Form 990 for tax year 2024
Filed by SUNSET RETIREMENT COMMUNITIES INC.
Totals
- Total revenue
- $31,620,831
- Total expenses
- $28,094,533
- Contributions and grants received
- $106,112
- Grants paid
- $34,555
- Program services expenses (Part IX)
- $24,089,307
- Management and general expenses
- $4,005,226
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $24,089,307
Program services were 85.7% 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
- $747,867
- From this org
- $0
- From related orgs
- $725,336
- 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 + $118,743 related
- Deferred
- $0 + $19,450 related
- Nontaxable benefits
- $0 + $3,081 related
- Filer's total
- $0 + $747,867 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
-
ANDREW WEINER
CHAIR (TERM END)
- Total calculated
- $0
- Hours/week
- 1
-
BARBARA HAHLER
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
KATHLEEN RYAN
VICE CHAIR (TERM END 1/24)
- Total calculated
- $0
- Hours/week
- 1
-
MARY KNAKE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
DOROTHY BARNES
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
VICTORIA BARTLETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
HEIDI GLOSSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BARBARA KOPP-MILLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARK SANDRETTO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
GEORGE BRYMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
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 HOMES
- Total calculated
- $0
- Hours/week
- 1 + 8 related
-
DAVID PLUNKETT
RESIDENT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
JENNIFER RUCKSTUHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DANIEL SMITH
EXECUTIVE DIRECTOR
- Total calculated
- $169,812
- From this org
- $154,036
- From related orgs
- $0
- Other
- $15,776
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,385
- Bonus
- $13,651
- Other
- $0
- Deferred
- $1,375
- Nontaxable benefits
- $14,401
- Filer's total
- $169,812
-
BRIAN SOLLER
EXECUTIVE DIRECTOR
- Total calculated
- $158,362
- From this org
- $143,961
- From related orgs
- $0
- Other
- $14,401
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $138,752
- Bonus
- $5,209
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $14,401
- Filer's total
- $158,362
-
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 MGMT
- 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
-
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
-
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
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
- 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 $65,359 CHRIS GREEN $58,766 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
-
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
-
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
-
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 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 INC
501(C)(3) · SUPPORTING ORGANIZATION · OH
Directly controlled by OTTERBEIN HOMES
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513169349305186
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