OHIO DISTRICT 5 AREA AGENCY ON AGING INC (EIN 341617183) - Form 990 Financial Analysis & Trantor Score

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

1989

Legal Domicile

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

TO SUPPORT INDIVIDUAL CHOICE, INDEPENDENCE & DIGNITY FOR OLDER & DISABLED ADULTS.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

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

🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

178

Volunteers

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

$434,289

Total Directors

Key Employees

Highest Compensated

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

OHIO DISTRICT 5 AREA AGENCY ON AGING INC