AREA OFFICE ON AGING OF NORTHWESTERN OHIO INC

EIN: 341310295 501(c)(3) Human Services

TOLEDO, OH

Total Revenue
$37,279,236
Total Expenses
$36,599,745
Total Assets
$15,481,543
Net Assets
$6,985,995
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
OH
Principal Officer
JUSTIN MOOR
Phone
4193820624
Tax Period
2023-01-01 to 2023-12-31

AREA OFFICE ON AGING OF NORTHWESTERN OHIO INC, founded in 1980, is a mid-sized nonprofit in the Human Services sector that reported $37.3M in total revenue in fiscal year 2023.

Mission

THE AREA OFFICE ON AGING OF NORTHWESTERN OHIO, INC. PROMOTES THE HEALTH, WELL-BEING AND SAFETY OF OLDER ADULTS, PERSONS WITH DISABILITIES AND FAMILY CAREGIVERS TO FOSTER INDEPENDENCE.

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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 $29,135,236
Program Service Revenue $7,124,309
Investment Income $214,788
Other Revenue $804,903
TOTAL REVENUE $37,279,236

Expense Breakdown

Grants Paid $0
Salaries & Benefits $13,797,945
Fundraising Expenses $0
Program Expenses $34,014,564
Other Expenses $22,801,800
TOTAL EXPENSES $36,599,745

Year-over-Year Comparison

2023 2022 Change
Revenue $37,279,236 $34,870,411 +0.1%
Expenses $36,599,745 $33,661,747 +0.1%
Net Income $679,491 $1,208,664 -0.4%
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
21
Independent Members
21
Employees
269
Volunteers
383

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
$143,095
Total Directors
21
$0
Key Employees
1
$171,502
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
WILLIAM HARRIS CHAIRMAN 0.50
Officer Director
$0 $0 $0
ROLLIE ABEL VICE-CHAIRMAN 0.50
Officer Director
$0 $0 $0
TIM AULT BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
DR DAVID GROSSMAN BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
LEWIS D HILKERT BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
JULIE BEITELSCHEES BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
JIM FAILS SECRETARY 0.50
Officer Director
$0 $0 $0
GLENN MILLER BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
MARK HOLTSBERRY BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
SUSAN STRUP TREASURER 0.50
Officer Director
$0 $0 $0
PHIL WALTON IMMEDIATE PAST BOARD CHAIR 0.50
Director
$0 $0 $0
REBECCA FACEY BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
JON RUPP BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
USEVIO TORRES BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
DENNIS HELLMAN BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
VALLIE BOWMAN ENGLISH BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
CRAIG FREDRICKSON BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
BARBIE HARRISON BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
ANITA MADISON BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
DAVID KERN BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
MARK STAHL BOARD OF DIRECTORS 0.50
Director
$0 $0 $0
BILLIE JOHNSON PRESIDENT/CEO THRU 6/2023 37.50
Officer
$136,338 $6,757 $143,095
JOHN BLEAU SENIOR VICE PRESIDENT/CFO 37.50
Key Emp
$165,145 $6,357 $171,502
PAMELA WILSON SENIOR VICE PRESIDENT 37.50
Highest
$151,458 $15,826 $167,284
JUSTIN MOOR VP/ BEGIN INTERIM CEO 6/2023 37.50
Highest
$151,074 $25,233 $176,307
MARY WESTPHAL DIRECTOR OF DEVELOPMENT 37.50
Highest
$102,994 $14,596 $117,590
LISA THOMPSON VICE PRESIDENT 37.50
Highest
$100,959 $13,485 $114,444
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 $37,279,236 $36,599,745 $15,481,543 $679,491
2022 $34,870,411 $33,661,747 $15,455,729 $1,208,664
2021 $34,744,800 $33,583,349 $9,850,428 $1,161,451
2020 $37,158,022 $34,823,076 $10,685,871 $2,334,946
2019 $32,615,691 $33,172,611 $7,381,731 $-556,920
2018 $33,816,015 $33,343,153 $7,904,512 $472,862
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