaker Ohio Living Lake Vista Residents
Care Cards Anonymous (1) Bonnie Smith
Annuity Trust Jack & Carol Smith Judith Briggs Joseph Herman & Ruth A. Yoder Association
$25,000-$49,999 Diane Walker+ James & Sherrill Graham David & Linda Wurthner
Anonymous (1) Dawn D. Zuilhof Rev. Dr. G. David Hawley+ Memorial Fund
Winston & Mary Fran Bachmann $1,000-$2,499 Dorothy J. Hayes $1,000-$2,499 Ohio Living Llanfair
Robert W. & Marjorie G. Fouts B. Lawrence Allen & Lorraine Fende Donald McNemar Anonymous (1)
The Ingersoll Family Fund of William A. & Jean Behnke Whitney O’Neal+ Douglas Wilson Allinger $100,000+
John & Elsie Blazek Irene Rainsberger Mary Ruth Ball Else L. Schulze Charitable Trust
The Cleveland Foundation Raymond & Marguerite Brunner M. Brad Reynolds Jenny & Mike Barhorst Edward R. Wells
Dorothy Thomas Annie Champa Carol Sternsher Jason & Amy Becker $10,000-$24,999
Clark & Barbara* Waite+ Connie Crihfield John and Jan Beigel Mary Ann Jacobs
$10,000-$24,999 Kathryn Eloff Ohio Living Dorothy Love Nicholas & Mary Bensman $5,000-$9,999
Nelson* & Gertrude Bleisch Falkner-Brown Family Fund Bruce & Judi Boyd The Abbihl-Ahrens Charitable Fund of
William & Silvia Kenneweg Jean Fisler+ $50,000-$99,999 Cheryl & Jim Boyer+
David & Linda Mitchell Arline Giddings Robert B. Picking CRUT External Trust George & Frances Brockman The Cambridge Charitable Foundation
Robert & Nancy Pfeifer Ralph & Betty R. Gray The John & Jeanette Sargeant Family David B. & Nancy E. Hamilton CY Inc. Over 70 Foundation
Sara Schoppenhorst Richard & Susan Hart Mareta Headapohl J. Frederick & Helen B. Vogel Trust
The Veale Foundation Henry & Robin Hatch Foundation Ted & Joan Kuck $2,500-$4,999
$5,000-$9,999 Dorothy M. Lingle $5,000-$9,999 Cynthia McRill Knox Presbyterian Church
August Bruno Duncan E. & Virginia J. McVean Donald & Evelyn Bensman Foundation, Inc. Ohio Living Dorothy Love Auxiliary Glenn Rogers & Virginia Greenlee
Marilyn P. Demeter John N. & Georgia C. Nelson Oskar & Charlotte Buschmann Fund of Ohio Living Dorothy Love Church $1,000-$2,499
Carol Eber*+ Gerald & Marie Powers Lawrence Austing
Richard Frenchie+ Fred C. Rutz Foundation The Troy Foundation Services Fund Carroll R. & Carol K. Baker
The GE Foundation David L. & Annette G. Schell Emerson+ Ohio Living Dorothy Love Crafters Richard & Judy Doyle
Ruth A. Hanawalt Rev. & Mrs. Robert D. Schuler Mardie & Tom Milligan Robert & Jane Kenney
The Anne T. and Thomas C. Hilbert Fund Donald & Joan Selle Monarch Legacy Fund of The Community and Woodworkers Jean Morgan+
The Sherwin-Williams Foundation Robert & Gloria Parker Mt. Auburn Presbyterian Church
of The Cleveland Foundation Roger & Cheri Shumaker+ Foundation of Shelby County Mr. & Mrs. Jessee Ring William Neus & Joann Summer
Creighton & Joyce Kellogg Josh Siegel Robert & Thelma Sargeant Memorial Richard & Marianna Roth Whitney O’Neal+
Henry P. & Patricia S. Kurdziel Daniel Smith Susan Russell Ohio Living Llanfair Crafters
Lois McGee* John & Kathleen Tuttle Fund of The Community Foundation Robert & Thelma* Sargeant Robert Peterson
The Murch Foundation of Shelby County Tom & Polly Watkins The Eugene & Julie Talbot Charitable Fund
Ohio Living Breckenridge Village Frederick C. & Gay E. Smith+ Richard & Dee Dee Uhle

Resident Association

Annual Report 30 President’s Club l Continued Ted & Nancy Karchner+ Schmutz Family Foundation Ohio Living Sarah Moore Paul & Denise Benjamin+
Joann H. Kersh $1,000-$2,499 Connie Brand
Westwood First Presbyterian Church Lee & Jo Ann Kuhlman Bacon Foundation $5,000-$9,999 William E. & Anne C. Brewer
Ohio Living The Judy & Bill McCormick Fund+ Bochert Bros Painting & Decorating Ohio Living Sarah Moore Service Board Dunbar Mechanical, Inc.
Mount Pleasant Morgan Family Foundation of the Bege Bowers+ $2,500-$4,999 The Glenn & Marion Fitkin Fund
$25,000-$49,999 R. Langley & Mary* J. Collins Healthcare Foundation of Delaware Lois Grasser
Verla McClure Trust Middletown Community Foundation Judy Gidney+ David B. & Nancy E. Hamilton
Ohio Living Mount Pleasant Norma M. Nossokoff Kirkner Electric, Inc. County Ralph H. Johnson
Whitney O’Neal+ Brian Kolenich $1,000-$2,499 Wendell & Joyce Johnson
Treasure Barn Cheryl Reinel* Myrna Lemberger Aric Arnett Ralph Jones
Marion Snook External Trust Teresa Schofield McAuley Family Fund Thomas Barry & Leslie Poole+ M. Richard Knight
$10,000-$24,999 Hugo* & Marianne Schumacher Letitia McKelvey Donald Chenoweth+ Michael & Laura Kowalec
Anonymous (1) Stan & Joyce Seagle+ Prout Boiler Heating & Welding Stephen & Deborah Martin Richard & Sheila Krieger+
Eva Chapman Trust State Farm Companies Foundation Ryan Carpet Sales & Service, Inc. Ohio Living Sarah Moore Staff Ann & Ted Roller
Russell E. & Ellen T. Huston Fund Susan Wert Anthony & Kelcie Schiraldi Roger V. V. Rouse
William B. & V. Nadine Maitland Trust Molly A. Wright Eleanor Watanakunakorn Sunshine Fund Charles E. Williams
$5,000-$9,999 R. Dan & Carol Yount York Mahoning Mechanical Contractors, Inc. Herbert (Bill) & Maryln* Williams
Dean & Lorene Chenault Memorial Ohio Living
Ohio Living Park Vista Ohio Living Rockynol Ohio Living Swan Creek Vineyard on Catawba
Fund
William & Lois Philips $250,000 and above $25,000-$49,999 $100,000+ $10,000-$24,999
$2,500-$4,999 Anne K. Christman Charitable Foundation Allan Family Fund Richard & Marion* Whitbeck+ Anonymous (1)
Anonymous (1) $100,000-$249,999 $10,000-$24,999 $50,000-$99,999 $5,000-$9,999
Sarah W. Baker Arnold D. & Helen R. Stambaugh Eugene K. Fouse Charitable Lead Jeanne Reed Jeanne Black
Joseph Caito $10,000-$24,999 Harry Stensen Memorial Fund
Barbara K. Chappell Charitable Foundation Unitrust Pete & Paula Hauck $2,500-$4,999
Henry Ray & Barbara J. Craycraft $25,000-$49,999 $5,000-$9,999 Theodore & Anne Jenkins+ Ottawa Sandusky Seneca County Joint
First Presbyterian Church of Middletown Kyle Family Charitable Gift Fund Basil J. & Anne L. Scafidi Charitable Trust Benjamin F.* & Martha K. Marsh
Chester & Nancy Fleming William M. Neckerman, Jr. External Trust $2,500-$4,999 $5,000-$9,999 Solid Waste Management
Mary Nell Griffin Charitable Trust $10,000-$24,999 James & Susan Hickey+ Sandra & Paul Adam Harold Zimmerman
Maurita Stueck Anonymous (2) $1,000-$2,499 Rita* & Bill Neeb $1,000-$4,999
$1,000-$2,499 The Jane Lamb Charitable Foundation Anonymous (1) Ohio Living Swan Creek Resident John Bolte
Anonymous (3) James & Mary McFarlin Charitable The Sandy K. & Mark S. Auburn Fund Robert J. Bredbeck
Akers Packaging Service, Inc. Lisle M. Buckingham Endowment Fund Association David B. & Nancy E. Hamilton
Bruce & Neila Barnes Foundation Robert A. Stranahan Charitable Trust of W. Patrick & Elaine Winton+
Barnet Charitable Fund Pollock Company Foundation of the Akron Community Foundation
Josephine Brandenburg External Trust EC & JE Wallis Foundation of Farmers Thomas & Mary Cochran+ the Toledo Community Foundation Ohio Living
James P. & Viola R. Bruner The Mary S. & David C. Corbin Foundation $2,500-$4,999 Westminster-Thurber
Linda Darlage Trust Company Cathryn M. Fischer Anonymous (1)
June Davis $5,000-$9,999 Robert & Beverley Fischer+ Bank of America Matching Gifts $25,000-$49,999
Dana Hasemeier George & Sherry Berlin Kara Hanzie Grace A. Gossens Fund of the Toledo John F. Schoedinger Fund
Charles & Marian Hattery John D. Finnegan Foundation Linda Lotze $10,000-$24,999
Brenda Howard Mahoning Valley Lifelong Learning Edward & Marcia Mazak Community Foundation Richard* & Nancy Buehler
William Hyatt Mary Michalski Paul* & Mary Ann Heinrichs Nancy Donoghue
Stanley & Lorraine Kappers Institute Program Fund Arthur & Linda Tucker Donald Klotz Leona B. Mithoff Fund of The
Mr.* & Mrs. J. Brann Young Ohio Living Swan Creek Resident
$2,500-$4,999 Columbus Foundation
Susan Berny+ Association Gifts ‘N More Terry & Cynthia White
Senator Maurice & Florence Lipscher $1,000-$2,499
Gregory & Constance* Alexander
Charitable Trust Amir & Augusta Askari

$5,000-$9,999 Ohio Living Westminster-Thurber Ohio Living Home Health & Hospice
Anonymous (1) Community Chapel Fund
William C. Leiter Locations
Sandy & Pat Lewis and Sherry & Larry David & Louise Pence AK =Greater Akron CL =Greater Cleveland DA =Greater Dayton YO =Greater Youngstown
John F. Randolph CI =Greater Cincinnati CO =Greater Columbus TO =Greater Toledo SW=Statewide
Adelman Herman Rehder GAR Foundation (AK)
Diana Lundbom Elizabeth Sawyers $50,000-$99,999 The Sisler McFawn Foundation (AK) Kroger (TO)
William & Monica Tenney Glen & Beverly Schmidt Area Agency on Aging, 11 (YO) United Way of Central Ohio (CO) Lyman Leathers (CO)
$2,500-$4,999 The Alfred & Mary Ann Stockum Fund Central Ohio Area Agency on $2,500-$4,999 Lott-Conlon Foundation (TO)
Johanna DeStefano Elsie & Harry Baumker Charitable Miller-Valentine-Walsh Fund (DA)
Sharon Hanger Statewide Campus Aging (CO) John Mohney (YO)
Paul Jones Support $25,000-$49,999 Foundation, Inc. (TO) The Muchnicki Family Fund (CO)
Ohio Living Westminster-Thurber Hospice Trust of Trumbull County of Susan Berny+ (YO) Wendy Price Kiser+ (TO)
$5,000-$9,999 The Cafaro Foundation (YO) Principle Business Fund of the Toledo
Resident Association Thomas G. & Sandra J. Hofmann+ the Community Foundation of the The CareSource Foundation (TO) Community Foundation (TO)
Carole Poirier Dana Ullom-Vucelich+ Mahoning Valley (YO) Donna Crots* (TO) Gay Smith (YO)
Mary Jean Swenson $2,500-$4,999 $10,000-$24,999 The Healthy Workplace, Ltd. (TO) Kalee Sparklin Scheer (DA, CI)
$1,000-$2,499 Glen & Shirley Gronlund+ Harry C. Moores Foundation (CO) Sue W. & Raymond F. Welty+ (SW) St. Jacob Evangelical Lutheran Church
Anonymous (1) Laurence Gumina+ Ohio Department of Education (AK, CI) $1,000-$2,499 Endowment Fund (DA)
Anne Abbate Joyce Miller+ Jeanne M. Patterson (CL) 10-4-10 Ohio Living Home Health & The Stearns Financial Group LLC (TO)
Fredrick B. & Susan L. Ball+ RSC Insurance Brokerage Inc $5,000-$9,999 Bertalan Toth+ (CL)
Thomas Barry & Leslie Poole+ $1,000-$2,499 Lehner Family Foundation Trust (AK) Hospice, Greater Youngstown (YO) Sue Trumbull (TO)
Leslie Belfance Roger & Susan Bloomfield Mahoning Valley Hospital Anonymous (1) Walter E & Carolyn H Watson
Maxine Cramton Feth Family Foundation Foundation+ (YO) Thomas Barry & Leslie Poole+ (CO) Foundation (YO)
Eric & Melissa Dardinger+ Mark Frohman Robert H. Reakirt Trust through the Franz & Karen Bock (TO)
Jesse D. Degraw Trust R. Steven Johnston PNC Charitable Trusts Grant Review Sharon & Edward* Cassidy (CL)
Patricia L. Dineen David & Rayna Kaasa Committee (YO) Gina A. Flowers (TO)
Barbara Frautschi Joseph & Catherine Levy
John & Judith Gray+ Terry & Chris McKenzie+
Steve & Robin Hicks Cheryl & Sean McLaughlin+
Erin Kidwell Daniel J. & Richele O’Connor
Kirk Kidwell Lawrence & Donna Spengler+
Anne LaPidus Robert & Laura Stillman
Jane Mykrantz Connie S. Tostevin

Thank You We gratefully acknowledge Annual Report 31

our donors for their support and generosity. Every
effort has been made to accurately recognize our donors.
If we have made an error, please accept our sincere
apology and contact the Ohio Living Foundation with
corrections at 614.888.7800 or 800.686.7800.

First time members in red * Deceased members at time of printing + Members whose qualifying gifts were designated for both Ohio Living and Ohio Living Home Health & Hospice, or to multiple locations

1 O44h0io.9L4i2v.in4g34B2relcWkeillnoruidgghbeyVillage 2 Ohio Living Cape May 3 Ohio Living Dorothy Love 4 3O3h0io.6L3i8v.i2n4g2L0akl eCoVritsltaand

937.382.2995 l Wilmington 937.498.2391 l Sidney

5 Ohio Living Llanfair 6 Ohio Living Mount Pleasant 7 Ohio Living Park Vista 8 Ohio Living Quaker Heights 9 Ohio Living Rockynol

513.681.4230 l Cincinnati 513.539.7391 l Monroe 330.746.2944 l Youngstown 513.896.6050 l Waynesville 330.867.2150 l Akron

Annual Report 32 10 O74h0io.3L6i2v.i9n6g4S1alrDahelMawoaorree 11 O41h9i.o86L5iv.i4n4g4S5wl aTnolCedreoek 12 Ohio Living Vineyard on Catawba 13 Ohio Living Westminster-Thurber
419.797.3100 l Port Clinton 614.228.8888 l Columbus

LIFE PLAN COMMUNITIES HOME HEALTH & HOSPICE FOUNDATION

TOLEDO 11 1 WILLOUGHBY Ohio Living Home Health & Hospice
PORT CLINTON 12 CORTLAND 4
24-hour Referral Line 855.579.4967
3 SIDNEY DELAWARE 10 AKRON 9
13 COLUMBUS YOUNGSTOWN 7 Greater Akron 330.873.3468 l 83 North Miller Road, Suite 101 l Fairlawn, Ohio 44333

6 MONROE 8 WAYNESVILLE Life Plan Communities Serving Cuyahoga, Huron, Lorain, Medina, Portage, Stark, Summit & Wayne Counties
2 WILMINGTON Adult Day Center
Senior Center Greater Cincinnati 513.681.8174 l 25 Indiana Avenue l Monroe, Ohio 45050
5 CINCINNATI Home Health & Hospice
Service Areas Serving Butler, Clermont, Clinton, Hamilton, Preble & Warren Counties

Greater Cleveland 440.953.1256 l 38879 Mentor Avenue, Suite A l Willoughby, Ohio 44094

Serving Ashtabula, Cuyahoga, Geauga, Lake & Portage Counties

Greater Columbus 614.433.0031 l 2740 Airport Drive, Suite 140 l Columbus, Ohio 43219

Serving Delaware, Fairfield, Franklin, Licking, Madison, Pickaway & Union Counties

Greater Dayton 937.415.5666 l 6520 Poe Avenue, Suite 100 l Dayton, Ohio 45414

Serving Allen, Auglaize, Champaign, Clark, Darke, Greene, Logan, Miami, Montgomery,
Preble & Shelby Counties

Greater Toledo 419.865.1499 l 1730 South Reynolds Road l Toledo, Ohio 43614

Serving Defiance, Erie, Fulton, Hancock, Henry, Lucas, Ottawa, Sandusky, Seneca &
Wood Counties

Greater Youngstown 330.533.4350 l 6715 Tippecanoe Road, Building E l Suite 201

Canfield, Ohio 44406
Serving Ashtabula, Columbiana, Jefferson, Mahoning, Portage, Stark & Trumbull Counties

Ohio Living Foundation ACCREDITED
CHARITY

bbb.org

1001 Kingsmill Parkway l Columbus, 43229 P 614.888.7800 F 614.885.1201

Ohio Living does not discriminate against any person on the basis of race, religion, age, gender, gender identity, sexual orientation, disability (mental and/or physical),
communicable disease, or place of national origin in admission, treatment, or participation in its programs, services and activities, or in employment.

Our 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.

LIFE PLAN COMMUNITIES HOME HEALTH & HOSPICE FOUNDATION

1001 Kingsmill Parkway | Columbus, Ohio 43229 P 614.888.7800 F 614.888.6864 ohioliving.org