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Nonprofiteer
← OTTERBEIN ST MARYS

Form 990 for tax year 2022

Filed by OTTERBEIN ST MARYS.

Totals

Total revenue
$14,541,046
Total expenses
$13,692,332
Contributions and grants received
$552,890
Grants paid
$20,004
Program service revenue
$14,140,254
Investment income
-$405,402
Other revenue
$253,304
Total assets, end of year
$46,201,381
Total liabilities, end of year
$15,388,195
Net assets or fund balances, end of year
$30,813,186
Program services expenses (Part IX)
$11,785,599
Management and general expenses
$1,906,733
Fundraising expenses
$0
Program service expenses (Part III)
$11,785,599

Program services were 86.1% 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
    $2,612,014
    From this org
    $0
    From related orgs
    $2,593,979
    Other
    $18,035
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $533,568 related
    Bonus
    $0 + $118,554 related
    Other
    $0 + $1,941,857 related
    Deferred
    $0 + $8,435 related
    Nontaxable benefits
    $0 + $9,600 related
    Filer's total
    $0 + $2,612,014 related

  • JAMES C GREEN

    CFO/TREASURER

    Total calculated
    $1,387,589
    From this org
    $0
    From related orgs
    $1,369,243
    Other
    $18,346
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $344,927 related
    Bonus
    $0 + $66,096 related
    Other
    $0 + $958,220 related
    Deferred
    $0 + $8,869 related
    Nontaxable benefits
    $0 + $9,477 related
    Filer's total
    $0 + $1,387,589 related

  • STEVE DUES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRUCE SLAVIK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHUCK GAMBLE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • MARTIN BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEBORAH GEIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DEB BORNS

    CHAIR

    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

  • MARY KAY BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARGIE MANNING

    DIRECTOR (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1

  • MEL MILLER

    BOARD CHAIR OF OTTERBEIN HOMES (TERM ENDED)

    Total calculated
    $0
    Hours/week
    1 + 5 related

  • JASON MILLER

    VP OF OPERATIONS

    Total calculated
    $1,246,629
    From this org
    $0
    From related orgs
    $1,230,868
    Other
    $15,761
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $388,692 related
    Bonus
    $0 + $76,649 related
    Other
    $0 + $765,527 related
    Deferred
    $0 + $7,396 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $1,246,629 related

  • DALLAS AGNER

    EXECUTIVE DIRECTOR

    Total calculated
    $152,581
    From this org
    $144,216
    From related orgs
    $0
    Other
    $8,365
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,588
    Bonus
    $16,628
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $8,365
    Filer's total
    $152,581

  • GARY HORNING

    VICE PRESIDENT - MARKETING

    Total calculated
    $302,270
    From this org
    $0
    From related orgs
    $286,804
    Other
    $15,466
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,925 related
    Bonus
    $0 + $54,004 related
    Other
    $0 + $3,875 related
    Deferred
    $0 + $7,101 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $302,270 related

  • PAMELA RICHMOND

    VP CHIEF STRATEGY/DEV

    Total calculated
    $323,652
    From this org
    $0
    From related orgs
    $308,649
    Other
    $15,003
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $246,685 related
    Bonus
    $0 + $59,488 related
    Other
    $0 + $2,476 related
    Deferred
    $0 + $6,638 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $323,652 related

  • LOIS MILLS

    VP OF HUMAN RESOURCES

    Total calculated
    $265,381
    From this org
    $0
    From related orgs
    $251,458
    Other
    $13,923
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $201,029 related
    Bonus
    $0 + $44,568 related
    Other
    $0 + $5,861 related
    Deferred
    $0 + $6,286 related
    Nontaxable benefits
    $0 + $7,637 related
    Filer's total
    $0 + $265,381 related

  • SHONIA RUSSELLE

    AVP - MARKETING

    Total calculated
    $239,935
    From this org
    $0
    From related orgs
    $217,375
    Other
    $22,560
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $176,517 related
    Bonus
    $0 + $40,858 related
    Other
    $0
    Deferred
    $0 + $5,408 related
    Nontaxable benefits
    $0 + $17,152 related
    Filer's total
    $0 + $239,935 related

  • EMILY WEIKERT

    VP - CLINICAL QUALITY

    Total calculated
    $243,104
    From this org
    $0
    From related orgs
    $228,975
    Other
    $14,129
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $0 + $184,930 related
    Bonus
    $0 + $41,804 related
    Other
    $0 + $2,241 related
    Deferred
    $0 + $5,764 related
    Nontaxable benefits
    $0 + $8,365 related
    Filer's total
    $0 + $243,104 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
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'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 · assets $1,136,200

    Directly controlled by OTTERBEIN ST MARYS

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323199349307107

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