2025-11-14T12:19:49-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 453199263 OHIO DISTRICT 5 AREA AGENCY ON AGING FOUNDATION OHIO 4195244144 2131 PARK AVENUE WEST 100 ONTARIO OH 44906 LORI ROWLAND CHIEF FINANCIAL OFFICER 4195244144 2025-11-14 1 1 JESSICA NATUS P01799381 2187224705 2025-11-14 2024 2025-03-06 01:10:19Z DUANA PATTON 2131 PARK AVENUE WEST 100 ONTARIO OH 44906 500091 0 X N/A X 2011 OH TO SUPPORT THE MISSION OF OHIO DISTRICT 5 AREA AGENCY ON AGING, INC. 9 9 4 10 0 0 0 0 421032 477851 49 42 32517 22198 453598 500091 0 38000 0 0 13793 16907 0 0 0 437570 437959 451363 492866 2235 7225 3833006 3485034 1322808 967611 2510198 2517423 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. 0 0 492866 38000 477851 EXPENSES 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. 492866 1 0 0 0 0 0 0 0 1 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 4 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X LORI ROWLAND 4195244144 2131 PARK AVENUE WEST 100 ONTARIO OH 44906 CODY ALBERT CHAIR 1.00 1.00 X X 0 0 0 DAVE DANIELS VICE CHAIR 1.00 X X 0 0 0 TINA HEIBERT SECRETARY 1.00 X X 0 0 0 JOHN KASTELIC TREASURER 1.00 X X 0 0 0 SHERRY HILL-CHRISTIE TRUSTEE 1.00 X 0 0 0 MICHAELA KINDELL TRUSTEE 1.00 X 0 0 0 REBECCA OWENS TRUSTEE 1.00 X 0 0 0 MIKE PORTER TRUSTEE 1.00 X 0 0 0 DOUG THEAKER TRUSTEE (THRU 12/2024) 1.00 X 0 0 0 TAMARA WOLFE TRUSTEE 1.00 X 0 0 0 DUANA PATTON CHIEF EXECUTIVE OFFICER 5.00 40.00 X 6888 265634 22372 LORI ROWLAND CHIEF FINANCIAL OFFICER 5.00 40.00 X 2422 107291 29682 9310 372925 52054 0 0 1 0 0 RENTAL INCOME 531120 477851 477851 477851 42 42 22198 0 22198 22198 22198 500091 477851 0 22240 38000 38000 9310 9310 6325 6325 1272 1272 496 496 5143 5143 52412 52412 47 47 53759 53759 308614 308614 17488 17488 492866 492866 0 0 387423 369611 32261 4229 17488 20472 6251424 3164202 3395834 3087222 0 3500 3833006 3485034 18964 1002 931808 692239 372036 274370 1322808 967611 X 2510198 2517423 2510198 2517423 3833006 3485034 7225 0 X 0 1 X 1 0 X X X 1 OHIO DISTRICT 5 AREA AGENCY ON AGING INC 341617183 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 30275 8500 4020 237 42558 17779 9070 3563 137 30275 17710 119 50 17779 0.00000 0.82898 0.17102 0 1 0 100000 100000 6151424 3164202 2987222 3087222 X PART V, LINE 4: OHIO DISTRICT 5 AREA AGENCY ON AGING MAINTAINS THE ENDOWMENT FUNDS. 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. 1 OHIO DISTRICT 5 AREA AGENCY ON AGING INC 2131 PARK AVENUE WEST SUITE 100 ONTARIO OH 44906 341617183 501(C)(3) 30000 0 GENERAL PURPOSE RITTER'S RUN LLC 2131 PARK AVENUE WEST SUITE 100 ONTARIO OH 44906 852248379 501(C)(3) 8000 0 ENDOWMENT 2 PART I, LINE 2: THE FOUNDATION DOES KEEP THOROUGH RECORDS TO SUBSTANTIATE ANY INCOME OR EXPENSE ACTIVITY. THE FOUNDATION BOARD REVIEWS FINANCIAL ACTIVITY QUARTERLY & VOTES ON ANY FUNDS' DESIGNATIONS. 0 0 0 0 0 0 0 0 0 DUANA PATTON CHIEF EXECUTIVE OFFICER 6888 185885 0 77100 0 2649 0 5647 0 16725 6888 288006 0 0 A COUNTY OF RICHLAND OHIO 346962296 2012-12-05 3000000 BUILDING RENOVATION 0 0 0 A 2307761 3000000 18000 2982000 2013 0 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 1 0 0 0 0 A 0 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 IN ADVANCE OF THAT DISCUSSION, AND THAT TRUSTEE SHALL ABSTAIN FROM ALL DISCUSSION AND VOTING ON THE TOPIC, AND SHALL EXCUSE HIM/HERSELF FROM THE MEETING ROOM DURING SUCH DISCUSSION AND VOTING, IF REQUESTED BY THE INDIVIDUAL PRESIDING OVER SUCH MEETING. FAILURE TO DISCLOSE A CONFLICT OF INTEREST OR TO ATTEMPT TO INFLUENCE THE STAFF OR VOLUNTEERS OF THE OHIO DISTRICT 5 AREA AGENCY ON AGING FOUNDATION OR THE OHIO DISTRICT 5 AREA AGENCY ON AGING, INC. 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. OHIO DISTRICT 5 AREA AGENCY ON AGING INC 2131 PARK AVENUE WEST SUITE 100 ONTARIO OH 44906 341617183 COORDINATE SERVICES FOR OLDER AMERICANS OH 501(C)(3) LINE 7 N/A 0 NOAH-FAITH INC 2131 PARK AVENUE WEST SUITE 100 ONTARIO OH 44906 205923739 SENIOR HOUSING OH N/A C 1 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0