PREBLE COUNTY COUNCIL ON AGING

EIN: 310830453 501(c)(3) Human Services

EATON, OH

Total Revenue
$3,747,893
Total Expenses
$2,204,039
Total Assets
$6,334,422
Net Assets
$5,048,564
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1973
Legal Domicile
OH
Principal Officer
SHELLEY RATLIFF
Phone
9374564947
Tax Period
2023-01-01 to 2023-12-31

PREBLE COUNTY COUNCIL ON AGING, founded in 1973, is a community nonprofit in the Human Services sector that reported $3.7M in total revenue in fiscal year 2023. Revenue surged 46% from the prior year, signaling strong growth momentum. The organization ran a surplus of $1.5M, a strong 41% operating margin.

Mission

WE WILL PARTNER WITH OUR COMMUNITY IN ASSURING THE BEST QUALITY OF LIFE FOR OUR SENIORS NOW AND INTO THE FUTURE. OUR VISION IS TO ADVOCATE AND PROVIDE RESOURCES FOR SENIORS TO REMAIN HEALTHY AND INDEPENDENT.

Program Service Accomplishments

Program 1
Expenses: $950,656 Revenue: $467,780

TRANSPORTATION - TRANSPORTATION IS PROVIDED FOR PREBLE COUNTY SENIOR ADULT AND HANDICAP RESIDENTS TO LOCATIONS WITHIN 50 MILES OF EATON, OHIO PRIMARILY FOR MEDICAL APPOINTMENTS, BUT ALSO INCLUDES...

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TRANSPORTATION - TRANSPORTATION IS PROVIDED FOR PREBLE COUNTY SENIOR ADULT AND HANDICAP RESIDENTS TO LOCATIONS WITHIN 50 MILES OF EATON, OHIO PRIMARILY FOR MEDICAL APPOINTMENTS, BUT ALSO INCLUDES TRANSPORTATION TO PHARMACIES, GROCERY SHOPPING, AND OTHER ERRANDS. TRANSPORTATION IS ALSO PROVIDED TO PREBLE COUNTY RESIDENTS TO SUPPORT DAILY ATTENDANCE AT A MEAL SITE LOCATED AT THE SENIOR CENTER. THE COUNCIL MAINTAINS VEHICLES TO PROVIDE THIS SERVICE, SEVERAL OF WHICH ARE EQUIPPED WITH WHEELCHAIR LIFTS. DURING 2023, THE ORGANIZATION PROVIDED 315,848 MILES OF TRANSPORTATION.

Program 2
Expenses: $843,189 Revenue: $10,685

INDEPENDENT LIVING SERVICES - INCLUDES HOMEMAKER SERVICES, INFORMATION AND REFERRAL SERVICES, CONGREGATE AND HOME DELIVERED MEALS, AND SUPPORTIVE SERVICES. THE IN-HOME SERVICES DEPARTMENT IS DESIGNED...

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INDEPENDENT LIVING SERVICES - INCLUDES HOMEMAKER SERVICES, INFORMATION AND REFERRAL SERVICES, CONGREGATE AND HOME DELIVERED MEALS, AND SUPPORTIVE SERVICES. THE IN-HOME SERVICES DEPARTMENT IS DESIGNED TO KEEP PERSONS AGE 60 AND OLDER, LIVING IN PREBLE COUNTY, IN THEIR OWN HOME FOR AS LONG AS FEASIBLY POSSIBLE. DURING 2023, THE ORGANIZATION SERVED 7,032 CONGREGATE MEALS TO 357 INDIVIDUALS AND PROVIDED 54,616 HOME DELIVERED MEALS TO 500 INDIVIDUALS.THE HOMEMAKER STAFF PROVIDES ASSISTANCE WITH HOUSE CLEANING, GROCERY SHOPPING, AND LAUNDRY TO THOSE WHO ARE NOT ABLE TO PERFORM THESE TASKS THEMSELVES. ASSISTANCE CAN BE PROVIDED FOR SHORT-TERM OR LONG-TERM NEEDS AND SUPPLEMENTS ANY HELP AVAILABLE FROM FAMILY AND FRIENDS. THE INFORMATION AND REFERRAL STAFF WILL PROVIDE ASSISTANCE WITH INSURANCE BENEFIT QUESTIONS INCLUDING MEDICARE, PROBLEM RESOLUTION, TAX RETURN PREPARATION, AND A VARIETY OF APPLICATIONS FOR PROGRAMS, SUCH AS HOME ENERGY ASSISTANCE PROGRAM (HEAP). THE SUPPORTIVE SERVICES STAFF CONNECTS SENIORS AND/OR THEIR CAREGIVERS TO RELEVANT GROUPS WHICH PROVIDE SUPPORT. THIS CAN INCLUDE DISEASE SPECIFIC GROUPS SUCH AS ALZHEIMER'S, DIABETES, OR PARKINSON'S AS WELL AS GRIEF SUPPORT OR CAREGIVER SUPPORT.

Program 3
Expenses: $289,807 Revenue: $120,621

SENIOR CENTER - ACTIVITIES AND EVENTS THAT PROMOTE GOOD MENTAL, PHYSICAL, AND EMOTIONAL HEALTH AND ENHANCE THE QUALITY OF LIFE ARE PROVIDED TO ALL PERSONS WHO WISH TO PARTICIPATE. THESE ACTIVITIES...

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SENIOR CENTER - ACTIVITIES AND EVENTS THAT PROMOTE GOOD MENTAL, PHYSICAL, AND EMOTIONAL HEALTH AND ENHANCE THE QUALITY OF LIFE ARE PROVIDED TO ALL PERSONS WHO WISH TO PARTICIPATE. THESE ACTIVITIES ARE CONDUCTED IN A MODERN, WELL-EQUIPPED, DISABILITY ACCESSIBLE FACILITY, AND ARE DESIGNED TO MINIMIZE LONELINESS, ISOLATION, DEPRESSION, AND PHYSICAL DISABILITY ASSOCIATED WITH THE SENIOR ADULT. THE COUNCIL ACTS AS A HOST AGENCY FOR THE OHIO DEPARTMENT OF JOB AND FAMILY SERVICES WORK EXPERIENCE PROGRAM, PROVIDING JOB TRAINING TO INCOME ELIGIBLE PERSONS. THE COUNCIL UTILIZES THESE TRAINEES IN VARIOUS ROLES SUCH AS DISHWASHING, ANSWERING PHONES, AND FILING.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $3,062,836
Program Service Revenue $598,791
Investment Income $30,846
Other Revenue $55,420
TOTAL REVENUE $3,747,893

Expense Breakdown

Grants Paid $9,176
Salaries & Benefits $1,179,897
Fundraising Expenses $20,659
Program Expenses $2,083,652
Other Expenses $1,014,966
TOTAL EXPENSES $2,204,039

Year-over-Year Comparison

2023 2022 Change
Revenue $3,747,893 $2,561,348 +0.5%
Expenses $2,204,039 $1,906,238 +0.2%
Net Income $1,543,854 $655,110 +1.4%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
14
Independent Members
14
Employees
59
Volunteers
78

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$80,593
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JEFF PARKER PRESIDENT 1.00
Officer Director
$0 $0 $0
BRAD COLLINS VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
BILL HUTTON TREASURER 1.00
Officer Director
$0 $0 $0
VALERIE SARGENT WOOD SECRETARY 1.00
Officer Director
$0 $0 $0
DARREL COTTLE TRUSTEE 1.00
Director
$0 $0 $0
JUNE CREECH TRUSTEE 1.00
Director
$0 $0 $0
RHONDA GEBHART TRUSTEE 1.00
Director
$0 $0 $0
JERRY GROSS TRUSTEE 1.00
Director
$0 $0 $0
ERIN HARRIS TRUSTEE 1.00
Director
$0 $0 $0
JEAN KELLER TRUSTEE 1.00
Director
$0 $0 $0
DAVID KIRSCH TRUSTEE 1.00
Director
$0 $0 $0
HAROLD NIEHAUS TRUSTEE 1.00
Director
$0 $0 $0
MIKE SPITLER TRUSTEE 1.00
Director
$0 $0 $0
MIKE SIMPSON TRUSTEE 1.00
Director
$0 $0 $0
SHELLEY RATLIFF EXECUTIVE DIRECTOR 43.00
Officer
$78,246 $2,347 $80,593
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $3,747,893 $2,204,039 $6,334,422 $1,543,854
2022 $2,561,348 $1,906,238 $3,622,129 $655,110
2021 $1,822,198 $1,592,040 $2,950,478 $230,158
2020 $1,776,575 $1,451,557 $2,720,487 $325,018
2019 $1,484,650 $1,601,158 $2,391,744 $-116,508
2018 $1,625,690 $1,566,516 $2,497,962 $59,174
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