Nonprofit · EIN 31-1743874
OTTERBEIN LEBANON
Tax-exempt · LEBANON, OH 45036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $51,873,996 | $46,463,137 | $5,410,859 | $217,545,614 | $132,923,813 | $84,621,801 |
| December 31, 2023 | 990 | $48,783,640 | $45,187,324 | $3,596,316 | $188,507,436 | $112,810,995 | $75,696,441 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,535,904
- Program service revenue
- $46,755,563
- Investment income
- $2,819,618
- Net gain from sales of assets
- $479,872
- Net income from sales of inventory
- $237,129
- Tax-exempt bond proceeds
- $2,493
- Other revenue
- $762,911
Expenses
- Grants and similar amounts paid
- $69,062
- Compensation of officers, directors and key employees
- $413,451
- Other salaries and wages
- $14,341,395
- Salaries, compensation and benefits (total)
- $17,420,903
- Professional fundraising fees
- $0
- Legal fees
- $3,715
- Accounting fees
- $12,555
- Occupancy
- $3,389,483
- Travel
- $55,435
- Depreciation
- $5,528,797
- Program services (functional)
- $40,541,148
- Management and general (functional)
- $5,921,989
Balance sheet and other
- Total assets, start of year
- $188,507,436
- Total assets, end of year
- $217,545,614
- Total liabilities, end of year
- $132,923,813
- Net assets, end of year
- $84,621,801
- Land, buildings and equipment
- $80,800,833
- Publicly traded securities
- $113,318,181
- Net assets without donor restrictions
- $68,096,482
- Net assets with donor restrictions
- $16,525,319
- Gross receipts
- $71,374,453
- Employees
- 638
- Volunteers
- 849
- Year formed
- 2001
- 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 |
| KENDRA COUCH | EXECUTIVE DIRECTOR (TERM 10/24) Officer | 40 | $187,838 | $0 | $14,750 |
| LORI WARD | EXECUTIVE DIRECTOR Officer | 40 | $181,810 | $0 | $6,167 |
| MICHAEL THOMPSON JR | ADMINISTRATOR Officer | 40 | $22,885 | $0 | $0 |
| BARBARA PATTERSON | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHUCK DUERSCH | RESIDENT DIRECTOR (TERM END) Trustee or director | 1 | $0 | $0 | $0 |
| JEFF DRAPALIK | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM HENSLEY | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MOLLI STEPHENS | DIRECTOR Trustee or director | 1 | $0 |
| RANDY STEARNS | BOARD CHAIR Trustee or director, Officer | 1 | $0 |
| WILLIAM BROWNSON | BOARD CHAIR OF OTTERBEIN 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 | $638,515 | $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/DEV 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 | $14,393 |
| KENDRA COUCH | EXECUTIVE DIRECTOR Officer | 40 | $214,206 | $0 | $15,177 |
| LORI WARD | ADMINISTRATOR Officer | 40 | $171,088 | $0 | $7,126 |
| WILLIAM BROWNSON | BOARD CHAIR OF OTTERBEIN Trustee or director | 1 | $0 | $0 | $0 |
| MEL MILLER | OTTERBEIN HOMES BOARD CHAIR (TERM END MAY 2023) Trustee or director | 1 | $0 | $0 | $0 |
| RANDY STEARNS | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEFF DRAPALIK | BOARD VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KIM HENSLEY | BOARD SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| CHUCK DUERSCH | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD BOWMAN | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| BARBARA PATTERSON | RESIDENT DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JERRY FERGUSON | RESIDENT DIRECTOR (TERM ENDED APRIL 2023) Trustee or director | 1 | $0 | $0 | $0 |
| ANDY KAISER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MOLLI STEPHENS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUZANNE KUNKEL | DIRECTOR (TERM ENDED JULY 2023) Trustee or director | 1 | $0 | $0 | $0 |
| BRAD KNAPP | DIRECTOR (TERM ENDED APRIL 2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 585 NORTH STATE ROUTE 741, LEBANON, OH 45036-3313
- In care of
- % DEBBIE JOHNSON
- 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
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
INSPIRED BY FAITH, WE STRIVE TO ENRICH INDIVIDUAL LIFE JOURNEYS FOR ALL.
Program accomplishments
- OTTERBEIN LEBANON PROVIDES A CONTINUUM OF CARE INCLUDING INDEPENDENT LIVING, ASSISTED LIVING, NURSING CARE, AND DEMENTIA CARE. REHABILITATION, SOCIAL SERVICES AND CHAPLAINCY SERVICES ARE AVAILABLE TO ALL RESIDENTS. LOCAL GROUPS SUCH AS VETERANS, CHURCH CIRCLES, COMMUNITY CIVIC GROUPS AND A HOST OF OTHERS USE OTTERBEIN AS A MEETING PLACE. IN ADDITION, OTTERBEIN PROVIDES SPECIAL PROGRAMS AND EVENTS FOR THE COMMUNITY ON AN ONGOING BASIS.Expenses $40,472,086 · revenue $51,927,070
- 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 OTTERBEIN LEBANON BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY.Expenses $69,062 · grants $69,062
- 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 -$5,171,507
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
- 31-1743874
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P75)
- Assets (IRS master file)
- $217,545,614
- Income (IRS master file)
- $71,374,453
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $51,873,996 | $46,463,137 | $217,545,614 | IRS |
| 990 | December 2023 | $48,783,640 | $45,187,324 | $188,507,436 | XML |
| 990 | December 2022 | $41,822,469 | $45,243,185 | $175,837,536 | 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 31-1743874).
Questions about OTTERBEIN LEBANON
- What is the EIN of OTTERBEIN LEBANON?
- The employer identification number (EIN) of OTTERBEIN LEBANON is 31-1743874.
- Is OTTERBEIN LEBANON tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to OTTERBEIN LEBANON tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTTERBEIN LEBANON 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 LEBANON 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 LEBANON 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 LEBANON?
- The 990 for the year ended December 31, 2024 names J CHRISTOPHER GREEN.
- Who are the officers and directors of OTTERBEIN LEBANON?
- The 990 for the year ended December 31, 2024 lists 18 people; 3 received compensation from the organization.
- How much revenue does OTTERBEIN LEBANON have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $51,873,996, expenses of $46,463,137 and total assets of $217,545,614 at year end.
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