Council On Aging of Southwestern Ohio is a 501(c)(3) organization based in Blue Ash, Ohio, registered in 1972, with $128,972,808 in FY2023 revenue. CharityIndex grades it A, and it directs about 91% of spending to programs.
Revenue (FY2023)
$129.0M
▲ 11.7% vs prior year
Human Services median: $293K
Expenses (FY2023)
$128.8M
Net assets
$19.2M
Employees
473
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. For Council On Aging of Southwestern Ohio: 91% to programs · $0 to raise $100 earns a A+ on this criterion. See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Council On Aging of Southwestern Ohio: 2 mo reserves · +0% margin earns a B on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Council On Aging of Southwestern Ohio: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Council On Aging of Southwestern Ohio: 5 of 5 disclosure signals earns a A+ on this criterion. See the exact thresholds →
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To enhance the lives of adults by assisting them to remain independent at home through a range of quality services.
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 2024, coa provided 202,867 trips for 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 13,200 individuals received approximately 1.8 million meals in congregate settings or delivered to their homes. an additional 2,752 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 2024 included caregiver support and wellness programs for 4,736 individuals (including people caring for individuals with alzheimer's); legal assistance for 1,950 older adults; ombudsman representation for 11,446 individuals in nursing homes and receiving in-home care; and supportive services for 623 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 2024, council on aging served 27,708 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 1.8 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 78,000 requests for information and referral in ffy 2024.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 comprehensive searchable housing and resource databases, program information, news and events, and a 24/7 online referral form.
Revenue grew from $95.1M (FY2013) to $129.0M (FY2023) across 11 reported years.
Financial snapshot
Operating margin
0.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$31.7M
Total liabilities
$12.6M
Net assets
$19.2M
Salaries & benefits
$32.0M
25% of expenses
Board members
17
17 independent
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2023 | $128,972,808▲11.7% | $128,835,842▲16.8% | $19,179,656▲0.7% | $31,743,062▲10.5% | 990 |
| 2022 | $115,466,364▲20.5% | $110,269,259▲15.7% | $19,042,690▲37.5% | $28,713,912▲13.3% | 990 |
| 2021 | $95,809,985▲1.0% | $95,292,792▲5.4% | $13,845,585▲3.9% | $25,338,812▲9.3% | 990 |
| 2020 | $94,817,577▲7.8% | $90,404,283▲3.4% | $13,328,392▲49.5% | $23,191,204▲0.1% | 990 |
| 2019 | $87,994,694▲9.9% | $87,447,651▲9.9% | $8,915,098▲6.5% | $23,159,503▲42.9% | 990 |
| 2018 | $80,076,232▼1.3% | $79,582,166▼0.4% | $8,368,055▲6.3% | $16,208,399▼1.2% | 990 |
| 2017 | $81,120,049▲3.5% | $79,866,261▲2.7% | $7,873,989▲18.9% | $16,399,592▲9.8% | 990 |
| 2016 | $78,377,781▲2.7% | $77,732,972▲4.4% | $6,620,202▲10.8% | $14,932,729▲15.8% | 990 |
| 2015 | $76,314,243▲2.7% | $74,474,571▲2.6% | $5,975,392▲44.5% | $12,890,099▲1.9% | 990 |
| 2014 | $74,277,300▼21.9% | $72,619,697▼22.5% | $4,135,720▲66.9% | $12,645,837▲19.7% | 990 |
| 2013 | $95,121,433 | $93,717,094▼7.5% | $2,478,117▲131% | $10,561,350▼5.6% | 990 |
| 2012 | — | $101,300,376▲4.3% | $1,073,778▼17.2% | $11,188,237▼6.3% | 990 |
| 2011 | — | $97,078,796▲3.9% | $1,296,815▼22.1% | $11,936,816▼11.3% | 990 |
| 2010 | — | $93,455,336▲6.5% | $1,665,610▲27.1% | $13,458,205▲26.7% | 990 |
| 2009 | — | $87,728,467 | $1,310,102 | $10,624,929 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Highest-paid: Suzanne Burke — $370,898 (0.29% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Suzanne Burke | Ceo | 37.5 | $370,898 |
| Terri Bunting | Vp of Managed Care | 37.5 | $179,928 |
| Jacqueline Hutsell | Vp of People Services | 37.5 | $168,135 |
| Judith Eschmann | Vp Community & Business | 37.5 | $168,000 |
| Ken Wilson | Vp Program Ops | 37.5 | $167,000 |
| Ronnell Spears | Cfo | 37.5 | $160,477 |
| Kimberly Clark | Director Community and Bus | 37.5 | $127,079 |
| Lisa Portune | Manager, Compliance & Prov | 37.5 | $114,483 |
| Carl Mccullough | Controller | 37.5 | $105,832 |
| Brooke Gully | Director of Medicaid | 37.5 | $105,126 |
| Christel Thomas-stanton | Case Manager | 37.5 | $103,523 |
| Angela Curl | Trustee | 1 | — |
| Carl Stich | Trustee | 1 | — |
| Cathy Cain | Secretary - Exited 3/24 | 1 | — |
| Eyad Musallam | Trustee | 1 | — |
| James Cowan | Trustee | 1 | — |
| Jane Ripberger | Trustee | 1 | — |
| Jeff Rhein | Trustee | 1 | — |
| Karen Bankston | Vice Chairman | 1 | — |
| Karen Brown | Chair | 1 | — |
| Contractor | Services | Paid |
|---|---|---|
| Healthy Home Care LLC | Personal Care | $1,698,272 |
| Guardian Medical Monitoring | Emergency Monitoring | $1,413,835 |
| Buckeye Forest At Fairfield Alf | Independent Living Assistance | $1,403,717 |
| Freedom Home and Day Services LLC | Personal Care | $1,187,843 |
| Majestic Care Middletown | Independent Living Assistance | $1,066,285 |
10 grants to Council On Aging of Southwestern Ohio totaling $813K, reported by foundations on their Schedule I filings.
| Grantmaker | Purpose | Year | Amount |
|---|---|---|---|
| Greater Cincinnati Foundation | Programatic support | 2024 | $70,000 |
| Greater Cincinnati Foundation | Programatic support | 2024 | $70,000 |
| American Online Giving Foundation Inc | General support | 2024 | $45,735 |
| AARP | Grant to support aarp's livable communities initiative | 2023 | $35,168 |
| National Council On Aging Inc | Support | 2023 | $25,000 |
| American Online Giving Foundation Inc | General support | 2022 | $99,672 |
| Greater Cincinnati Foundation | General purpose | 2021 | $50,000 |
| Greater Cincinnati Foundation | General purpose | 2020 | $401,500 |
| Columbus Foundation | Social services | 2016 | $13,320 |
| Columbus Foundation | Social services | 2015 | $2,500 |
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Data for Council On Aging of Southwestern Ohio (EIN 31-0807186) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.