Moving Forward Together

The year 2020 was historic: unrelenting, unchoreographed, and unrecognizable from our “normal” way of life. Living within an extraordinary economic and global health crisis affected each of us and deeply impacted those we serve. OCCH remained focused on our mission to advance the preservation, production, and management of affordable housing while increasing support, programs, and solutions to the residents and communities facing challenges within our footprint.

While the global pandemic and ensuing economic crisis may have altered the way the world will do business moving forward, it has also provided opportunities for innovation, improvement, and advancement of equity and growth within our industry. OCCH is proud to be a trusted partner of choice, well-capitalized, knowledgeable and mission focused. Providing affordable housing opportunities, enhanced by supportive services, that provide greater opportunities and empowerment in the lives of our residents moves us forward together.

A Letter to Our Partners

The year 2020 will be forever etched in our minds as a year of challenges for our nation, impacting us on seemingly every aspect of our lives. Health, work, schools, politics, and family relationships all were strained as we faced so many uncertainties during that tough year. And as I write this letter, we continue to face uncertainties as we slowly emerge from the global nightmare of COVID-19.

OCCH, our partners and residents experienced our own set of challenges. Our partners instituted new safety protocols including remote work where possible, dealt with staffing issues caused by illness or childcare availability, experienced supply chain disruptions on construction materials and slowed government approvals, and addressed rent collection issues amidst constantly evolving sets of federal mandates and availability of rent assistance dollars. Residents losing their jobs struggled to make ends meet while others juggled work, childcare and school schedules for their children.

At OCCH we faced our own set of challenges as we worked to assist partners and residents. We mourned the passing of our long term and beloved Board Chair, Dan Slane. We saw changes in executive leadership as we thanked Peg Moertl for her contributions, welcomed back Hal Keller as Interim President and onboarded our new CEO and longtime friend of OCCH’s, Catherine Cawthon.

However, despite all the uncertainties and obstacles, I am pleased to report that OCCH had a very strong year of performance and pursuit of our mission. As an intermediary, this is evidence of the hard work, resiliency, and commitment of our investors, developers, property managers, public sector partners and OCCH staff. In a snapshot:

    • OCCH raised $302M in investor capital and closed 48 projects with 3,710 units of affordable housing.

    • Our portfolio continued to perform with an occupancy rate of 96.6%.

    • With philanthropic support from investors, as well as OCCH dollars, we capitalized a $1.8 million Resident Emergency Impact Fund to assist residents unable to pay rent and to provide relief to partners and tenants affected by the pandemic. In addition, along with OHFA and others, we supported the work of COHHIO in addressing homelessness and providing rent assistance.

    • As detailed in this report, our affiliates, OCFC, OCIC and CPO continued to grow and support our mission through lending, philanthropic, property management and resident services work.

Throughout 2020 we were continually inspired by the dedication and loyalty of our investors and development partners in keeping the flow of capital moving, getting deals under construction and leased up and meeting the needs of residents going through tough times.

On behalf of the OCCH Board and Staff, thank you for your past, present and future partnership with us!


Susan Weaver, Chair
OCCH Board of Directors

Catherine Cawthon
President and CEO

Our Team

OCCH strategically empowers its team to be a focused, effective, and collaborative partner in affordable housing equity and debt financing. Our highly skilled, resourceful staff bring expertise and innovation to our partners, providing the knowledge, stability, and solutions partners need to thrive in their business. Our team consists of attorneys, CPAs, city and regional planning experts, real estate and certified housing professionals. Our staff are advocates of our mission and work diligently to create housing opportunities for all.

Senior Leadership

Catherine Cawthon

President and CEO

Tony DiBlasi

Executive Vice President, Asset Management and Operations

Jay Hartranft, Esq.

Executive Vice President, Risk Management and General Counsel

Brian Langmeyer

Executive Vice President of Development

Jennifer Mullaney, CPA

Chief Financial Officer

Jennifer Seamons

Executive Vice President, Capital Markets

Jon Welty

Executive Vice President of OCCH, President of Ohio Capital Finance Corporation

Chad Ketler

President and CEO, Community Properties of Ohio

Asset Management & Operations

Christy Abdella

Asset Manager

Sharon Alban

Administrative Assistant

Kathie Bowen

Administrative Assistant

Raymond Butler

E-Learning Strategist and Multimedia Designer

Sandra Chapple

Senior Administrative Assistant / Office Coordinator

Mike Dant, CPA

Asset Manager

Susan Goss

Client Relationship Manager

Mike Hennessee

Help Desk Support Specialist

Chris Ledwin

Senior Asset Manager

Royce Lewis

Vice President, Asset Management

Tina Limo

Senior Compliance Specialist

Mary Kay Meagher

Director of Operations and Communications

Mackenzie Rawlings

Asset Manager

Janice Rausch

Asset Manager

Ken Schaefer

Asset Manager

Melanie Shapiro

Director of Compliance and Training

Will Shelby

Asset Manager

Rhonda Snyder

Event Coordinator

Wolfgang Teran

Director of Dispositions

Lori Tillis, CPM, HCCP

Vice President, Asset Management

Anthony Tynan

Senior Asset Manager

Marcus Vivona

Senior Vice President, Director of Asset Management

Keith Wilbur

Compliance Coordinator

Capital Markets

Danielle Carman

Investor Relations Officer

Eric Klipfer

Senior Vice President of Capital Markets


Brad Carman

Senior Vice President, Development

Ashley Castricone

Development Assistant

Ben Goates

Vice President, Development

Elizabeth Long

Vice President, Development

Simone Malone

Business Analyst

Joe Pimmel

Director of Development Services

Annie Ross

Vice President, Development


Sharon Anderson

Accounts Receivable Specialist

Lori Conrad

Reserves Specialist

Erum Gul

Accounts Payable Specialist

Jake Heady

Fund Accountant

Casey Hinkle, CPA

Vice President, Corporate Accounting

Tim Prince

Corporate Accountant

Tamara Samuel

Equity Specialist

Mariama Sheriff

Accounting Coordinator

Tamara Thelen

Program Manager, Ohio Homeowner Assistance

Chadd Weisert, Esq.

Vice President, Fund Accounting

Human Resources

Joyce Perry

Director of Human Resources

Nancy Rodgers

Human Resources Coordinator


Millie Hurtt

Vice President of Affordable Housing Lending

Aaron Murphy

Vice President of Community Development Lending

Jodi Stickel

Lending Program Specialist

Risk Management

Myia Batie

Underwriting Analyst

Pleurat Dreshaj, Esq.

Development Officer

Joe Erdeljac

Construction Manager

Kip Lewis

Director of Construction Management

Stephanie May, Esq.

Closing Attorney

Lori Monroe, Esq.

Director of Underwriting

Dan Scheinman

Underwriting Analyst

Ryan Schmitt

Underwriting Analyst

Aaron Wasserman

Underwriting Analyst

Board of Directors

OCCH is governed by a passionate team of respected, diverse community leaders dedicated to establishing affordable, healthy, vibrant communities. Our Board’s vast knowledge and experience in affordable housing, finance, business, and real estate, leads OCCH’s visionary direction and philosophy in fulfilling its mission.

Susan E. Weaver, Chair

Retired, Former Executive Director
Community Housing Network, Inc.

Angela M. Mingo, Vice-Chair

Community Relations Director
Nationwide Children's Hospital

Jeanne M. Golliher, Secretary

President & CEO Cincinnati Development Fund

Thomas T. Loos, Treasurer

Retired CPA, formerly with RSM McGladrey

Grady P. Appleton*

Retired, Former President & CEO
*Ohio Equity Fund, Inc., Board only

Dennis S. Guest

Retired, Former Executive Director
Columbus Metropolitan Housing Authority

Hal Keller

Retired, Former President and CEO

John Lee

Retired, Former President & CEO
Ehrlich Bober & Co.

Richard McQuady

Director, Office of Affordable Housing
City of Lexington

Jeanne Schroer

President & CEO
Catalytic Development Funding Corp. of Northern Kentucky

OCCH Financials

Statement of Financial Position


Unrestricted Cash49,804,76345,920,749

Restricted Cash23,697,62226,478,960

Accounts Receivable (net of allowance)3,053,1453,269,656

Office Furniture and Equipment (net of accumulated depreciation)172,73099,199

Other Assets1,205,1271,502,218

Investment in Operating Entities56,662,85668,666,579


Statement of Financial Position


Unrestricted Cash



Restricted Cash



Accounts Receivable (net of allowance)



Office Furniture and Equipment (net of accumulated depreciation)



Other Assets



Investment in Operating Entities






Liabilities and Net Assets

Accounts Payable3,102,2661,212,957

Other Accrued Expenses and Liabilities5,581,8484,317,075

Deferred Income14,732,23615,217,773

Project Partnership Cash Reserves1,825,0551,833,978

Mortgage and Other Notes Payable18,69922,896

Grants Payable--


NET ASSETS$109,336,139$123,332,682


Liabilities and Net Assets

Accounts Payable



Other Accrued Expenses and Liabilities



Deferred Income



Project Partnership Cash Reserves



Mortgage and Other Notes Payable



Grants Payable











Statement of Activities


Acquisition and Consulting Fees20,459,20417,480,373



Statement of Activities


Acquisition and Consulting Fees










Program Services24,522,99023,056,394

General and Administrative3,501,1772,561,822

Loss (Gain) from Investment in Affiliated Entities(13,748,687)(11,838,774)


Change in Net Assets$17,500,943$13,996,543


Program Services



General and Administrative



Loss (Gain) from Investment in Affiliated Entities






Change in Net Assets