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Otterbein Homes

Also known as Otterbein Seniorlife

Lebanon, OH · EIN 31-0549058 · 501(c)(3) · Publicly supported organization (170(b)(1)(A)(vi))
Latest filing: Form 990 for calendar year 2024 (tax year 2024) · View the filing · Correct or respond

Otterbein Homes reported $102.2 million in revenue and $98.4 million in expenses for calendar year 2024. Of every $100 it spent, $84.69 went to program services, $14.57 to management and general costs and $0.74 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 90.6% of the total. The highest compensation it reported for one person was $747,867 (PRESIDENT/CEO). 79 people received more than $100,000 in reportable compensation. Revenue rose 65% between 2019 and 2024. Source: Form 990, 2024.

Where $100 of spending went

Calendar year 2024 · Form 990, Part IX, line 25 · total expenses $98M

For context, the median across 3,614 covered human services charities: $88.27 programs, $11.52 management, $0.21 fundraising (medians computed separately, so they may not sum to $100).

Where $100 of revenue came from

Calendar year 2024 · Form 990, Part VIII · total revenue $102M

The 990 scorecard · same measures for every charity, no grades

2024 filing. Median across 3,614 covered charities in this category, from their latest filings.
Measure2024Median
Program services
Part IX 25(B) ÷ 25(A)
84.7%87.2%
Management & general
Part IX 25(C) ÷ 25(A)
14.6%11.4%
Fundraising
Part IX 25(D) ÷ 25(A)
0.7%0.2%
Fundraising cost per $1 of contributions
Part IX 25(D) ÷ Part VIII 1h
$2.66$0.02
Contributions & grants share of revenue
Part VIII 1h ÷ 12
0.3%20.6%
Government grants share of revenue
Part VIII 1e ÷ 12
0.0%2.4%
Program service revenue share
Part VIII 2g ÷ 12
90.6%70.8%
Highest reported compensation
Part VII-A, columns D–F
$747,867$274,992
Highest compensation as share of expenses
Part VII-A ÷ Part IX 25(A)
0.76%1.18%
People paid over $100,000
Part VII, line 2
796
Net assets, in months of expenses
Part X 33(B) ÷ monthly expenses
8.96.9
Independent voting board members
Part VI 1a–1b
13 of 13100.0%

A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.

What the money paid for, in its own words

2024 · Form 990, Part III · the three largest programs by expense
$83M expenses · 100.0% of program spending · grants $57,661 · revenue $109M

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…

$0 expenses

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…

$0 expenses · revenue −$17M

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

Highest reported compensation

2024 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here
RoleFrom this orgFrom related orgsOtherTotal
PRESIDENT/CEO
Officer, 21.00 hrs/week
$725,336$0$22,531$747,867
VP SR - LSC
Key employee, 21.00 hrs/week
$484,061$0$26,770$510,831
CFO/TREASURER
Officer, 21.00 hrs/week
$437,456$0$24,430$461,886
VP - WORKFORCE MANAGEMENT
Highest compensated employee, 24.00 hrs/week
$366,772$0$25,912$392,684
VP - CHIEF STRATEGY/DEV
Highest compensated employee, 24.00 hrs/week
$340,696$0$43,791$384,487
VP CLINICAL QUALITY
Highest compensated employee, 24.00 hrs/week
$289,427$0$50,010$339,437
VP - MARKETING/COMMUNICATIONS
Highest compensated employee, 24.00 hrs/week
$293,395$0$24,644$318,039
VP - NEIGHBORHOOD
Highest compensated employee, 24.00 hrs/week
$253,155$0$23,475$276,630

79 people received more than $100,000 in reportable compensation from Otterbein Homes (Part VII, line 2). Compensation of current officers, directors and key employees totaled $1.7M (Part IX, line 5).

6 years of filings

Form 990, Parts I, VII, IX and X · each row is that year's own filing, linked
RevenueExpenses
$0$50M$100M$150M$200M201920202021202220232024$102M$98M
FilingRevenueExpensesProgramsNet assetsTop pay
2024 ⓘ$102M$98M84.7%$73M$747,867
2023 ⓘ$90M$92M83.0%$60M$656,960
2022 ⓘ$75M$86M77.6%$54M$2,612,014
2021 ⓘ$73M$69M80.0%$78M$551,412
2020 ⓘ$69M$71M82.5%$68M$501,451
2019 ⓘ$62M$62M79.4%$66M$480,997

Governance answers, as filed

2024 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means
  • Voting board members, and how many are independent Part VI, lines 1a–1b13 · 13 independent
  • Audited financial statements Part XII 2bYes
  • Conflict-of-interest policy Part VI 12aYes
  • Whistleblower policy Part VI 13Yes
  • Document retention policy Part VI 14Yes
  • Independent process for top executive pay Part VI 15aYes
  • Board given the 990 before filing Part VI 11aYes
  • Family or business ties among insiders Part VI 2No
  • Aware of a significant diversion of assets Part VI 5No
  • Excess benefit transaction with an insider Part IV 25aNo
  • Loans to or from insiders outstanding Part IV 26No
  • Lobbying, or a 501(h) election in effect Part IV 4No
  • Over $15,000 of professional fundraising services Part IV 18No
  • Over $10,000 of activity outside the U.S. Part IV 14bNo
  • Employees Part I, line 52,368
  • Volunteers Part I, line 613

Largest outside contractors

2024 · Form 990, Part VII, Section B · businesses only
PRIDE ONE CONSTRUCTION SERVICES LLC
Construction services
$5,945,683
HUBER GENERAL CONTRACTING INC
Contractor
$1,807,323
SHOOK CONSTRUCTION CO
Construction services
$1,688,296
CASLEN CONSTRUCTION LLC
Construction services
$1,040,181
OLD OAK GENERAL CONTRACTORS
Contractor
$1,040,181

Individuals listed as contractors are left out. 21 contractors were paid more than $100,000 in all.

Private foundation grants it received

5 private foundations reported grants to Otterbein Homes totaling $35,521 on their tax year 2023 Form 990-PF returns. See which foundations, on WHOFUNDS.

Source: WHOFUNDS open grant graph, matched from Form 990-PF Part XV.

Correct a figure or respond

Every number above is copied from Otterbein Homes's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Otterbein Homes, you can publish a response that is linked from this page.

Similar-sized charities in this cause

All human services charities · Largest charities in Ohio

Questions people ask

How much of Otterbein Homes's spending goes to programs?

In calendar year 2024, Otterbein Homes reported that 84.7% of its $98.4 million in expenses went to program services, 14.6% to management and general and 0.7% to fundraising (Form 990, Part IX).

How much does Otterbein Homes pay its top executive?

The largest total compensation Otterbein Homes reported for one person in calendar year 2024 was $747,867, for the role of PRESIDENT/CEO (Form 990, Part VII, including compensation from related organizations and other compensation).

Where does Otterbein Homes get its money?

Of $102.2 million in revenue in calendar year 2024, 0.3% came from contributions and grants and 90.6% from program service revenue (Form 990, Part VIII).

Is Otterbein Homes a registered charity?

The IRS lists EIN 31-0549058 as a 501(c)(3) organization (publicly supported organization (170(b)(1)(a)(vi))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.

Sources

  • 2024: Form 990 for calendar year 2024, object 202513169349302071 · read the filing · XML
  • 2023: Form 990 for calendar year 2023, object 202423209349314587 · read the filing
  • 2022: Form 990 for calendar year 2022, object 202303189349315390 · read the filing
  • 2021: Form 990 for calendar year 2021, object 202243199349312554 · read the filing
  • 2020: Form 990 for calendar year 2020, object 202113199349314676 · read the filing
  • 2019: Form 990 for calendar year 2019, object 202023189349308432 · read the filing

All filings for EIN 31-0549058: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.