Driving Innovation Through Strategic Partnership

The demand for affordable housing continues to grow, and through strategic partnerships OCCH is creating innovations that advance affordable housing investment and development within our footprint to ensure that stable, affordable housing is available to all. Through collaborations with our partners, we are driving the research, technology and policy agendas within our industry, assuring win-win partnerships to meet future challenges.

Our mission is to advance the preservation, production, and management of affordable housing through collaborative partnership and innovative thought leadership. We envision a world where stable, affordable housing is available to all, and the residents and communities we serve feel supported and empowered to grow and thrive.

We are passionate about what we have already done and what we, together with our partners, can achieve in the future to provide affordable housing opportunities, enhanced by supportive services, to build sustainable communities that provide greater opportunities and empowerment in the lives of our residents.

President’s Message

2020: Clear Vision for Tomorrow

We envision a world where stable, affordable housing is available to all, and the residents and communities we serve feel supported and empowered to grow and thrive. Our mission is to advance the preservation, production, and management of affordable housing through collaborative partnership and innovative thought leadership.

And so we began 2020 at Ohio Capital Corporation for Housing. We are pleased to share our Annual Report, which describes 2019 as a record year of delivering equity and debt capital, grants, and property and asset management to create impact:

    • $412 million raised from 29 institutions for multi-investor Fund XXIX;

    • $400,000,000 invested in 53 LIHTC projects;

    • $87,750,000 in 48 loans closed;

    • 3,000 units under management;

    • 325 property management and maintenance workers trained at M2CON; and

    • 900 low-income children sent to summer camp; 30 college scholarships awarded totaling $995,000.

We have adopted a refreshed vision and mission statement, grounded in our 30 years of partnership and experience with you, to propel us firmly into a new decade. It is a big vision, no doubt, but one that drives our shared work forward and makes us excited about tomorrow.

But what does that mean for you? As we work to build our strategic plan, we have also worked with consultants to help us think through how we do what we do, and how we can do it better and more efficiently, with an eye toward ensuring you have a consistently great experience partnering with OCCH. From updated procedures and policies to new technologies and services, we want to simplify some of how we work with you, while maintaining the innovative flexibility on which you have come to rely. The onset of the COVID-19 crisis has not derailed this effort.

We are doing this now, in this uncertain time, because the need for quality affordable housing is great and becoming greater. Because together, we need to keep getting better at using the tools we have, innovating new solutions, stretching our resources farther, and achieving more. Because, especially today, you, our partners, are depending on OCCH, just as you have since 1989. Thank you for your confidence and trust. Together, we rise.

Be well,

Peg Moertl

Our Team

950 years of real estate experience, over 800 years of affordable housing experience

Our mission is at the heart of everything we do, and our staff of empowered individuals bring expertise and innovation to our partners to help them succeed in their missions. We put our partners first by building strong, enduring relationships, and by providing stability and solutions in times of change. We are proud to help create viable, stable communities that help families and individuals thrive.

Senior Leadership

Peg Moertl

President and CEO

Tony DiBlasi

Chief of Asset Management

Merydith Greene

Chief of Development

Jennifer Mullaney

CPA, Chief Financial Officer

Joe Pimmel

Director of Policy and Programs

Nancy Tallman

Vice President of Human Resources

Jon Welty

Vice President OCCH, President of Ohio Capital Finance Corporation

Sue Ziegler

Chief Operating Officer

Chad Ketler

President and CEO, Community Properties of Ohio

Asset Management

Christy Abdella

Asset Manager

Raymond Butler

E-Learning Strategist and Multimedia Designer

Danielle Carman

Asset Manager

Mike Dant

CPA, Asset Manager

Chris Ledwin

Senior Asset Manager

Royce Lewis

Vice President

Tina Limo

Senior Compliance Specialist

Janice Rausch

Asset Manager

Ken Schaefer

Asset Manager

Melanie Shapiro

Director of Compliance and Training

Will Shelby

Asset Manager

Wolfgang Teran

Director of Dispositions

Lori Tillis

Vice President

Anthony Tynan

Asset Manager

Marcus Vivona

Vice President of Asset and Risk Management

Keith Wilbur

Compliance Coordinator


Nick Balow

Development Officer

Myia Batie

Development Analyst

Brad Carman

Vice President of Development

Ashley Castricone

Development Assistant

Ben Goates

Vice President of Development

Brian Langmeyer

Vice President

Elizabeth Long

Vice President

Simone Malone

Assistant Development Analyst

Annie Ross

Senior Development Analyst

Ryan Schmitt

Development Analyst

Aaron Wasserman

Development Analyst

Michelle Woodmansee

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

Mackenzie Rawlings

Fund Accountant

Tamara Samuel

Equity Specialist

Mariama Sheriff

Accounting Coordinator

Tamara Thelen

Program Manager, Ohio Homeowner Assistance

Chadd Weisert, Esq.

Vice President, Fund Accounting

Fund Management

Joe Erdeljac

Construction Manager

Brian Graney, Esq.

Vice President

Jay Hartranft, Esq.

Corporate Counsel

Kip Lewis

Director of Construction Management

Stephanie May, Esq.

Closing Attorney

Lori McMillan, Esq.

Director of Underwriting

Becky Stanley

Fund Analyst


Millie Hurtt

Vice President of Affordable Housing Lending

Aaron Murphy

Vice President of Community Development Lending

Jodi Stickel

Lending Program Specialist

Shared Services

Sharon Alban

Administrative Assistant

Kathie Bowen

Administrative Assistant

Mike Hennessee

Help Desk Support Specialist

Mary Kay Meagher

Director of Operations and Communications

Chris Miller

Software Engineer

Nancy Rodgers

Human Resources Coordinator

Sekou Sheriff

Administrative Assistant

Shirlene Smith

Administrative Assistant/Receptionist

Rhonda Snyder

Event Coordinator

Board of Directors

The OCCH Board of Directors provides foresight, oversight, and insight in ensuring a sustainable future for OCCH while fulfilling its mission. The Board is comprised of knowledgeable and experienced community leaders who are prominent experts in their respective fields and the affordable housing industry.

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

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 Cash43,466,74648,108,484

Restricted Cash24,306,78525,393,900

Accounts Receivable (net of allowance)1,160,958764,163

Office Furniture and Equipment (net of accumulated depreciation)127,817172,730

Other Assets3,641,1503,496,610

Investment in Operating Entities42,618,54756,336,201


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 Payable1,686,7423,100,842

Other Accrued Expenses and Liabilities4,493,1055,585,771

Deferred Income15,462,30714,732,236

Project Partnership Cash Reserves1,825,0551,825,055

Mortgage and Other Notes Payable19,59918,699

Grants Payable--


NET ASSETS$91,835,195$109,009,485


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 Fees14,081,22620,459,204



Statement of Activities


Acquisition and Consulting Fees










Program Services20,995,40924,381,024

General and Administrative3,065,6143,643,142

Loss (Gain) from Investment in Affiliated Entities(5,766,824)(13,422,033)


Change in Net Assets$9,436,675$17,174,290


Program Services



General and Administrative



Loss (Gain) from Investment in Affiliated Entities






Change in Net Assets