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Nonprofiteer
← OTTERBEIN HOMES

Form 990 for tax year 2022

Filed by OTTERBEIN HOMES.

Totals

Total revenue
$74,711,785
Total expenses
$85,830,966
Contributions and grants received
$2,100,730
Grants paid
$11,285
Program service revenue
$71,339,944
Investment income
$836,749
Other revenue
$434,362
Total assets, end of year
$180,321,523
Total liabilities, end of year
$126,718,224
Net assets or fund balances, end of year
$53,603,299
Program services expenses (Part IX)
$66,622,343
Management and general expenses
$18,461,049
Fundraising expenses
$747,574
Program service expenses (Part III)
$66,622,343

Program services were 77.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MEL MILLER

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 7 related

  • WILLIAM BROWNSON

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • BECKY BAYLIFF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOE WOLF

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LYNN APP

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • THOMAS HAZELBAKER

    DIRECTOR

    Total calculated
    $5,000
    From this org
    $0
    From related orgs
    $5,000
    Other
    $0
    Hours/week
    1

  • LEROY MCKAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT COLEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL UHL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VICKY BARTLETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SUE DONALDSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • HEIDI GLOSSER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN BURKE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LEROY CHAMBLISS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JILL WILSON

    PRESIDENT/CEO

    Total calculated
    $2,612,014
    From this org
    $2,593,979
    From related orgs
    $0
    Other
    $18,035
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $533,568
    Bonus
    $118,554
    Other
    $1,941,857
    Deferred
    $8,435
    Nontaxable benefits
    $9,600
    Filer's total
    $2,612,014

  • JAMES C GREEN

    CFO/TREASURER

    Total calculated
    $1,387,589
    From this org
    $1,369,243
    From related orgs
    $0
    Other
    $18,346
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $344,927
    Bonus
    $66,096
    Other
    $958,220
    Deferred
    $8,869
    Nontaxable benefits
    $9,477
    Filer's total
    $1,387,589

  • JASON MILLER

    VP OF OPERATIONS

    Total calculated
    $1,246,629
    From this org
    $1,230,868
    From related orgs
    $0
    Other
    $15,761
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $388,692
    Bonus
    $76,649
    Other
    $765,527
    Deferred
    $7,396
    Nontaxable benefits
    $8,365
    Filer's total
    $1,246,629

  • DAN ARNOLD

    VP - NEIGHBORHOOD

    Total calculated
    $255,015
    From this org
    $240,519
    From related orgs
    $0
    Other
    $14,496
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $198,644
    Bonus
    $40,725
    Other
    $1,150
    Deferred
    $6,131
    Nontaxable benefits
    $8,365
    Filer's total
    $255,015

  • GARY HORNING

    VICE PRESIDENT - MARKETING

    Total calculated
    $302,270
    From this org
    $286,804
    From related orgs
    $0
    Other
    $15,466
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $228,925
    Bonus
    $54,004
    Other
    $3,875
    Deferred
    $7,101
    Nontaxable benefits
    $8,365
    Filer's total
    $302,270

  • PAMELA RICHMOND

    VP - CHIEF STRATEGY/DEVELOPMENT

    Total calculated
    $323,652
    From this org
    $308,649
    From related orgs
    $0
    Other
    $15,003
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $246,685
    Bonus
    $59,488
    Other
    $2,476
    Deferred
    $6,638
    Nontaxable benefits
    $8,365
    Filer's total
    $323,652

  • LOIS MILLS

    VP OF HUMAN RESOURCES

    Total calculated
    $265,381
    From this org
    $251,458
    From related orgs
    $0
    Other
    $13,923
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $201,029
    Bonus
    $44,568
    Other
    $5,861
    Deferred
    $6,286
    Nontaxable benefits
    $7,637
    Filer's total
    $265,381

  • SHONIA RUSSELLE

    AVP - MARKETING

    Total calculated
    $233,935
    From this org
    $217,375
    From related orgs
    $0
    Other
    $16,560
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $170,517
    Bonus
    $40,858
    Other
    $6,000
    Deferred
    $5,408
    Nontaxable benefits
    $11,152
    Filer's total
    $233,935

  • EMILY WEIKERT

    VP - CLINICAL QUALITY

    Total calculated
    $243,104
    From this org
    $228,975
    From related orgs
    $0
    Other
    $14,129
    Hours/week
    24 + 16 related

    Schedule J breakdown matched by us

    Base
    $184,930
    Bonus
    $41,804
    Other
    $2,241
    Deferred
    $5,764
    Nontaxable benefits
    $8,365
    Filer's total
    $243,104

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 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 4B
EFFECTIVE DECEMBER 31, 2021 THE SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) BENEFITS WERE FROZEN AND THE PLAN WAS CLOSED TO NEW ENTRANTS. ALL ACTIVE PARTICIPANTS WERE PAID LUMP SUMS OF THEIR BENEFITS LEAVING ONLY BENEFITS TO BE PAID TO RETIRED EMPLOYEES. JAMES GREEN $955,231 JASON MILLER $764,215 JILL WILSON $1,941,414
PART I, LINE 7
THE ORGANIZATION PAID FIXED PERCENTAGE PERFORMANCE BASED BONUSES DURING THE CURRENT YEAR.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UNION VILLAGE DEVELOPMENT COMPANY

    C · LAND DEVELOPMENT · OH · 100% owned · share of income $970,705 · share of assets $12,604,297 · controlled entity

    Directly controlled by OTTERBEIN HOMES

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303189349315390

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