AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2

EIN: 311361630 501(c)(3) Human Services

DAYTON, OH

Total Revenue
$52,654,051
Total Expenses
$51,091,492
Total Assets
$40,078,439
Net Assets
$30,450,546
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
OH
Principal Officer
DOUGLAS MCGARRY
Phone
9373413000
Tax Period
2023-01-01 to 2023-12-31

AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2, founded in 1993, is a mid-sized nonprofit in the Human Services sector that reported $52.7M in total revenue in fiscal year 2023.

Mission

THE AREA AGENCY ON AGING, PLANNING AND SERVICE AREA 2 IMPROVES THE QUALITY OF LIFE FOR THE OLDER ADULTS IN ITS NINE-COUNTY COMMUNITY BY ADVOCATING FOR INDIVIDUALS, DEVELOPING AND SUPPORTING A STRONG NETWORK OF SERVICES, AND PROVIDING RESOURCES FOR OLDER ADULTS.

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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 $42,397,804
Program Service Revenue $9,924,654
Investment Income $265,002
Other Revenue $66,591
TOTAL REVENUE $52,654,051

Expense Breakdown

Grants Paid $34,184,588
Salaries & Benefits $14,187,872
Fundraising Expenses $0
Program Expenses $48,377,295
Other Expenses $2,719,032
TOTAL EXPENSES $51,091,492

Year-over-Year Comparison

2023 2022 Change
Revenue $52,654,051 $51,345,630 +0.0%
Expenses $51,091,492 $50,086,954 +0.0%
Net Income $1,562,559 $1,258,676 +0.2%
Key Indicators
✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
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Financial Health Indicators

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Liquidity & Cash Position

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Governance

Voting Members
12
Independent Members
11
Employees
168
Volunteers
27

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
10
$1,255,086
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CLENNIA BOND BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID CLEAVENGER BOARD MEMBER 1.00
Director
$0 $0 $0
JANET CRELIN BOARD MEMBER 1.00
Director
$0 $0 $0
HOLLY HILL BOARD MEMBER 1.00
Director
$0 $0 $0
DEB SANDERS BOARD MEMBER 1.00
Director
$0 $0 $0
STEVEN SWEDLUND MD BOARD MEMBER 1.00
Director
$0 $0 $0
ROLAND WINBURN BOARD MEMBER 1.00
Director
$0 $0 $0
DR ERIC WINSTON ADVISORY COUNCIL CHAIRPERSON 1.00
Director
$0 $0 $0
VICKIE CARRAHER CHAIRPERSON 1.00
Officer Director
$0 $0 $0
CHERYL WHEELER VICE-CHAIRPERSON 1.00
Officer Director
$0 $0 $0
MOLLY HELMLINGER PHD TREASURER 1.00
Officer Director
$0 $0 $0
JUDITH LAMUSGA ESQ PAST CHAIRPERSON 1.00
Officer Director
$0 $0 $0
DOUGLAS MCGARRY EXEC. DIRECTOR/SECRETARY 37.50
Officer
$276,824 $32,523 $309,347
NICOLE KHANER ASSISTANT DIRECTOR 37.50
Officer
$187,164 $42,794 $229,958
DANIEL AUMAN IT DIRECTOR 37.50
Officer
$167,450 $41,582 $209,032
CHELSEA HERDMAN COMMUNITY SERVICES DIRECTO 37.50
Officer
$141,050 $40,329 $181,379
KERRI SCHNEIDER FISCAL OFFICER 37.50
Officer
$153,795 $23,737 $177,532
RACHELLE NAVARRO CONSUMER SERVICES DIRECTOR 37.50
Officer
$125,396 $22,442 $147,838
SIMONE HOLDER-NELSON BUSINESS OPPORTUNITY MANAG 37.50
Highest
$147,346 $24,336 $171,682
MEAGHAN JOHNSON WAIVER SERVICES MANAGER 37.50
Highest
$108,288 $34,875 $143,163
TANAS BOWMAN SCREENER 37.50
Highest
$116,510 $23,968 $140,478
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 $52,654,051 $51,091,492 $40,078,439 $1,562,559
2022 $51,345,630 $50,086,954 $35,914,438 $1,258,676
2021 $52,166,513 $49,608,869 $35,326,580 $2,557,644
2020 $52,423,496 $49,751,877 $31,600,574 $2,671,619
2019 $49,280,863 $46,943,727 $28,359,269 $2,337,136
2018 $50,002,916 $47,855,966 $24,677,603 $2,146,950
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