Council On Aging Of Southwestern Ohio
- Assets
- $23.2m
- Revenue
- $94.8m
- Investments
- $0.0
- Employees
- 365
- Location
- Blue Ash, OH
- Founding
- 04/1972
- Data as of
- 09/2021
- EIN
- 31-0807186
Organization Overview
Council On Aging Of Southwestern Ohio is located in Blue Ash, OH. The organization was established in 1972. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 09/2021, Council On Aging Of Southwestern Ohio employed 365 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Council On Aging Of Southwestern Ohio is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Council On Aging Of Southwestern Ohio generated $94.8m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 3.7% each year. All expenses for the organization totaled $90.4m during the year ending 09/2021. While expenses have increased by 3.3% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO ENHANCE THE LIVES OF ADULTS BY ASSISTING THEM TO REMAIN INDEPENDENT AT HOME THROUGH A RANGE OF QUALITY SERVICES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
COUNCIL ON AGING'S (COA) PROGRAMS MAKE IT POSSIBLE FOR FRAIL OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES TO REMAIN INDEPENDENT IN THEIR HOMES AND AVOID UNNECESSARY HOSPITALIZATION AND NURSING HOME PLACEMENT. LONG-TERM CARE SERVICES INCLUDE HOME-DELIVERED, MEDICAL TRANSPORTATION, HOMEMAKING HELP, PERSONAL CARE (BATHING AND GROOMING), MEDICAL EQUIPMENT, HOME MODIFICATION AND MORE. IN FFY 2020, WE SERVED MORE THAN 26,000 INDIVIDUALS IN OUR MULTI-COUNTY REGION WITH HOME AND COMMUNITY-BASED SERVICES, INCLUDING THOSE HELPED THROUGH OHIO MEDICAID WAIVER PROGRAMS AND VIA COUNTY TAX LEVY PROGRAMS IN BUTLER, CLERMONT, CLINTON, HAMILTON AND WARREN COUNTIES. MEDICAID WAIVER PROGRAMS INCLUDE PASSPORT (IN-HOME CARE FOR AGES 60+); ASSISTED LIVING WAIVER (ASSISTED LIVING CARE FOR AGES 21+); SPECIALIZED RECOVERY SERVICES PROGRAM (SPECIALIZED SUPPORT FOR ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS, CERTAIN DIAGNOSED CHRONIC HEALTH CONDITIONS, OR WHO ARE ACTIVE ON A TRANSPLANT WAITING LIST); AND MYCARE OHIO WAIVERS (COORDINATED CARE FOR INDIVIDUALS WHO ARE DUALLY-ELIGIBLE FOR MEDICARE AND MEDICAID).IN-HOME CARE IS PREFERRED BY MORE THAN 90 PERCENT OF OLDER ADULTS, ACCORDING TO SURVEYS BY AARP AND OTHER ORGANIZATIONS. IN ADDITION, THE COST FOR IN-HOME CARE IS, ON AVERAGE, ABOUT ONE-THIRD THE COST OF CARE IN A NURSING HOME. BECAUSE TAXPAYERS FUND MOST NURSING HOME CARE (VIA MEDICAID), IN-HOME CARE ALTERNATIVES ARE A VALUABLE AND COMPASSIONATE WAY TO SAVE PUBLIC FUNDS.
THESE INCLUDE A RANGE OF SERVICES DESIGNED TO HELP OLDER ADULTS REMAIN HEALTHY, ACTIVE AND CONNECTED TO THEIR COMMUNITIES. ADDITIONAL SERVICES PROVIDE LEGAL ASSISTANCE TO LOW-INCOME OLDER ADULTS AND PROTECT THE RIGHTS OF THOSE IN NURSING HOMES. SERVICES ARE PROVIDED BY SENIOR CENTERS AND OTHER COMMUNITY ORGANIZATIONS THAT HAVE CONTRACTS WITH COUNCIL ON AGING. ONE OF THE MOST IMPORTANT SERVICES IN THIS CATEGORY IS TRANSPORTATION. IN FFY 2021, 1,301 OLDER ADULTS WITHIN OUR FIVE-COUNTY REGION RECEIVED TRANSPORTATION SERVICES FUNDED BY TITLE III OF THE OLDER AMERICANS ACT (A DECREASE OVER FFY 2020 DUE TO THE COVID-19 PANDEMIC). MOST TRIPS ARE FOR MEDICAL APPOINTMENTS, BUT TRANSPORTATION FOR SHOPPING, OTHER ERRANDS AND RECREATION IS ALSO PROVIDED. FUNDING FOR TRANSPORTATION FALLS FAR SHORT OF COMMUNITY NEED. ADDITIONAL COMMUNITY-BASED SERVICES IN FFY 2021 INCLUDED CONGREGATE MEALS FOR 1,387 OLDER ADULTS (A DECREASE OVER FFY 2020 DUE TO THE COVID-19 PANDEMIC); CAREGIVER SUPPORT AND WELLNESS PROGRAMS FOR 2,222 INDIVIDUALS (INCLUDING PEOPLE CARING FOR INDIVIDUALS WITH ALZHEIMER'S); LEGAL ASSISTANCE FOR 1,503 OLDER ADULTS; OMBUDSMAN REPRESENTATION FOR 6,039 INDIVIDUALS IN NURSING HOMES AND RECEIVING IN-HOME CARE (A DECREASE OVER FFY2020 DUE TO VISITING RESTRICTIONS IN CARE FACILITIES); AND SUPPORTIVE SERVICES FOR 463 INDIVIDUALS.
CARE MANAGER PROFESSIONALS ASSESS, DEVELOP CARE PLANS, IMPLEMENT, MONITOR AND COORDINATE A RANGE OF SERVICES AND SUPPORTS TO MAINTAIN THE INDEPENDENCE, HEALTH AND SAFETY OF FRAIL OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES. CARE MANAGERS ENSURE CLIENTS AND HEALTH PLAN MEMBERS RECEIVE THE RIGHT SERVICES, IN THE RIGHTS AMOUNTS, AT THE RIGHT TIMES. IN FFY 2021, COUNCIL ON AGING PROVIDED CARE MANAGEMENT SERVICES TO MORE THAN 26,280 INDIVIDUALS.
OUR AGING AND DISABILITY RESOURCE CENTER SERVES AS OUR CALL CENTER, A "FRONT DOOR" TO SERVICES AND UNBIASED INFORMATION FOR OLDER ADULTS, PEOPLE WITH DISABILITIES, CAREGIVERS, PROFESSIONALS, CIVIC AND COMMUNITY LEADERS. AS THE AREA AGENCY ON AGING FOR FIVE COUNTIES IN SOUTHWESTERN OHIO, WE ARE A CENTRAL SOURCE OF INFORMATION AND THE PLACE WHERE MANY PEOPLE MAKE THEIR FIRST CALL TO ASK ABOUT WHAT SERVICES ARE AVAILABLE TO HELP OLDER ADULTS, PEOPLE WITH DISABILITIES AND CAREGIVERS. WE RESPONDED TO MORE THAN 55,000 REQUESTS FOR INFORMATION AND REFERRAL IN FFY 2021.OUR CALL CENTER IS STAFFED WITH INFORMATION AND REFERRAL SPECIALISTS AND CAN BE REACHED MONDAY THROUGH FRIDAY FROM 8 A.M. TO 5 P.M. AT 800-252-0155 OR ONLINE ANY TIME AT WWW.HELP4SENIORS.ORG. SEPARATE REFERRAL FORMS ARE AVAILABLE VIA OUR WEBSITE, WWW.HELP4SENIORS.ORG, FOR GENERAL PUBLIC INQUIRIES AND FOR REFERRALS FROM PROFESSIONALS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Suzanne Burke CEO | Officer | 37.5 | $362,094 |
Terri Bunting Vice President Managed Care | 37.5 | $174,961 | |
Ken Wilson Vice President Prg Ops | 37.5 | $158,374 | |
Jacqueline Hutsell Vice President Hr & Traini | 37.5 | $149,386 | |
Carl Mccullough Controller | 37.5 | $104,391 | |
Theresa Bracher Manager Of Passport Prg | 37.5 | $103,411 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Assisted Care By Black Stone Home Maker & Personal Care | 9/29/21 | $2,213,208 |
Healthy Home Care Llc Homemaker & Personal Care | 9/29/21 | $1,630,363 |
Guardian Medical Monitoring Emergency Monitoring | 9/29/21 | $1,613,503 |
Gaslight Web Design & Development | 9/29/21 | $897,399 |
Quality Care Llc Homemaker & Personal Care | 9/29/21 | $862,707 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $601 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $79,392,090 |
| All other contributions, gifts, grants, and similar amounts not included above | $176,586 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $79,569,277 |
| Total Program Service Revenue | $15,235,542 |
| Investment income | $1,636 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $94,817,577 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $1,180,121 |
| Compensation of current officers, directors, key employees. | $298,218 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $18,683,060 |
| Pension plan accruals and contributions | $762,358 |
| Other employee benefits | $2,612,940 |
| Payroll taxes | $1,349,138 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $241,988 |
| Fees for services: Accounting | $44,800 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $62,073,798 |
| Advertising and promotion | $11,991 |
| Office expenses | $1,045,045 |
| Information technology | $743,643 |
| Royalties | $0 |
| Occupancy | $528,469 |
| Travel | $18,105 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $98,206 |
| Interest | $2,789 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $428,602 |
| Insurance | $125,638 |
| All other expenses | $0 |
| Total functional expenses | $90,404,283 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $9,832,062 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $7,727,247 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $159,824 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $1,509,786 |
| Net Land, buildings, and equipment | $3,962,285 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $23,191,204 |
| Accounts payable and accrued expenses | $8,663,928 |
| Grants payable | $0 |
| Deferred revenue | $1,198,884 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $9,862,812 |
| Net assets without donor restrictions | $13,328,392 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $23,191,204 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Council On Aging Of Southwestern Ohio has recieved totaling $75,550.
| Awarding Organization | Amount |
|---|---|
Greater Cincinnati Foundation Cincinnati, OH PURPOSE: GENERAL PURPOSE | $50,000 |
Consumer Technology Association Foundation Arlington, VA PURPOSE: Grant | $25,000 |
The Duke Energy Foundation Charlotte, NC PURPOSE: MATCHING GIFTS | $550 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Council On Aging Of Southwestern Ohio Blue Ash, OH | $23,191,204 | $94,817,577 |
Philadelphia Corporation For Aging Philadelphia, PA | $34,478,381 | $88,420,112 |
Western Reserve Area Agency On Aging Cleveland, OH | $22,317,796 | $84,969,707 |
Detroit Area Agency On Aging Detroit, MI | $32,235,181 | $75,347,637 |
Area Agency On Aging 1 B Southfield, MI | $19,000,335 | $70,220,472 |
Area Agency Of Aging District 7 Inc Rio Grande, OH | $12,307,500 | $62,787,321 |
Direction Home Akron Canton Area Agency On Aging Uniontown, OH | $20,335,083 | $58,977,565 |
Living Independence For The Elderly Pittsburgh Inc Pittsburgh, PA | $45,005,656 | $55,592,400 |
Area Agency On Aging Of Western Michigan Inc Grand Rapids, MI | $20,743,900 | $55,691,217 |
Area Agency On Aging Cambridge, OH | $11,899,039 | $51,033,578 |
Area Agency On Aging Planning And Service Area 2 Dayton, OH | $35,326,580 | $52,166,513 |
Region Vii Area Agency On Aging Inc Bay City, MI | $27,799,297 | $38,562,151 |