- Revenue 2024
- $102,188,610
- Expenses 2024
- $98,364,123
Program services were 84.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P750
- Classification
- 1000
- Street
- 580 NORTH SUITE ROUTE 741
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
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 COMMUNITIES, SKILLED NURSING FACILITIES, HOME HEALTH CARE AND TWO HOSPICE BRANCHES THAT PROVIDE HOUSING AND SERVICES TO ELDERS.
-
OTTERBEIN HOMES PROVIDES MANAGEMENT AND SUPPORT SERVICES FOR ITS NINE CONTINUING CARE RETIREMENT COMMUNITIES, NINE SMALL HOUSE NURSING HOME NEIGHBORHOODS THROUGHOUT OHIO AND INDIANA, HOME HEALTH AGENCY AND TWO HOSPICE AGENCIES. SOME OF THE MANAGEMENT SERVICES PROVIDED INCLUDE ADMINISTRATIVE, FINANCIAL, PURCHASING, HUMAN RESOURCES, MARKETING, AND DEVELOPMENT FOR THE RELATED TAX-EXEMPT ORGANIZATIONS. IN PROVIDING MANAGEMENT AND SUPPORT TO HOSPICE, HOME HEALTH AND ITS COMMUNITIES OF LEBANON, CRIDERSVILLE, ST. MARY'S, PORTAGE VALLEY, NORTH SHORE, FRANKLIN, SUNSET, GRANVILLE AND GREEN HILLS, AND THE SMALL HOUSE NEIGHBORHOODS AT PERRYSBURG, MONCLOVA, SPRINGBORO, MIDDLETOWN, NEW ALBANY, GAHANNA, LOVELAND, UNION TOWNSHIP, MAINEVILLE AND TIPP CITY, OTTERBEIN SERVES NEARLY 7,551 PERSONS.
Expenses $83,306,042 · Grants $57,661 · Revenue $109,399,848
-
GENEROUS DONORS HAVE ESTABLISHED A BENEVOLENT CARE FUND WHICH OFFERS ASSISTANCE TO RESIDENTS WHO CANNOT PAY THE FULL COST OF CARE. OTTERBEIN'S RICH HERITAGE HAS EARNED US A SOLID REPUTATION AS A TRUSTED AND VALUABLE RESOURCE. BY PROVIDING INFORMATION AND SERVICES ON AGING ISSUES WE CONTINUE TO SERVE RESIDENTS, THEIR FAMILIES AND SURROUNDING COMMUNITIES. OTTERBEIN RESIDENTS AND STAFF VOLUNTEER THEIR TIME AND TALENTS AT THE OTTERBEIN CAMPUSES BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY. DURING 2024, DONORS CONTRIBUTED A TOTAL OF $2,187, WHICH IS REPORTED AS CONTRIBUTION REVENUE.
-
THE ORGANIZATION PROVIDES NURSING CARE TO RESIDENTS UNDER THE MEDICAID PROGRAM FOR WHICH THE COSTS TO PROVIDE SUCH CARE EXCEEDS REIMBURSEMENT. THE ORGANIZATION FUNDS THIS DIFFERENCE THROUGH ITS OPERATIONS. THE SHORTFALL IS NETTED WITH PROGRAM SERVICE REVENUE.
Revenue -$16,795,803
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
William BrownsonWILLIAM BROWNSON
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 8 related
-
Becky BayliffBECKY BAYLIFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Lynn AppLYNN APP
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Thomas HazelbakerTHOMAS HAZELBAKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Leroy McKayLEROY MCKAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert ColemanROBERT COLEMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Michael UhlMICHAEL UHL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Vicky BartlettVICKY BARTLETT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Sue DonaldsonSUE DONALDSON
RESIDENT DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Heidi GlosserHEIDI GLOSSER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Dan BurkeDAN BURKE
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Leroy ChamblissLEROY CHAMBLISS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Reed FraleyREED FRALEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Jill WilsonJILL WILSON
PRESIDENT/CEO
- Total calculated
- $747,867
- From this org
- $725,336
- From related orgs
- $0
- Other
- $22,531
- Hours/week
- 21 + 19 related
Schedule J breakdown matched by us
- Base
- $482,796
- Bonus
- $123,797
- Other
- $118,743
- Deferred
- $19,450
- Nontaxable benefits
- $3,081
- Filer's total
- $747,867
-
James C GreenJAMES C GREEN
CFO/TREASURER
- Total calculated
- $461,886
- From this org
- $437,456
- From related orgs
- $0
- Other
- $24,430
- Hours/week
- 21 + 19 related
Schedule J breakdown matched by us
- Base
- $324,852
- Bonus
- $50,849
- Other
- $61,755
- Deferred
- $13,264
- Nontaxable benefits
- $11,166
- Filer's total
- $461,886
-
Jason MillerJASON MILLER
VP SR - LSC
- Total calculated
- $510,831
- From this org
- $484,061
- From related orgs
- $0
- Other
- $26,770
- Hours/week
- 21 + 19 related
Schedule J breakdown matched by us
- Base
- $358,556
- Bonus
- $58,834
- Other
- $66,671
- Deferred
- $12,369
- Nontaxable benefits
- $14,401
- Filer's total
- $510,831
-
Gary HorningGARY HORNING
VP - MARKETING/COMMUNICATIONS
- Total calculated
- $318,039
- From this org
- $293,395
- From related orgs
- $0
- Other
- $24,644
- Hours/week
- 24 + 16 related
Schedule J breakdown matched by us
- Base
- $248,199
- Bonus
- $41,321
- Other
- $3,875
- Deferred
- $10,243
- Nontaxable benefits
- $14,401
- Filer's total
- $318,039
-
Pamela RichmondPAMELA RICHMOND
VP - CHIEF STRATEGY/DEV
- Total calculated
- $384,487
- From this org
- $340,696
- From related orgs
- $0
- Other
- $43,791
- Hours/week
- 24 + 16 related
Schedule J breakdown matched by us
- Base
- $291,357
- Bonus
- $46,863
- Other
- $2,476
- Deferred
- $29,390
- Nontaxable benefits
- $14,401
- Filer's total
- $384,487
-
Mary SimpsonMARY SIMPSON
VP CLINICAL QUALITY
- Total calculated
- $339,437
- From this org
- $289,427
- From related orgs
- $0
- Other
- $50,010
- Hours/week
- 24 + 16 related
Schedule J breakdown matched by us
- Base
- $246,114
- Bonus
- $41,072
- Other
- $2,241
- Deferred
- $35,609
- Nontaxable benefits
- $14,401
- Filer's total
- $339,437
-
Catherine ChiovaroCATHERINE CHIOVARO
VP - WORKFORCE MANAGEMENT
- Total calculated
- $392,684
- From this org
- $366,772
- From related orgs
- $0
- Other
- $25,912
- Hours/week
- 24 + 16 related
Schedule J breakdown matched by us
- Base
- $287,034
- Bonus
- $79,738
- Other
- $0
- Deferred
- $11,511
- Nontaxable benefits
- $14,401
- Filer's total
- $392,684
-
Dan ArnoldDAN ARNOLD
VP - NEIGHBORHOOD
- Total calculated
- $276,630
- From this org
- $253,155
- From related orgs
- $0
- Other
- $23,475
- Hours/week
- 24 + 16 related
Schedule J breakdown matched by us
- Base
- $220,328
- Bonus
- $31,677
- Other
- $1,150
- Deferred
- $9,074
- Nontaxable benefits
- $14,401
- Filer's total
- $276,630
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $102,188,610
- Expenses
- $98,364,123
- Contributions
- $272,289
- Grants paid
- $57,661
-
2023
- Revenue
- $89,935,477
- Expenses
- $92,099,987
- Contributions
- $3,054,432
- Grants paid
- $9,096
-
2022
- Revenue
- $74,711,785
- Expenses
- $85,830,966
- Contributions
- $2,100,730
- Grants paid
- $11,285
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $73,479,652
- Expenses
- $69,166,433
- Assets (EOY)
- $197,247,651
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $69,027,381
- Expenses
- $71,338,567
- Assets (EOY)
- $180,558,263
-
2020 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2019 · 990
- Revenue
- $62,039,247
- Expenses
- $62,076,139
- Assets (EOY)
- $166,118,082
-
2018 · 990
- Revenue
- $64,419,986
- Expenses
- $61,289,774
- Assets (EOY)
- $154,291,614
-
2017 · 990
- Revenue
- $58,432,161
- Expenses
- $56,567,293
- Assets (EOY)
- $165,334,739
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
LICKING COUNTY TRANSIT
$10,000
2024 BUS
Grants received
-
$35,000
2023 General support for programs, operations and other charitable purposes
-
$25,000
2022 support for Otterbein Pemberville; Wheelchair Accessible Minivan Initiative
-
$25,000
2024 General support for programs, operations and other charitable purposes
-
$15,400
2024 SUPPORT
-
$15,265
2024 OTTERBEIN QUALITY OF LIFE
-
$11,620
2022 SUPPORT
-
$11,000
2022 HUMAN SERVICE
-
2023 HEALTHCARE
-
$9,880
2023 SUPPORT
-
2024 CHARITABLE DONATION
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · OH · controlled entity
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · OH · controlled entity
-
NORTH SHORE RETIREMENT COMMUNITY
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · OH · controlled entity
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · OH · controlled entity
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · OH · controlled entity
-
THE FRANKLIN UNITED METHODIST HOME INC DBA OTTERBEIN FRANKLIN
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · IN · controlled entity
-
SUNSET RETIREMENT COMMUNITIES INC
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · OH · controlled entity
-
501(C)(3) · CONTINUING CARE RETIREMENT COMMUNITY · OH · controlled entity
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH · controlled entity
-
WEST LIBERTY GARDEN APARTMENTS INC
501(C)(3) · SUPPORTING ORGANIZATION · OH · controlled entity
-
501(C)(3) · RETIREMENT LIVING COMMUNITY · OH · controlled entity
-
OTTERBEIN GREEN HILLS FOUNDATION INC
501(C)(3) · SUPPORTING ORGANIZATION · OH · controlled entity
Declared as related by
-
On its 2024 return
-
OTTERBEIN GREEN HILLS FOUNDATION
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
On its 2024 return
-
SUNSET RETIREMENT COMMUNITIES INC
On its 2024 return
-
FRANKLIN UNITED METHODIST HOME INC
On its 2024 return
-
OTTERBEIN GREEN HILLS COMMUNITY INC
On its 2024 return
-
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
OTTERBEIN PERRYSBURG LLC
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $7,293,205 · assets $7,550,287
-
OTTERBEIN MONCLOVA LLC
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $7,020,232 · assets $8,084,119
-
OTTERBEIN CLEAR CREEK LLC
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $7,524,640 · assets $8,641,050
-
OTTERBEIN MIDDLETOWN LLC
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $7,659,418 · assets $9,008,123
-
OTTERBEIN HOLDINGS LLC
REAL ESTATE HOLDING COMPANY · OH · income $0 · assets $0
-
OTTERBEIN INDEPENDENT LIVING SERVICES LLC
CLINIC · OH · income $931,709 · assets $79,097
-
OTTERBEIN PROPERTIES LLC
REAL ESTATE DEVELOPMENT · OH · income $0 · assets $0
-
OTTERBEIN HOME HEALTH
HOME HEALTH SERVICES · OH · income $2,720,688 · assets $1,982,923
-
OTTERBEIN MAINEVILLE LLC
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $7,089,809 · assets $8,824,555
-
OTTERBEIN HOSPICE
HOSPICE SERVICES · OH · income $4,710,720 · assets $3,543,670
-
OTTERBEIN BATAVIA
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $7,245,516 · assets $8,657,247
-
OTTERBEIN GAHANNA
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $6,183,593 · assets $10,181,201
-
OTTERBEIN NEW ALBANY
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $6,576,788 · assets $9,949,088
-
OTTERBEIN LOVELAND
DEVELOP & OPERATE SMALL HOUSE NEIGHBORHOODS - PROVIDING SKILLED NURSING CARE · OH · income $7,213,478 · assets $10,083,948
-
OTTERBEIN BATAVIA REAL ESTATE LLC
HOLD REAL ESTATE · OH · income $0 · assets $0
-
OTTERBEIN CLEAR CREEK REAL ESTATE LLC
HOLD REAL ESTATE · OH · income $0 · assets $0
-
OTTERBEIN EXTENDED SERVICES LLC
HOLDING COMPANY · OH · income $0 · assets $0
-
OTTERBEIN GAHANNA REAL ESTATE LLC
HOLD REAL ESTATE · OH · income $0 · assets $0
-
OTTERBEIN LOVELAND REAL ESTATE LLC
HOLD REAL ESTATE · OH · income $0 · assets $0
-
OTTERBEIN LSC LLC
HOLDING COMPANY · OH · income $0 · assets $0
-
OTTERBEIN MAINEVILLE REAL ESTATE LLC
HOLD REAL ESTATE · OH · income $0 · assets $0
-
OTTERBEIN MANAGEMENT LLC
PROVIDE MANAGEMENT SERVICES · OH · income $0 · assets $0
-
OTTERBEIN MIDDLETOWN REAL ESTATE LLC
HOLD REAL ESTATE · OH · income $0 · assets $0
-
OTTERBEIN MONCLOVA REAL ESTATE LLC
HOLD REAL ESTATE · OH · income $0 · assets $0
-
OTTERBEIN NEW ALBANY REAL ESTATE LLC
HOLD REAL ESTATE · OH · income $0 · assets $0
The first 25 as filed. The return lists the rest.
Related corporations and trusts on its 2024 return
-
UNION VILLAGE DEVELOPMENT COMPANY
C · LAND DEVELOPMENT · OH · 100% owned · share of income $1,777,675 · share of assets $11,557,249 · controlled entity
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.