Totals
- Total revenue
- $103,702,093
- Total expenses
- $107,152,223
- Contributions and grants received
- $7,195,181
- Grants paid
- $39,788,491
- Program service revenue
- $87,155,075
- Investment income
- $6,913,507
- Other revenue
- $2,438,330
- Total assets, end of year
- $254,551,982
- Total liabilities, end of year
- $47,302,050
- Net assets or fund balances, end of year
- $207,249,932
- Program services expenses (Part IX)
- $94,154,947
- Management and general expenses
- $11,327,959
- Fundraising expenses
- $1,669,317
- Program service expenses (Part III)
- $94,154,947
Program services were 87.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1c · Fundraising events
$2,733
-
1e · Government grants (contributions)
$1,341,374
-
1f · All other contributions, gifts and grants
$5,851,074
-
1g · Noncash contributions included above
$3,091,744
-
2a · Program service revenue: Tuition and Fees
total $73,662,783 · related or exempt $73,662,783
-
2b · Program service revenue: Residence Halls
total $6,962,363 · related or exempt $6,962,363
-
2c · Program service revenue: Dining Services
total $5,677,753 · related or exempt $5,677,753
-
2d · Program service revenue: Organized Activities
total $805,542 · related or exempt $805,542
-
2e · Program service revenue: Other Auxiliary Services
total $46,634 · related or exempt $46,634
-
2f · All other program service revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
3 · Investment income
total $2,957,744 · unrelated business $38,667 · excluded $2,919,077
-
4 · Income from investment of tax-exempt bond proceeds
total $185,666 · excluded $185,666
-
5 · Royalties
total $6,935 · excluded $6,935
-
6a · Gross rents
real property $1,116,479
-
6b · Less rental expenses
real property $246,052
-
6c · Rental income or loss
real property $870,427 · personal property $0
-
6d · Net rental income or loss
total $870,427 · excluded $870,427
-
7a · Gross sales of assets other than inventory
securities $15,370,392 · other assets $729,439
-
7b · Less cost or other basis and sales expenses
securities $12,231,297 · other assets $98,437
-
7c · Gain or loss
securities $3,139,095 · other assets $631,002
-
7d · Net gain or loss
total $3,770,097 · excluded $3,770,097
-
8a · Fundraising events: gross income
$6,330
-
8a · Fundraising events: contributions included on line 1c
$2,733
-
8b · Fundraising events: direct expenses
$580
-
8c · Net income from fundraising events
total $5,750 · excluded $5,750
-
11a · Other revenue: OTHER REVENUE
total $1,480,184 · related or exempt $1,480,184
-
11b · Other revenue: Concessions
total $62,140 · related or exempt $62,140
-
11c · Other revenue: EXTERNAL PRINTING
total $12,894 · unrelated business $12,894
-
11d · All other revenue
total $0 · related or exempt $0 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$1,555,218
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0 · program services $0
-
2 · Grants to domestic individuals
total $39,788,491 · program services $39,788,491
-
5 · Compensation of officers, directors and key employees
total $1,158,913 · program services $252,290 · management and general $858,843 · fundraising $47,780
-
7 · Other salaries and wages
total $27,669,964 · program services $23,594,028 · management and general $3,193,130 · fundraising $882,806
-
8 · Pension plan contributions
total $1,614,504 · program services $1,483,232 · management and general $82,383 · fundraising $48,889
-
9 · Other employee benefits
total $6,305,417 · program services $4,486,427 · management and general $1,634,118 · fundraising $184,872
-
10 · Payroll taxes
total $1,960,291 · program services $1,662,979 · management and general $235,570 · fundraising $61,742
-
11b · Fees: legal
total $285,625 · program services $31,128 · management and general $254,497
-
11c · Fees: accounting
total $85,221 · management and general $85,221
-
11d · Fees: lobbying
total $24,000 · management and general $24,000
-
11f · Fees: investment management
total $500,676 · management and general $500,676
-
11g · Fees: other
total $11,029,342 · program services $10,499,425 · management and general $445,522 · fundraising $84,395
-
12 · Advertising and promotion
total $414,949 · program services $103,411 · management and general $311,408 · fundraising $130
-
13 · Office expenses
total $3,544,428 · program services $2,989,262 · management and general $450,691 · fundraising $104,475
-
14 · Information technology
total $1,659,684 · program services $532,960 · management and general $1,094,382 · fundraising $32,342
-
16 · Occupancy
total $1,822,973 · program services $1,101,686 · management and general $637,490 · fundraising $83,797
-
17 · Travel
total $1,317,617 · program services $1,234,493 · management and general $53,037 · fundraising $30,087
-
19 · Conferences, conventions and meetings
total $1,103,238 · program services $545,679 · management and general $522,918 · fundraising $34,641
-
20 · Interest
total $1,176,092 · program services $1,149,033 · management and general $23,361 · fundraising $3,698
-
22 · Depreciation, depletion and amortization
total $4,724,986 · program services $4,315,438 · management and general $339,885 · fundraising $69,663
-
23 · Insurance
total $902,058 · program services $378,409 · management and general $523,649
-
24a · Other expenses: BAD DEBT & COLLECTION
total $63,754 · program services $6,576 · management and general $57,178
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $400 · end of year $3,400
-
2 · Savings and temporary cash investments
beginning of year $8,769,223 · end of year $7,942,457
-
3 · Pledges and grants receivable
beginning of year $1,960,074 · end of year $1,408,690
-
4 · Accounts receivable
beginning of year $6,657,402 · end of year $7,722,220
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $526,094 · end of year $420,156
-
9 · Prepaid expenses and deferred charges
beginning of year $1,256,573 · end of year $1,212,598
-
10a · Land, buildings and equipment: cost or other basis
$186,432,064
-
10b · Land, buildings and equipment: accumulated depreciation
$98,244,977
-
10c · Land, buildings and equipment, net
beginning of year $89,051,023 · end of year $88,187,087
-
11 · Investments: publicly traded securities
beginning of year $122,368,148 · end of year $129,823,101
-
12 · Investments: other securities
beginning of year $12,994,120 · end of year $13,418,648
-
13 · Investments: program-related
beginning of year $0
-
15 · Other assets
beginning of year $5,349,585 · end of year $4,413,625
-
17 · Accounts payable and accrued expenses
beginning of year $5,652,702 · end of year $5,970,114
-
19 · Deferred revenue
beginning of year $898,661 · end of year $879,970
-
20 · Tax-exempt bond liabilities
beginning of year $33,324,633 · end of year $32,656,354
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $2,033,558 · end of year $1,929,734
-
25 · Other liabilities
beginning of year $5,887,139 · end of year $5,865,878
-
27 · Net assets without donor restrictions
beginning of year $114,195,745 · end of year $113,087,396
-
28 · Net assets with donor restrictions
beginning of year $86,940,204 · end of year $94,162,536
Mission and programs · 2023
Mission
Otterbein University is an inclusive community dedicated to educating the whole person in the context of humane values. Our mission is to prepare graduates to think deeply and broadly, to engage locally and globally, and to advance their professions and communities. (continued on Schedule O
Activities or mission (Part I)
Otterbein University is a private, church-related, coeducational university that sponsors traditional and continuing education programs of liberal arts and professional education.
-
OTTERBEIN UNIVERSITY'S COMMITMENT IS TO THE LIBERAL ARTS AS THE BASE OF ALL LEARNING. THREE FEATURES CREATE A DISTINCTIVE LEARNING CULTURE: 1) FROM OUR FOUNDING OTTERBEIN HAS BEEN INTENTIONALLY INCLUSIVE OF WOMEN AND PERSONS OF COLOR; 2) OTTERBEIN'S GOVERNANCE SYSTEM INCLUDES STUDENTS AND FACULTY IN DECISION-MAKING THROUGH A SINGLE COLLEGE SENATE; AND 3) INTERDISCIPLINARY EXPERIENCES THROUGH INTEGRATIVE STUDIES (STUDY OF WORLD CULTURE TO UNDERSTAND HUMAN NATURE AND OUR PLACE IN THE UNIVERSE) AND THE SENIOR YEAR EXPERIENCE (CONNECTING MAJORS TO AN INTERDISCIPLINARY EXPERIENCE). THE AUTUMN TERM ENROLLMENT FOR 2023-2024 WAS 2,357, CONSISTING OF 2,119 UNDERGRADUATE STUDENTS AND 238 GRADUATE STUDENTS. 425 STUDENTS RECEIVED BACHELORS DEGREES, 59 RECEIVED MASTERS DEGREES AND 26 RECEIVED DOCTORAL DEGREES IN 2023-2024. THE UNIVERSITY BELIEVES THAT LIVING ON CAMPUS SUPPORTS THE MISSION OF EDUCATING THE WHOLE PERSON BY PROVIDING STUDENTS WITH OPPORTUNITIES TO BUILD RELATIONSHIPS WITH PEOPLE FROM DIVERSE BACKGROUNDS AND TO ACTIVELY PARTICIPATE IN CAMPUS LIFE. (CONTINUED IN SCHEDULE O).
Expenses $94,154,947 · Grants $39,788,491 · Revenue $88,697,399
As filed on the 2023 return.
Listed in Part VII
-
Comerford John
President of the University
- Total calculated
- $439,049
- From this org
- $385,164
- From related orgs
- $0
- Other
- $53,885
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $320,438
- Bonus
- $0
- Other
- $64,726
- Deferred
- $16,500
- Nontaxable benefits
- $37,385
- Filer's total
- $439,049
-
Harrell Jr William E
Vice Chair
- Total calculated
- $0
- Hours/week
- 2
-
Harris Theresa
Assistant Secretary
- Total calculated
- $0
- Hours/week
- 2
-
Herbert Cheryl L
Chair
- Total calculated
- $0
- Hours/week
- 2
-
Bible Peter R
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Buys du Plessis Mechelle
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Dixon Dr Talisa
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Fisher David W
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Francis Jim
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Fritsche-Nevil Nevalyn
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Gifford Daniel
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Hinson Lisa
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Jones-Casperson April
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Jordan Gregory
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Kaiser Christopher
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Khafagy Yasmeen
Trustee and Student
- Total calculated
- $2,711
- From this org
- $2,711
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Milsap Dr Susan
Trustee and Professor
- Total calculated
- $103,225
- From this org
- $92,341
- From related orgs
- $0
- Other
- $10,884
- Hours/week
- 50
-
Phinney Dr Melinda
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Shilling James
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Smith Brant O
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Stephens Kathryn
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Tansey Dr John
Trustee and Professor
- Total calculated
- $133,204
- From this org
- $94,254
- From related orgs
- $0
- Other
- $38,950
- Hours/week
- 50
-
Yaffe-Stump Karin
Trustee
- Total calculated
- $0
- Hours/week
- 2
-
Yusuf Mahad
Trustee and Student
- Total calculated
- $5,198
- From this org
- $5,198
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2
-
Bolt Susan
VP of Business Affairs (Retired April 2024)
- Total calculated
- $204,750
- From this org
- $175,393
- From related orgs
- $0
- Other
- $29,357
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $172,345
- Bonus
- $0
- Other
- $3,048
- Deferred
- $19,530
- Nontaxable benefits
- $9,827
- Filer's total
- $204,750
-
Sherman-Heckler Wendy
Provost
- Total calculated
- $216,068
- From this org
- $196,336
- From related orgs
- $0
- Other
- $19,732
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $194,320
- Bonus
- $0
- Other
- $2,016
- Deferred
- $9,015
- Nontaxable benefits
- $10,717
- Filer's total
- $216,068
-
Bender Erin
Executive Director - The Point
- Total calculated
- $166,936
- From this org
- $125,871
- From related orgs
- $0
- Other
- $41,065
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $125,511
- Bonus
- $0
- Other
- $360
- Deferred
- $6,832
- Nontaxable benefits
- $34,233
- Filer's total
- $166,936
-
Blackburn-Smith Jefferson
Executive VP for Strategic Initiatives
- Total calculated
- $208,875
- From this org
- $174,305
- From related orgs
- $0
- Other
- $34,570
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $172,721
- Bonus
- $0
- Other
- $1,584
- Deferred
- $32,817
- Nontaxable benefits
- $1,753
- Filer's total
- $208,875
-
Bonte Kathleen
Executive Director of Development
- Total calculated
- $166,769
- From this org
- $123,657
- From related orgs
- $0
- Other
- $43,112
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $122,625
- Bonus
- $0
- Other
- $1,032
- Deferred
- $6,807
- Nontaxable benefits
- $36,305
- Filer's total
- $166,769
-
Fox William
VP of Student Affairs
- Total calculated
- $175,997
- From this org
- $135,564
- From related orgs
- $0
- Other
- $40,433
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $135,234
- Bonus
- $0
- Other
- $330
- Deferred
- $7,013
- Nontaxable benefits
- $33,420
- Filer's total
- $175,997
-
McGreevey Michael
VP of Institutional Advancement
- Total calculated
- $224,195
- From this org
- $177,641
- From related orgs
- $0
- Other
- $46,554
- Hours/week
- 50
Schedule J breakdown matched by us
- Base
- $176,609
- Bonus
- $0
- Other
- $1,032
- Deferred
- $9,459
- Nontaxable benefits
- $37,095
- Filer's total
- $224,195
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 1a · Housing allowance or residence for personal use
- 1a · Health or social club dues or initiation fees
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- Schedule J, Part I, Line 1a Housing allowance or residence for personal use
- The University provides the president with an allowance for housing. This benefit has been treated as taxable compensation.
- Schedule J, Part I, Line 1a Health or social club dues or initiation fees
- Membership dues are paid to a social club on behalf of the president. This benefit has been treated as taxable compensation.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
COALITION FOR THE COMMON GOOD DBA ANTIOCH UNIVERSITY
501(c)(3) · EDUCATION · OH
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
JL SYSTEMS INC
EDUCATIONAL ASSISTANCE · OH · income $0 · assets $0
Directly controlled by OTTERBEIN UNIVERSITY
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Charitable Remainder Trust
Trust · Beneficial Trust · OH
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511359349303036
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