Otterbein SeniorLife
Legal name: The Franklin United Methodist Home Inc
Nonprofit profile at a glance
- EIN
- 350988712
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Franklin, IN, USA
- Phone
- 3177367185
- Rating
- 73
- Verdict
- SUPPORTED
- Rating confidence
- Moderate
- Sector
- Supportive Housing for Older Adults
- Affiliation
- Christianity
Reported finances
- Revenue
- $26,767,785
- Expenses
- $21,626,791
- Assets
- $79,642,476
- Liabilities
- $33,606,534
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
22 people listed
Executive titles in this filing
- JILL WILSON (PRESIDENT/CEO)
- CATHERINE HICKS (EXECUTIVE DIRECTOR)
Highest reported compensation
- JILL WILSON (PRESIDENT/CEO): $747,867 total reported compensation
- JASON MILLER (VP SR - LSC): $510,831 total reported compensation
- JAMES C GREEN (CFO/TREASURER): $461,886 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Inspired by faith, we strive to enrich individual life journeys for all. Otterbein is led by a dedicated leadership team and a board of directors who are deeply connected to our mission and ministry. Our leaders are actively involved in the communities they serve, and we are committed to providing personalized and fulfilling lifestyle options for seniors. Meet Our Team Financial Stability. Every Senior Living Need Under One Caring Mission Otterbein SeniorLife provides seniors with a diverse array of lifestyle options, including independent living, assisted living, long-term care, rehabilitation, memory care and support services, home health care, and hospice services. As a non-profit 501(c)(3) health and human service organization, our values and initiatives are centered on serving our residents. This commitment drives us to continuously seek new ways to enhance the quality of life...
What it reported doing in 2024
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 franklin but also for a number of organizations and causes in the greater community.
Operating model
- Revenue model
- Earned-program. 93% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 98% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
- Includes noncash contributions: Reported contributions include donated property or goods.
The verdict
SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Few specific pay-setting methods are documented in the filing; unanswered boxes are not proof of absence and some filing-based governance responses are negative or unanswered.
Rating breakdown
- Financial Efficiency: 65
- Transparency & Controls: 71
- Accountability: 83
- Sustainability: 74
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 68.2%; rating input score 68
- Program expense ratio: 83.3%; rating input score 83
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 0 of 6 controls in place; rating input score 0
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Missing
- Compensation survey or study: Missing
- Board or committee approval: Missing
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 78.6%; rating input score 79; 15th percentile among comparable filings
- Governance controls: 8 of 9 controls in place; rating input score 89
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Fail
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 19.2%; rating input score 81; 81st percentile among comparable filings
- Total-asset coverage ratio: 3.68; rating input score 80; 80th percentile among comparable filings
- Liabilities to assets ratio: 0.42; rating input score 35; 35th percentile among comparable filings
- Officer compensation ratio: 2.7%; rating input score 71; 71st percentile among comparable filings
Growth
- Program expense growth: 0.4% per year; rating input score 100; 12th percentile among comparable filings
- Revenue growth: 0.7% per year; rating input score 100; 11th percentile among comparable filings
- Asset growth: 2.9% per year; rating input score 100; 22nd percentile among comparable filings
Details
- What they do: Mission, programs, and operating context captured from the official website.
- Where the money goes: 68.2% of revenue deployed · 83.3% of spending went to programs
- Governance: 11 of 14 board members independent · 8 of 9 filing controls reported
- Programs: 2 filed program accomplishments · $18M in reported program spending
- Leadership: top reported pay $748K · 22 people listed · 0 of 6 pay-setting controls reported
- Consistency: 33 of 33 current checks pass
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 13 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Related organizations: 12 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Transparency & Controls: Pay-setting controls scored 0/100.
- Review — Accountability: Governance controls: Other executive compensation review process not reported.
- Moderate — Sustainability: Liabilities to assets ratio scored 35/100.