2025-11-17T12:46:51-06:00 2024-12-31 410746749 CLIFTONLARSONALLEN LLP 600 WASHINGTON AVENUE SUITE 1800 ST LOUIS MO 63101 990 2024-01-01 272566073 OTTERBEIN GREEN HILLS FOUNDATION OTTE 4197241225 6557 US HIGHWAY 68 S WEST LIBERTY OH 43357 J CHRISTOPHER GREEN CFO 4197241225 2025-11-17 1 1 AMBER HAMILTON P01251012 3149254300 2025-11-17 2024 2025-03-06 01:10:19Z X J CHRISTOPHER GREEN 3855 LOWER MARKET STREET SUITE 300 LEBANON OH 45036 4881068 0 X N/A X 2010 OH TO FURTHER THE MISSION AND HELP MEET THE NEEDS OF THE OTTERBEIN GREEN HILLS RETIREMENT COMMUNITY. 15 12 46 13 0 0 256484 61611 3241059 3906822 104599 101777 10373 12320 3612515 4082530 1490000 704998 0 0 2197389 1978538 0 0 0 1292888 1477053 4980277 4160589 -1367762 -78059 4424804 4025652 1499308 1068869 2925496 2956783 INSPIRED BY FAITH, WE STRIVE TO ENRICH INDIVIDUAL LIFE JOURNEYS FOR ALL. 0 0 2993469 0 3906822 OPERATE A HOME HEALTH CARE AND HOSPICE CARE SERVICES. 704998 704998 0 HELP MEET THE OPERATING AND RELATED NEEDS OF THE GREEN HILLS RETIREMENT COMMUNITY. 3698467 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 0 0 46 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 12 0 1 1 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X J CHRISTOPHEN GREEN 4197241225 3855 LOWER MARKET STREET SUITE 300 LEBANON OH 45036 JOHN BODIN BOARD CHAIR 1.00 3.00 X X 0 0 0 COLTON LOWRY DIRECTOR 1.00 3.00 X 0 0 0 GRACE LEICHTY DIRECTOR 1.00 3.00 X 0 0 0 JOAN HAUSHALTER DIRECTOR 1.00 3.00 X 0 0 0 MATT CHAMBERLAIN SECRETARY 1.00 3.00 X X 0 0 0 TOM SIMON DIRECTOR 1.00 3.00 X 0 0 0 VALERIE JONES DIRECTOR 1.00 3.00 X 0 0 0 TONY BURTCHIN DIRECTOR 1.00 0.00 X 0 0 0 DEBBIE ELLIS DIRECTOR 1.00 0.00 X 0 0 0 NANCY KNIGHT DIRECTOR 1.00 0.00 X 0 0 0 JACK RESER DIRECTOR 1.00 0.00 X 0 0 0 MANDY GOBLE DIRECTOR 1.00 0.00 X 0 0 0 JILL WILSON PRESIDENT/CEO 1.00 39.00 X X 0 725336 22531 JASON MILLER VP SR - LSC 1.00 39.00 X X 0 484061 26770 JAMES C GREEN CFO/TREASURER 1.00 39.00 X X 0 437456 24430 MICHAEL RAY PAST PRESIDENT/CEO 3.00 37.00 X 0 184405 7685 AMBER SWORDS AVP FINANCE 3.00 37.00 X 0 148220 5730 0 1979478 87146 0 0 1 0 WEST LIBERTY CARE CENTER INC 6557 US 68 SOUTH WEST LIBERTY OH 43357 MANAGEMENT SERVICES 150000 1 61611 61611 RESIDENT SERVICES 621610 3906822 3906822 3906822 97253 97253 803062 798538 4524 4524 4524 MISCELLANEOUS REVENUE 621610 12320 12320 12320 4082530 3906822 0 114097 X 704998 704998 1650880 1449837 201043 41914 37434 4480 164719 127227 37492 121025 103107 17918 150000 150000 1819 1819 11200 11200 10929 10929 459393 458989 404 9758 9758 20679 20226 453 183809 179812 3997 301608 295050 6558 1626 1626 39421 38564 857 33346 32621 725 5346 5230 116 PHARMACY & MEDICAL SUPP 190910 190910 DUES & SUBSCRIPTIONS 31882 27999 3883 HOSPICE ACTIVITIES 24786 24786 STAFF DEVELOPMENT 530 40 490 11 11 4160589 3698467 462122 0 188816 157397 21950 678766 789046 8377 11862 702936 203740 519575 499196 1924287 1381961 1104983 1104983 0 59257 4424804 4025652 687269 110777 0 55410 812039 650813 0 251869 1499308 1068869 X 1261602 2223637 1663894 733146 2925496 2956783 4424804 4025652 -78059 109346 0 X X 0 1 X 1 0 X X 1 WEST LIBERTY CARE CENTER INC 341137582 10 1 704998 0 1 704998 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1924288 162671 704998 1381961 3153072 261216 1490000 1924288 4687286 -574046 960168 3153072 4389866 350120 52700 4687286 3920698 521668 52500 4389866 0.13530 0.32890 0.53580 1 0 20180 20180 487032 71107 415925 38300 12698 25602 157424 119935 37489 499196 DUE TO RELATED PARTY 251869 251869 X PART V, LINE 4: THE COMPANY HAS ADOPTED INVESTMENT AND SPENDING POLICIES FOR ENDOWMENT ASSETS THAT ATTEMPT TO PROVIDE A PREDICTABLE STREAM OF FUNDING TO PROGRAMS SUPPORTED BY ITS ENDOWMENT WHILE SEEKING TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS. PART X, LINE 2: MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE CONSOLIDATED FINANCIAL STATEMENTS. 1 OTTERBEIN GREEN HILLS 6557 US 68 SOUTH WEST LIBERTY OH 43357 341137582 501(C)(3) 704998 0 OPERATIONS 1 PART I, LINE 2: THE GRANTS LISTED IN PART II ARE THE SUPPORT PAYMENTS TO THE SUPPORTED ORGANIZATIONS IN THE GREEN HILLS RETIREMENT COMMUNITY. 0 1 0 0 0 0 0 0 0 JILL WILSON PRESIDENT/CEO 0 482796 0 123797 0 118743 0 19450 0 3081 0 747867 0 0 JASON MILLER VP SR - LSC 0 358556 0 58834 0 66671 0 12369 0 14401 0 510831 0 0 JAMES C GREEN CFO/TREASURER 0 324852 0 50849 0 61755 0 13264 0 11166 0 461886 0 0 MICHAEL RAY PAST PRESIDENT/CEO 0 184405 0 0 0 0 0 7581 0 104 0 192090 0 0 AMBER SWORDS AVP FINANCE 0 128220 0 20000 0 0 0 4541 0 1189 0 153950 0 0 PART I, LINE 3 THE PARENT ORGANIZATION, OTTERBEIN HOMES INC., USES THE FOLLOWING CRITERA TO ESTABLISH COMPENSATION: COMPENSATION COMMITTEE, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. PART I, LINE 4B 457(F) CONTRIBUTIONS: JILL WILSON $118,300 JASON MILLER $65,359 CHRIS GREEN $58,766 FORM 990, PAGE 5, PART V, LINE 1A THE PARENT COMPANY, OTTERBEIN HOMES, (FEIN 31-0549058) PROCESSES ACCOUNTS PAYABLE PAYMENTS FOR ALL RELATED ENTITIES. AS A RESULT, THE ORGANIZATION IS UNABLE TO DETERMINE THE NUMBER OF 1099S NOR INDEPENDENT CONTRACTORS PAID OVER $100K FOR SERVICES BY ENTITY. AS A RESULT, ALL 1099S AND INDEPENDENT CONTRACTORS PAID OVER $100K ARE ISSUED AND REPORTED OUT OF THE PARENT COMPANY. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE IS AUTHORIZED TO ACT FOR THE BOARD OF DIRECTORS BETWEEN REGULAR AND/OR CALLED SESSIONS OF THE BOARD. THE EXECUTIVE COMMITTEE HAS AUTHORITY TO MAKE ALL DECISIONS WITHOUT HAVING TO WAIT AND BRING THE ACTION TO THE FULL BOARD. FORM 990, PART VI, SECTION A, LINE 3 A RELATED ORGANIZATION, WEST LIBERTY CARE CENTER, PROVIDES MANAGEMENT DUTIES FOR THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 4 THE CODE OF REGULATIONS WERE UPDATED TO CHANGE THE NAME OF THE CORPORATION AND SUBSTITUTE THE SOLE CORPORATE MEMBER TO OTTERBEIN LSC, LLC. FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE CORPORATION IS OTTERBEIN LSC, LLC. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF THE BOARD OF DIRECTORS SHALL BE ELECTED BY THE MEMBER OF THE CORPORATION UPON NOMINATION BY THE CORPORATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE FOLLOWING CORPORATE POWERS AND ACTIONS MAY ONLY BE TAKEN WITH THE APPROVAL OF THE MEMBER AFTER GIVING CONSIDERATION TO THE CONCERNS OF THE BOARD OF DIRECTORS: 1. THE DETERMINATION AND ADOPTION OF THE CORPORATION'S ANNUAL OPERATING AND CAPITAL BUDGETS. 2. THE EXPENDITURES FOR NON-BUDGETED ITEMS IN EXCESS OF $25,000 3. DETERMINING CORPORATION ADMINISTRATIVE AND OPERATING STAFF COMPENSATION AND BENEFITS. 4. DETERMINING ALL BUILDING PROGRAMS AND THE MAKING OF CERTIFICATE OF NEED APPLICATIONS 5. DETERMINING TO ADD OR TERMINATE ANY SERVICES 6. THE EXECUTION OF ANY CONTRACT OR AGREEMENT FOR FINANCIAL COMMITMENTS IN EXCESS OF THAT APPROVED IN THE ANNUAL BUDGET 7. THE APPOINTMENT OF AUDITORS AND LEGAL COUNSEL 8. EMPLOYING, EVALUATING, DISCIPLINING OR DISCHARGING THE PRESIDENT AND/OR TREASURER OF THE CORPORATION 9. THE ADOPTION OF LONG-RANGE PLANS AND MANAGEMENT OBJECTIVES, INCLUDING THE EXECUTION OF ANY AGREEMENT WITH CONSORTIUMS, ALLIANCES OR OTHER ORGANIZATIONS. 10. TAKING MEMBERSHIP IN OR JOINING ANY ORGANIZATION 11. THE SALE, LEASE, MORTGAGING, ENCUMBERING. LEASE OR OTHER DISPOSITION OF ANY REAL PROPERTY OR ANY PERSONAL PROPERTY OF A VALUE IN EXCESS OF $10,000 12. THE MANAGEMENT AND ADMINISTRATION OF ALL LEGAL MATTERS INVOLVING THE CORPORATION 13. THE MANAGEMENT AND ADMINISTRATION OF ALL INSURANCE FOR THE CORPORATION 14. THE ESTABLISHMENT OF UNIFORM EMPLOYMENT PRACTICES AND POLICIES 15. THE DEVELOPMENT AND IMPLEMENTATION OF MARKETING, PUBLIC RELATIONS AND FUNDRAISING EFFORTS ON BEHALF OF THE CORPORATION WITHOUT PRIOR NOTIFICATION TO AND APPROVAL FROM AN OFFICER OF THE MEMBER UNLESS APPROVED IN THE ANNUAL BUDGET 16. THE ASSUMPTION OR ISSUANCE OF ANY LONG-TERM OR SHORT-TERM DEBT IN EXCESS OF AN AMOUNT DETERMINED FROM TIME TO TIME BY THE MEMBER 17. THE APPROVAL OF ANY VOLUNTARY MERGER OR CONSOLIDATION OF THE CORPORATION OF THE SALE, ASSIGNMENT, MORTGAGING, ENCUMBERING, PLEDGING, LEASING OR TRANSFER OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION OR THE TRANSFER OF CONTROL OF THE CORPORATION. 18. THE AMENDMENT OF THE ARTICLES OF INCORPORATION OR THE CODE OF REGULATIONS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM IS REVIEWED AND APPROVED BY THE CHIEF FINANCIAL OFFICER BEFORE IT IS FILED. A COMPLETE COPY OF THE 990 IS ALSO PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IN ACCORDANCE WITH THE BY-LAWS, ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY BOARD MEMBER, CORPORATE EXECUTIVE, EXECUTIVE DIRECTOR, OR ADMINISTRATIVE STAFF MEMBER, OR COMMITTEE MEMBERS, WHO ARE NOT MEMBERS OF THE BOARD OF TRUSTEES OF OTTERBEIN HOMES SHALL BE DISCLOSED TO THE BOARD AND MADE A MATTER OF RECORD, EITHER THROUGH AN ANNUAL PROCEDURE OR WHEN THE INTEREST BECOMES RELEVANT TO A MATTER OF BOARD ACTION. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION DOES NOT ESTABLISH COMPENSATION. A RELATED ORGANIZATION USES THE FOLLOWING PROCEDURES: THE INDEPENDENT EXECUTIVE COMMITTEE OF THE OTTERBEIN HOMES BOARD OF TRUSTEES HAS THE RESPONSIBILITY FOR DETERMINING THE ANNUAL COMPENSATION FOR THE OFFICERS BY THE USE OF INDUSTRY SPECIFIC DATA SUCH AS SALARY SURVEYS FROM LEADING AGE AND LEADING AGE OHIO. THE SALARIES OF THE KEY EMPLOYEES ARE DETERMINED BY THE OFFICERS USING INDUSTRY COMPARATIVE DATA SUCH AS SALARY SURVEYS FROM LEADING AGE AND LEADING AGE OHIO. THE DELIBERATIONS AND DECISIONS REGARDING COMPENSATION ARE DOCUMENTED. THIS PROCESS WAS LAST PERFORMED IN 2024. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 440,805. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 440,805. MAINTENANCE CONTRACTS: PROGRAM SERVICE EXPENSES 18,184. MANAGEMENT AND GENERAL EXPENSES 404. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,588. FORM 990, PAGE 12, PART XII, LINE 2C THE OVERSIGHT AND SELECTION PROCESS OF AN INDEPENDENT ACCOUNTANT HAS BEEN TAKEN OVER BY THE PARENT ORGANIZATION OTTERBEIN HOMES. CARE AT HOME BY GREEN HILLS LLC 6557 US 68 SOUTH WEST LIBERTY OH 43357 461153203 HOME HEALTH OH 3956572 2567911 OTTERBEIN GREEN HILLS FOUNDATION OTTERBEIN HOMES 3855 LOWER MARKET STREET SUITE 300 LEBANON OH 45036 310549058 PARENT - RETIREMENT LIVING COMMUNITIES OH LINE 10 N/A 0 OTTERBEIN AT GRANVILLE 2158 COLUMBUS ROAD GRANVILLE OH 43023 311657346 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 THE FRANKLIN UNITED METHODIST HOME INC 1070 WEST JEFFERSON ST FRANKLIN IN 46131 350988712 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 OTTERBEIN PORTAGE VALLEY 20311 PEMBERVILLE ROAD PEMBERVILE OH 43450 341193296 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 NORTH SHORE RETIREMENT COMMUNITY 9400 NORTHSHORE BLVD LAKESIDE OH 43440 341743836 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 OTTERBEIN ST MARYS 11230 STATE ROUTE 364 ST MARYS OH 45885 341940880 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 OTTERBEIN CRIDERSVILLE 100 RED OAK DRIVE CRIDERSVILLE OH 45806 341940884 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 SUNSET RETIREMENT COMMUNITIES INC 4040 INDIAN ROAD TOLEDO OH 43606 344428230 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 OTTERBEIN GREEN HILLS INC 6557 US HIGHWAY 68 S WEST LIBERTY OH 43357 341137582 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 OTTERBEIN GREEN HILLS COMMUNITY INC 6557 US HIGHWAY 68 S WEST LIBERTY OH 43357 341325781 SUPPORTING ORGANIZATION OH 501(C)(3) LINE 12B, II OTTERBEIN HOMES 0 WEST LIBERTY HOMES INC 6557 US HIGHWAY 68 S WEST LIBERTY OH 43357 346708015 RETIREMENT LIVING COMMUNITY OH 501(C)(3) LINE 10 OTTERBEIN HOMES 0 0 1 0 0 1 0 0 0 0 0 0 1 1 1 1 0 0 0 0