Council On Aging Of Southwestern Ohio
- Assets
- $28.7m
- Revenue
- $115.5m
- Investments
- $185.7k
- Employees
- 442
- Location
- Blue Ash, OH
- Founding
- 04/1972
- Data as of
- 09/2023
- 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 09/2023, Council On Aging Of Southwestern Ohio employed 442 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 09/2023, Council On Aging Of Southwestern Ohio generated $115.5m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 5.3% each year. All expenses for the organization totaled $110.3m during the year ending 09/2023. While expenses have increased by 5.0% per year over the past 8 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
2023
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
COMMUNITY-BASED IN-HOME SERVICES:COUNCIL ON AGING'S (COA) HOME AND COMMUNITY-BASED SERVICES 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. SERVICES ALSO SUPPORT FAMILY CAREGIVERS WHO ARE STRUGGLING TO BALANCE COMPETING RESPONSIBILITIES INCLUDING CHILDREARING AND CAREERS. COUNCIL ON AGING'S CORE SERVICE AREA INCLUDES BUTLER, CLERMONT, CLINTON, HAMILTON AND WARREN COUNTIES.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 A FRACTION OF 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.IN-HOME CARE SERVICES INCLUDE HOME-DELIVERED MEALS; TRANSPORTATION TO MEDICAL AND OTHER APPOINTMENTS; ASSISTANCE WITH HOUSEKEEPING AND PERSONAL CARE (BATHING AND GROOMING); MEDICAL EQUIPMENT AND ASSISTIVE DEVICES; HOME MODIFICATION; AND MORE. ADDITIONALLY, EACH ENROLLED INDIVIDUAL HAS A CARE MANAGER PROFESSIONAL WHO ASSESSES, DEVELOPS CARE PLANS, IMPLEMENTS, MONITORS AND COORDINATES A RANGE OF SERVICES AND SUPPORTS TO HELP INDIVIDUALS REMAIN SAFE, HEALTHY AND INDEPENDENT. THE CARE MANAGER'S ROLE IS TO ENSURE INDIVIDUALS RECEIVE THE RIGHT SERVICES, IN THE RIGHTS AMOUNTS, AT THE RIGHT TIMES. IN FFY 2023, COUNCIL ON AGING SERVED 26,691 INDIVIDUALS IN OUR MULTI-COUNTY REGION WITH HOME AND COMMUNITY-BASED SERVICES. INDIVIDUALS WERE SERVED THROUGH MORE THAN A DOZEN PROGRAMS, INCLUDING OHIO MEDICAID WAIVER PROGRAMS AND COUNTY TAX LEVY PROGRAMS, AS WELL AS PROGRAMS DESIGNED TO HELP INDIVIDUALS SAFELY TRANSITION FROM HOSPITALS AND INSTITUTIONS, BACK TO INDEPENDENT LIVING ENVIRONMENTS. COLLECTIVELY, THESE INDIVIDUALS RECEIVED MORE THAN 1.4 MILLION HOURS OF IN-HOME, SUPPORTIVE SERVICES.
INFORMATION, REFERRAL AND ASSESSMENT: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 WHEN SEEKING HELP OR RESOURCES. OUR AGING AND DISABILITY RESOURCE CENTER, OR OUR CALL CENTER, SERVES AS A "FRONT DOOR" TO SERVICES AND UNBIASED INFORMATION FOR OLDER ADULTS, PEOPLE WITH DISABILITIES, CAREGIVERS, PROFESSIONALS, CIVIC AND COMMUNITY LEADERS. WE RESPONDED TO MORE THAN 72,000 REQUESTS FOR INFORMATION AND REFERRAL IN FFY 2023.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. THE WEBSITE FEATURES LIVE CHAT FUNCTIONALITY, COMPREHENSIVE SEARCHABLE HOUSING AND RESOURCE DATABASES, AND REFERRAL FORMS.
COMMUNITY-BASED AND SENIOR CENTER SERVICES: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 RECEIVING LONG-TERM CARE SERVICES IN NURSING HOMES AND OTHER SETTINGS. 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 2023, COA PROVIDED 174,811 TRIPS FOR MORE THAN 4,600 INDIVIDUALS WITHIN OUR FIVE-COUNTY REGION. 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. MEALS ARE ANOTHER IMPORTANT SERVICE IN THIS CATEGORY. MORE THAN 13,000 INDIVIDUALS RECEIVED APPROXIMATELY 1.8 MILLION MEALS IN CONGREGATE SETTINGS OR DELIVERED TO THEIR HOMES. AN ADDITIONAL 2,427 LOW-INCOME OLDER ADULTS WERE SERVED THROUGH THE USDA SENIOR FARMERS' MARKET NUTRITION PROGRAM, RECEIVING $50 IN COUPONS TO REDEEM FOR FRESH FRUITS AND VEGETABLES AT AREA PARTICIPATING FARMERS' MARKETS. ADDITIONAL COMMUNITY-BASED SERVICES IN FFY 2023 INCLUDED CAREGIVER SUPPORT AND WELLNESS PROGRAMS FOR 4,258 INDIVIDUALS (INCLUDING PEOPLE CARING FOR INDIVIDUALS WITH ALZHEIMER'S); LEGAL ASSISTANCE FOR 2,025 OLDER ADULTS; OMBUDSMAN REPRESENTATION FOR 11,629 INDIVIDUALS IN NURSING HOMES AND RECEIVING IN-HOME CARE; AND SUPPORTIVE SERVICES FOR 507 INDIVIDUALS.
EACH ENROLLED INDIVIDUAL HAS A CARE MANAGER PROFESSIONAL WHO ASSESSES, DEVELOPS CARE PLANS, IMPLEMENTS, MONITORS AND COORDINATES A RANGE OF SERVICES AND SUPPORTS TO HELP INDIVIDUALS REMAIN SAFE, HEALTHY AND INDEPENDENT. THE CARE MANAGER'S ROLE IS TO ENSURE INDIVIDUALS RECEIVE THE RIGHT SERVICES, IN THE RIGHTS AMOUNTS, AT THE RIGHT TIMES. IN FFY 2023, COUNCIL ON AGING SERVED MORE THAN 26,691 INDIVIDUALS IN OUR MULTI-COUNTY REGION WITH HOME AND COMMUNITY-BASED SERVICES. INDIVIDUALS WERE SERVED THROUGH MORE THAN A DOZEN PROGRAMS, INCLUDING OHIO MEDICAID WAIVER PROGRAMS AND COUNTY TAX LEVY PROGRAMS, AS WELL AS PROGRAMS DESIGNED TO HELP INDIVIDUALS SAFELY TRANSITION FROM HOSPITALS AND INSTITUTIONS, BACK TO INDEPENDENT LIVING ENVIRONMENTS. COLLECTIVELY, THESE INDIVIDUALS RECEIVED MORE THAN 1.4 MILLION HOURS OF IN-HOME, SUPPORTIVE SERVICES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Susan Millard Trustee - Exited 12/2022 | Trustee | 1 | $0 |
William Melvin Trustee - Exited 3/2023 | Trustee | 1 | $0 |
Eyad Musallam Trustee | Trustee | 1 | $0 |
Mike Carroll Trustee | Trustee | 1 | $0 |
Angela Curl Trustee | Trustee | 1 | $0 |
Carl Stich Trustee | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Guardian Medical Monitoring Emergency Monitoring | 9/29/23 | $1,502,819 |
Assisted Care By Black Stone Home Maker & Personal Care | 9/29/23 | $1,341,763 |
Healthy Home Care Llc Homemaker & Personal Care | 9/29/23 | $1,178,526 |
Oasis Home Care Llc Homemaker & Personal Care | 9/29/23 | $1,030,038 |
Freedom Home And Day Services Llc Personal Care | 9/29/23 | $889,679 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $98,270,508 |
| All other contributions, gifts, grants, and similar amounts not included above | $203,369 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $98,473,877 |
| Total Program Service Revenue | $16,517,526 |
| Investment income | $471,825 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $446 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $115,466,364 |
| 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. | $1,105,847 |
| Compensation of current officers, directors, key employees. | $207,550 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $22,121,172 |
| Pension plan accruals and contributions | $1,150,480 |
| Other employee benefits | $2,942,711 |
| Payroll taxes | $1,769,494 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $310,590 |
| Fees for services: Accounting | $61,391 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $76,460,215 |
| Advertising and promotion | $121,750 |
| Office expenses | $1,041,862 |
| Information technology | $972,728 |
| Royalties | $0 |
| Occupancy | $217,869 |
| Travel | $181,388 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $97,184 |
| Interest | $3,407 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $912,861 |
| Insurance | $117,291 |
| All other expenses | $0 |
| Total functional expenses | $110,269,259 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $14,096,119 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $9,030,191 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $109,824 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $57,596 |
| Net Land, buildings, and equipment | $5,071,940 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $185,734 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $162,508 |
| Total assets | $28,713,912 |
| Accounts payable and accrued expenses | $9,495,798 |
| Grants payable | $0 |
| Deferred revenue | $175,424 |
| 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 | $9,671,222 |
| Net assets without donor restrictions | $19,042,690 |
| 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 | $28,713,912 |