AREA AGENCY ON AGING DISTRICT 7 INC

EIN: 310971399 501(c)(3)

JACKSON, OH

Total Revenue
$97,062,118
Total Expenses
$96,354,198
Total Assets
$19,886,927
Net Assets
$5,271,321
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
OH
Principal Officer
JAMIE HERRMANN
Phone
7402455306
Tax Period
2024-01-01 to 2024-12-31

AREA AGENCY ON AGING DISTRICT 7 INC, founded in 1974, is a mid-sized nonprofit that reported $97.1M in total revenue in fiscal year 2024. Revenue surged 42% from the prior year, signaling strong growth momentum.

Mission

ASSISTING INDIVIDUALS TO MAINTAIN INDEPENDENCE AND PERSONAL CHOICE BY PROVIDING RESOURCE OPTIONS AND SERVICES

Program Service Accomplishments

Program 1
Expenses: $70,988,047 Revenue: $536,658

PASSPORT SERVICES: CONNECTS FAMILIES WITH INFORMATION ABOUT THE CHOICES AVAILABLE IN LONG TERM CARE. IT ALSO PROVIDES HOMECARE SERVICES FOR THOSE ELIGBLE. BY ARRANGING THE MOST APPROPRIATE MIX OF...

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PASSPORT SERVICES: CONNECTS FAMILIES WITH INFORMATION ABOUT THE CHOICES AVAILABLE IN LONG TERM CARE. IT ALSO PROVIDES HOMECARE SERVICES FOR THOSE ELIGBLE. BY ARRANGING THE MOST APPROPRIATE MIX OF HOMECARE SERVICES, NURSING FACILITY PLACEMENT CAN OFTEN BE DELAYED. PASSPORT SERVICES AND ASSISTED LIVING SERVICE SERVED 4,276 CLIENTS.

Program 2
Expenses: $20,078,715 Revenue: $3,987,145

A COMBINATION OF PROGRAMS THAT ARE GROUPED AS FEDERALLY FUNDED SUPPORTIVE SERVICES TO ELDERLY INCLUDING SOCIALIZATION, TRANSPORTATION, NUTRITION, CAREGIVER SUPPORT INFORMATION & REFERRAL, CHORES...

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A COMBINATION OF PROGRAMS THAT ARE GROUPED AS FEDERALLY FUNDED SUPPORTIVE SERVICES TO ELDERLY INCLUDING SOCIALIZATION, TRANSPORTATION, NUTRITION, CAREGIVER SUPPORT INFORMATION & REFERRAL, CHORES, ETC. THESE COMBINED PROGRAMS (OAA AND ARPA) SERVED 3,888 PERSONS. 1,567 DAYS OF ADULT DAY SERVICES, 3,196.25 HOURS OF HOMEMAKER SERVICES, 1,977.50 HOURS OF PERSONAL CARE, 22,288 ONE-WAY TRANSPORTATION TRIPS, 9,644.25 HOURS OF CAREGIVER RESPITE, 58 CAREGIVER SUPPLEMENTAL SERVICES AND 204,849 HOME-DELIVERED MEALS.

Program 3
Expenses: $2,148,711 Revenue: $760

STATE OF OHIO FUNDED SUPPORTIVE SERVICES SIMILAR TO THE TITLE III SERVICES. THESE SERVICES COVER TEN SOUTHERN OHIO COUNTIES AND ACT AS THE OVERSIGHT AND ADMINISTRATIVE AGENCY CONTRACTING FOR THE...

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STATE OF OHIO FUNDED SUPPORTIVE SERVICES SIMILAR TO THE TITLE III SERVICES. THESE SERVICES COVER TEN SOUTHERN OHIO COUNTIES AND ACT AS THE OVERSIGHT AND ADMINISTRATIVE AGENCY CONTRACTING FOR THE SERVICES. 1177 INDIVIDUALS WERE SERVED UNDER NATIONAL FAMILY CAREGIVER, 139 INDIVIDUALS WERE SERVED FOR VETERANS PROGRAMS, 215 PEOPLE WERE SERVED BY OHIO HOME CARE WAIVER, 482 PEOPLE WERE SERVED BY SPECIALIZED RECOVERY SERVICES. 393 INDIVIDUALS WERE SERVED BY ASSISTED LIVING, 139 INDIVIDUALS WERE SERVED BY EVIDENCE-BASED PROGRAMS, AND 282 INDIVIDUALS WERE SERVED BY THE HOSPITAL2HOME PROGRAM.

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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 (2024)

Revenue Breakdown

Contributions & Grants $92,490,664
Program Service Revenue $4,524,563
Investment Income $18,117
Other Revenue $28,774
TOTAL REVENUE $97,062,118

Expense Breakdown

Grants Paid $0
Salaries & Benefits $15,582,718
Fundraising Expenses $0
Program Expenses $93,215,473
Other Expenses $80,771,480
TOTAL EXPENSES $96,354,198

Year-over-Year Comparison

2024 2023 Change
Revenue $97,062,118 $68,289,140 +0.4%
Expenses $96,354,198 $67,602,698 +0.4%
Net Income $707,920 $686,442 +0.0%
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
13
Independent Members
11
Employees
210
Volunteers
8

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
8
$470,284
Total Directors
13
$39,840
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES HARPER EX- OFICIO 2.00
Director
$0 $0 $0
CHRISTINE RABER PRESIDENT 2.00
Officer Director
$0 $0 $0
CHRISTOPHER ERVIN VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
JAMIE HERRMANN EXECUTIVE DIRECTOR 40.00
Officer Director
$36,520 $3,320 $39,840
KELSEY CLOUD TRUSTEE 2.00
Director
$0 $0 $0
SUSAN CARLEN-EDWARDS TRUSTEE 2.00
Director
$0 $0 $0
ERICA KEGLEY TRUSTEE 2.00
Director
$0 $0 $0
MINDY BATTLES SECRETARY/TREASURER 2.00
Officer Director
$0 $0 $0
TED PERRY DIRECTOR OF FINANCE 40.00
Officer Director
$0 $0 $0
RAY MATURA TRUSTEE 2.00
Director
$0 $0 $0
TERESA REMY TRUSTEE 2.00
Director
$0 $0 $0
JAMES WOODDELL TRUSTEE 2.00
Director
$0 $0 $0
GREGG STOUT TRUSTEE 2.00
Director
$0 $0 $0
DONNA SAUNDERS FISCAL DIR/CHIEF ACCTG OFF 40.00
Officer
$92,040 $17,990 $110,030
DEBORAH DANNER-GULLEY INTERIM EXEC DIR- TERM BEG 40.00
Officer
$172,352 $21,638 $193,990
DIANE LANE HUMAN RESOURCES OFFICER 40.00
Officer
$107,878 $18,546 $126,424
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 $97,062,118 $96,354,198 $19,886,927 $707,920
2023 $68,289,140 $67,602,698 $15,730,890 $686,442
2022 $63,294,012 $63,627,510 $12,512,504 $-333,498
2021 $62,787,321 $62,405,864 $12,307,500 $381,457
2020 $66,509,835 $65,207,586 $12,736,370 $1,302,249
2019 $64,594,380 $64,030,771 $10,515,209 $563,609
2018 $64,939,631 $64,732,658 $9,950,155 $206,973
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