OHIO DISTRICT 5 AREA AGENCY ON AGING FOUNDATION

EIN: 453199263 501(c)(3) Human Services

ONTARIO, OH

Total Revenue
$500,091
Total Expenses
$492,866
Total Assets
$3,485,034
Net Assets
$2,517,423
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2011
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 FOUNDATION, founded in 2011, is a small nonprofit in the Human Services sector that reported $500K in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Net assets of $2.5M represent 60 months of operating reserves.

Mission

TO SUPPORT THE MISSION OF OHIO DISTRICT 5 AREA AGENCY ON AGING, INC.

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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 $0
Program Service Revenue $477,851
Investment Income $42
Other Revenue $22,198
TOTAL REVENUE $500,091

Expense Breakdown

Grants Paid $38,000
Salaries & Benefits $16,907
Fundraising Expenses $0
Program Expenses $492,866
Other Expenses $437,959
TOTAL EXPENSES $492,866

Year-over-Year Comparison

2024 2023 Change
Revenue $500,091 $453,598 +0.1%
Expenses $492,866 $451,363 +0.1%
Net Income $7,225 $2,235 +2.2%
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

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

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Liquidity & Cash Position

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Governance

Voting Members
9
Independent Members
9
Employees
4
Volunteers
10

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
6
$434,289
Total Directors
10
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CODY ALBERT CHAIR 1.00
Officer Director
$0 $0 $0
DAVE DANIELS VICE CHAIR 1.00
Officer Director
$0 $0 $0
TINA HEIBERT SECRETARY 1.00
Officer Director
$0 $0 $0
JOHN KASTELIC TREASURER 1.00
Officer Director
$0 $0 $0
SHERRY HILL-CHRISTIE TRUSTEE 1.00
Director
$0 $0 $0
MICHAELA KINDELL TRUSTEE 1.00
Director
$0 $0 $0
REBECCA OWENS TRUSTEE 1.00
Director
$0 $0 $0
MIKE PORTER TRUSTEE 1.00
Director
$0 $0 $0
DOUG THEAKER TRUSTEE (THRU 12/2024) 1.00
Director
$0 $0 $0
TAMARA WOLFE TRUSTEE 1.00
Director
$0 $0 $0
DUANA PATTON CHIEF EXECUTIVE OFFICER 5.00
Officer
$6,888 $22,372 $294,894
LORI ROWLAND CHIEF FINANCIAL OFFICER 5.00
Officer
$2,422 $29,682 $139,395
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 $500,091 $492,866 $3,485,034 $7,225
2023 $453,598 $451,363 $3,833,006 $2,235
2022 $505,912 $420,924 $3,752,372 $84,988
2021 $417,685 $421,301 $3,801,281 $-3,616
2020 $408,910 $430,102 $4,010,565 $-21,192
2019 $461,559 $437,169 $4,229,978 $24,390
2018 $476,003 $530,119 $4,396,762 $-54,116
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