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Nonprofiteer
← OTTERBEIN ST MARYS

Form 990 for tax year 2023

Filed by OTTERBEIN ST MARYS.

Totals

Total revenue
$16,352,544
Total expenses
$14,000,226
Contributions and grants received
$542,673
Grants paid
$18,170
Program service revenue
$15,392,080
Investment income
$126,313
Other revenue
$291,478
Total assets, end of year
$52,312,992
Total liabilities, end of year
$17,886,053
Net assets or fund balances, end of year
$34,426,939
Program services expenses (Part IX)
$12,141,157
Management and general expenses
$1,859,069
Fundraising expenses
$0
Program service expenses (Part III)
$12,141,157

Program services were 86.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JILL WILSON

    PRESIDENT/CEO

    Total calculated
    $656,960
    From this org
    $0
    From related orgs
    $638,515
    Other
    $18,445
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $442,352 related
    Bonus
    $0 + $85,095 related
    Other
    $0 + $111,068 related
    Deferred
    $0 + $9,245 related
    Nontaxable benefits
    $0 + $9,200 related
    Filer's total
    $0 + $656,960 related

  • JASON MILLER

    VP SR - LSC

    Total calculated
    $463,739
    From this org
    $0
    From related orgs
    $449,166
    Other
    $14,573
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $343,352 related
    Bonus
    $0 + $41,506 related
    Other
    $0 + $64,308 related
    Deferred
    $0 + $6,849 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $463,739 related

  • JAMES C GREEN

    CFO/TREASURER

    Total calculated
    $420,235
    From this org
    $0
    From related orgs
    $401,918
    Other
    $18,317
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $304,882 related
    Bonus
    $0 + $38,260 related
    Other
    $0 + $58,776 related
    Deferred
    $0 + $9,315 related
    Nontaxable benefits
    $0 + $9,002 related
    Filer's total
    $0 + $420,235 related

  • WILLIAM BROWNSON

    BOARD CHAIR OF OTTERBEIN HOMES

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • MEL MILLER

    BOARD CHAIR OF OTTERBEIN HOMES (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1 + 8 related

  • CHUCK GAMBLE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • DEB BORNS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE DUES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRUCE SLAVIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH GEIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • STEVE VONDERHAAR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVE VOISARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHN MEDAUGH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GORDON COFFIN

    RESIDENT DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GEORGE MOX

    DIRECTOR (TERM END 7/23)

    Total calculated
    $0
    Hours/week
    1

  • MARY KAY BROWN

    DIRECTOR (TERM END 1/23)

    Total calculated
    $0
    Hours/week
    1

  • DALLAS AGNER

    EXECUTIVE DIRECTOR

    Total calculated
    $153,132
    From this org
    $145,408
    From related orgs
    $0
    Other
    $7,724
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $133,860
    Bonus
    $11,548
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $7,724
    Filer's total
    $153,132

  • CATHERINE CHIOVARO

    VP - WORKFORCE MANAGEMENT

    Total calculated
    $299,170
    From this org
    $0
    From related orgs
    $289,104
    Other
    $10,066
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $279,442 related
    Bonus
    $0 + $9,662 related
    Other
    $0
    Deferred
    $0 + $2,342 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $299,170 related

  • PAMELA RICHMOND

    VP CHIEF STRATEGY/DEVELOPMENT

    Total calculated
    $310,663
    From this org
    $0
    From related orgs
    $295,626
    Other
    $15,037
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $259,728 related
    Bonus
    $0 + $33,422 related
    Other
    $0 + $2,476 related
    Deferred
    $0 + $7,313 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $310,663 related

  • GARY HORNING

    VP - MKTG - COMMUNICATIONS

    Total calculated
    $289,783
    From this org
    $0
    From related orgs
    $274,601
    Other
    $15,182
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $240,693 related
    Bonus
    $0 + $30,033 related
    Other
    $0 + $3,875 related
    Deferred
    $0 + $7,458 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $289,783 related

  • EMILY WEIKERT

    VP - CLINICAL QUALITY

    Total calculated
    $254,893
    From this org
    $0
    From related orgs
    $240,499
    Other
    $14,394
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $214,828 related
    Bonus
    $0 + $23,430 related
    Other
    $0 + $2,241 related
    Deferred
    $0 + $6,670 related
    Nontaxable benefits
    $0 + $7,724 related
    Filer's total
    $0 + $254,893 related

  • LOIS MILLS

    VP OF HUMAN RESOURCES

    Total calculated
    $257,126
    From this org
    $0
    From related orgs
    $243,397
    Other
    $13,729
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,279 related
    Bonus
    $0 + $26,257 related
    Other
    $0 + $5,861 related
    Deferred
    $0 + $6,603 related
    Nontaxable benefits
    $0 + $7,126 related
    Filer's total
    $0 + $257,126 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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)

PART I, LINE 3
THE PARENT ORGANIZATION, OTTERBEIN HOMES, INC. USES THE FOLLOWING METHODS TO ESTABLISH COMPENSATION FOR THE CEO/EXECUTIVE DIRECTOR: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
PART I, LINE 4B
457(F) CONTRIBUTIONS - JILL WILSON $110,625 JASON MILLER $62,996 CHRIS GREEN $55,787

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.

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.

  • OTTERBEIN ST MARYS LLC

    REAL ESTATE HOLDING COMPANY · OH · income $0 · assets $1,201,960

    Directly controlled by OTTERBEIN ST MARYS

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.1
Source object
202423209349315482

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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