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Council on Aging of Southwestern Ohio EIN 31-0807186

Council on Aging of Southwestern Ohio

EIN  31-0807186 Public charity (501(c)(3)) Blue Ash, OH Founded 1971
Form 990 (PDF) Compare with another nonprofit →
Verified accurate 7/6/26 · see original filing: IRS
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Size
$100M+
What they do
Helps adults stay independent at home with quality services.
Leadership
Suzanne Burke · CEO · $456K
Money in and out
$140.4M revenue, $140.1M expenses
Bottom line
90% program efficiency

Helps adults stay independent at home with quality services. For fiscal year 2024 it reported $140.4M in revenue, $140.1M in expenses, and $19.5M in net assets.Pt I

Where the money goes · FY2024
Total revenue
$140.4M
Pt VIII · Ln 12
Total expenses
$140.1M
Pt IX · Ln 25
Net assets
$19.5M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $300K
Where spending went · Part IX cols B–D
Program services $0.90 Management & general $0.10 Fundraising $0.00
Program efficiency
90%
of spending reaches programs▼ -1% vs prior filing year
Operating runway
1.1mo
months of highly liquid reserves at operating expense rate▼ -21% vs prior filing year
Surplus margin
0%
revenue over expenses, this year▲ +102% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$140.4M
FY2024▲ +9%
Expenses
$140.1M
FY2024▲ +9%
Total assets
$33.9M
FY2024▲ +7%
Total liabilities
$14.4M
FY2024▲ +15%
Total revenue
$140.4M
Pt VIII · Ln 12
Total expenses
$140.1M
Pt IX · Ln 25
Net assets
$19.5M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$300K
Total assetsPt X · Ln 16$33.9M
Program-expense ratioPt IX · col B90%
Voting members of governing bodyPt I · Ln 317
Independent voting membersPt I · Ln 417
Mission & Programs · Part III

Where the work happens

3 program services account for $122.2M of program spending, described in the organization's own filed words · FY2024.
01

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.

$87.2Mprogram expense
02

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.

$29.1Mprogram expense
03

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.

$5.9Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CCouncil on Aging of Southwestern Ohio
EINHdr · item D31-0807186
Principal addressHdr · item CBlue Ash, OH
WebsiteHdr · item Jwww.help4seniors.org
Year of formationHdr · item L1971
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P81Z)
Ruling yearIRS BMFApr 1972

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a17
Independent voting membersPt VI · Ln 1b17
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Officers, Directors & Key Employees

Part VII, Section A · reportable compensation
$456,073Pt VII · Sec A
Ken Wilson
VP Program Ops
$188,052Pt VII · Sec A
Terri Bunting
VP of Managed Care
$187,261Pt VII · Sec A
Jacqueline Hutsell
VP of People Services
$179,488Pt VII · Sec A
$174,912Pt VII · Sec A
Judith Eschmann
VP Community & Business
$170,186Pt VII · Sec A
Kimberly Clark
Director Community and Bus
$134,332Pt VII · Sec A
Brooke a Gully
Director of Medicaid
$129,966Pt VII · Sec A

Suzanne Burke’s $456K as CEO is at the 60th percentile of top reported officer pay among 249 $100M+ human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Suzanne Burke$456,073$370,898$363,698$358,272$362,094$336,234
Ken Wilson$188,052$167,000$197,554$175,594$158,374$143,682
Terri Bunting$187,261$179,928$192,544$171,281$174,961—
Jacqueline Hutsell$179,488$168,135$162,404$147,284$149,386$135,354
Ronnell Spears$174,912$160,477————
Judith Eschmann$170,186$168,000$147,004$115,751——
Kimberly Clark$134,332$127,079$125,554———
Brooke a Gully$129,966—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Statement of Revenue

Part VIII
Contributions & grants$117.9M · 84%
Program service revenue$19.9M · 14%
Investment income$785K · 1%
Other revenue$1.8M · 1%
Contributions & grants84%$117.9M
Program service revenue14%$19.9M
Investment income1%$785K
Other revenue1%$1.8M
— government grantsLn 1e$117.3M
Total revenueLn 12$140.4M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.90 Management & general $0.10 Fundraising $0.00
Program services90%$126.4M
Management & general10%$13.6M
Fundraising$7K
Total functional expensesLn 25$140.1M

Balance Sheet

Part X · end of year
CashLn 1$12.6M
Total assetsLn 16$33.9M
Total liabilitiesLn 26$14.4M
Total net assetsLn 32$19.5M
Months of cash on handcomputed1.1

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $13.2M · Operating expenses/yr $140.1M
1.1 months
Where the money goes
Program services
Program services $126.4M · Total expenses $140.1M
90%
Management & General
Management & general $13.6M · Total expenses $140.1M
10%
Fundraising
Fundraising $7K · Total expenses $140.1M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $6K · Solicited contributions (3-yr avg) $312K
$0.02 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $117.9M · Total revenue $140.4M
84%
Government reliance
Government grants $117.3M · Total revenue $140.4M
84%
Earned-income share
Program service revenue $19.9M · Total revenue $140.4M
14%
Investment reliance
Investment income $785K · Total revenue $140.4M
+1%
Program self-sufficiency
Program service revenue $19.9M · Total expenses $140.1M
14%
Growth & trend
Revenue growth (YoY)
This year $140.4M · Prior year $129.0M
+9%
Revenue CAGR
FY2019 $88.0M · FY2024 $140.4M
+10%
Net-asset trend (YoY)
End of year $19.5M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $140.4M · Expenses $140.1M
0%
Liabilities-to-Assets
Total liabilities — · Total assets $33.9M
—
Net-asset ratio
Net assets $19.5M · Total assets $33.9M
57%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) $572K · Total assets (Pt X, ln 16) $33.9M
2%
People & payroll
Highest Reported Total Compensation
Individual Suzanne Burke · Reported title CEO · Highest reported compensation $456K · Total expenses $140.1M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $34.1M · Total expenses $140.1M
24%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 90%——
Overhead ratio 10%——
Fundraising cost ratio 0%——
Revenue growth 9%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Grants

Schedule I · funders on record
Grants received · FY2024
National Council on Aging INCFY2024$90K
The Greater Cincinnati FoundationFY2024$70K
Carol Ann and Ralph V Haile JR FoundationFY2024$25K
American Online Giving Foundation INCFY2024$13K
Total grants receivedfrom 4 funders$198K
See all 4 funders →

Similar Organizations

Closest in mission — by what they do
Lincoln County Council on AgingMO
Ohio Living CommunitiesOH
Southwestern Connecticut Agency on Aging INCCT
Agency on Aging of South Central Connecticut INCCT
Senior Citizens CouncilWY
Council on Aging INCWV
See all organizations like Council on Aging of Southwestern Ohio →

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Filings & Schedule Manifest

Part IV
III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
FY2024$129.0M revenue · ⤓ 990 PDF
FY2023$115.5M revenue · ⤓ 990 PDF
FY2022$95.8M revenue · ⤓ 990 PDF
FY2021$94.8M revenue · ⤓ 990 PDF
FY2020$88.0M revenue · ⤓ 990 PDF

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Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2024IRS
Classification, formation year, addressIRS Business Master File
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