Continuing care retirement communities that provide housing and services to elders.

501(c)(3) charity; gifts are tax-deductible.
78¢ of each $1 spent went to programs.
$6.7M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990-TIndependent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990-T
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $1.5M a year · 2% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
78%
of spending
Looks good: 78% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$6.7M
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Plus $74.4M in investments, Pt X · Ln 11–13
Fine: 1.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $10K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$126.7M
70% of total assets
Worth a look: liabilities are 70% of assets; over 65%.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$74.7M
+2% vs prior year
Spent
$85.8M
To programs
78%
Net assets
$53.6M
By yearFY2020–FY2024
Revenue
$74.7M
FY2022▲ +2%
Tap a bar for its year
Revenue by fiscal year
FY2020$69.0M
FY2021$73.5M
FY2022$74.7M
FY2023$89.9M
FY2024$102.2M
Expenses
$85.8M
FY2022▲ +24%
Tap a bar for its year
Expenses by fiscal year
FY2020$71.3M
FY2021$69.2M
FY2022$85.8M
FY2023$92.1M
FY2024$98.4M
Net assets
$53.6M
FY2022▼ -32%
Tap a bar for its year
Net assets by fiscal year
FY2020$68.3M
FY2021$78.4M
FY2022$53.6M
FY2023$59.5M
FY2024$72.7M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 1946.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

78 cents of each dollar spent went to programs.

Program services 78% · $66.6M Management & general 22% · $18.5M Fundraising 1% · $748K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

23 people listed on the 990-T; $6.7M paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$2,593,979Pt VII · Sec A
CFO/Treasurer
$1,369,243Pt VII · Sec A
VP of Operations
$1,230,868Pt VII · Sec A
VP - Chief Strategy/Development
$308,649Pt VII · Sec A
Vice President - Marketing
$286,804Pt VII · Sec A
VP of Human Resources
$251,458Pt VII · Sec A
VP - Neighborhood
$240,519Pt VII · Sec A
VP - Clinical Quality
$228,975Pt VII · Sec A

Jill Wilson’s $725K as President/CEO is at the 86th percentile of top reported officer pay among 249 $100M+ human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jill Wilson$725,336$638,515$2,593,979$534,169$480,770
James C Green$437,456$401,918$1,369,243$352,645$338,342
Jason Miller$484,061$449,166$1,230,868$393,110$366,013
Catherine Chiovaro$366,772$289,104———
Pamela Richmond$340,696$295,626$308,649$299,362$256,325
Gary Horning$293,395$274,601$286,804$280,326$246,406
Mary Simpson$289,427————
Dan Arnold$253,155$236,455$240,519$240,778$197,037

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides housing, nursing care, and supportive services to elderly residents through continuing care retirement communities, subsidizing costs for those on Medicaid.

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Provided by the organization

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3 programs · $66.6M · in their own filed words · FY2022
01

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.

$66.6Mprogram expense
02

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.

Pt IX · col B
03

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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$10K
Grants paid · 6 grants · $115K · 2020–2024
Unitemized GrantFY2024$41,661
Individual RecipientFY2024$10,000
Unitemized GrantFY2022$9,185
Unitemized GrantFY2021$11,656
Quantified Ventures LLCFY2020$25,000
Unitemized GrantFY2020$17,666

By the numbers

The FY2022 990-T, line by line.

1The main four
Money in
$74.7M
Fees for services$71.3M
Gifts and grants$2.1M
Investment income$837K
Money out
$85.8M
Programs$66.6M
Management$18.5M
Fundraising$748K
Owns and owes
$53.6M
net assets
Cash and savings$7.7M
Total assets$180.3M
Liabilities$126.7M
People
23
listed
Paid9
Voting board14
Independent14
2In more detail
Revenue in detail
Gifts and grants$2.1M
Government grants$1.9M
Fees for services$71.3M
Investment income$837K
Other income$434K
Total revenue$74.7M
Assets in detailEnd of year
Cash and savings together$7.7M
Total assets$180.3M
Liabilities$126.7M
Net assets$53.6M
Operations
Employees1,471
Volunteers15
Fiscal year endsDecember
Conflict-of-interest policyYes
Whistleblower policyYes
Records policyYes

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $102.2M$98.4M$3.8M$72.7M 990 PDF
FY2023 $89.9M$92.1M−$2.2M$59.5M 990 PDF
FY2022 Viewing $74.7M$85.8M−$11.1M$53.6M 990 PDF
FY2021 $73.5M$69.2M$4.3M$78.4M 990 PDF
FY2020 $69.0M$71.3M−$2.3M$68.3M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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