OTTERBEIN GREEN HILLS FOUNDATION (EIN 272566073) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2010

Legal Domicile

Principal Officer

J CHRISTOPHER GREEN

Phone

4197241225

Tax Period

2024-01-01 to 2024-12-31

OTTERBEIN GREEN HILLS FOUNDATION, founded in 2010, is a community nonprofit in the Human Services sector that reported $4.1M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

TO FURTHER THE MISSION AND HELP MEET THE NEEDS OF THE OTTERBEIN GREEN HILLS RETIREMENT COMMUNITY.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $61,611

Program Service Revenue $3,906,822

Investment Income $101,777

Other Revenue $12,320

TOTAL REVENUE $4,082,530

Expense Breakdown

Grants Paid $704,998

Salaries & Benefits $1,978,538

Fundraising Expenses $0

Program Expenses $3,698,467

Other Expenses $1,477,053

TOTAL EXPENSES $4,160,589

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,082,530	$3,612,515	+0.1%
Expenses	$4,160,589	$4,980,277	-0.2%
Net Income	$-78,059	$-1,367,762	-0.9%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$2,066,624

Total Directors

$1,720,584

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN BODIN	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
COLTON LOWRY	DIRECTOR	1.00	Director	$0	$0	$0
GRACE LEICHTY	DIRECTOR	1.00	Director	$0	$0	$0
JOAN HAUSHALTER	DIRECTOR	1.00	Director	$0	$0	$0
MATT CHAMBERLAIN	SECRETARY	1.00	Officer Director	$0	$0	$0
TOM SIMON	DIRECTOR	1.00	Director	$0	$0	$0
VALERIE JONES	DIRECTOR	1.00	Director	$0	$0	$0
TONY BURTCHIN	DIRECTOR	1.00	Director	$0	$0	$0
DEBBIE ELLIS	DIRECTOR	1.00	Director	$0	$0	$0
NANCY KNIGHT	DIRECTOR	1.00	Director	$0	$0	$0
JACK RESER	DIRECTOR	1.00	Director	$0	$0	$0
MANDY GOBLE	DIRECTOR	1.00	Director	$0	$0	$0
JILL WILSON	PRESIDENT/CEO	1.00	Officer Director	$0	$22,531	$747,867
JASON MILLER	VP SR - LSC	1.00	Officer Director	$0	$26,770	$510,831
JAMES C GREEN	CFO/TREASURER	1.00	Officer Director	$0	$24,430	$461,886
MICHAEL RAY	PAST PRESIDENT/CEO	3.00	Officer	$0	$7,685	$192,090
AMBER SWORDS	AVP FINANCE	3.00	Officer	$0	$5,730	$153,950

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	$4,082,530	$4,160,589	$4,025,652	$-78,059
2023	$3,612,515	$4,980,277	$4,424,804	$-1,367,762
2022	$4,509,128	$4,657,724	$5,846,707	$-148,596
2021	$3,722,965	$3,837,270	$7,049,726	$-114,305
2020	$3,904,833	$4,194,848	$7,460,947	$-290,015
2019	$4,126,900	$4,034,516	$6,478,464	$92,384
2018	$4,683,441	$4,252,440	$5,849,394	$431,001

OTTERBEIN GREEN HILLS FOUNDATION