2025-11-14T12:42:27-06:00 2024-12-31 393647910 WIPFLI ADVISORY LLC 1502 LONDON ROAD SUITE 200 DULUTH MN 55812 990 2024-01-01 341617183 OHIO DISTRICT 5 AREA AGENCY ON AGING INC 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 56613396 0 X WWW.AAA5OHIO.ORG X 1989 OH TO SUPPORT INDIVIDUAL CHOICE, INDEPENDENCE & DIGNITY FOR OLDER & DISABLED ADULTS. 16 16 178 65 0 0 36297829 51735491 3798381 3975500 41148 169590 174702 732815 40312060 56613396 21430079 36313223 0 0 10350945 10844803 0 0 12974 7579074 9190735 39360098 56348761 951962 264635 15465165 16585218 6108072 6960648 9357093 9624570 X THE OHIO DISTRICT 5 AREA AGENCY ON AGING, INC. PROVIDES LEADERSHIP, COLLABORATION, COORDINATION AND SERVICES TO OLDER ADULTS, PEOPLE WITH DISABILITIES, THEIR CAREGIVERS AND RESOURCE NETWORKS THAT SUPPORT INDIVIDUAL CHOICE, INDEPENDENCE AND DIGNITY.THE ORGANIZATION'S RESPONSIBILITIES INCLUDE: TO DEVELOP A COMPREHENSIVE AND COORDINATED SERVICE SYSTEM FOR OLDER INDIVIDUALS RESIDING IN ASHLAND, CRAWFORD, HURON, KNOX, MARION, MORROW, RICHLAND, SENECA AND WYANDOT COUNTIES; TO DETERMINE THE NEED FOR SERVICE, WITH SPECIAL ATTENTION GIVEN TO THE NEEDS OF THE LOW INCOME AND ISOLATED ELDERLY; TO ENSURE AVAILABILITY OF A VARIETY OF SERVICES AND PROVIDE TECHNICAL ASSISTANCE, MONITORING AND EVALUATION OF SERVICES PROVIDED; TO ASSIST IN SECURING AND MAINTAINING MAXIMUM INDEPENDENCE AND DIGNITY IN A HOME ENVIRONMENT FOR THE OLDER INDIVIDUAL; TO PROVIDE ADVOCACY ON BEHALF OF THE OLDER INDIVIDUAL. 0 0 38460130 33214610 225218 PASSPORT SERVICES:PERSONAL CARE ASSISTANCE, HOMEMAKER, RESPITE CARE, HOME-DELIVERED MEALS, CHORE SERVICE, TRANSPORTATION, ADULT DAY CARE, MINOR HOME MODIFICATION, HOME MEDICAL EQUIPMENT & SUPPLIES, NUTRITION CONSULTATION, SOCIAL WORK COUNSELING, CASE MANAGEMENT BY A REGISTERED NURSE OR LICENSED SOCIAL WORKER.THE PROGRAM SERVED 2,036 CONSUMERS IN 2024. (PASSPORT & ASSISTED LIVING TOTAL) (PASSPORT ONLY - 1,567) 9951263 1630191 3698037 COMMUNITY SERVICES AND CAREGIVER SERVICES:HOME DELIVERED/CONGREGATE MEALS, TRANSPORTATION, HOMEMAKER, PERSONAL CARE, ADULT DAY CARE, LEGAL, AND HEALTH ASSESSMENT & MEDICATION MANAGEMENT.CAREGIVER SERVICES SERVED 32,995 CLIENTS IN 2024. 2962661 1468422 221893 SENIOR NUTRITION:HEALTH ASSESSMENT/MONITORING, MEDICATION OVERSIGHT, INTERMITTENT SKILLED NURSING SERVICES NOT AVAILABLE THROUGH A THIRD-PARTY PAYOR; ASSISTANCE WITH PERSONAL CARE; ASSISTANCE WITH HOUSEKEEPING; LAUNDRY AND MAINTENANCE; 3 NUTRITIOUS MEALS PER DAY; DAILY SUPERVISION/CUING/PROMPTS; SOCIAL & RECREATIONAL PROGRAMMING; 24-HOUR, ON-SITE RESPONSE CAPABILITY.SERVED 5,601 CONSUMERS IN 2024. 3941326 0 4638 CORPORATE ACTIVITIES 3941326 0 4638 55315380 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 159 0 178 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DUANA PATTON 4195244144 2131 PARK AVENUE WEST 100 ONTARIO OH 44906 KRISTINA BUTLER TRUSTEE 1.00 X 0 0 0 GLENNA CANNON TRUSTEE 1.00 X 0 0 0 BRIGITTE COLES TRUSTEE 1.00 X 0 0 0 CHRIS COPPER TRUSTEE 1.00 X 0 0 0 MANDY PAEZ TRUSTEE 1.00 X 0 0 0 LEANNE SMITH TRUSTEE 1.00 X 0 0 0 DR BECKY STRICKLAND TRUSTEE 1.00 X 0 0 0 MARGIE TASSEFF TRUSTEE 1.00 X 0 0 0 JEROD THEM TRUSTEE 1.00 X 0 0 0 SHERRI WAGNER TRUSTEE (THRU 3/2024) 1.00 X 0 0 0 DUANA PATTON CHIEF EXECUTIVE OFFICER 40.00 5.00 X 265634 6888 22372 LORI ROWLAND CHIEF FINANCIAL OFFICER 40.00 5.00 X 107291 2422 29682 JASON PAINLEY PRESIDENT 1.00 X 0 0 0 NATE ROSHON PAST PRESIDENT 1.00 X 0 0 0 CODY ALBERT VICE PRESIDENT 1.00 1.00 X 0 0 0 BECKY PLANK VICE PRESIDENT 1.00 X 0 0 0 JOHN ROBY TREASURER 1.00 X 0 0 0 KATHY DANIELS SECRETARY 1.00 X 0 0 0 DIANE RAMEY CHIEF CLINICAL OFFICER 40.00 X 141503 0 4657 TRAE TURNER CHIEF OF COMMUNITY LIVING 40.00 X 122735 0 19993 637163 9310 76704 4 0 1 0 WYNDMOOR OF MARION LLC 308 BARKS RD EAST MARION OH 43302 CONSUMER SERVICES 2460888 ST MARTIN MANAGEMENT LLC PO BOX 427 SHARON CENTER OH 44274 CONSUMER SERVICES 1692787 GOOD SHEPHERD HOME 725 COLUMBUS AVE FOSTORIA OH 44830 CONSUMER SERVICES 1492575 ALS ONTARIO COMMONS OPERATING LLC 3546 DUNFEE ROAD COOLVILLE OH 45723 CONSUMER SERVICES 1486068 CASLEO CORPORATION 2741 EAST 4TH AVE COLUMBUS OH 43219 CONSUMER SERVICES 1359120 76 38000 49991133 1706358 51735491 COMMUNITY SERVICES REVENUE 624200 3523751 3523751 PASSPORT SERVICES REVENUE 624100 225218 225218 SENIOR NUTRITION REVENUE 624210 221893 221893 TRAINING REVENUE 611430 4638 4638 3975500 169590 169590 1050 0 1050 1050 1050 731765 174286 557479 731765 56613396 4149786 0 728119 36313223 36313223 424979 424979 7208467 6909181 290490 8796 160360 151980 8129 251 2451180 2347463 100448 3269 599817 555100 44059 658 2351 2062 289 55840 55840 4772328 4772328 141037 140944 93 2204759 2178946 25813 464328 449668 14660 806016 776367 29649 357747 353906 3841 106275 103487 2788 104608 104608 84623 68783 15840 DUES AND PUBLICATIONS 43352 42424 928 BAD DEBT EXPENSE 20 20 47451 44890 2561 56348761 55315380 1020407 12974 3270 3270 9058655 5996868 321719 149749 751203 5132364 78836 79000 4133576 454913 3277680 3678663 1973802 1545304 15465165 16585218 3192218 4850816 865073 504441 2050781 1605391 6108072 6960648 X 3148739 4127790 6208354 5496780 9357093 9624570 15465165 16585218 264635 2842 0 X 0 1 X 1 1 1 X 33096909 33100399 33582481 36297829 51735491 187813109 3258766 3242893 3276097 3285207 3459519 16522482 36355675 36343292 36858578 39583036 55195010 204335591 204335591 16045 7439 4630 42628 170640 241382 204576973 3924816 0.99880 0.99950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 30275 8500 4020 237 42558 17779 9070 3563 137 30275 17710 119 50 17779 0.00000 0.82898 0.17102 0 0 3301475 21163 3280312 832101 433750 398351 3678663 RIGHT OF USE ASSET - OPERATING TYPE 1545304 1545304 RIGHT OF USE OBLIGATION - OPERATING TYPE 1605391 1605391 X 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 PERSONAL CARE ASSISTANCE, MEAL ASSISTANCE, TRANSPORTATION ASSISTANCE, HEALTH ASSISTANCE, HEALTH ASSESSMENT/MONITORING, CAREGIVER ASSISTANCE 2036 36313223 PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF GRANT FUNDS BY MEETING FEDERAL FUNDING COMPLIANCE REQUIREMENTS. X X 0 0 0 0 0 0 0 0 0 DUANA PATTON CHIEF EXECUTIVE OFFICER 185885 6888 77100 0 2649 0 5647 0 16725 0 288006 6888 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED IN DETAIL BY THE CHIEF OPERATING OFFICER AND 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 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. RITTERS RUN LLC 2131 PARK AVE W ONTARIO OH 44906 852248379 AFFORDABLE HOUSING FOR SENIORS OH 536837 3620740 OHIO DISTRICT 5 AGENCY ON AGING INC OHIO DISTRICT 5 AREA AGENCY ON AGING FOUNDATION 2131 PARK AVENUE WEST SUITE 100 ONTARIO OH 44906 453199263 TO CARRY OUT THE MISSION OF OHIO DISTRICT 5 AREA AGENCY ON AGING, INC. 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