OTTERBEIN AT GRANVILLE (EIN 311657346) - 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

1999

Legal Domicile

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

CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING AND SERVICES FOR OLDER ADULTS.

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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 $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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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

215

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

$1,767,731

Total Directors

$1,540,933

Key Employees

Highest Compensated

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

OTTERBEIN AT GRANVILLE