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Living Well Collaborative INC FY2021 filing

Not tax-deductible

Cincinnati, OH501(c)(6)Since 2008Community Development EIN 26-0538164Revenue $864K in FY2021

On file with the IRSlivewellcollaborative.org20 E Central Pkwy, 45202-7239 · Cincinnati, OHTax-exempt since Oct 2009

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The purpose of the organization is to conduct leading-edge study and development of issues related to the aging of the "Baby Boomer" population and across the lifespan; and further develop know-how and capabilities in this field and make them available to the organization's members to facilitate the members' development and design of products and services in this area.

501(c)(6) business league; gifts are not tax-deductible as charitable contributions.
$88K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(6)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 6
filings with a surplus
Average deficit $17K a year · 2% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Pay to officers and key staff
$88K
to officers and key staff · 10% of spending
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
11 mo
of spending, in cash
Looks good: 11.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$107K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$864K
+6% vs prior year
Spent
$843K
Net assets
$830K
By yearFY2020–FY2025
Revenue
$864K
FY2021▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$819K
FY2021$864K
FY2022$761K
FY2023$800K
FY2024$867K
FY2025$922K
Expenses
$843K
FY2021▲ +3%
Tap a bar for its year
Expenses by fiscal year
FY2020$820K
FY2021$843K
FY2022$751K
FY2023$797K
FY2024$887K
FY2025$1.0M
Net assets
$830K
FY2021▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$809K
FY2021$830K
FY2022$839K
FY2023$843K
FY2024$823K
FY2025$749K

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 2009.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

11 people listed on the 990; $88K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$88,000Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Linda Dunseath’s $110K as Secretary is at the 78th percentile of top reported officer pay among 1708 $100K–1M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 1 named individual · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Linda Dunseath$110,000$105,500$98,485$94,051$88,000$87,768

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Living Well Collaborative INC executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Develops and shares knowledge on aging to help members create products and services for baby boomers.

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1 program · in their own filed words · FY2020
01

Program services provide a forum to conduct leading edge studies, development, and design of products and services on baby boomer generation issues.

Pt IX · col B

By the numbers

The FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$864K
Ln 12
Fees for servicesLn 2g$663K
Gifts and grantsLn 1h$200K
Other incomeLn 4–11$2K
Money outPt IX
$843K
Ln 25
Owns and owesPt X
$830K
net assets · Ln 32
Cash and savingsLn 1–2$787K
Total assetsLn 16$937K
LiabilitiesLn 26$107K
PeoplePt VI, VII
11
listed · VII A
PaidVII A1
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$200K
Fees for servicesLn 2g$663K
Investment incomeLn 3$61
Other incomeLn 4–11$2K
Total revenueLn 12$864K
Assets in detailPt X, end of year
CashLn 1$174K
SavingsLn 2$614K
Cash and savings togetherLn 1–2$787K
Land, buildings, equipmentLn 10c$19K
Other assetsLn 15$2K
Total assetsLn 16$937K
LiabilitiesLn 26$107K
Net assetsLn 32$830K
OperationsPt I, VI
EmployeesI 533
VolunteersI 69
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$798K$787K
Land, buildings, equipmentLn 10c$15K$19K
Total assetsLn 16$949K$937K
LiabilitiesLn 26$140K$107K
Net assetsLn 32$809K$830K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$90K
Other salaries and wagesLn 7$444K
Payroll taxesLn 10$47K
Legal feesLn 11b$3K
Accounting feesLn 11c$6K
Other fees for servicesLn 11g$86K
Advertising and promotionLn 12$19K
Office expensesLn 13$11K
Information technologyLn 14$25K
OccupancyLn 16$66K
TravelLn 17$2K
Conferences, conventions and meetingsLn 19$4K
Depreciation, depletion and amortizationLn 22$9K
Other expenses (24a–d)Ln 24$31K
Total functional expensesLn 25$843K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $922K$1.0M−$114K$749K 990 PDF
FY2024 $867K$887K−$20K$823K 990 PDF
FY2023 $800K$797K$4K$843K 990 PDF
FY2022 $761K$751K$10K$839K 990 PDF
FY2021 Viewing $864K$843K$21K$830K 990 PDF
FY2020 $819K$820K−$929$809K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $864,422 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $225,000$200,000
I-9 Program service revenuePrior year $586,718$662,629
I-10 Investment incomePrior year $7,157$61
I-11 Other revenuePrior year $0$1,732
I-12 Total revenuePrior year $818,875$864,422
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $453,271$581,240
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $366,533$262,158
I-18 Total expensesPrior year $819,804$843,398
I-19 Revenue less expensesPrior year −$929$21,024
Part VI · Governance 9 of 9 board members independent, 3 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $864,422 across 6 lines filed
VIII-1b Membership dues$200,000
VIII-1h Total contributions, gifts and grants$200,000
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $662,629$662,629
VIII-3 Investment incomeExcluded from tax $61$61
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,732$1,732
VIII-12 Total revenueRelated to mission $664,361 · Unrelated business $0 · Excluded from tax $61$864,422
Part IX · Statement of functional expenses $843,398 across 14 lines filed
IX-5 Pay of current officers, directors and key staff$90,500
IX-7 Other salaries and wages$443,504
IX-10 Payroll taxes$47,236
IX-11b Legal fees$3,060
IX-11c Accounting fees$5,925
IX-11g Other fees for services$86,320
IX-12 Advertising and promotion$18,608
IX-13 Office expenses$11,444
IX-14 Information technology$24,781
IX-16 Occupancy$66,119
IX-17 Travel$1,819
IX-19 Conferences, conventions and meetings$4,341
IX-22 Depreciation, depletion and amortization$8,612
IX-24 Other expenses (24a–d)$31,129
IX-25 Total functional expenses$843,398
Part X · Balance sheet $936,974 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $184,573$173,502
X-2 Savings and temporary cash investmentsStart of year $613,801$613,862
X-4 Accounts receivableStart of year $123,100$122,301
X-10c Land, buildings and equipment, netStart of year $14,807$18,880
X-14 Intangible assetsStart of year $9,880$5,929
X-15 Other assetsStart of year $2,500$2,500
X-16 Total assetsStart of year $948,661$936,974
X-17 Accounts payable and accrued expensesStart of year $40,086$57,375
X-19 Deferred revenueStart of year $100,000$50,000
X-26 Total liabilitiesStart of year $140,086$107,375
X-27 Net assets without donor restrictionsStart of year $808,575$829,599
X-32 Total net assets or fund balancesStart of year $808,575$829,599
X-33 Total liabilities and net assetsStart of year $948,661$936,974
Part XI · Reconciliation of net assets $829,599 net assets at year end
XI-1 Total revenue$864,422
XI-2 Total expenses$843,398
XI-3 Revenue less expenses$21,024
XI-4 Net assets at start of year$808,575
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$829,599

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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