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

Form 990 for tax year 2023

Filed by OHIO DISTRICT 5 AREA AGENCY ON AGING FOUNDATION.

Totals

Total revenue
$453,598
Total expenses
$451,363
Contributions and grants received
$0
Grants paid
$0
Program services expenses (Part IX)
$451,363
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$451,363

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • TAMARA WOLFE

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • CODY ALBERT

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN KASTELIC

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • DAVE DANIELS

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • TINA HEIBERT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • SHERRY HILL-CHRISTIE

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • REBECCA OWENS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MIKE PORTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DOUG THEAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • DUANA PATTON

    CHIEF EXECUTIVE OFFICER

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

    Schedule J breakdown matched by us

    Base
    $7,395 + $177,404 related
    Bonus
    $0 + $55,007 related
    Other
    $0 + $5,237 related
    Deferred
    $0 + $7,053 related
    Nontaxable benefits
    $0 + $17,667 related
    Filer's total
    $7,395 + $262,368 related

  • LORI ROWLAND

    CHIEF FINANCIAL OFFICER

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

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 — 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

None.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202443139349300524

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.