OHIO DISTRICT 5 AREA AGENCY ON AGING INC Charity Report

Public IRS 990 nonprofit record

OHIO DISTRICT 5 AREA AGENCY ON AGING INC

EIN 34-1617183 · Senior Centers (P81)

What they do

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 ORGANIZATIONS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $98.20 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders20 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

97.71%of revenue went to mission work98.2% of expenses · Program services

0.02%of revenue went to fundraising0.0% of expenses

$99.53spent for every $100 of revenueRevenue covered expenses this year.

1.80%of revenue went to management and office costs1.8% of expenses

$0.29in assets for every $1 spent this yearSome assets cannot be spent right away.

91.4%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $288,006 for DUANA PATTON (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$56,613,396

Mission workProgram services$55,315,38097.71% of revenue98.2% of expenses

ManagementOffice and general costs$1,020,4071.80% of revenue1.8% of expenses

FundraisingAsking for donations$12,9740.02% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$264,6350.47% of revenueShown in gray on the chart

Total expenses$56,348,76199.53% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 98.2% mission · 1.8% management · 0.0% fundraisingTotal expenses: 99.53% of revenue

2023Expense mix: 97.5% mission · 2.5% management · 0.0% fundraisingTotal expenses: 97.64% of revenue

2022Expense mix: 97.6% mission · 2.4% management · 0.0% fundraisingTotal expenses: 100.69% of revenue

2021Expense mix: 97.7% mission · 2.2% management · 0.0% fundraisingTotal expenses: 94.45% of revenue

2020Expense mix: 98.0% mission · 2.0% management · 0.0% fundraisingTotal expenses: 94.21% of revenue

2019Expense mix: 98.0% mission · 2.0% management · 0.0% fundraisingTotal expenses: 94.30% of revenue

2018Expense mix: 98.2% mission · 1.8% management · 0.0% fundraisingTotal expenses: 97.51% of revenue

2017Expense mix: 98.3% mission · 1.6% management · 0.0% fundraisingTotal expenses: 98.70% of revenue

Money in and money out

Revenue$56,613,396

Expenses$56,348,761

Annual surplus $264,635 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$55,315,380 · 98.2% of expenses

Management and office costs$1,020,407 · 1.8% of expenses

Fundraising$12,974 · 0.0% of expenses

See all reported dollar amounts

Revenue$56,613,396

Expenses$56,348,761

Assets$16,585,218

Income$56,613,396

Contributions$51,735,491

Mission work (program services)$55,315,380

Fundraising$12,974

Grants given$100,000

Average grant$100,000

Management and general$1,020,407

Executive compensation (total)$294,601

Accounting fees$55,840

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

DUANA PATTONCHIEF EXECUTIVE OFFICER · 40 hrs/week $288,006Base $265,634 · Other $22,372

DIANE RAMEYCHIEF CLINICAL OFFICER · 40 hrs/week $146,160Base $141,503 · Other $4,657

TRAE TURNERCHIEF OF COMMUNITY LIVING · 40 hrs/week $142,728Base $122,735 · Other $19,993

LORI ROWLANDCHIEF FINANCIAL OFFICER · 40 hrs/week $136,973Base $107,291 · Other $29,682

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (20)

DUANA PATTONCHIEF EXECUTIVE OFFICER

DIANE RAMEYCHIEF CLINICAL OFFICER

TRAE TURNERCHIEF OF COMMUNITY LIVING

LORI ROWLANDCHIEF FINANCIAL OFFICER

JOHN ROBYTREASURER

SHERRI WAGNERTRUSTEE (THRU 3/2024)

NATE ROSHONPAST PRESIDENT

MARGIE TASSEFFTRUSTEE

MANDY PAEZTRUSTEE

LEANNE SMITHTRUSTEE

KRISTINA BUTLERTRUSTEE

KATHY DANIELSSECRETARY

BECKY PLANKVICE PRESIDENT

JEROD THEMTRUSTEE

JASON PAINLEYPRESIDENT

GLENNA CANNONTRUSTEE

DR BECKY STRICKLANDTRUSTEE

CODY ALBERTVICE PRESIDENT

CHRIS COPPERTRUSTEE

BRIGITTE COLESTRUSTEE

About this charity

Recognized since: January 1990
Location: 2131 PARK AVE W, ONTARIO, OH 44906-1226
County: Richland
In care of: LORI ROWLAND
Primary officer: LORI ROWLAND, CHIEF FINANCIAL OFFICER

How to reach them

WebsiteVisit the charity’s website Phone(419) 524-4144

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: WIPFLI ADVISORY LLC
NTEE classification: Senior Centers (P81)
IRS tax category: Senior Centers
Grant-giving organization: Yes