Nonprofit · EIN 31-0549058
OTTERBEIN HOMES
Tax-exempt · LEBANON, OH 45036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $102,188,610 | $98,364,123 | $3,824,487 | $218,152,454 | $145,482,047 | $72,670,407 |
| December 31, 2023 | 990 | $89,935,477 | $92,099,987 | -$2,164,510 | $190,971,922 | $131,438,123 | $59,533,799 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $272,289
- Program service revenue
- $92,604,045
- Investment income
- $4,815,797
- Royalties
- $526,652
- Net rental income
- $230,107
- Net gain from sales of assets
- $3,338,992
- Net income from fundraising events
- -$26,442
- Tax-exempt bond proceeds
- $706
- Other revenue
- $4,496,479
Expenses
- Grants and similar amounts paid
- $57,661
- Compensation of officers, directors and key employees
- $1,720,582
- Other salaries and wages
- $46,970,553
- Salaries, compensation and benefits (total)
- $55,784,786
- Professional fundraising fees
- $0
- Legal fees
- $518,559
- Accounting fees
- $141,952
- Occupancy
- $1,238,338
- Travel
- $853,115
- Depreciation
- $3,907,701
- Program services (functional)
- $83,306,042
- Management and general (functional)
- $14,333,623
- Fundraising (functional)
- $724,458
Balance sheet and other
- Total assets, start of year
- $190,971,922
- Total assets, end of year
- $218,152,454
- Total liabilities, end of year
- $145,482,047
- Net assets, end of year
- $72,670,407
- Land, buildings and equipment
- $105,292,529
- Publicly traded securities
- $65,939,962
- Net assets without donor restrictions
- $60,947,844
- Net assets with donor restrictions
- $11,722,563
- Gross unrelated business income
- $129,534
- Gross receipts
- $170,547,056
- Employees
- 2,368
- Volunteers
- 13
- Year formed
- 1912
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JILL WILSON | PRESIDENT/CEO Officer | 21 | $725,336 | $22,531 |
| JASON MILLER | VP SR - LSC Key employee | 21 | $484,061 | $26,770 |
| JAMES C GREEN | CFO/TREASURER Officer | 21 | $437,456 | $24,430 |
| CATHERINE CHIOVARO | VP - WORKFORCE MANAGEMENT Highest-paid employee | 24 | $366,772 | $25,912 |
| PAMELA RICHMOND | VP - CHIEF STRATEGY/DEV Highest-paid employee | 24 | $340,696 | $43,791 |
| MARY SIMPSON | VP CLINICAL QUALITY Highest-paid employee | 24 | $289,427 | $50,010 |
| GARY HORNING | VP - MARKETING/COMMUNICATIONS Highest-paid employee | 24 | $293,395 | $24,644 |
| DAN ARNOLD | VP - NEIGHBORHOOD Highest-paid employee | 24 | $253,155 | $23,475 |
| WILLIAM BROWNSON | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| BECKY BAYLIFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LYNN APP | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS HAZELBAKER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LEROY MCKAY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT COLEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL UHL | DIRECTOR Trustee or director | 1 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| VICKY BARTLETT | DIRECTOR Trustee or director | 1 | $0 |
| SUE DONALDSON | RESIDENT DIRECTOR Trustee or director | 1 | $0 |
| HEIDI GLOSSER | DIRECTOR Trustee or director | 1 | $0 |
| DAN BURKE | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| LEROY CHAMBLISS | DIRECTOR Trustee or director | 1 | $0 |
| REED FRALEY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JILL WILSON | PRESIDENT/CEO Officer | 24 | $638,515 | $0 | $18,445 |
| JASON MILLER | VP SR - LSC Key employee | 24 | $449,166 | $0 | $14,573 |
| JAMES C GREEN | CFO/TREASURER Officer | 24 | $401,918 | $0 | $18,317 |
| PAMELA RICHMOND | VP - CHIEF STRATEGY/DEVELOPMENT Highest-paid employee | 24 | $295,626 | $0 | $15,037 |
| CATHERINE CHIOVARO | VP - WORKFORCE MANAGEMENT Highest-paid employee | 24 | $289,104 | $0 | $10,066 |
| GARY HORNING | VP - MARKETING/COMMUNICATIONS Highest-paid employee | 24 | $274,601 | $0 | $15,182 |
| LOIS MILLS | VP OF HUMAN RESOURCES Highest-paid employee | 24 | $243,397 | $0 | $13,729 |
| EMILY WEIKERT | VP - CLINICAL QUALITY Highest-paid employee | 24 | $240,499 | $0 | $14,394 |
| DAN ARNOLD | VP - NEIGHBORHOOD Key employee | 40 | $236,455 | $0 | $14,263 |
| THOMAS HAZELBAKER | DIRECTOR Trustee or director | 1 | $0 | $2,500 | $0 |
| WILLIAM BROWNSON | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| BECKY BAYLIFF | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LYNN APP | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEROY MCKAY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT COLEMAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL UHL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VICKY BARTLETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE DONALDSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| HEIDI GLOSSER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DAN BURKE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| LEROY CHAMBLISS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MEL MILLER | CHAIR (TERM END) Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JOE WOLF | DIRECTOR (TERM END) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 580 NORTH SUITE ROUTE 741, LEBANON, OH 45036-0000
- Principal officer (990 for 2024)
- J CHRISTOPHER GREEN, 3855 LOWER MARKET STREET SUITE 300, LEBANON, OH 45036
- Signed the 990
- J CHRISTOPHER GREEN, CFO
- Phone
- (513) 932-2020
- Website
- WWW.OTTERBEIN.ORG
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
INSPIRED BY FAITH, WE STRIVE TO ENRICH INDIVIDUAL LIFE JOURNEYS FOR ALL.
Program accomplishments
- OTTERBEIN HOMES PROVIDES MANAGEMENT AND SUPPORT SERVICES FOR ITS NINE CONTINUING CARE RETIREMENT COMMUNITIES, NINE SMALL HOUSE NURSING HOME NEIGHBORHOODS THROUGHOUT OHIO AND INDIANA, HOME HEALTH AGENCY AND TWO HOSPICE AGENCIES. SOME OF THE MANAGEMENT SERVICES PROVIDED INCLUDE ADMINISTRATIVE, FINANCIAL, PURCHASING, HUMAN RESOURCES, MARKETING, AND DEVELOPMENT FOR THE RELATED TAX-EXEMPT ORGANIZATIONS. IN PROVIDING MANAGEMENT AND SUPPORT TO HOSPICE, HOME HEALTH AND ITS COMMUNITIES OF LEBANON, CRIDERSVILLE, ST. MARY'S, PORTAGE VALLEY, NORTH SHORE, FRANKLIN, SUNSET, GRANVILLE AND GREEN HILLS, AND THE SMALL HOUSE NEIGHBORHOODS AT PERRYSBURG, MONCLOVA, SPRINGBORO, MIDDLETOWN, NEW ALBANY, GAHANNA, LOVELAND, UNION TOWNSHIP, MAINEVILLE AND TIPP CITY, OTTERBEIN SERVES NEARLY 7,551 PERSONS.Expenses $83,306,042 · grants $57,661 · revenue $109,399,848
- GENEROUS DONORS HAVE ESTABLISHED A BENEVOLENT CARE FUND WHICH OFFERS ASSISTANCE TO RESIDENTS WHO CANNOT PAY THE FULL COST OF CARE. OTTERBEIN'S RICH HERITAGE HAS EARNED US A SOLID REPUTATION AS A TRUSTED AND VALUABLE RESOURCE. BY PROVIDING INFORMATION AND SERVICES ON AGING ISSUES WE CONTINUE TO SERVE RESIDENTS, THEIR FAMILIES AND SURROUNDING COMMUNITIES. OTTERBEIN RESIDENTS AND STAFF VOLUNTEER THEIR TIME AND TALENTS AT THE OTTERBEIN CAMPUSES BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY. DURING 2024, DONORS CONTRIBUTED A TOTAL OF $2,187, WHICH IS REPORTED AS CONTRIBUTION REVENUE.0
- THE ORGANIZATION PROVIDES NURSING CARE TO RESIDENTS UNDER THE MEDICAID PROGRAM FOR WHICH THE COSTS TO PROVIDE SUCH CARE EXCEEDS REIMBURSEMENT. THE ORGANIZATION FUNDS THIS DIFFERENCE THROUGH ITS OPERATIONS. THE SHORTFALL IS NETTED WITH PROGRAM SERVICE REVENUE.revenue -$16,795,803
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-0549058
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1946
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P750)
- Assets (IRS master file)
- $218,152,454
- Income (IRS master file)
- $170,547,056
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $102,188,610 | $98,364,123 | $218,152,454 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $89,935,477 | $92,099,987 | $190,971,922 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $74,711,785 | $85,830,966 | $180,321,523 | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0549058).
Questions about OTTERBEIN HOMES
- What is the EIN of OTTERBEIN HOMES?
- The employer identification number (EIN) of OTTERBEIN HOMES is 31-0549058.
- Is OTTERBEIN HOMES tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Are donations to OTTERBEIN HOMES tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTTERBEIN HOMES file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OTTERBEIN HOMES due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OTTERBEIN HOMES last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OTTERBEIN HOMES?
- The 990 for the year ended December 31, 2024 names J CHRISTOPHER GREEN.
- Who are the officers and directors of OTTERBEIN HOMES?
- The 990 for the year ended December 31, 2024 lists 21 people; 8 received compensation from the organization, the highest $725,336 (JILL WILSON, PRESIDENT/CEO).
- How much revenue does OTTERBEIN HOMES have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $102,188,610, expenses of $98,364,123 and total assets of $218,152,454 at year end.
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