Skip to content
Nonprofiteer
← OHIO DISTRICT 5 AREA AGENCY ON AGING INC

Form 990 for tax year 2023

Filed by OHIO DISTRICT 5 AREA AGENCY ON AGING INC.

Totals

Total revenue
$40,312,060
Total expenses
$39,360,098
Contributions and grants received
$36,297,829
Grants paid
$21,430,079
Program service revenue
$3,798,381
Investment income
$41,148
Other revenue
$174,702
Total assets, end of year
$15,465,165
Total liabilities, end of year
$6,108,072
Net assets or fund balances, end of year
$9,357,093
Program services expenses (Part IX)
$38,377,231
Management and general expenses
$970,361
Fundraising expenses
$12,506
Program service expenses (Part III)
$38,377,231

Program services were 97.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JASON PAINLEY

    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

  • KATHY DANIELS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • KRISTY TAYLOR

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • NATE ROSHON

    PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • BRIGITTE COLES

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CHRIS COPPER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MARILYN MILEY

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MANDY PAEZ

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • JOHN ROBY

    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

    Total calculated
    $0
    Hours/week
    1

  • DUANA PATTON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $269,763
    From this org
    $237,648
    From related orgs
    $7,395
    Other
    $24,720
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $177,404 + $7,395 related
    Bonus
    $55,007
    Other
    $5,237
    Deferred
    $7,053
    Nontaxable benefits
    $17,667
    Filer's total
    $262,368 + $7,395 related

  • LORI ROWLAND

    VP OF FINANCE

    Total calculated
    $136,151
    From this org
    $100,686
    From related orgs
    $3,881
    Other
    $31,584
    Hours/week
    40 + 5 related

  • NICOLE WILLIAMS

    VP OF OUTREACH & DEVELOPME

    Total calculated
    $138,595
    From this org
    $122,149
    From related orgs
    $0
    Other
    $16,446
    Hours/week
    40

  • DIANE RAMEY

    CHIEF CLINICAL OFFICER

    Total calculated
    $137,670
    From this org
    $132,820
    From related orgs
    $0
    Other
    $4,850
    Hours/week
    40

  • TRAE TURNER

    VP OF COMMUNITY LIVING

    Total calculated
    $120,556
    From this org
    $104,349
    From related orgs
    $0
    Other
    $16,207
    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.

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.

  • RITTERS RUN LLC

    AFFORDABLE HOUSING FOR SENIORS · OH · income $745,766 · assets $3,173,242

    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.

  • FAITH HOUSING COMMUNITIES LLC

    RELATED · SENIOR HOUSING · OH · 0.05% owned · share of income -$84 · share of assets $3,061 · 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.

  • NOAH-FAITH INC

    C · SENIOR HOUSING · OH · 100% owned · share of income -$84 · share of assets $3,061 · 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 -$58 · share of assets $14,978 · controlled entity

    Directly controlled by OHIO DISTRICT 5 AREA AGENCY ON AGING INC

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202413139349302631

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.