Totals
- Total revenue
- $13,672,405
- Total expenses
- $12,072,501
- Contributions and grants received
- $25,251
- Grants paid
- $0
- Program service revenue
- $13,135,781
- Investment income
- $293,430
- Other revenue
- $217,943
- Total assets, end of year
- $33,389,446
- Total liabilities, end of year
- $8,372,230
- Net assets or fund balances, end of year
- $25,017,216
- Program services expenses (Part IX)
- $10,563,775
- Management and general expenses
- $1,508,726
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $10,563,775
Program services were 87.5% 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
- $747,866
- From this org
- $0
- From related orgs
- $725,335
- Other
- $22,531
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $482,796 related
- Bonus
- $0 + $123,797 related
- Other
- $0 + $118,742 related
- Deferred
- $0 + $19,450 related
- Nontaxable benefits
- $0 + $3,081 related
- Filer's total
- $0 + $747,866 related
-
JAMES C GREEN
CFO/TREASURER
- Total calculated
- $461,886
- From this org
- $0
- From related orgs
- $437,456
- Other
- $24,430
- Hours/week
- 2 + 38 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
-
JASON MILLER
VP SR - LSC
- Total calculated
- $510,831
- From this org
- $0
- From related orgs
- $484,061
- Other
- $26,770
- Hours/week
- 2 + 38 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
-
WILLIAM BROWNSON
BOARD CHAIR OF OTTERBEIN
- Total calculated
- $0
- Hours/week
- 1 + 8 related
-
DAVE LOTZ
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
TIFFANY RANDALL
SECRETARY (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 1
-
JASON WOLKE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
BECKY BAYLIFF
CHAIR (TERM END 4/24)
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
VANESSA LEE
DIRECTOR (TERM END 4/24)
- Total calculated
- $0
- Hours/week
- 1
-
CART WEBB
DIRECTOR (TERM END 4/24)
- Total calculated
- $0
- Hours/week
- 1
-
BETSY WINGET
DIRECTOR (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 1
-
ADAH ELLERBROCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JOEL SCHNEIDER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARK KOCH
DIRECTOR (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 1
-
TONY DIRR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANN MEIRING
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ORA SEESE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
CHARLOTTE MUZLESKI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
KEN DREITZLER
DIRECTOR (TERM ENDED)
- Total calculated
- $0
- Hours/week
- 1
-
KRISTIN JACKSON
EXECUTIVE DIRECTOR (TERM ENDED)
- Total calculated
- $57,811
- From this org
- $42,542
- From related orgs
- $0
- Other
- $15,269
- Hours/week
- 40
-
NICOLE C DANIELS
EXECUTIVE DIRECTOR
- Total calculated
- $125,346
- From this org
- $120,693
- From related orgs
- $0
- Other
- $4,653
- Hours/week
- 40
-
PAMELA RICHMOND
VP CHIEF STRATEGY/DEV
- Total calculated
- $384,487
- From this org
- $0
- From related orgs
- $340,696
- Other
- $43,791
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $291,357 related
- Bonus
- $0 + $46,863 related
- Other
- $0 + $2,476 related
- Deferred
- $0 + $29,390 related
- Nontaxable benefits
- $0 + $14,401 related
- Filer's total
- $0 + $384,487 related
-
CATHERINE CHIOVARO
VP - WORKFORCE MANAGEMENT
- Total calculated
- $392,684
- From this org
- $0
- From related orgs
- $366,772
- Other
- $25,912
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $287,034 related
- Bonus
- $0 + $79,738 related
- Other
- $0
- Deferred
- $0 + $11,511 related
- Nontaxable benefits
- $0 + $14,401 related
- Filer's total
- $0 + $392,684 related
-
GARY HORNING
VP - MKTG - COMMUNICATIONS
- Total calculated
- $318,039
- From this org
- $0
- From related orgs
- $293,395
- Other
- $24,644
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $248,199 related
- Bonus
- $0 + $41,321 related
- Other
- $0 + $3,875 related
- Deferred
- $0 + $10,243 related
- Nontaxable benefits
- $0 + $14,401 related
- Filer's total
- $0 + $318,039 related
-
DANIEL ARNOLD
VP NEIGHBORHOODS
- Total calculated
- $276,630
- From this org
- $0
- From related orgs
- $253,155
- Other
- $23,475
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $220,328 related
- Bonus
- $0 + $31,677 related
- Other
- $0 + $1,150 related
- Deferred
- $0 + $9,074 related
- Nontaxable benefits
- $0 + $14,401 related
- Filer's total
- $0 + $276,630 related
-
MARY SIMPSON
VP - CLINICAL QUALITY
- Total calculated
- $339,437
- From this org
- $0
- From related orgs
- $289,427
- Other
- $50,010
- Hours/week
- 2 + 38 related
Schedule J breakdown matched by us
- Base
- $0 + $246,114 related
- Bonus
- $0 + $41,072 related
- Other
- $0 + $2,241 related
- Deferred
- $0 + $35,609 related
- Nontaxable benefits
- $0 + $14,401 related
- Filer's total
- $0 + $339,437 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 $118,300 JASON MILLER $65,358.75 CHRIS GREEN $58,766.08 PAMELA RICHMOND $22,207.52 MARY SIMPSON $25,445.78
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
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
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
-
THE FRANKLIN UNITED METHODIST HOME
501(C)(3) · RETIREMENT LIVING COMMUNITY · IN
Directly controlled by OTTERBEIN HOMES
-
SUNSET RETIREMENT COMMUNITIES INC
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH
Directly controlled by OTTERBEIN HOMES
-
WEST LIBERTY GARDEN APARTMENTS
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 INC
501(C)(3) · SUPPORTING ORGANIZATION · OH
Directly controlled by OTTERBEIN HOMES
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.
-
REAL ESTATE HOLDING COMPANY · OH · assets $178,273
Directly controlled by OTTERBEIN CRIDERSVILLE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513169349305451
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