Nonprofit · EIN 34-1193296
OTTERBEIN PORTAGE VALLEY INC
Tax-exempt · PEMBERVILLE, OH 43450
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $15,934,909 | $15,828,284 | $106,625 | $48,334,262 | $30,824,231 | $17,510,031 |
| December 31, 2023 | 990 | $14,634,966 | $14,484,309 | $150,657 | $46,614,785 | $30,077,783 | $16,537,002 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $79,535
- of which government grants
- $75
- Program service revenue
- $14,910,611
- Investment income
- $565,519
- Net gain from sales of assets
- $146,997
- Net income from sales of inventory
- -$1,528
- Tax-exempt bond proceeds
- $1,217
- Other revenue
- $379,244
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $138,868
- Other salaries and wages
- $4,638,391
- Salaries, compensation and benefits (total)
- $6,033,892
- Professional fundraising fees
- $0
- Legal fees
- $3,842
- Accounting fees
- $11,825
- Occupancy
- $1,188,969
- Travel
- $47,561
- Depreciation
- $1,847,105
- Program services (functional)
- $13,686,316
- Management and general (functional)
- $2,141,968
Balance sheet and other
- Total assets, start of year
- $46,614,785
- Total assets, end of year
- $48,334,262
- Total liabilities, end of year
- $30,824,231
- Net assets, end of year
- $17,510,031
- Land, buildings and equipment
- $27,352,179
- Publicly traded securities
- $19,472,010
- Net assets without donor restrictions
- $16,940,022
- Net assets with donor restrictions
- $570,009
- Gross receipts
- $21,885,807
- Employees
- 342
- Volunteers
- 61
- Year formed
- 1975
- 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 |
| JESSICA KIRKENDALL | EXECUTIVE DIRECTOR Officer | 40 | $135,155 | $0 | $3,713 |
| DANIEL BARBEE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JUDY BENEDICT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE DONALDSON | RESIDENT DIRECTOR (TERM ENDED) Trustee or director | 1 | $0 | $0 | $0 |
| KATIE MCKIBBEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARILYN BOWLUS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MIKE GODFREY | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NORRIS HINDS | RESIDENT DIRECTOR Trustee or director | 1 | $0 |
| TOM KYLLO | 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: 22 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 | $14,394 |
| JESSICA KIRKENDALL | EXECUTIVE DIRECTOR Officer | 40 | $89,449 | $0 | $0 |
| WILLIAM BROWNSON | BOARD CHAIR OF OTTERBEIN Trustee or director | 1 | $0 | $0 | $0 |
| MEL MILLER | BOARD CHAIR OF OTTERBEIN (TERM ENDED) Trustee or director | 1 | $0 | $0 | $0 |
| TOM KYLLO | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| DANIEL BARBEE | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KATIE MCKIBBEN | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARILYN BOWLUS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SUE DONALDSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| NORRIS HINDS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| VICTOR SCHUERMAN | DIRECTOR (TERM ENDED 2023) Trustee or director | 1 | $0 | $0 | $0 |
| DYLAN CLEMENT | DIRECTOR (TERM ENDED 2023) Trustee or director | 1 | $0 | $0 | $0 |
| MARCIA COUSINO | DIRECTOR (TERM ENDED 2023) Trustee or director | 1 | $0 | $0 | $0 |
| VIVIAN MILLER | DIRECTOR (TERM ENDED 2023) Trustee or director | 1 | $0 | $0 | $0 |
| JOE FREDERICK | DIRECTOR (TERM ENDED 2023) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 20311 PEMBERVILLE ROAD, PEMBERVILLE, OH 43450-9413
- 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
- (419) 833-7000
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
INSPIRED BY FAITH, WE STRIVE TO ENRICH INDIVIDUAL LIFE JOURNEYS FOR ALL.
Program accomplishments
- OTTERBEIN PORTAGE VALLEY, INC. PROVIDES A CONTINUUM OF CARE INCLUDINGINDEPENDENT LIVING, ASSISTED LIVING, NURSING CARE, AND DEMENTIA CARE.REHABILITATION, SOCIAL SERVICES AND CHAPLAINCY SERVICES ARE AVAILABLETO ALL RESIDENTS.LOCAL GROUPS SUCH AS THE VETERANS, CHURCH CIRCLES, COMMUNITY CIVICGROUPS AND A HOST OF OTHERS USE OTTERBEIN AS A MEETING PLACE. INADDITION OTTERBEIN PROVIDES SPECIAL PROGRAMS AND EVENTS FOR THECOMMUNITY ON AN ONGOING BASIS.Expenses $13,686,316 · revenue $15,740,666
- 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 PORTAGE VALLEY RETIREMENT LIVING COMMUNITY BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY.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 -$830,055
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
- 34-1193296
- 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
- 1976
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $48,334,262
- Income (IRS master file)
- $21,885,807
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $15,934,909 | $15,828,284 | $48,334,262 | IRS |
| 990 | December 2023 | $14,634,966 | $14,484,309 | $46,614,785 | XML |
| 990 | December 2022 | $12,391,067 | $14,603,117 | $41,324,151 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | 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 34-1193296).
Questions about OTTERBEIN PORTAGE VALLEY INC
- What is the EIN of OTTERBEIN PORTAGE VALLEY INC?
- The employer identification number (EIN) of OTTERBEIN PORTAGE VALLEY INC is 34-1193296.
- Is OTTERBEIN PORTAGE VALLEY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to OTTERBEIN PORTAGE VALLEY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTTERBEIN PORTAGE VALLEY INC 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 PORTAGE VALLEY INC 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 PORTAGE VALLEY INC 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 PORTAGE VALLEY INC?
- The 990 for the year ended December 31, 2024 names J CHRISTOPHER GREEN.
- Who are the officers and directors of OTTERBEIN PORTAGE VALLEY INC?
- The 990 for the year ended December 31, 2024 lists 18 people; 1 received compensation from the organization.
- How much revenue does OTTERBEIN PORTAGE VALLEY INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $15,934,909, expenses of $15,828,284 and total assets of $48,334,262 at year end.
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