Western Reserve Area Agency on Aging EIN 34-1620774

Western Reserve Area Agency on Aging

EIN  34-1620774 Public charity (501(c)(3)) Cleveland, OH Founded 1976
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
Empowering people to live independently in their chosen homes.
Leadership
E Douglas Beach · Chief Executive Officer · $497K
Money in and out
$127.3M revenue, $123.6M expenses
Bottom line
95% program efficiency

Empowering people to live independently in their chosen homes. For fiscal year 2024 it reported $127.3M in revenue, $123.6M in expenses, and $15.8M in net assets.Pt I

Where the money goes · FY2024
Total revenue
$127.3M
Pt VIII · Ln 12
Total expenses
$123.6M
Pt IX · Ln 25
Net assets
$15.8M
Pt X · Ln 32
Revenue less expenses (Pt I · Ln 19): $3.7M
Where spending went · Part IX cols B–D
Program services $0.95 Management & general $0.05
Program efficiency
95%
of spending reaches programs▲ +1% vs prior filing year
Operating runway
1.9mo
months of highly liquid reserves at operating expense rate▲ +6% vs prior filing year
Surplus margin
+3%
revenue over expenses, this year▲ +64% vs prior filing year

Summary of the Filing

Part I · fiscal year 2024 · Form 990
Revenue
$127.3M
FY2024▲ +47%
Expenses
$123.6M
FY2024▲ +45%
Total assets
$46.4M
FY2024▲ +29%
Total liabilities
$30.6M
FY2024▲ +29%
Total revenue
$127.3M
Pt VIII · Ln 12
Total expenses
$123.6M
Pt IX · Ln 25
Net assets
$15.8M
Pt X · Ln 32
Revenue less expensesPt I · Ln 19$3.7M
Total assetsPt X · Ln 16$46.4M
Program-expense ratioPt IX · col B95%
Voting members of governing bodyPt I · Ln 322
Independent voting membersPt I · Ln 422
Mission & Programs · Part III

Where the work happens

3 program services account for $109.0M of program spending, described in the organization's own filed words · FY2024.
01

Passport is a medicaid waiver which allows individuals with chronic conditions and disabilities to receive assessment, case management and in-home care services in their homes and communities rather than intermediate care facilities, long term care facilities, or hospitals.

$72.0Mprogram expense
02

Mycare ohio program provides integrated and managed care services for the aged and disabled populations dually eligible for both medicare and medicaid benefits.

$24.9Mprogram expense
03

Title iii c nutrition services is a nutrition program that provides meals and socialization to older adults in congregate settings such as senior centers and meals to frail older adults in their homes. The purpose of the program is to reduce hunger and food insecurity, promote socialization and provide nutritious meals to the homebound.

$12.0Mprogram expense

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Identity & Classification

Form 990 Header · IRS Business Master File
Legal nameHdr · item CWestern Reserve Area Agency on Aging
EINHdr · item D34-1620774
Principal addressHdr · item CCleveland, OH
WebsiteHdr · item Jwww.areaagingsolutions.org
Year of formationHdr · item L1976
State of legal domicileHdr · item MOH
Exempt statusHdr · item I501(c)(3) · active
NTEE classificationIRS BMFHuman Services (P810)
Ruling yearIRS BMFDec 1989

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a22
Independent voting membersPt VI · Ln 1b22
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
Chief Executive Officer
$497,114Pt VII · Sec A
Chief Operating Officer
$378,004Pt VII · Sec A
Chief, Strategy and Performance
$296,326Pt VII · Sec A
Senior Director of Clinical Services
$214,012Pt VII · Sec A
Director of Communications
$192,672Pt VII · Sec A
Chief Financial Officer
$190,711Pt VII · Sec A
Director of Community Outreach & Advocacy
$180,438Pt VII · Sec A
Director of Public Health and Transitional Care
$180,271Pt VII · Sec A

E Douglas Beach’s $497K as Chief Executive Officer is at the 65th 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

NameFY2024FY2023FY2022FY2021FY2020
E Douglas Beach$497,114$434,453$396,566$350,609$337,916
Christopher Hall$378,004$318,029$279,923$266,422$237,156
June Taylor$296,326$208,070$208,070$196,450$179,707
Craig Thomas$214,012$201,283$181,453
Joseph Benny$192,672$178,694$165,397$150,657$137,689
Joey Harris$190,711$175,191
Fatima Perkins$180,438$171,803$151,376$144,986$133,709
Mary Lipovan$180,271$175,262$154,506$149,622$141,451

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$97.6M · 77%
Program service revenue$29.5M · 23%
Contributions & grants77%$97.6M
Program service revenue23%$29.5M
Investment income$98K
Other revenue$93K
— government grantsLn 1e$97.6M
Total revenueLn 12$127.3M

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.95 Management & general $0.05
Program services95%$117.6M
Management & general5%$6.0M
Total functional expensesLn 25$123.6M

Balance Sheet

Part X · end of year
CashLn 1$19.6M
Total assetsLn 16$46.4M
Total liabilitiesLn 26$30.6M
Total net assetsLn 32$15.8M
Months of cash on handcomputed1.9

Financial Metrics

Form 990 · FY2024 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $19.6M · Operating expenses/yr $123.6M
1.9 months
Where the money goes
Program services
Program services $117.6M · Total expenses $123.6M
95%
Management & General
Management & general $6.0M · Total expenses $123.6M
5%
Fundraising
Fundraising $0 · Total expenses $123.6M
0%
Cost to raise $1
Fundraising expense (3-yr avg) $0 · Solicited contributions (3-yr avg) $69K
Solicited contributions below reporting floor
Where the money comes from
Contribution dependence
Contributions & grants $97.6M · Total revenue $127.3M
77%
Government reliance
Government grants $97.6M · Total revenue $127.3M
77%
Earned-income share
Program service revenue $29.5M · Total revenue $127.3M
23%
Investment reliance
Investment income $98K · Total revenue $127.3M
0%
Program self-sufficiency
Program service revenue $29.5M · Total expenses $123.6M
24%
Growth & trend
Revenue growth (YoY)
This year $127.3M · Prior year $86.7M
+47%
Revenue CAGR
FY2020 $77.1M · FY2024 $127.3M
+13%
Net-asset trend (YoY)
End of year $15.8M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $127.3M · Expenses $123.6M
+3%
Liabilities-to-Assets
Total liabilities — · Total assets $46.4M
Net-asset ratio
Net assets $15.8M · Total assets $46.4M
34%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) — · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $46.4M
Excludes program-related investments (Pt X, ln 13)
People & payroll
Highest Reported Total Compensation
Individual E Douglas Beach · Reported title CHIEF EXECUTIVE OFFICER · Highest reported compensation $497K · Total expenses $123.6M
0%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $33.9M · Total expenses $123.6M
27%
Peer comparison

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

MetricThis orgPeer medianPercentile
Program ratio 95%
Overhead ratio 5%
Fundraising cost ratio 0%
Revenue growth 47%
Legal fee ratio 0%
Accounting fee ratio 0%

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
UsagingFY2024$108K
Total grants receivedfrom 1 funder$108K

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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 (Latest)$127.3M revenue · viewing · ⤓ 990 PDF
FY2023$86.7M revenue · ⤓ 990 PDF
FY2022$79.6M revenue · ⤓ 990 PDF
FY2021$85.0M revenue · ⤓ 990 PDF
FY2020$77.1M 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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