Totals
- Total revenue
- $10,485,663
- Total expenses
- $12,157,548
- Contributions and grants received
- $905,093
- Grants paid
- $0
- Program service revenue
- $9,157,615
- Investment income
- $51,631
- Other revenue
- $371,324
- Total assets, end of year
- $7,741,010
- Total liabilities, end of year
- $9,492,312
- Net assets or fund balances, end of year
- -$1,751,302
- Program services expenses (Part IX)
- $10,534,478
- Management and general expenses
- $1,623,070
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $10,534,478
Program services were 86.6% 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.
-
1d · Related organizations
$704,998
-
1f · All other contributions, gifts and grants
$200,095
-
2a · Program service revenue: RESIDENT SERVICES
total $8,819,342 · related or exempt $8,819,342
-
2b · Program service revenue: MANAGEMENT SERVICES
total $270,000 · related or exempt $270,000
-
2c · Program service revenue: ADULT DAY SERVICES
total $68,273 · related or exempt $68,273
-
3 · Investment income
total $51,631 · excluded $51,631
-
11a · Other revenue: MEAL REVENUE
total $221,830 · excluded $221,830
-
11b · Other revenue: MISCELLANEOUS REVENUE
total $40,541 · excluded $40,541
-
11c · Other revenue: TRANSPORTATION
total $35,508 · excluded $35,508
-
11d · All other revenue
total $73,445 · excluded $73,445
-
11e · Other revenue, total
$371,324
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $346,040 · management and general $346,040
-
7 · Other salaries and wages
total $4,307,901 · program services $3,632,763 · management and general $675,138
-
8 · Pension plan contributions
total $49,491 · program services $39,123 · management and general $10,368
-
9 · Other employee benefits
total $406,373 · program services $330,378 · management and general $75,995
-
10 · Payroll taxes
total $344,020 · program services $282,165 · management and general $61,855
-
11b · Fees: legal
total $73,202 · management and general $73,202
-
11c · Fees: accounting
total $41,150 · management and general $41,150
-
11g · Fees: other
total $2,836,956 · program services $2,785,110 · management and general $51,846
-
12 · Advertising and promotion
total $63,932 · management and general $63,932
-
13 · Office expenses
total $194,418 · program services $140,495 · management and general $53,923
-
14 · Information technology
total $395,861 · program services $387,253 · management and general $8,608
-
16 · Occupancy
total $280,894 · program services $274,786 · management and general $6,108
-
17 · Travel
total $14,969 · program services $8,348 · management and general $6,621
-
20 · Interest
total $213,641 · program services $208,996 · management and general $4,645
-
22 · Depreciation, depletion and amortization
total $657,830 · program services $643,526 · management and general $14,304
-
23 · Insurance
total $226,999 · program services $222,063 · management and general $4,936
-
24a · Other expenses: FOOD
total $442,086 · program services $442,086
-
24b · Other expenses: FRANCHISE FEE
total $420,888 · program services $420,888
-
24c · Other expenses: DIETARY AND MEDICAL SUP
total $374,669 · program services $374,669
-
24d · Other expenses: BAD DEBTS
total $279,892 · program services $279,892
-
24e · All other expenses
total $186,336 · program services $61,937 · management and general $124,399
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $146,714 · end of year $140,331
-
2 · Savings and temporary cash investments
beginning of year $21,365 · end of year $28,649
-
4 · Accounts receivable
beginning of year $2,451,128 · end of year $1,381,874
-
9 · Prepaid expenses and deferred charges
beginning of year $161,006 · end of year $83,412
-
10a · Land, buildings and equipment: cost or other basis
$20,992,974
-
10b · Land, buildings and equipment: accumulated depreciation
$15,613,370
-
10c · Land, buildings and equipment, net
beginning of year $5,614,440 · end of year $5,379,604
-
11 · Investments: publicly traded securities
beginning of year $12,358 · end of year $6,518
-
15 · Other assets
beginning of year $797,918 · end of year $720,622
-
17 · Accounts payable and accrued expenses
beginning of year $1,088,805 · end of year $678,986
-
21 · Escrow or custodial account liability
beginning of year $4,152 · end of year $788
-
23 · Secured mortgages and notes payable
beginning of year $8,088,383 · end of year $8,130,547
-
25 · Other liabilities
beginning of year $103,006 · end of year $681,991
-
27 · Net assets without donor restrictions
beginning of year -$110,049 · end of year -$1,781,934
-
28 · Net assets with donor restrictions
beginning of year $30,632 · end of year $30,632
Mission and programs · 2024
Mission
INSPIRED BY FAITH, WE STRIVE TO ENRICH INDIVIDUAL LIFE JOURNEYS FOR ALL.
Activities or mission (Part I)
CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING AND SERVICES FOR OLDER ADULTS.
-
OTTERBEIN GREEN HILLS, INC ROVIDES PERSONAL CARE AND LONG-TERM RESIDENCY TO ELDERLY MEN AND WOMEN. CARE INCLUDES BUT IS NOT LIMITED TO BATHING, DRESSING, GROOMING, MOBILITY AND ADMINISTRATION OF MEDICATION. ACCOMODATIONS INCLUDE ASSISTED LIVING AND CONGREGATE CARE APARTMENTS AND SKILLED OR LONG-TERM CARE NURSING ROOMS. THE ORGANIZATION PROVIDESCHARITABLE CARE TO RESIDENTS WITH LIMITED FINANCIAL MEANS AND WHO HAVE NO FAMILY OR FRIENDS TO CARE FOR THEM. IN ADDITION, THE ORGANIZATION FINANCIALLY SUPPORTS THOSE WHO HAVE OUTLIVED THEIR FINANCIAL ASSETS DURING THEIR RESIDENCY AT THE FACILITY, BUT WHO DO NOT MEET MEDICAID REQUIREMENTS.
Expenses $10,442,333 · Revenue $9,089,342
-
ADULT DAY SERVICES FOR INDIVIDUALS WHO REQUIRE SUPERVISION WITH THE ACTIVITIES OF DAILY LIVING ALONG WITH A WIDE RANGE OF HEALTH AND WELLNESS SERVICES.
Expenses $92,145 · Revenue $68,273
As filed on the 2024 return.
Listed in Part VII
-
John BodinJOHN BODIN
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Alex DyeALEX DYE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Colton LowryCOLTON LOWRY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Grace LeichtyGRACE LEICHTY
DIRECTOR (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Joan HaushalterJOAN HAUSHALTER
SECRETARY
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Matt ChamberlainMATT CHAMBERLAIN
SECRETARY (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Rick GildowRICK GILDOW
TREASURER
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Steve GodwinSTEVE GODWIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 2 related
-
Tom SimonTOM SIMON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Valerie JonesVALERIE JONES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Jill WilsonJILL WILSON
PRESIDENT/CEO
- Total calculated
- $747,867
- From this org
- $0
- From related orgs
- $725,336
- Other
- $22,531
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $482,796 related
- Bonus
- $0 + $123,797 related
- Other
- $0 + $118,743 related
- Deferred
- $0 + $19,450 related
- Nontaxable benefits
- $0 + $3,081 related
- Filer's total
- $0 + $747,867 related
-
Jason MillerJASON MILLER
VP SR - LSC
- Total calculated
- $510,831
- From this org
- $0
- From related orgs
- $484,061
- Other
- $26,770
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $358,556 related
- Bonus
- $0 + $58,834 related
- Other
- $0 + $66,671 related
- Deferred
- $0 + $12,369 related
- Nontaxable benefits
- $0 + $14,401 related
- Filer's total
- $0 + $510,831 related
-
James C GreenJAMES C GREEN
CFO/TREASURER
- Total calculated
- $461,886
- From this org
- $0
- From related orgs
- $437,456
- Other
- $24,430
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $324,852 related
- Bonus
- $0 + $50,849 related
- Other
- $0 + $61,755 related
- Deferred
- $0 + $13,264 related
- Nontaxable benefits
- $0 + $11,166 related
- Filer's total
- $0 + $461,886 related
-
Tony BurtchinTONY BURTCHIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Mandy GobleMANDY GOBLE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Nancy KnightNANCY KNIGHT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Debbie EllisDEBBIE ELLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 3 related
-
Michael RayMICHAEL RAY
PAST PRESIDENT/CEO
- Total calculated
- $192,090
- From this org
- $184,405
- From related orgs
- $0
- Other
- $7,685
- Hours/week
- 31 + 9 related
Schedule J breakdown matched by us
- Base
- $184,405
- Bonus
- $0
- Other
- $0
- Deferred
- $7,581
- Nontaxable benefits
- $104
- Filer's total
- $192,090
-
Amber SwordsAMBER SWORDS
AVP FINANCE
- Total calculated
- $153,950
- From this org
- $124,528
- From related orgs
- $23,692
- Other
- $5,730
- Hours/week
- 31 + 9 related
Schedule J breakdown matched by us
- Base
- $104,528 + $23,692 related
- Bonus
- $20,000
- Other
- $0
- Deferred
- $4,541
- Nontaxable benefits
- $1,189
- Filer's total
- $130,258 + $23,692 related
-
Diana DefibaughDIANA DEFIBAUGH
RN
- Total calculated
- $149,895
- From this org
- $149,640
- From related orgs
- $0
- Other
- $255
- Hours/week
- 40
-
Dale TwyeffortDALE TWYEFFORT
DIRECTOR OF NURSING
- Total calculated
- $100,815
- From this org
- $100,815
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
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 · Form 990 of other organizations
- 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 3
- AFTER A SINGLE MEMBER SUBSTITUTION, OTTERBEIN HOMES ASSUMED RESPONSIBILITY FOR COMPENSATION POLICIES. CEO COMPENSATION IS NOW DETERMINED THROUGH A COMPENSATION COMMITTEE, A COMPENSATION SURVEY, BOARD OR COMMITTEE APPROVAL AND DOCUMENTED IN A WRITTEN EMPLOYMENT CONTRACT.
- PART I, LINE 4B
- 457(F) CONTRIBUTIONS: JILL WILSON $118,300 JASON MILLER $65,359 CHRIS GREEN $58,766
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.
-
501(C)(3) · PARENT - RETIREMENT LIVING COMMUNITIES · OH
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
THE FRANKLIN UNITED METHODIST HOME INC
501(C)(3) · RETIREMENT LIVING COMMUNITY · IN
Directly controlled by OTTERBEIN HOMES
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
NORTH SHORE RETIREMENT COMMUNITY
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
SUNSET RETIREMENT COMMUNITIES INC
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
OTTERBEIN GREEN HILLS COMMUNITY INC
501(C)(3) · SUPPORTING ORGANIZATION · OH
Directly controlled by OTTERBEIN HOMES
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
OTTERBEIN GREEN HILLS FOUNDATION
501(C)(3) · SUPPORTING ORGANIZATION · OH
Directly controlled by OTTERBEIN HOMES
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513219349311706
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