OTTERBEIN AT GRANVILLE

EIN: 311657346 501(c)(3) Human Services

GRANVILLE, OH

Total Revenue
$17,184,228
Total Expenses
$13,670,987
Total Assets
$64,516,964
Net Assets
$12,040,043
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1999
Legal Domicile
OH
Principal Officer
J CHRISTOPHER GREEN
Phone
7403210400
Tax Period
2023-01-01 to 2023-12-31

OTTERBEIN AT GRANVILLE, founded in 1999, is a mid-sized nonprofit in the Human Services sector that reported $17.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. The organization ran a surplus of $3.5M, a strong 20% operating margin.

Mission

IN KEEPING WITH OUR UNITED METHODIST TRADITION WE SEEK TO ENHANCE THE QUALITY OF LIFE AND HOLISTIC GROWTH OF OLDER PERSONS.

Program Service Accomplishments

Program 1
Expenses: $11,497,783 Revenue: $16,314,129

OTTTERBEIN GRANVILLE PROVIDES PERSONAL CARE AND LONG-TERM RESIDENCY TO ELDERLY MEN AND WOMEN. CARE INCLUDES BUT IS NOT LIMITED TO BATHING, DRESSING, GROOMING, MOBILITY AND ADMINISTRATION OF...

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OTTTERBEIN GRANVILLE PROVIDES PERSONAL CARE AND LONG-TERM RESIDENCY TO ELDERLY MEN AND WOMEN. CARE INCLUDES BUT IS NOT LIMITED TO BATHING, DRESSING, GROOMING, MOBILITY AND ADMINISTRATION OF MEDICATION. ACCOMODATIONS INCLUDE ASSISTED LIVING AND CONGREGATE CARE APARTMENTS AND SKILLED OR LONG-TERM CARE NURSING ROOMS. THE ORGANIZATION PROVIDES CHARITABLE CARE TO RESIDENTS WITH LIMITED FINANCIAL MEANS AND WHO HAVE NO FAMILY OR FRIENDS TO CARE FOR THEM. IN ADDITION, THE ORGANIZATION FINANCIALLY SUPPORTS THOSE WHO HAVE OUTLIVED THEIR FINANCIAL ASSETS DURING THEIR RESIDENCY AT SRC, BUT WHO DO NOT MEET MEDICAID REQUIREMENTS.

Program 2
Expenses: $51,000 Revenue: $0

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...

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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 THE SURROUNDING COMMUNITIES. OTTERBEIN RESIDENTS AND STAFF VOLUNTEER THEIR TIME AND TALENTS AT GRANVILLE BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER 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%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $211,606
Program Service Revenue $16,314,129
Investment Income $142,326
Other Revenue $516,167
TOTAL REVENUE $17,184,228

Expense Breakdown

Grants Paid $51,000
Salaries & Benefits $5,105,247
Fundraising Expenses $0
Program Expenses $11,548,783
Other Expenses $8,514,740
TOTAL EXPENSES $13,670,987

Year-over-Year Comparison

2023 2022 Change
Revenue $17,184,228 $15,524,268 +0.1%
Expenses $13,670,987 $12,396,644 +0.1%
Net Income $3,513,241 $3,127,624 +0.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
16
Independent Members
13
Employees
215
Volunteers
13

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
6
$1,767,731
Total Directors
17
$1,540,933
Key Employees
0
$0
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JILL WILSON PRESIDENT/CEO 2.00
Officer Director
$0 $18,445 $656,959
JAMES C GREEN CFO/TREASURER 2.00
Officer Director
$0 $18,317 $420,235
JASON MILLER VP SR - LSC 2.00
Officer Director
$0 $14,573 $463,739
WILLIAM BROWNSON BOARD CHAIR OF OTTERBEIN HOMES 1.00
Director
$0 $0 $0
MEL MILLER BOARD CHAIR OF OTTERBEIN HOMES (TERM ENDED) 1.00
Director
$0 $0 $0
REED FRALEY CHAIR 1.00
Officer Director
$0 $0 $0
CONNIE HAWK VICE CHAIR 1.00
Officer Director
$0 $0 $0
ANDY CRAWFORD TRUSTEE 1.00
Director
$0 $0 $0
FRANK GIOVANNELLI TRUSTEE 1.00
Director
$0 $0 $0
TALYA GREATHOUSE TRUSTEE 1.00
Director
$0 $0 $0
RICHARD JOHNSTON TRUSTEE 1.00
Director
$0 $0 $0
NANCY NEELY TRUSTEE 1.00
Director
$0 $0 $0
GREG SHARKEY TRUSTEE 1.00
Director
$0 $0 $0
CHRISTIE VARGO TRUSTEE 1.00
Director
$0 $0 $0
TODD WARE TRUSTEE 1.00
Director
$0 $0 $0
ANNE PETERSON TRUSTEE 1.00
Director
$0 $0 $0
STEPHEN LAYMAN TRUSTEE 1.00
Director
$0 $0 $0
DOUGLAS P HELMAN EXECUTIVE DIRECTOR 40.00
Officer
$213,063 $13,735 $226,798
GARY HORNING VP - MKTG - COMMUNICATIONS 2.00
Highest
$0 $15,182 $289,783
PAMELA RICHMOND VP CHIEF STRATEGY/DEVELOPMENT 2.00
Highest
$0 $15,037 $310,663
LOIS MILLS VP OF HUMAN RESOURCES 2.00
Highest
$0 $13,729 $257,126
CATHERINE CHIOVARO VP - WORKFORCE MANAGEMENT 2.00
Highest
$0 $10,066 $299,170
EMILY WEIKERT VP - CLINICAL QUALITY 2.00
Highest
$0 $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 $17,184,228 $13,670,987 $64,516,964 $3,513,241
2022 $15,524,268 $12,396,644 $61,051,945 $3,127,624
2021 $25,235,988 $15,630,391 $49,001,223 $9,605,597
2020 $14,762,855 $15,040,529 $52,097,686 $-277,674
2019 $14,611,075 $14,542,022 $53,134,831 $69,053
2018 $14,300,494 $14,626,119 $55,097,544 $-325,625
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