Form 990 for tax year 2024
Filed by OHIO DISTRICT 5 AREA AGENCY ON AGING INC.
Totals
- Total revenue
- $56,613,396
- Total expenses
- $56,348,761
- Contributions and grants received
- $51,735,491
- Grants paid
- $36,313,223
- Program service revenue
- not reported
- Investment income
- not reported
- Other revenue
- not reported
- Total assets, end of year
- not reported
- Total liabilities, end of year
- not reported
- Net assets or fund balances, end of year
- not reported
- Program services expenses (Part IX)
- $55,315,380
- Management and general expenses
- $1,020,407
- Fundraising expenses
- $12,974
- Program service expenses (Part III)
- $55,315,380
Program services were 98.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
KRISTINA BUTLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
GLENNA CANNON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
BRIGITTE COLES
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
CHRIS COPPER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MANDY PAEZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
LEANNE SMITH
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
DR BECKY STRICKLAND
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
MARGIE TASSEFF
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
JEROD THEM
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
SHERRI WAGNER
TRUSTEE (THRU 3/2024)
- Total calculated
- $0
- Hours/week
- 1
-
DUANA PATTON
CHIEF EXECUTIVE OFFICER
- Total calculated
- $294,894
- From this org
- $265,634
- From related orgs
- $6,888
- Other
- $22,372
- Hours/week
- 40 + 5 related
Schedule J breakdown matched by us
- Base
- $185,885 + $6,888 related
- Bonus
- $77,100
- Other
- $2,649
- Deferred
- $5,647
- Nontaxable benefits
- $16,725
- Filer's total
- $288,006 + $6,888 related
-
LORI ROWLAND
CHIEF FINANCIAL OFFICER
- Total calculated
- $139,395
- From this org
- $107,291
- From related orgs
- $2,422
- Other
- $29,682
- Hours/week
- 40 + 5 related
-
JASON PAINLEY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
NATE ROSHON
PAST PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
CODY ALBERT
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
BECKY PLANK
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
JOHN ROBY
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
KATHY DANIELS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
DIANE RAMEY
CHIEF CLINICAL OFFICER
- Total calculated
- $146,160
- From this org
- $141,503
- From related orgs
- $0
- Other
- $4,657
- Hours/week
- 40
-
TRAE TURNER
CHIEF OF COMMUNITY LIVING
- Total calculated
- $142,728
- From this org
- $122,735
- From related orgs
- $0
- Other
- $19,993
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
OHIO DISTRICT 5 AREA AGENCY ON AGING FOUNDATION
501(C)(3) · TO CARRY OUT THE MISSION OF OHIO DISTRICT 5 AREA AGENCY ON AGING, INC. · OH · controlled entity
Directly controlled by OHIO DISTRICT 5 AREA ON AGING INC
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Disregarded entities
Part I: entities that legally are the filer and file no return of their own.
-
AFFORDABLE HOUSING FOR SENIORS · OH · income $536,837 · assets $3,620,740
Directly controlled by OHIO DISTRICT 5 AGENCY ON AGING INC
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
RELATED · SENIOR HOUSING · OH · 0.05% owned · share of income -$104 · share of assets $2,690 · general or managing partner
Directly controlled by OHIO DISTRICT 5 AREA AGENCY ON AGING INC
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · SENIOR HOUSING · OH · 100% owned · share of income -$104 · share of assets $2,690 · controlled entity
Directly controlled by OHIO DISTRICT 5 AREA AGENCY ON AGING INC
-
LIVABLE OPTIONS UNION LOFTS LLC
C · REAL ESTATE · OH · 100% owned · share of income $2,712 · share of assets $17,690 · controlled entity
Directly controlled by OHIO DISTRICT 5 AREA AGENCY ON AGING INC
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202503189349308620
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.