Skip to content
Nonprofiteer
← All organizations

OTTERBEIN HOMES

EIN 31-0549058 LEBANON, OH

Largest nonprofits in Ohio

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 Brownson

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 8 related
  • Becky Bayliff

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Lynn App

    SECRETARY

    Total calculated
    $0
    Hours/week
    1
  • Thomas Hazelbaker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Leroy McKay

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Robert Coleman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Michael Uhl

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Vicky Bartlett

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Sue Donaldson

    RESIDENT DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Heidi Glosser

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Dan Burke

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1
  • Leroy Chambliss

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Reed Fraley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1 + 1 related
  • Jill 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 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 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 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 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 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 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 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

Where these grants went next →

Grants received

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

Declared as related by

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.