Blue Ash, OH
4 risk indicators measuring financial stability and operational resilience
Sign in with your work email to view Tuckman-Chang indicators
Sign In — Free (10 views/day)Council on Aging of Southwestern Ohio, founded in 1971, is a major nonprofit in the Human Services sector that reported $129.0M in total revenue in fiscal year 2023. Revenue grew 12% year-over-year, indicating healthy expansion.
To enhance the lives of adults by assisting them to remain independent at home through a range of quality services.
Community-based In-home Services:Council on Aging's (COA) home and community-based services make it possible for frail older adults and individuals with disabilities to remain independent in their...
Community-based In-home Services:Council on Aging's (COA) home and community-based services make it possible for frail older adults and individuals with disabilities to remain independent in their homes and avoid unnecessary hospitalization and nursing home placement. Services also support family caregivers who are struggling to balance competing responsibilities including childrearing and careers. Council on Aging's core service area includes Butler, Clermont, Clinton, Hamilton and Warren counties.In-home care is preferred by more than 90 percent of older adults, according to surveys by AARP and other organizations. In addition, the cost for in-home care is a fraction of the cost of care in a nursing home. Because taxpayers fund most nursing home care (via Medicaid), in-home care alternatives are a valuable and compassionate way to save public funds.In-home care services include home-delivered meals; transportation to medical and other appointments; assistance with housekeeping and personal care (bathing and grooming); medical equipment and assistive devices; home modification; and more.
Community-based and Senior Center Services:These include a range of services designed to help older adults remain healthy, active and connected to their communities. Additional services provide legal...
Community-based and Senior Center Services:These include a range of services designed to help older adults remain healthy, active and connected to their communities. Additional services provide legal assistance to low-income older adults and protect the rights of those receiving long-term care services in nursing homes and other settings. Services are provided by senior centers and other community organizations that have contracts with Council on Aging. One of the most important services in this category is transportation. In FFY 2024, COA provided 202,867 trips for individuals within our five-county region. Most trips are for medical appointments, but transportation for shopping, other errands and recreation is also provided. Funding for transportation falls far short of community need. Meals are another important service in this category. More than 13,200 individuals received approximately 1.8 million meals in congregate settings or delivered to their homes. An additional 2,752 low-income older adults were served through the USDA Senior Farmers' Market Nutrition Program, receiving $50 in coupons to redeem for fresh fruits and vegetables at area participating farmers' markets. Additional community-based services in FFY 2024 included caregiver support and wellness programs for 4,736 individuals (including people caring for individuals with Alzheimer's); legal assistance for 1,950 older adults; ombudsman representation for 11,446 individuals in nursing homes and receiving in-home care; and supportive services for 623 individuals.
Each enrolled individual has a care manager professional who assesses, develops care plans, implements, monitors and coordinates a range of services and supports to help individuals remain safe...
Each enrolled individual has a care manager professional who assesses, develops care plans, implements, monitors and coordinates a range of services and supports to help individuals remain safe, healthy and independent. The care manager's role is to ensure individuals receive the right services, in the rights amounts, at the right times. In FFY 2024, Council on Aging served 27,708 individuals in our multi-county region with home and community-based services. Individuals were served through more than a dozen programs, including Ohio Medicaid waiver programs and county tax levy programs, as well as programs designed to help individuals safely transition from hospitals and institutions, back to independent living environments. Collectively, these individuals received more than 1.8 million hours of in-home, supportive services.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
Sign in to view Trantor Score and financial metrics
Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2023 | 2022 | Change | |
|---|---|---|---|
| Revenue | $128,972,808 | $115,466,364 | +0.1% |
| Expenses | $128,835,842 | $110,269,259 | +0.2% |
| Net Income | $136,966 | $5,197,105 | -1.0% |
Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics
Financial Distress Indicator
Liquidity & Cash Position
Sign in to view all financial metrics
Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| Eyad Musallam | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Mike Carroll | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Angela Curl | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Carl Stich | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Karen Brown | Chair | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Linda Holmes | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Sarah Boehle | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Cathy Cain | Secretary - Exited 3/24 | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Kay Bolden | Secretary | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Leonard Wagers | Treasurer | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| Karen Bankston | Vice Chairman | 1.00 |
Officer
Director
|
$0 | $0 | $0 |
| James Cowan | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Valarie Boykins | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Matthew Durban | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Jeff Rhein | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Jane Ripberger | Trustee | 1.00 |
Director
|
$0 | $0 | $0 |
| Matthew Worth | Trustee - Started 8/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| Rose Stertz | Trustee - Started 2/24 | 1.00 |
Director
|
$0 | $0 | $0 |
| Suzanne Burke | CEO | 37.50 |
Officer
|
$370,898 | $49,910 | $420,808 |
| Ronnell Spears | CFO | 37.50 |
Officer
|
$160,477 | $41,667 | $202,144 |
| Ken Wilson | VP Program Ops | 37.50 |
Key Emp
|
$167,000 | $60,939 | $227,939 |
| Terri Bunting | VP of Managed Care | 37.50 |
Key Emp
|
$179,928 | $50,850 | $230,778 |
| Jacqueline Hutsell | VP of People Services | 37.50 |
Key Emp
|
$168,135 | $33,701 | $201,836 |
| Judith Eschmann | VP Community & Business | 37.50 |
Key Emp
|
$168,000 | $42,261 | $210,261 |
| Kimberly Clark | Director Community and Bus | 37.50 |
Highest
|
$127,079 | $35,596 | $162,675 |
| Carl McCullough | Controller | 37.50 |
Highest
|
$105,832 | $32,549 | $138,381 |
| Lisa Portune | Manager, Compliance & Prov | 37.50 |
Highest
|
$114,483 | $7,144 | $121,627 |
| Brooke Gully | Director of Medicaid | 37.50 |
Highest
|
$105,126 | $15,419 | $120,545 |
| Christel Thomas-Stanton | Case Manager | 37.50 |
Highest
|
$103,523 | $6,486 | $110,009 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | No data | No data | No data | No data |
| 2024 | $128,972,808 | $128,835,842 | $31,743,062 | $136,966 |
| 2023 | $115,466,364 | $110,269,259 | $28,713,912 | $5,197,105 |
| 2022 | $95,809,985 | $95,292,792 | $25,338,812 | $517,193 |
| 2021 | $94,817,577 | $90,404,283 | $23,191,204 | $4,413,294 |
| 2020 | $87,994,694 | $87,447,651 | $23,159,503 | $547,043 |
| 2019 | $80,076,232 | $79,582,166 | $16,208,399 | $494,066 |
| 2018 | $81,120,049 | $79,866,261 | $16,399,592 | $1,253,788 |
Compare Council on Aging of Southwestern Ohio with other nonprofits in Ohio and across the country.