Civic Intelligence

Ohio District 5 Area Agency on Aging Foundation

990 • Fiscal year 2016 • EIN 45-3199263

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 10, 2017

2131 Park Avenue West No 100Ontario, OH 44906

(419) 524-4144

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

79th percentile

0.49x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

96th percentile

5.77x

Higher debt load relative to revenue than 96% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

61st percentile

6.0%

Higher net margin than 61% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

84th percentile

$150,327

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 36.4% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

28th percentile

-3.3%

Faster asset growth than 28% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

39th percentile

-0.9%

Faster revenue growth than 39% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$4,854,915

Down $165,421 (-3.3%) from 2015

Net Assets

Up

$2,474,625

Up $24,759 (+1.0%) from 2015

Liabilities

Down

$2,380,290

Down $190,180 (-7.4%) from 2015

Revenue

Down

$412,666

Down $3,592 (-0.9%) from 2015

Expenses

Down

$387,907

Down $16,215 (-4.0%) from 2015

Net Income

Up

$24,759

Up $12,623 (+104%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $2,248,930Liabilities 2011: $33,982Net Assets 2011: $2,214,9482011Assets 2012: $2,387,238Liabilities 2012: $50,000Net Assets 2012: $2,337,2382012Assets 2013: $5,521,629Liabilities 2013: $3,076,666Net Assets 2013: $2,444,9632013Assets 2014: $5,239,105Liabilities 2014: $2,801,375Net Assets 2014: $2,437,7302014Assets 2015: $5,020,336Liabilities 2015: $2,570,470Net Assets 2015: $2,449,8662015Assets 2016: $4,854,915Liabilities 2016: $2,380,290Net Assets 2016: $2,474,6252016Assets 2017: $4,697,590Liabilities 2017: $2,220,081Net Assets 2017: $2,477,5092017Assets 2018: $4,396,762Liabilities 2018: $1,973,369Net Assets 2018: $2,423,3932018Assets 2019: $4,229,978Liabilities 2019: $1,782,195Net Assets 2019: $2,447,7832019Assets 2020: $4,010,565Liabilities 2020: $1,583,974Net Assets 2020: $2,426,5912020Assets 2021: $3,801,281Liabilities 2021: $1,378,306Net Assets 2021: $2,422,9752021Assets 2022: $3,752,372Liabilities 2022: $1,244,409Net Assets 2022: $2,507,9632022Assets 2023: $3,833,006Liabilities 2023: $1,322,808Net Assets 2023: $2,510,1982023Assets 2024: $3,485,034Liabilities 2024: $967,611Net Assets 2024: $2,517,4232024

Highlighted filing

2016

Assets$4,854,915
Liabilities$2,380,290
Net Assets$2,474,625

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $2,217,105Expenses 2011: $2,157Net Income 2011: $2,214,9482011Revenue 2012: $187,756Expenses 2012: $65,466Net Income 2012: $122,2902012Revenue 2013: $286,036Expenses 2013: $235,847Net Income 2013: $50,1892013Revenue 2014: $409,219Expenses 2014: $416,452Net Income 2014: -$7,2332014Revenue 2015: $416,258Expenses 2015: $404,122Net Income 2015: $12,1362015Revenue 2016: $412,666Expenses 2016: $387,907Net Income 2016: $24,7592016Revenue 2017: $418,667Expenses 2017: $415,783Net Income 2017: $2,8842017Revenue 2018: $476,003Expenses 2018: $530,119Net Income 2018: -$54,1162018Revenue 2019: $461,559Expenses 2019: $437,169Net Income 2019: $24,3902019Revenue 2020: $408,910Expenses 2020: $430,102Net Income 2020: -$21,1922020Revenue 2021: $417,685Expenses 2021: $421,301Net Income 2021: -$3,6162021Revenue 2022: $505,912Expenses 2022: $420,924Net Income 2022: $84,9882022Revenue 2023: $453,598Expenses 2023: $451,363Net Income 2023: $2,2352023Revenue 2024: $500,091Expenses 2024: $492,866Net Income 2024: $7,2252024

Highlighted filing

2016

Revenue$412,666
Expenses$387,907
Net Income$24,759
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 10, 2017
Return Version
2016v3.0
Gross Receipts
$415,358
Mission and Program Overview

Mission

To help carry out the mission of ohio district 5 area agency on aging, inc. Which is to provide leadership for a collaborative service and resource network that supports individual choice, independence, and dignity for older and disabled adults.

To support the mission of Ohio District 5 Area Agency on Aging, Inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,813,660$4,540,536▼ $273,124
Savings and Temporary Cash Investments$164,474$281,745▲ $117,271
Prepaid Expenses and Deferred Charges$10,051$10,302▲ $251
Accounts Receivable$6,472$4,593▼ $1,879
Pledges and Grants Receivable$6,150$1,000▼ $5,150
Total Assets$5,020,336$4,854,915▼ $165,421
Other Assets Total$19,529$16,739▼ $2,790
Liabilities
Tax Exempt Bond Liabilities$2,569,612$2,378,566▼ $191,046
Accounts Payable and Accrued Expenses$858$1,724▲ $866
Total Liabilities$2,570,470$2,380,290▼ $190,180
Net Assets / Fund Balance
Unrestricted Net Assets$2,449,866$2,474,625▲ $24,759
Total Net Assets Fund Balance$2,449,866$2,474,625▲ $24,759
Total Liabilities and Net Assets / Fund Balance$5,020,336$4,854,915▼ $165,421

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,440,536$945,007$5,385,543
Land$100,000-$100,000
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
James HairstonChief Operating Officer$6,180$98,558$104,738
Duana PattonChief Executive Officer$6,410$143,917$6,410

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$20,450
Program Service Revenue
$327,480
Investment Income
$76
Other Revenue
$64,660
All Other Contributions
$7,365
Change in Net Assets
$24,759

Audited Revenue Reconciliation

Revenue per Audited Statements
$415,358
Revenue Not Reported on Financial Statements
$-2,692
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-2,692
Total Revenue per Audited Statements
$415,358
Total Revenue per Form 990
$412,666
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$371,186
Salaries, Compensation, and Employee Benefits$16,721
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$275,914--$275,914
Occupancy$91,165--$91,165
Current Officers, Directors, Trustees, and Key Employees$7,112$5,478-$12,590
Other Salaries and Wages$2,818--$2,818
Advertising$1,695--$1,695
Fees for Services Accounting$1,500--$1,500
Payroll Taxes$859$454-$1,313
Other Expenses$912--$912
Total Functional Expenses$381,975$5,932$0$387,907

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$390,599
Expenses per Audited Statements$387,907
Total Expenses per Form 990$387,907
Expenses Not Reported on Form 990$2,692
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$9,128
Fundraising Direct Expenses$2,692
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
No Place Like Home$21,973$8,888$700$8,188
Total Events$21,973$8,888$2,174$6,714
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACounty of Richland Ohio2012-12-05$3,000,000Building Renovation

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$3,000,000-$621,434$18,000

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 6

The Ohio District 5 Area Agency on Aging, Inc. is the sole member of the organization.

Form 990, Part VI, Section A, line 7A

Trustees shall be elected by the sole member. The acting trustees of the organization shall present a list of nominees to the member to be approved and elected by the member. The member may vote and approve the list of nominees in total, in part, or may nominate and approve alternative individuals as trustees in its sole discretion.

Form 990, Part VI, Section A, line 7B

Any action required to be taken at a meeting of the member of the organization, or any other action which may be taken at any meeting of the member, may be taken without a meeting if a consent in writing, setting forth action so taken, shall be signed by the member. The power to alter, amend or repeal the bylaws or adopt a new set of bylaws is vested in the sole member.

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

The 990 is reviewed in detail by the Chief Operating Officer, 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 the 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
45-3199263
Phone
4195244144
Address
2131 Park Avenue West No 100, Ontario, OH 44906

Signing Officer

Name
James Hairston
Title
Chief Operating Officer
Phone
4195244144
Signed
2017-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Duana Patton
Formed
2011
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
3
Volunteers
11

Preparer

Firm
Wipfli LLP
Address
PO Box 8700, Madison, WI 53708-8700
Preparer
Amanda VanNatta
Phone
6082741980
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

Both the agency and the foundation are 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.

Part XI, Line 4B - Other Adjustments:

Fundraising Event Expenses -2,692.

Part XII, Line 2D - Other Adjustments:

Fundraising Event Expenses 2,692.

Raw XML AppendixShowing 400 of 589 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0858
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01724
IRS990/AccountsReceivableGrp/BOYAmt06472
IRS990/AccountsReceivableGrp/EOYAmt04593
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To support the mission of Ohio District 5 Area Agency on Aging, Inc.
IRS990/AdvertisingGrp/ProgramServicesAmt01695
IRS990/AdvertisingGrp/TotalAmt01695
IRS990/AllOtherContributionsAmt07365
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0James Hairston
IRS990/BooksInCareOfDetail/PhoneNum04195244144
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02131 Park Avenue West Suite 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0Ontario
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd044906
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt05478
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt07112
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt012590
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContriRptFundraisingEventAmt013085
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020450
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt076
IRS990/CYOtherExpensesAmt0371186
IRS990/CYOtherRevenueAmt064660
IRS990/CYProgramServiceRevenueAmt0327480
IRS990/CYRevenuesLessExpensesAmt024759
IRS990/CYSalariesCompEmpBnftPaidAmt016721
IRS990/CYTotalExpensesAmt0387907
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0412666
IRS990/DecisionsSubjectToApprovaInd01
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0275914
IRS990/DepreciationDepletionGrp/TotalAmt0275914
IRS990/Desc0Expenses incurred to operate for the benefit of and to carry out the purposes of Ohio District 5 Area Agency on Aging, Inc. Activities include serving the elderly citizens of Ashland, Crawford, Huron, Knox, Marion, Morrow, Richland, Seneca and Wyandot counties; receiving gifts, contributions and bequests for support and benefit of the Area Agency on Aging; investing and reinvesting any and all funds so received; disbursing funds to or for the benefit of the Area Agency on Aging.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/EscrowAccountInd00
IRS990/ExpenseAmt0381975
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01500
IRS990/FeesForServicesAccountingGrp/TotalAmt01500
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt113956
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt122819
IRS990/Form990PartVIISectionAGrp/PersonNm0Jody Dobbins
IRS990/Form990PartVIISectionAGrp/PersonNm1Kathy Daniels
IRS990/Form990PartVIISectionAGrp/PersonNm2Bill Danuloff
IRS990/Form990PartVIISectionAGrp/PersonNm3Becky Plank
IRS990/Form990PartVIISectionAGrp/PersonNm4Brian Schmidt
IRS990/Form990PartVIISectionAGrp/PersonNm5Karen Steele
IRS990/Form990PartVIISectionAGrp/PersonNm6Becky Strickland
IRS990/Form990PartVIISectionAGrp/PersonNm7Jeff DeVito
IRS990/Form990PartVIISectionAGrp/PersonNm8Beth Malaska
IRS990/Form990PartVIISectionAGrp/PersonNm9Amber Wertman
IRS990/Form990PartVIISectionAGrp/PersonNm10Randy Harvey
IRS990/Form990PartVIISectionAGrp/PersonNm11Duana Patton
IRS990/Form990PartVIISectionAGrp/PersonNm12James Hairston
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt116410
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt126180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11139961
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1295739
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt12Chief Operating Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt013085
IRS990/FundraisingDirectExpensesAmt02692
IRS990/FundraisingGrossIncomeAmt09128
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0415358
IRS990/GrossRentsGrp/RealAmt058224
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt076
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt076
IRS990/InvestmentInJointVentureInd00
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0945007
IRS990/LandBldgEquipBasisNetGrp/BOYAmt04813660
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04540536
IRS990/LandBldgEquipCostOrOtherBssAmt05485543
IRS990/LegalDomicileStateCd0OH
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To help carry out the mission of Ohio District 5 Area Agency on Aging, Inc. which is to provide leadership for a collaborative service and resource network that supports individual choice, independence, and dignity for older and disabled adults.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02449866
IRS990/NetAssetsOrFundBalancesEOYAmt02474625
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06436
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06436
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt058224
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt058224
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt091165
IRS990/OccupancyGrp/TotalAmt091165
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt019529
IRS990/OtherAssetsTotalGrp/EOYAmt016739
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0Licenses & Fees
IRS990/OtherExpensesGrp/ProgramServicesAmt0912
IRS990/OtherExpensesGrp/TotalAmt0912
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02818
IRS990/OtherSalariesAndWagesGrp/TotalAmt02818
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0454
IRS990/PayrollTaxesGrp/ProgramServicesAmt0859
IRS990/PayrollTaxesGrp/TotalAmt01313
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06150
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01000
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010051
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt010302
IRS990/PrincipalOfficerNm0Duana Patton
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531120
IRS990/ProgramServiceRevenueGrp/Desc0Rental Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0327480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0327480
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt024414
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt048
IRS990/PYOtherExpensesAmt0386937
IRS990/PYOtherRevenueAmt071516
IRS990/PYProgramServiceRevenueAmt0320280
IRS990/PYRevenuesLessExpensesAmt012136
IRS990/PYSalariesCompEmpBnftPaidAmt017185
IRS990/PYTotalExpensesAmt0404122
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0416258
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt024759
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt058224
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0327480
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0164474
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0281745
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0341617183
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0Ohio District 5 Area Agency on Aging Inc
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt04440536
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0945007
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05385543
IRS990ScheduleD/ExpensesNotReportedAmt02692
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0387907
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0100000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0100000
IRS990ScheduleD/OtherExpensesIncludedAmt02692
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0-2692
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0-2692
IRS990ScheduleD/RevenueSubtotalAmt0415358
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BOTH THE AGENCY AND THE FOUNDATION ARE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1Fundraising Event Expenses -2,692.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Fundraising Event Expenses 2,692.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04540536
IRS990ScheduleD/TotalExpensesPerForm990Amt0387907
IRS990ScheduleD/TotalRevenuePerForm990Amt0412666
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0415358
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0390599
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013085
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt013085
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt02174
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0No Place Like Home
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt0931
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt0931
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt021973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt021973
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08888
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08888
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt06714
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0700
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0700
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt0543
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt0543
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt06410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010238
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0127455
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt03800
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt0156
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02268
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Duana Patton
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Chief Executive Officer
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt06410
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0143917
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd00
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.49$0.97$2.52$0.50$0.49$0.01
2023Summary only. Only limited summary data is available for this year.$3.83$1.32$2.51$0.45$0.45$0.00
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.75$1.24$2.51$0.51$0.42$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.80$1.38$2.42$0.42$0.42$0.00
2020Summary only. Only limited summary data is available for this year.$4.01$1.58$2.43$0.41$0.43$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.23$1.78$2.45$0.46$0.44$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.40$1.97$2.42$0.48$0.53$0.05
2017Summary only. Only limited summary data is available for this year.$4.70$2.22$2.48$0.42$0.42$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.85$2.38$2.47$0.41$0.39$0.02
2015Detailed filing. Detailed filing data is available for this year.$5.02$2.57$2.45$0.42$0.40$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.24$2.80$2.44$0.41$0.42$0.01
2013Summary only. Only limited summary data is available for this year.$5.52$3.08$2.44$0.29$0.24$0.05
2012Summary only. Only limited summary data is available for this year.$2.39$0.05$2.34$0.19$0.07$0.12
2011Summary only. Only limited summary data is available for this year.$2.25$0.03$2.21$2.22$0.00$2.21