Nonprofit · EIN 31-4379532
OTTERBEIN UNIVERSITY
Also known as Kappa Delta Pi Chi Eta Chapter
Tax-exempt · WESTERVILLE, OH 43081
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $107,492,633 | $114,518,494 | -$7,025,861 | $251,857,324 | $44,907,117 | $206,950,207 |
| June 30, 2024 | 990 | $103,702,093 | $107,152,223 | -$3,450,130 | $254,551,982 | $47,302,050 | $207,249,932 |
| June 30, 2023 | 990 | $106,461,271 | $105,596,876 | $864,395 | $248,932,642 | $47,796,693 | $201,135,949 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,886,703
- of which government grants
- $1,300,129
- Program service revenue
- $90,758,132
- Investment income
- $6,892,227
- Royalties
- $8,843
- Net rental income
- $467,058
- Net gain from sales of assets
- $3,683,611
- Net income from fundraising events
- $20,953
- Tax-exempt bond proceeds
- $85,083
- Other revenue
- $1,955,571
Expenses
- Grants and similar amounts paid
- $43,531,869
- Compensation of officers, directors and key employees
- $1,185,424
- Other salaries and wages
- $28,502,571
- Salaries, compensation and benefits (total)
- $39,851,875
- Professional fundraising fees
- $0
- Legal fees
- $291,004
- Accounting fees
- $106,102
- Occupancy
- $1,907,828
- Travel
- $1,225,106
- Depreciation
- $5,108,113
- Program services (functional)
- $100,345,486
- Management and general (functional)
- $12,334,600
- Fundraising (functional)
- $1,838,408
Balance sheet and other
- Total assets, start of year
- $254,551,982
- Total assets, end of year
- $251,857,324
- Total liabilities, end of year
- $44,907,117
- Net assets, end of year
- $206,950,207
- Land, buildings and equipment
- $93,492,257
- Publicly traded securities
- $129,939,721
- Net assets without donor restrictions
- $103,839,280
- Net assets with donor restrictions
- $103,110,927
- Gross unrelated business income
- $412,657
- Gross receipts
- $144,507,542
- Employees
- 1,497
- Volunteers
- 220
- Year formed
- 1847
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Comerford John | President of the University Trustee or director, Officer | 40 | $391,490 | $57,652 |
| Blackburn-Smith Jefferson | Executive VP for Strategic Initiatives Highest-paid employee | 40 | $199,920 | $39,528 |
| Sherman-Heckler Wendy | Provost Key employee | 45 | $224,282 | $8,747 |
| McGreevey Michael | VP of Institutional Advancement Highest-paid employee | 50 | $182,775 | $46,835 |
| Fox William | VP of Student Affairs Highest-paid employee | 50 | $142,945 | $48,165 |
| Bonte Kathleen | Executive Director of Development Highest-paid employee | 50 | $125,508 | $47,979 |
| Bender Erin | Executive Director - The Point Highest-paid employee | 50 | $129,013 | $43,494 |
| Hudoba Michael | Trustee and Professor Trustee or director | 50 | $105,802 | $15,794 |
| Milsap Dr Susan | Trustee and Professor Trustee or director | 50 | $91,414 | $10,531 |
| Nutter Jeffrey | CFO/Vice President for Business Affairs Officer | 50 | $49,689 | $25,632 |
| Grubich Julianna | Trustee and Student Trustee or director | 2 | $1,073 | $0 |
| Yusuf Mahad | Trustee and Student Trustee or director | 2 | $625 | $0 |
| Harrell Jr William E | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Harris Theresa | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Bible Peter R | Trustee Trustee or director | 2 | $0 | $0 |
16 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Buys du Plessis Mechelle | Trustee Trustee or director | 2 | $0 |
| Dixon Dr Talisa | Trustee Trustee or director | 2 | $0 |
| Edgar Rev John | Trustee Trustee or director | 2 | $0 |
| Fisher David W | Trustee Trustee or director | 2 | $0 |
| Francis Jim | Trustee Trustee or director | 2 | $0 |
| Fritsche-Nevil Nevalyn | Trustee Trustee or director | 2 | $0 |
| Gifford Daniel | Trustee Trustee or director | 2 | $0 |
| Hargis Jonathan | Trustee Trustee or director | 2 | $0 |
| Higginbotham Sonya | Trustee Trustee or director | 2 | $0 |
| Hinson Lisa | Trustee Trustee or director | 2 | $0 |
| Jordan Gregory | Trustee Trustee or director | 2 | $0 |
| Kaiser Christopher | Trustee Trustee or director | 2 | $0 |
| Phinney Dr Melinda | Trustee Trustee or director | 2 | $0 |
| Shilling James | Trustee Trustee or director | 2 | $0 |
| Smith Brant O | Trustee Trustee or director | 2 | $0 |
| Yaffe-Stump Karin | Trustee Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 31 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Comerford John | President of the University Trustee or director, Officer | 50 | $385,164 | $53,885 |
| McGreevey Michael | VP of Institutional Advancement Highest-paid employee | 50 | $177,641 | $46,554 |
| Sherman-Heckler Wendy | Provost Key employee | 50 | $196,336 | $19,732 |
| Blackburn-Smith Jefferson | Executive VP for Strategic Initiatives Highest-paid employee | 50 | $174,305 | $34,570 |
| Bolt Susan | VP of Business Affairs (Retired April 2024) Officer | 50 | $175,393 | $29,357 |
| Fox William | VP of Student Affairs Highest-paid employee | 50 | $135,564 | $40,433 |
| Bender Erin | Executive Director - The Point Highest-paid employee | 50 | $125,871 | $41,065 |
| Bonte Kathleen | Executive Director of Development Highest-paid employee | 50 | $123,657 | $43,112 |
| Tansey Dr John | Trustee and Professor Trustee or director | 50 | $94,254 | $38,950 |
| Milsap Dr Susan | Trustee and Professor Trustee or director | 50 | $92,341 | $10,884 |
| Yusuf Mahad | Trustee and Student Trustee or director | 2 | $5,198 | $0 |
| Khafagy Yasmeen | Trustee and Student Trustee or director | 2 | $2,711 | $0 |
| Harrell Jr William E | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Harris Theresa | Assistant Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Herbert Cheryl L | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Bible Peter R | Trustee Trustee or director | 2 | $0 | $0 |
| Buys du Plessis Mechelle | Trustee Trustee or director | 2 | $0 | $0 |
| Dixon Dr Talisa | Trustee Trustee or director | 2 | $0 | $0 |
| Fisher David W | Trustee Trustee or director | 2 | $0 | $0 |
| Francis Jim | Trustee Trustee or director | 2 | $0 | $0 |
| Fritsche-Nevil Nevalyn | Trustee Trustee or director | 2 | $0 | $0 |
| Gifford Daniel | Trustee Trustee or director | 2 | $0 | $0 |
| Hinson Lisa | Trustee Trustee or director | 2 | $0 | $0 |
| Jones-Casperson April | Trustee Trustee or director | 2 | $0 | $0 |
| Jordan Gregory | Trustee Trustee or director | 2 | $0 | $0 |
| Kaiser Christopher | Trustee Trustee or director | 2 | $0 | $0 |
| Phinney Dr Melinda | Trustee Trustee or director | 2 | $0 | $0 |
| Shilling James | Trustee Trustee or director | 2 | $0 | $0 |
| Smith Brant O | Trustee Trustee or director | 2 | $0 | $0 |
| Stephens Kathryn | Trustee Trustee or director | 2 | $0 | $0 |
| Yaffe-Stump Karin | Trustee Trustee or director | 2 | $0 | $0 |
990 for the year ended June 30, 2023: 32 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Comerford John | President of the University Trustee or director, Officer | 50 | $383,186 | $46,917 |
| McGreevey Michael | VP of Institutional Advancement Highest-paid employee | 50 | $176,649 | $45,743 |
| Sherman-Heckler Wendy | Provost Key employee | 50 | $189,836 | $25,232 |
| Blackburn-Smith Jefferson | Vice President of Enrollment Management Highest-paid employee | 50 | $169,525 | $31,987 |
| Bolt Susan | VP of Business Affairs Officer | 50 | $169,111 | $31,173 |
| Bender Erin | Executive Director - The Point Highest-paid employee | 50 | $125,561 | $40,351 |
| Bonte Kathleen | Executive Director of Development Highest-paid employee | 50 | $124,920 | $40,895 |
| Chovan Dr John | Nursing Department Chair Highest-paid employee | 50 | $133,519 | $23,350 |
| Tansey Dr John | Trustee and Professor Trustee or director | 50 | $98,892 | $38,068 |
| Milsap Dr Susan | Trustee and Professor Trustee or director | 50 | $91,455 | $10,389 |
| Nelson Madelyn | Trustee and Student Trustee or director | 2 | $1,445 | $0 |
| Khafagy Yasmeen | Trustee and Student Trustee or director | 2 | $1,340 | $0 |
| Harrell Jr William E | Vice Chair Trustee or director, Officer | 2 | $0 | $0 |
| Harris Theresa | Assistant Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Herbert Cheryl L | Chair Trustee or director, Officer | 2 | $0 | $0 |
| Waterhouse Al | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Bible Peter R | Trustee Trustee or director | 2 | $0 | $0 |
| Buys du Pllessis Mechelle | Trustee Trustee or director | 2 | $0 | $0 |
| CurrinDeborah E | Trustee Trustee or director | 2 | $0 | $0 |
| Dixon Dr Talisa | Trustee Trustee or director | 2 | $0 | $0 |
| Fisher David W | Trustee Trustee or director | 2 | $0 | $0 |
| Francis Jim | Trustee Trustee or director | 2 | $0 | $0 |
| Fritsche-Nevil Nevalyn | Trustee Trustee or director | 2 | $0 | $0 |
| Gifford Daniel | Trustee Trustee or director | 2 | $0 | $0 |
| Hinson Lisa | Trustee Trustee or director | 2 | $0 | $0 |
| Jones-Casperson April | Trustee Trustee or director | 2 | $0 | $0 |
| Jordan Gregory | Trustee Trustee or director | 2 | $0 | $0 |
| Kaiser Christopher | Trustee Trustee or director | 2 | $0 | $0 |
| Phinney Dr Melinda | Trustee Trustee or director | 2 | $0 | $0 |
| Smith Brant O | Trustee Trustee or director | 2 | $0 | $0 |
| Stephens Kathryn | Trustee Trustee or director | 2 | $0 | $0 |
| Varrasso Alan | Trustee Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 S GROVE ST, WESTERVILLE, OH 43081-2004
- Mailing address (990-N for 2008)
- 1 Otterbein College, Westerville OH 43081
- Principal officer (990 for 2024)
- John Comerford, 1 South Grove Street, Westerville, OH 43081
- Principal officer (990-N for 2008)
- Susan Constable, 1 Otterbein College, Westerville OH 43081
- Signed the 990
- JEFFREY NUTTER, CFO & VP BUSINESS AFFAIRS
- Phone
- (614) 823-1354
- Website
- www,otterbein.edu
- Return prepared by
- CROWE LLP
Mission
Otterbein University is an inclusive community dedicated to educating the whole person in the context of humane values. Our mission is to prepare graduates to think deeply and broadly, to engage locally and globally, and to advance their professions and communities. (continued on Schedule O
Program accomplishments
- OTTERBEIN UNIVERSITY'S COMMITMENT IS TO THE LIBERAL ARTS AS THE BASE OF ALL LEARNING. THREE FEATURES CREATE A DISTINCTIVE LEARNING CULTURE: 1) FROM OUR FOUNDING OTTERBEIN HAS BEEN INTENTIONALLY INCLUSIVE OF WOMEN AND PERSONS OF COLOR; 2) OTTERBEIN'S GOVERNANCE SYSTEM INCLUDES STUDENTS AND FACULTY IN DECISION-MAKING THROUGH A SINGLE COLLEGE SENATE; AND 3) INTERDISCIPLINARY EXPERIENCES THROUGH INTEGRATIVE STUDIES (STUDY OF WORLD CULTURE TO UNDERSTAND HUMAN NATURE AND OUR PLACE IN THE UNIVERSE) AND THE SENIOR YEAR EXPERIENCE (CONNECTING MAJORS TO AN INTERDISCIPLINARY EXPERIENCE). THE AUTUMN TERM ENROLLMENT FOR 2024-2025 WAS 2,332, CONSISTING OF 2,211 UNDERGRADUATE STUDENTS AND 121 GRADUATE STUDENTS. 458 STUDENTS RECEIVED BACCALAUREATE DEGREES, 61 RECEIVED MASTERS DEGREES AND 37 RECEIVED DOCTORAL DEGREES IN 2024-2025. THE UNIVERSITY BELIEVES THAT LIVING ON CAMPUS SUPPORTS THE MISSION OF EDUCATING THE WHOLE PERSON BY PROVIDING STUDENTS WITH OPPORTUNITIES TO BUILD RELATIONSHIPS WITH PEOPLE FROM DIVERSE BACKGROUNDS AND TO ACTIVELY PARTICIPATE IN CAMPUS LIFE. (CONTINUED IN SCHEDULE O).Expenses $100,345,486 · grants $43,531,869 · revenue $92,198,476
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 31-4379532
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- School
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1945
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B430)
- Assets (IRS master file)
- $251,857,324
- Income (IRS master file)
- $144,507,542
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $107,492,633 | $114,518,494 | $251,857,324 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $103,702,093 | $107,152,223 | $254,551,982 | IRS |
| 990-T | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $106,461,271 | $105,596,876 | $248,932,642 | XML |
| 990-T | June 2023 | – | – | – | IRS |
| 990 | June 2022 | $108,595,829 | $106,183,917 | $254,796,464 | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
| 990-N for 2008 Officer: Susan Constable | June 30, 2009 | ≤ $50,000 receipts | – | – | e-Postcard |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-4379532).
Questions about OTTERBEIN UNIVERSITY
- What is the EIN of OTTERBEIN UNIVERSITY?
- The employer identification number (EIN) of OTTERBEIN UNIVERSITY is 31-4379532.
- Is OTTERBEIN UNIVERSITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
- Are donations to OTTERBEIN UNIVERSITY tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does OTTERBEIN UNIVERSITY file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OTTERBEIN UNIVERSITY due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OTTERBEIN UNIVERSITY last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OTTERBEIN UNIVERSITY?
- The 990 for the year ended June 30, 2025 names John Comerford.
- Who are the officers and directors of OTTERBEIN UNIVERSITY?
- The 990 for the year ended June 30, 2025 lists 31 people; 12 received compensation from the organization, the highest $391,490 (Comerford John, President of the University).
- How much revenue does OTTERBEIN UNIVERSITY have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $107,492,633, expenses of $114,518,494 and total assets of $251,857,324 at year end.
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- CORNERSTONE ACADEMY COMMUNITY SCHOOL EIN 31-1707162 · last filed 990-N for 2024
- CHILDRENS CENTER FOR DEVELOPMENTAL ENRICHMENT EIN 31-1666674 · last filed 990 for 2025
- OHIONET EIN 31-0927345 · last filed 990 for 2025
- OHIO FOUNDATION OF INDEPENDENT COLLEGES INC EIN 31-4441082 · last filed 990 for 2025
- OHCA EDUCATIONAL FOUNDATION EIN 31-1267991 · last filed 990 for 2024
- LIMA SHAWNEE SCHOLARSHIP FUND EIN 99-1585182 · last filed 990 for 2025
- WESTERVILLE CENTRAL ATHLETIC BOOSTER CLUB EIN 02-0698574 · last filed 990 for 2025
- THE GROUNDWATER FOUNDATION EIN 31-1415293 · last filed 990 for 2024