OTTERBEIN CRIDERSVILLE (EIN 341940884) - 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

2001

Legal Domicile

Principal Officer

J CHRISTOPHER GREEN

Phone

4196455144

Tax Period

2023-01-01 to 2023-12-31

OTTERBEIN CRIDERSVILLE, founded in 2001, is a mid-sized nonprofit in the Human Services sector that reported $12.2M in total revenue in fiscal year 2023. Revenue grew 11% year-over-year, indicating healthy expansion. Expenses of $11.4M left a modest 7% surplus.

Mission

CONTINUING CARE RETIREMENT COMMUNITY THAT PROVIDES HOUSING 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 $253,971

Program Service Revenue $11,649,245

Investment Income $121,114

Other Revenue $198,498

TOTAL REVENUE $12,222,828

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,832,112

Fundraising Expenses $0

Program Expenses $9,607,104

Other Expenses $6,571,528

TOTAL EXPENSES $11,403,640

Year-over-Year Comparison

	2023	2022	Change
Revenue	$12,222,828	$11,026,659	+0.1%
Expenses	$11,403,640	$11,097,623	+0.0%
Net Income	$819,188	$-70,964	-12.5%

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

222

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

$1,684,518

Total Directors

$1,540,934

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	$656,960
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	OTTERBEIN BOARD CHAIR (TERM ENDED)	1.00	Director	$0	$0	$0
DAVE LOTZ	DIRECTOR	1.00	Director	$0	$0	$0
TIFFANY RANDALL	DIRECTOR	1.00	Director	$0	$0	$0
JASON WOLKE	DIRECTOR	1.00	Director	$0	$0	$0
BECKY BAYLIFF	CHAIR	1.00	Officer Director	$0	$0	$0
VANESSA LEE	DIRECTOR	1.00	Director	$0	$0	$0
CART WEBB	DIRECTOR	1.00	Director	$0	$0	$0
BETSY WINGET	SECRETARY	1.00	Officer Director	$0	$0	$0
BEVERLY AMON	DIRECTOR (TERM ENDED)	1.00	Director	$0	$0	$0
JOHN WALTERS	DIRECTOR (TERM ENDED)	1.00	Director	$0	$0	$0
THOMAS MILLER	DIRECTOR (TERM ENDED)	1.00	Director	$0	$0	$0
KRISTIN POWELL	EXECUTIVE DIRECTOR	40.00	Officer	$139,617	$3,967	$143,584
PAMELA RICHMOND	VP CHIEF STRATEGY/DEV	2.00	Highest	$0	$15,037	$310,663
CATHERINE CHIOVARO	VP - WORKFORCE MANAGEMENT	2.00	Highest	$0	$10,066	$299,170
GARY HORNING	VP - MKTG - COMMUNICATIONS	2.00	Highest	$0	$15,182	$289,783
LOIS MILLS	VP OF HUMAN RESOURCES	2.00	Highest	$0	$13,729	$257,126
EMILY WEIKERT	VP - CLINICAL QUALITY	2.00	Highest	$0	$14,393	$254,892

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	$12,222,828	$11,403,640	$31,454,901	$819,188
2022	$11,026,659	$11,097,623	$30,282,292	$-70,964
2021	$11,024,176	$10,463,832	$32,349,745	$560,344
2020	$10,264,216	$9,621,796	$32,263,705	$642,420
2019	$10,808,213	$9,936,590	$30,360,648	$871,623
2018	$11,489,049	$10,266,002	$29,267,167	$1,223,047

OTTERBEIN CRIDERSVILLE