Civic Intelligence

Ohio District 5 Area Agency on Aging

EIN 34-1617183 • 501(c)3 • Ontario, OH

View Organization Page

Profile

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.

2131 Park Avenue West 100Ontario, OH 44906

www.aaa5ohio.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

66th percentile

0.42x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.12x

Higher debt load relative to revenue than 24% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Net Margin

36th percentile

0.5%

Higher net margin than 36% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

39th percentile

$294,894

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

501(c)3 • $50M-$100M nonprofits • Source year 2024

Asset Growth

55th percentile

7.2%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

83rd percentile

40%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$16,585,218

Up $1,120,053 (+7.2%) from 2023

Liabilities

Up

$6,960,648

Up $852,576 (+14%) from 2023

Net Assets

Up

$9,624,570

Up $267,477 (+2.9%) from 2023

Operations
Liabilities / Revenue24th percentileNet Margin36th percentile

Revenue

Up

$56,613,396

Up $16,301,336 (+40%) from 2023

Expenses

Up

$56,348,761

Up $16,988,663 (+43%) from 2023

Net Income

Down

$264,635

Down $687,327 (-72%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$20M$15M$10M$5.0M$0Assets 2010: $5,276,352Liabilities 2010: $3,774,668Net Assets 2010: $1,501,6842010Assets 2011: $4,694,418Liabilities 2011: $3,095,320Net Assets 2011: $1,599,0982011Assets 2012: $5,502,263Liabilities 2012: $3,497,867Net Assets 2012: $2,004,3962012Assets 2013: $5,478,019Liabilities 2013: $3,206,981Net Assets 2013: $2,271,0382013Assets 2014: $5,484,557Liabilities 2014: $3,304,014Net Assets 2014: $2,180,5432014Assets 2015: $5,433,759Liabilities 2015: $3,748,433Net Assets 2015: $1,685,3262015Assets 2016: $4,960,622Liabilities 2016: $4,150,498Net Assets 2016: $810,1242016Assets 2017: $7,195,914Liabilities 2017: $5,856,463Net Assets 2017: $1,339,4512017Assets 2018: $7,760,248Liabilities 2018: $5,460,365Net Assets 2018: $2,299,8832018Assets 2019: $8,174,443Liabilities 2019: $3,713,465Net Assets 2019: $4,460,9782019Assets 2020: $11,892,390Liabilities 2020: $5,288,178Net Assets 2020: $6,604,2122020Assets 2021: $14,917,880Liabilities 2021: $6,254,459Net Assets 2021: $8,663,4212021Assets 2022: $15,594,729Liabilities 2022: $7,192,444Net Assets 2022: $8,402,2852022Assets 2023: $15,465,165Liabilities 2023: $6,108,072Net Assets 2023: $9,357,0932023Assets 2024: $16,585,218Liabilities 2024: $6,960,648Net Assets 2024: $9,624,5702024

Highlighted filing

2024

Assets$16,585,218
Liabilities$6,960,648
Net Assets$9,624,570
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $41,102,7862010Expenses 2011: $42,749,1092011Expenses 2012: $36,748,6012012Revenue 2013: $37,416,375Expenses 2013: $37,149,733Net Income 2013: $266,6422013Revenue 2014: $39,101,801Expenses 2014: $39,192,296Net Income 2014: -$90,4952014Revenue 2015: $40,656,215Expenses 2015: $41,151,432Net Income 2015: -$495,2172015Revenue 2016: $41,384,493Expenses 2016: $42,259,695Net Income 2016: -$875,2022016Revenue 2017: $40,735,245Expenses 2017: $40,205,918Net Income 2017: $529,3272017Revenue 2018: $38,602,513Expenses 2018: $37,642,081Net Income 2018: $960,4322018Revenue 2019: $37,931,586Expenses 2019: $35,770,495Net Income 2019: $2,161,0912019Revenue 2020: $36,998,991Expenses 2020: $34,855,757Net Income 2020: $2,143,2342020Revenue 2021: $37,069,853Expenses 2021: $35,010,644Net Income 2021: $2,059,2092021Revenue 2022: $37,587,492Expenses 2022: $37,848,628Net Income 2022: -$261,1362022Revenue 2023: $40,312,060Expenses 2023: $39,360,098Net Income 2023: $951,9622023Revenue 2024: $56,613,396Expenses 2024: $56,348,761Net Income 2024: $264,6352024

Highlighted filing

2024

Revenue$56,613,396
Expenses$56,348,761
Net Income$264,635
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$16,585,218
Liabilities
$6,960,648
Net assets
$9,624,570
Revenue
$56,613,396
Expenses
$56,348,761
Net income
$264,635
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$6.96$9.62$56.6$56.3$0.26
2023Detailed filing. Detailed filing data is available for this year.$15.5$6.11$9.36$40.3$39.4$0.95
2022Detailed filing. Detailed filing data is available for this year.$15.6$7.19$8.40$37.6$37.8$0.26
2021Detailed filing. Detailed filing data is available for this year.$14.9$6.25$8.66$37.1$35.0$2.06
2020Detailed filing. Detailed filing data is available for this year.$11.9$5.29$6.60$37.0$34.9$2.14
2019Detailed filing. Detailed filing data is available for this year.$8.17$3.71$4.46$37.9$35.8$2.16
2018Detailed filing. Detailed filing data is available for this year.$7.76$5.46$2.30$38.6$37.6$0.96
2017Detailed filing. Detailed filing data is available for this year.$7.20$5.86$1.34$40.7$40.2$0.53
2016Detailed filing. Detailed filing data is available for this year.$4.96$4.15$0.81$41.4$42.3$0.88
2015Detailed filing. Detailed filing data is available for this year.$5.43$3.75$1.69$40.7$41.2$0.50
2014Detailed filing. Detailed filing data is available for this year.$5.48$3.30$2.18$39.1$39.2$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.48$3.21$2.27$37.4$37.1$0.27
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.50$3.50$2.00$36.7
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.69$3.10$1.60$42.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.28$3.77$1.50$41.1
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$56,613,396
Mission and Program Overview

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.

To support individual choice, independence & dignity for older & disabled adults.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$9,058,655$5,996,868▼ $3,061,787
Accounts Receivable$751,203$5,132,364▲ $4,381,161
Land, Buildings, and Equipment, Net$3,277,680$3,678,663▲ $400,983
Pledges and Grants Receivable$321,719$149,749▼ $171,970
Prepaid Expenses and Deferred Charges$78,836$79,000▲ $164
Cash and Non-Interest-Bearing Accounts$3,270$3,270→ $0
Total Assets$15,465,165$16,585,218▲ $1,120,053
Other Assets Total$1,973,802$1,545,304▼ $428,498
Liabilities
Accounts Payable and Accrued Expenses$3,192,218$4,850,816▲ $1,658,598
Other Liabilities$2,050,781$1,605,391▼ $445,390
Deferred Revenue$865,073$504,441▼ $360,632
Total Liabilities$6,108,072$6,960,648▲ $852,576
Net Assets / Fund Balance
Net Assets With Donor Restrictions$6,208,354$5,496,780▼ $711,574
Net Assets Without Donor Restrictions$3,148,739$4,127,790▲ $979,051
Total Net Assets Fund Balance$9,357,093$9,624,570▲ $267,477
Total Liabilities and Net Assets / Fund Balance$15,465,165$16,585,218▲ $1,120,053

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,280,312$21,163$3,301,475
Equipment$398,351$433,750$832,101
Other Assets Org$1,545,304--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$30,275$8,500▲ $4,020-$42,558
2023$17,779$9,070▲ $3,563-$30,275
2022-$17,710▲ $119-$17,779
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Duana PattonChief Executive OfficerFT$185,885$102,121$288,006
Diane RameyChief Clinical OfficerFT$141,503$4,657$146,160
Trae TurnerChief of Community LivingFT$122,735$19,993$142,728
Lori RowlandChief Financial OfficerFT$107,291$32,104$139,395

Board Members and Trustees

NameTitle
Nate RoshonPast President
Jason PainleyPresident
Becky PlankVice President
Cody AlbertVice President
Brigitte ColesTrustee
Chris CopperTrustee
Dr Becky StricklandTrustee
Glenna CannonTrustee
Jerod ThemTrustee
Kristina ButlerTrustee
Leanne SmithTrustee
Mandy PaezTrustee
Margie TasseffTrustee
Sherri WagnerTrustee (thru 3/2024)
Kathy DanielsSecretary
John RobyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Wyndmoor Of Marion LLCConsumer Services308 BARKS RD EAST, Marion, OH 43302$2,460,888
St Martin Management LLCConsumer ServicesPO BOX 427, Sharon Center, OH 44274$1,692,787
Good Shepherd HomeConsumer Services725 COLUMBUS AVE, Fostoria, OH 44830$1,492,575
Als Ontario Commons Operating LLCConsumer Services3546 DUNFEE ROAD, Coolville, OH 45723$1,486,068
Casleo CorporationConsumer Services2741 EAST 4TH AVE, Columbus, OH 43219$1,359,120
Revenue and Support

Revenue Composition

Contributions and Grants
$51,735,491
Program Service Revenue
$3,975,500
Investment Income
$169,590
Other Revenue
$732,815
All Other Contributions
$1,706,358
Change in Net Assets
$264,635
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$36,313,223
Salaries, Compensation, and Employee Benefits$10,844,803
Other Expenses$9,190,735
Total Fundraising Expense$12,974
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$36,313,223--$36,313,223
Other Salaries and Wages$6,909,181$290,490$8,796$7,208,467
Fees for Services Other$4,772,328--$4,772,328
Other Employee Benefits$2,347,463$100,448$3,269$2,451,180
Office Expenses$2,178,946$25,813-$2,204,759
Occupancy$776,367$29,649-$806,016
Payroll Taxes$555,100$44,059$658$599,817
Information Technology$449,668$14,660-$464,328
Current Officers, Directors, Trustees, and Key Employees-$424,979-$424,979
Travel$353,906$3,841-$357,747
Pension Plan Contributions$151,980$8,129$251$160,360
Advertising$140,944$93-$141,037
Conferences and Meetings$103,487$2,788-$106,275
Depreciation Depletion$104,608--$104,608
Insurance$68,783$15,840-$84,623
Fees for Services Accounting-$55,840-$55,840
All Other Expenses$44,890$2,561-$47,451
Fees for Services Legal$2,062$289-$2,351
Other Expenses$20$928-$20
Total Functional Expenses$55,315,380$1,020,407$12,974$56,348,761
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Obligation - Operating Type$1,605,391
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The 990 is reviewed in detail by the chief operating officer and the chief executive officer and is then presented to the finance committee. The finance committee makes a recommendation to the board of directors for approval. The board of directors then review the form 990 before filing with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Should any trustee have a potential conflict of interest relating to a topic under discussion at a meeting of the board of trustees, that potential conflict of interest must be disclosed to the board of trustees in advance of that discussion, and the trustee shall be excused from discussion. Failure to disclose a conflict of interest or to attempt to influence the staff or volunteers of the organization concerning actions to be taken relative to the matter posing the conflict of interest will constitute grounds for removal from the board of trustees.”

Form 990, Part VI, Section B, Line 15

“The process for determining compensation consists of a salary analysis using market data as well as comparisons with other area agency on aging organizations and non profit organizations. Compensation is determined using the analysis and is comparable with other similar agencies. The independent voting members of the board of trustees approve compensation for the organization's officers and top management.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ohio District 5 Area Agency on Aging
EIN
34-1617183
Phone
4195244144
Address
2131 PARK AVENUE WEST 100, ONTARIO, OH 44906

Signing Officer

Name
Lori Rowland
Title
Chief Financial Officer
Phone
4195244144
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duana Patton
Formed
1989
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
178
Volunteers
65

Preparer

Firm
Wipfli Advisory LLC
Address
1502 LONDON ROAD SUITE 200, DULUTH, MN 55812
Preparer
Jessica Natus
Phone
2187224705
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The organization is required to assess whether it is more likely than not that a tax position will be sustained upon examination on the technical merits of the position, assuming the taxing authority has full knowledge of all information. If the tax position does not meet the more-likely-than-not recognition threshold, the benefit of that position is not recognized in the consolidated financial statements. The organization has determined there are no amounts to record as assets or liabilities related to uncertain tax positions.”

Raw XML AppendixShowing 400 of 734 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE (THRU 3/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt13PAST PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt14VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt15VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF CLINICAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF OF COMMUNITY LIVING
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IRS990/FormationYr01989
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IRS990/GovernmentGrantsAmt049991133
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IRS990/GrantsToOrganizationsInd00
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IRS990/InsuranceGrp/ManagementAndGeneralAmt015840
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IRS990/MinutesOfCommitteesInd01
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IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/OtherExpensesGrp/Desc0DUES AND PUBLICATIONS
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IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624210
IRS990/ProgramServiceRevenueGrp/BusinessCd3611430
IRS990/ProgramServiceRevenueGrp/Desc0COMMUNITY SERVICES REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1PASSPORT SERVICES REVENUE
IRS990/ProgramServiceRevenueGrp/Desc2SENIOR NUTRITION REVENUE
IRS990/ProgramServiceRevenueGrp/Desc3TRAINING REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03523751
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1225218
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2221893
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34638
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1225218
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2221893
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34638
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY 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.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09951263
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01630191

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