OTTERBEIN PORTAGE VALLEY INC

EIN: 341193296 501(c)(3)

PEMBERVILLE, OH

Total Revenue
$14,634,966
Total Expenses
$14,484,309
Total Assets
$46,614,785
Net Assets
$16,537,002
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Financial Trends

Organization Details

Formation Year
1975
Legal Domicile
OH
Principal Officer
J CHRISTOPHER GREEN
Phone
4198337000
Tax Period
2023-01-01 to 2023-12-31

OTTERBEIN PORTAGE VALLEY INC, founded in 1975, is a mid-sized nonprofit that reported $14.6M in total revenue in fiscal year 2023. Revenue grew 18% year-over-year, indicating healthy expansion.

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: $12,281,435 Revenue: $14,442,950

OTTERBEIN PORTAGE VALLEY, INC. PROVIDES A CONTINUUM OF CARE INCLUDINGINDEPENDENT LIVING, ASSISTED LIVING, NURSING CARE, AND DEMENTIA CARE.REHABILITATION, SOCIAL SERVICES AND CHAPLAINCY SERVICES ARE...

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OTTERBEIN PORTAGE VALLEY, INC. PROVIDES A CONTINUUM OF CARE INCLUDINGINDEPENDENT LIVING, ASSISTED LIVING, NURSING CARE, AND DEMENTIA CARE.REHABILITATION, SOCIAL SERVICES AND CHAPLAINCY SERVICES ARE AVAILABLETO ALL RESIDENTS.LOCAL GROUPS SUCH AS THE VETERANS, CHURCH CIRCLES, COMMUNITY CIVICGROUPS AND A HOST OF OTHERS USE OTTERBEIN AS A MEETING PLACE. INADDITION OTTERBEIN PROVIDES SPECIAL PROGRAMS AND EVENTS FOR THECOMMUNITY ON AN ONGOING BASIS.

Program 2
Expenses: $0 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 OTTERBEIN PORTAGE VALLEY RETIREMENT LIVING COMMUNITY BUT ALSO FOR A NUMBER OF ORGANIZATIONS AND CAUSES IN THE GREATER COMMUNITY.

Program 3
Expenses: $0 Revenue: $-714,231

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...

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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.

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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 $437,275
Program Service Revenue $13,728,719
Investment Income $232,873
Other Revenue $236,099
TOTAL REVENUE $14,634,966

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,850,600
Fundraising Expenses $0
Program Expenses $12,281,435
Other Expenses $8,633,709
TOTAL EXPENSES $14,484,309

Year-over-Year Comparison

2023 2022 Change
Revenue $14,634,966 $12,391,067 +0.2%
Expenses $14,484,309 $14,603,117 0.0%
Net Income $150,657 $-2,212,050 -1.1%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
10
Independent Members
7
Employees
303
Volunteers
42

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
7
$1,630,383
Total Directors
16
$1,540,934
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 $656,960
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 1.00
Director
$0 $0 $0
MEL MILLER BOARD CHAIR OF OTTERBEIN (TERM ENDED) 1.00
Director
$0 $0 $0
TOM KYLLO CHAIR 1.00
Officer Director
$0 $0 $0
DANIEL BARBEE VICE CHAIR 1.00
Officer Director
$0 $0 $0
KATIE MCKIBBEN SECRETARY 1.00
Officer Director
$0 $0 $0
MARILYN BOWLUS DIRECTOR 1.00
Director
$0 $0 $0
SUE DONALDSON DIRECTOR 1.00
Director
$0 $0 $0
NORRIS HINDS DIRECTOR 1.00
Director
$0 $0 $0
VICTOR SCHUERMAN DIRECTOR (TERM ENDED 2023) 1.00
Director
$0 $0 $0
DYLAN CLEMENT DIRECTOR (TERM ENDED 2023) 1.00
Director
$0 $0 $0
MARCIA COUSINO DIRECTOR (TERM ENDED 2023) 1.00
Director
$0 $0 $0
VIVIAN MILLER DIRECTOR (TERM ENDED 2023) 1.00
Director
$0 $0 $0
JOE FREDERICK DIRECTOR (TERM ENDED 2023) 1.00
Director
$0 $0 $0
JESSICA KIRKENDALL EXECUTIVE DIRECTOR 40.00
Officer
$89,449 $0 $89,449
CATHERINE CHIOVARO VP - WORKFORCE MANAGEMENT 2.00
Highest
$0 $10,066 $299,170
PAMELA RICHMOND VP CHIEF STRATEGY/DEV 2.00
Highest
$0 $15,037 $310,663
GARY HORNING VP - MKTG - COMMUNICATIONS 2.00
Highest
$0 $15,182 $289,783
EMILY WEIKERT VP - CLINICAL QUALITY 2.00
Highest
$0 $14,394 $254,893
LOIS MILLS VP OF HUMAN RESOURCES 2.00
Highest
$0 $13,729 $257,126
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 $14,634,966 $14,484,309 $46,614,785 $150,657
2022 $12,391,067 $14,603,117 $41,324,151 $-2,212,050
2021 $12,855,194 $12,113,625 $41,129,489 $741,569
2020 $11,478,036 $10,758,293 $37,395,768 $719,743
2019 $11,592,820 $10,197,398 $28,689,386 $1,395,422
2018 $11,320,788 $9,992,854 $25,859,659 $1,327,934
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