Skip to content
Nonprofiteer
← OTTERBEIN UNIVERSITY

Form 990 for tax year 2022

Filed by OTTERBEIN UNIVERSITY.

Totals

Total revenue
$106,461,271
Total expenses
$105,596,876
Contributions and grants received
$6,947,212
Grants paid
$38,582,914
Program services expenses (Part IX)
$86,849,386
Management and general expenses
$17,347,036
Fundraising expenses
$1,400,454
Program service expenses (Part III)
$86,849,386

Program services were 82.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • Comerford John

    President of the University

    Total calculated
    $430,103
    From this org
    $383,186
    From related orgs
    $0
    Other
    $46,917
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $318,566
    Bonus
    $0
    Other
    $64,620
    Deferred
    $15,250
    Nontaxable benefits
    $31,667
    Filer's total
    $430,103

  • 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

  • Waterhouse Al

    Secretary

    Total calculated
    $0
    Hours/week
    2

  • Bible Peter R

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Buys du Pllessis Mechelle

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • CurrinDeborah E

    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
    $1,340
    From this org
    $1,340
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Milsap Dr Susan

    Trustee and Professor

    Total calculated
    $101,844
    From this org
    $91,455
    From related orgs
    $0
    Other
    $10,389
    Hours/week
    50

  • Nelson Madelyn

    Trustee and Student

    Total calculated
    $1,445
    From this org
    $1,445
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Phinney Dr Melinda

    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
    $136,960
    From this org
    $98,892
    From related orgs
    $0
    Other
    $38,068
    Hours/week
    50

  • Varrasso Alan

    Trustee

    Total calculated
    $0
    Hours/week
    2

  • Bolt Susan

    VP of Business Affairs

    Total calculated
    $200,284
    From this org
    $169,111
    From related orgs
    $0
    Other
    $31,173
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,527
    Bonus
    $0
    Other
    $1,584
    Deferred
    $18,778
    Nontaxable benefits
    $12,395
    Filer's total
    $200,284

  • Sherman-Heckler Wendy

    Provost

    Total calculated
    $215,068
    From this org
    $189,836
    From related orgs
    $0
    Other
    $25,232
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $189,284
    Bonus
    $0
    Other
    $552
    Deferred
    $8,882
    Nontaxable benefits
    $16,350
    Filer's total
    $215,068

  • Bender Erin

    Executive Director - The Point

    Total calculated
    $165,912
    From this org
    $125,561
    From related orgs
    $0
    Other
    $40,351
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $125,321
    Bonus
    $0
    Other
    $240
    Deferred
    $6,731
    Nontaxable benefits
    $33,620
    Filer's total
    $165,912

  • Blackburn-Smith Jefferson

    Vice President of Enrollment Management

    Total calculated
    $201,512
    From this org
    $169,525
    From related orgs
    $0
    Other
    $31,987
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $167,941
    Bonus
    $0
    Other
    $1,584
    Deferred
    $30,244
    Nontaxable benefits
    $1,743
    Filer's total
    $201,512

  • Bonte Kathleen

    Executive Director of Development

    Total calculated
    $165,815
    From this org
    $124,920
    From related orgs
    $0
    Other
    $40,895
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $124,368
    Bonus
    $0
    Other
    $552
    Deferred
    $6,707
    Nontaxable benefits
    $34,188
    Filer's total
    $165,815

  • Chovan Dr John

    Nursing Department Chair

    Total calculated
    $156,869
    From this org
    $133,519
    From related orgs
    $0
    Other
    $23,350
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $132,561
    Bonus
    $0
    Other
    $958
    Deferred
    $8,956
    Nontaxable benefits
    $14,394
    Filer's total
    $156,869

  • McGreevey Michael

    VP of Institutional Advancement

    Total calculated
    $222,392
    From this org
    $176,649
    From related orgs
    $0
    Other
    $45,743
    Hours/week
    50

    Schedule J breakdown matched by us

    Base
    $175,617
    Bonus
    $0
    Other
    $1,032
    Deferred
    $9,319
    Nontaxable benefits
    $36,424
    Filer's total
    $222,392

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 — 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 · Travel for companions
  • 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 Travel for companions
Companion travel for the president is allowed if the purpose of the trip is for business related to Otterbein. No portion of the companion travel is considered a taxable benefit.
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.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349310445

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

The source document this was parsed from is served over the API, which is where bulk and document access live.