OHIO DISTRICT 5 AREA AGENCY ON AGING INC

EIN: 341617183 501(c)(3)

ONTARIO, OH

Total Revenue
$56,613,396
Total Expenses
$56,348,761
Total Assets
$16,585,218
Net Assets
$9,624,570
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1989
Legal Domicile
OH
Principal Officer
DUANA PATTON
Phone
4195244144
Tax Period
2024-01-01 to 2024-12-31

OHIO DISTRICT 5 AREA AGENCY ON AGING INC, founded in 1989, is a mid-sized nonprofit that reported $56.6M in total revenue in fiscal year 2024. Revenue surged 40% from the prior year, signaling strong growth momentum.

Mission

THE OHIO DISTRICT 5 AREA AGENCY ON AGING, INC. PROVIDES LEADERSHIP, COLLABORATION, COORDINATION AND SERVICES TO OLDER ADULTS, PEOPLE WITH DISABILITIES, THEIR CAREGIVERS AND RESOURCE NETWORKS THAT SUPPORT INDIVIDUAL CHOICE, INDEPENDENCE AND DIGNITY.THE ORGANIZATION'S RESPONSIBILITIES INCLUDE: TO DEVELOP A COMPREHENSIVE AND COORDINATED SERVICE SYSTEM FOR OLDER INDIVIDUALS RESIDING IN ASHLAND, CRAWFORD, HURON, KNOX, MARION, MORROW, RICHLAND, SENECA AND WYANDOT COUNTIES; TO DETERMINE THE NEED FOR SERVICE, WITH SPECIAL ATTENTION GIVEN TO THE NEEDS OF THE LOW INCOME AND ISOLATED ELDERLY; TO ENSURE AVAILABILITY OF A VARIETY OF SERVICES AND PROVIDE TECHNICAL ASSISTANCE, MONITORING AND EVALUATION OF SERVICES PROVIDED; TO ASSIST IN SECURING AND MAINTAINING MAXIMUM INDEPENDENCE AND DIGNITY IN A HOME ENVIRONMENT FOR THE OLDER INDIVIDUAL; TO PROVIDE ADVOCACY ON BEHALF OF THE OLDER INDIVIDUAL.

Program Service Accomplishments

Program 1
Expenses: $38,460,130 Revenue: $225,218

PASSPORT SERVICES:PERSONAL CARE ASSISTANCE, HOMEMAKER, RESPITE CARE, HOME-DELIVERED MEALS, CHORE SERVICE, TRANSPORTATION, ADULT DAY CARE, MINOR HOME MODIFICATION, HOME MEDICAL EQUIPMENT & SUPPLIES...

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PASSPORT SERVICES:PERSONAL CARE ASSISTANCE, HOMEMAKER, RESPITE CARE, HOME-DELIVERED MEALS, CHORE SERVICE, TRANSPORTATION, ADULT DAY CARE, MINOR HOME MODIFICATION, HOME MEDICAL EQUIPMENT & SUPPLIES, NUTRITION CONSULTATION, SOCIAL WORK COUNSELING, CASE MANAGEMENT BY A REGISTERED NURSE OR LICENSED SOCIAL WORKER.THE PROGRAM SERVED 2,036 CONSUMERS IN 2024. (PASSPORT & ASSISTED LIVING TOTAL) (PASSPORT ONLY - 1,567)

Program 2
Expenses: $9,951,263 Revenue: $3,698,037

COMMUNITY SERVICES AND CAREGIVER SERVICES:HOME DELIVERED/CONGREGATE MEALS, TRANSPORTATION, HOMEMAKER, PERSONAL CARE, ADULT DAY CARE, LEGAL, AND HEALTH ASSESSMENT & MEDICATION MANAGEMENT.CAREGIVER...

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COMMUNITY SERVICES AND CAREGIVER SERVICES:HOME DELIVERED/CONGREGATE MEALS, TRANSPORTATION, HOMEMAKER, PERSONAL CARE, ADULT DAY CARE, LEGAL, AND HEALTH ASSESSMENT & MEDICATION MANAGEMENT.CAREGIVER SERVICES SERVED 32,995 CLIENTS IN 2024.

Program 3
Expenses: $2,962,661 Revenue: $221,893

SENIOR NUTRITION:HEALTH ASSESSMENT/MONITORING, MEDICATION OVERSIGHT, INTERMITTENT SKILLED NURSING SERVICES NOT AVAILABLE THROUGH A THIRD-PARTY PAYOR; ASSISTANCE WITH PERSONAL CARE; ASSISTANCE WITH...

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SENIOR NUTRITION:HEALTH ASSESSMENT/MONITORING, MEDICATION OVERSIGHT, INTERMITTENT SKILLED NURSING SERVICES NOT AVAILABLE THROUGH A THIRD-PARTY PAYOR; ASSISTANCE WITH PERSONAL CARE; ASSISTANCE WITH HOUSEKEEPING; LAUNDRY AND MAINTENANCE; 3 NUTRITIOUS MEALS PER DAY; DAILY SUPERVISION/CUING/PROMPTS; SOCIAL & RECREATIONAL PROGRAMMING; 24-HOUR, ON-SITE RESPONSE CAPABILITY.SERVED 5,601 CONSUMERS IN 2024.

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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 $51,735,491
Program Service Revenue $3,975,500
Investment Income $169,590
Other Revenue $732,815
TOTAL REVENUE $56,613,396

Expense Breakdown

Grants Paid $36,313,223
Salaries & Benefits $10,844,803
Fundraising Expenses $12,974
Program Expenses $55,315,380
Other Expenses $9,190,735
TOTAL EXPENSES $56,348,761

Year-over-Year Comparison

2024 2023 Change
Revenue $56,613,396 $40,312,060 +0.4%
Expenses $56,348,761 $39,360,098 +0.4%
Net Income $264,635 $951,962 -0.7%
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
16
Independent Members
16
Employees
178
Volunteers
65

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
$434,289
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
2
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KRISTINA BUTLER TRUSTEE 1.00
Director
$0 $0 $0
GLENNA CANNON TRUSTEE 1.00
Director
$0 $0 $0
BRIGITTE COLES TRUSTEE 1.00
Director
$0 $0 $0
CHRIS COPPER TRUSTEE 1.00
Director
$0 $0 $0
MANDY PAEZ TRUSTEE 1.00
Director
$0 $0 $0
LEANNE SMITH TRUSTEE 1.00
Director
$0 $0 $0
DR BECKY STRICKLAND TRUSTEE 1.00
Director
$0 $0 $0
MARGIE TASSEFF TRUSTEE 1.00
Director
$0 $0 $0
JEROD THEM TRUSTEE 1.00
Director
$0 $0 $0
SHERRI WAGNER TRUSTEE (THRU 3/2024) 1.00
Director
$0 $0 $0
DUANA PATTON CHIEF EXECUTIVE OFFICER 40.00
Officer
$265,634 $22,372 $294,894
LORI ROWLAND CHIEF FINANCIAL OFFICER 40.00
Officer
$107,291 $29,682 $139,395
JASON PAINLEY PRESIDENT 1.00
Officer
$0 $0 $0
NATE ROSHON PAST PRESIDENT 1.00
Officer
$0 $0 $0
CODY ALBERT VICE PRESIDENT 1.00
Officer
$0 $0 $0
BECKY PLANK VICE PRESIDENT 1.00
Officer
$0 $0 $0
JOHN ROBY TREASURER 1.00
Officer
$0 $0 $0
KATHY DANIELS SECRETARY 1.00
Officer
$0 $0 $0
DIANE RAMEY CHIEF CLINICAL OFFICER 40.00
Highest
$141,503 $4,657 $146,160
TRAE TURNER CHIEF OF COMMUNITY LIVING 40.00
Highest
$122,735 $19,993 $142,728
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 $56,613,396 $56,348,761 $16,585,218 $264,635
2023 $40,312,060 $39,360,098 $15,465,165 $951,962
2022 $37,587,492 $37,848,628 $15,594,729 $-261,136
2021 $37,069,853 $35,010,644 $14,917,880 $2,059,209
2020 $36,998,991 $34,855,757 $11,892,390 $2,143,234
2019 $37,931,586 $35,770,495 $8,174,443 $2,161,091
2018 $38,602,513 $37,642,081 $7,760,248 $960,432
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