Nonprofit · EIN 31-1657346
OTTERBEIN AT GRANVILLE
Tax-exempt · GRANVILLE, OH 43023
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $17,950,129 | $14,293,951 | $3,656,178 | $73,237,579 | $57,172,231 | $16,065,348 |
| December 31, 2023 | 990 | $17,184,228 | $13,670,987 | $3,513,241 | $64,516,964 | $52,476,921 | $12,040,043 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $288,524
- Program service revenue
- $16,981,217
- Investment income
- $391,445
- Net gain from sales of assets
- $61,859
- Tax-exempt bond proceeds
- $1,218
- Other revenue
- $288,943
Expenses
- Grants and similar amounts paid
- $51,000
- Compensation of officers, directors and key employees
- $235,262
- Other salaries and wages
- $3,968,556
- Salaries, compensation and benefits (total)
- $5,671,613
- Professional fundraising fees
- $0
- Legal fees
- $55,220
- Accounting fees
- $15,917
- Occupancy
- $1,301,895
- Travel
- $4,825
- Depreciation
- $2,172,870
- Program services (functional)
- $12,504,444
- Management and general (functional)
- $1,789,507
Balance sheet and other
- Total assets, start of year
- $64,516,964
- Total assets, end of year
- $73,237,579
- Total liabilities, end of year
- $57,172,231
- Net assets, end of year
- $16,065,348
- Land, buildings and equipment
- $43,307,504
- Publicly traded securities
- $19,514,164
- Net assets without donor restrictions
- $15,759,840
- Net assets with donor restrictions
- $305,508
- Gross receipts
- $20,453,650
- Employees
- 205
- Volunteers
- 19
- Year formed
- 1999
- 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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JILL WILSON | PRESIDENT/CEO Trustee or director, Officer | 2 | $0 | $725,335 | $22,531 |
| JASON MILLER | VP SR - LSC Trustee or director, Officer | 2 | $0 | $484,061 | $26,770 |
| JAMES C GREEN | CFO/TREASURER Trustee or director, Officer | 2 | $0 | $437,456 | $24,430 |
| CATHERINE CHIOVARO | VP - WORKFORCE MANAGEMENT Highest-paid employee | 2 | $0 | $366,772 | $25,912 |
| PAMELA RICHMOND | VP CHIEF STRATEGY/DEV Highest-paid employee | 2 | $0 | $340,696 | $43,791 |
| MARY SIMPSON | VP - CLINICAL QUALITY Highest-paid employee | 2 | $0 | $289,427 | $50,010 |
| GARY HORNING | VP - MKTG - COMMUNICATIONS Highest-paid employee | 2 | $0 | $293,395 | $24,644 |
| DANIEL ARNOLD | VP NEIGHBORHOODS Highest-paid employee | 2 | $0 | $253,155 | $23,475 |
| DERIK R KROEZE | EXECUTIVE DIRECTOR Officer | 40 | $144,433 | $0 | $20,205 |
| DOUGLAS P HELMAN | EXECUTIVE DIRECTOR (TERM) Officer | 40 | $67,862 | $0 | $2,762 |
| WILLIAM BROWNSON | BOARD CHAIR OF OTTERBEIN Trustee or director | 1 | $0 | $0 | $0 |
| REED FRALEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CONNIE HAWK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDY CRAWFORD | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRANK GIOVANNELLI | DIRECTOR (TERM END) Trustee or director | 1 | $0 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TALYA GREATHOUSE | DIRECTOR Trustee or director | 1 | $0 |
| RICHARD JOHNSTON | RESIDENT DIRECTOR Trustee or director | 1 | $0 |
| NANCY NEELY | DIRECTOR Trustee or director | 1 | $0 |
| GREG SHARKEY | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTIE VARGO | RESIDENT DIRECTOR Trustee or director | 1 | $0 |
| TODD WARE | DIRECTOR Trustee or director | 1 | $0 |
| ANNE PETERSON | DIRECTOR Trustee or director | 1 | $0 |
| STEPHEN LAYMAN | 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 Trustee or director, Officer | 2 | $0 | $638,514 | $18,445 |
| JASON MILLER | VP SR - LSC Trustee or director, Officer | 2 | $0 | $449,166 | $14,573 |
| JAMES C GREEN | CFO/TREASURER Trustee or director, Officer | 2 | $0 | $401,918 | $18,317 |
| PAMELA RICHMOND | VP CHIEF STRATEGY/DEVELOPMENT Highest-paid employee | 2 | $0 | $295,626 | $15,037 |
| CATHERINE CHIOVARO | VP - WORKFORCE MANAGEMENT Highest-paid employee | 2 | $0 | $289,104 | $10,066 |
| GARY HORNING | VP - MKTG - COMMUNICATIONS Highest-paid employee | 2 | $0 | $274,601 | $15,182 |
| LOIS MILLS | VP OF HUMAN RESOURCES Highest-paid employee | 2 | $0 | $243,397 | $13,729 |
| EMILY WEIKERT | VP - CLINICAL QUALITY Highest-paid employee | 2 | $0 | $240,499 | $14,394 |
| DOUGLAS P HELMAN | EXECUTIVE DIRECTOR Officer | 40 | $213,063 | $0 | $13,735 |
| WILLIAM BROWNSON | BOARD CHAIR OF OTTERBEIN HOMES Trustee or director | 1 | $0 | $0 | $0 |
| MEL MILLER | BOARD CHAIR OF OTTERBEIN HOMES (TERM ENDED) Trustee or director | 1 | $0 | $0 | $0 |
| REED FRALEY | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CONNIE HAWK | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ANDY CRAWFORD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANK GIOVANNELLI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TALYA GREATHOUSE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD JOHNSTON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NANCY NEELY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREG SHARKEY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTIE VARGO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TODD WARE | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ANNE PETERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN LAYMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2158 COLUMBUS RD, GRANVILLE, OH 43023-1242
- In care of
- % SHELLEY MINGE
- 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
- (740) 321-0400
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
INSPIRED BY FAITH, WE STRIVE TO ENRICH INDIVIDUAL LIFE JOURNEYS FOR ALL.
Program accomplishments
- OTTTERBEIN GRANVILLE PROVIDES PERSONAL CARE AND LONG-TERM RESIDENCY TO ELDERLY MEN AND WOMEN. CARE INCLUDES BUT IS NOT LIMITED TO BATHING, DRESSING, GROOMING, MOBILITY AND ADMINISTRATION OF MEDICATION. ACCOMODATIONS INCLUDE ASSISTED LIVING AND CONGREGATE CARE APARTMENTS AND SKILLED OR LONG-TERM CARE NURSING ROOMS. THE ORGANIZATION PROVIDES CHARITABLE CARE TO RESIDENTS WITH LIMITED FINANCIAL MEANS AND WHO HAVE NO FAMILY OR FRIENDS TO CARE FOR THEM. IN ADDITION, THE ORGANIZATION FINANCIALLY SUPPORTS THOSE WHO HAVE OUTLIVED THEIR FINANCIAL ASSETS DURING THEIR RESIDENCY AT SRC, BUT WHO DO NOT MEET MEDICAID REQUIREMENTS.Expenses $12,453,444 · revenue $16,981,217
- 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 THE SURROUNDING COMMUNITIES. OTTERBEIN RESIDENTS AND STAFF VOLUNTEER THEIR TIME AND TALENTS AT GRANVILLE BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY.Expenses $51,000 · grants $51,000
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
- 31-1657346
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $73,237,579
- Income (IRS master file)
- $20,453,650
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $17,950,129 | $14,293,951 | $73,237,579 | XML |
| 990 | December 2023 | $17,184,228 | $13,670,987 | $64,516,964 | XML |
| 990 | December 2022 | $15,524,268 | $12,396,644 | $61,051,945 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1657346).
Questions about OTTERBEIN AT GRANVILLE
- What is the EIN of OTTERBEIN AT GRANVILLE?
- The employer identification number (EIN) of OTTERBEIN AT GRANVILLE is 31-1657346.
- Is OTTERBEIN AT GRANVILLE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to OTTERBEIN AT GRANVILLE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTTERBEIN AT GRANVILLE 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 AT GRANVILLE 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 AT GRANVILLE 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 AT GRANVILLE?
- The 990 for the year ended December 31, 2024 names J CHRISTOPHER GREEN.
- Who are the officers and directors of OTTERBEIN AT GRANVILLE?
- The 990 for the year ended December 31, 2024 lists 23 people; 2 received compensation from the organization.
- How much revenue does OTTERBEIN AT GRANVILLE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $17,950,129, expenses of $14,293,951 and total assets of $73,237,579 at year end.
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- AMERICAN HOME FOUNDATION EIN 47-2620307 · last filed 990-PF for 2025