OTTERBEIN HOMES (EIN 310549058) - 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

1912

Legal Domicile

Principal Officer

J CHRISTOPHER GREEN

Phone

5139322020

Tax Period

2023-01-01 to 2023-12-31

OTTERBEIN HOMES, founded in 1912, is a mid-sized nonprofit in the Human Services sector that reported $89.9M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum.

Mission

CONTINUING CARE RETIREMENT COMMUNITIES, SKILLED NURSING FACILITIES, HOME HEALTH CARE AND TWO HOSPICE BRANCHES THAT PROVIDE HOUSING AND SERVICES TO ELDERS.

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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 (2023)

Revenue Breakdown

Contributions & Grants $3,054,432

Program Service Revenue $84,166,582

Investment Income $1,376,638

Other Revenue $1,337,825

TOTAL REVENUE $89,935,477

Expense Breakdown

Grants Paid $9,096

Salaries & Benefits $50,665,033

Fundraising Expenses $671,371

Program Expenses $76,463,202

Other Expenses $41,425,858

TOTAL EXPENSES $92,099,987

Year-over-Year Comparison

	2023	2022	Change
Revenue	$89,935,477	$74,711,785	+0.2%
Expenses	$92,099,987	$85,830,966	+0.1%
Net Income	$-2,164,510	$-11,119,181	-0.8%

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

1898

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

$1,077,195

Total Directors

$2,500

Key Employees

$714,457

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
WILLIAM BROWNSON	BOARD CHAIR	1.00	Officer Director	$0	$0	$0
BECKY BAYLIFF	DIRECTOR	1.00	Director	$0	$0	$0
LYNN APP	SECRETARY	1.00	Officer Director	$0	$0	$0
THOMAS HAZELBAKER	DIRECTOR	1.00	Director	$0	$0	$2,500
LEROY MCKAY	DIRECTOR	1.00	Director	$0	$0	$0
ROBERT COLEMAN	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL UHL	DIRECTOR	1.00	Director	$0	$0	$0
VICKY BARTLETT	DIRECTOR	1.00	Director	$0	$0	$0
SUE DONALDSON	DIRECTOR	1.00	Director	$0	$0	$0
HEIDI GLOSSER	DIRECTOR	1.00	Director	$0	$0	$0
DAN BURKE	VICE CHAIR	1.00	Officer Director	$0	$0	$0
LEROY CHAMBLISS	DIRECTOR	1.00	Director	$0	$0	$0
MEL MILLER	CHAIR (TERM END)	1.00	Officer Director	$0	$0	$0
JOE WOLF	DIRECTOR (TERM END)	1.00	Director	$0	$0	$0
JILL WILSON	PRESIDENT/CEO	24.00	Officer	$638,515	$18,445	$656,960
JAMES C GREEN	CFO/TREASURER	24.00	Officer	$401,918	$18,317	$420,235
JASON MILLER	VP SR - LSC	24.00	Key Emp	$449,166	$14,573	$463,739
DAN ARNOLD	VP - NEIGHBORHOOD	40.00	Key Emp	$236,455	$14,263	$250,718
GARY HORNING	VP - MARKETING/COMMUNICATIONS	24.00	Highest	$274,601	$15,182	$289,783
PAMELA RICHMOND	VP - CHIEF STRATEGY/DEVELOPMENT	24.00	Highest	$295,626	$15,037	$310,663
LOIS MILLS	VP OF HUMAN RESOURCES	24.00	Highest	$243,397	$13,729	$257,126
CATHERINE CHIOVARO	VP - WORKFORCE MANAGEMENT	24.00	Highest	$289,104	$10,066	$299,170
EMILY WEIKERT	VP - CLINICAL QUALITY	24.00	Highest	$240,499	$14,394	$254,893

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	No data	No data	No data	No data
2023	$89,935,477	$92,099,987	$190,971,922	$-2,164,510
2022	$74,711,785	$85,830,966	$180,321,523	$-11,119,181
2021	$73,479,652	$69,166,433	$197,247,651	$4,313,219
2020	$69,027,381	$71,338,567	$180,558,263	$-2,311,186
2019	$62,039,247	$62,076,139	$166,118,082	$-36,892
2018	$64,419,986	$61,289,774	$154,291,614	$3,130,212

OTTERBEIN HOMES