Nonprofit · EIN 31-0807186
COUNCIL ON AGING OF SOUTHWESTERN OHIO
Tax-exempt · BLUE ASH, OH 45242
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $140,354,314 | $140,053,945 | $300,369 | $33,898,077 | $14,418,052 | $19,480,025 |
| September 30, 2024 | 990 | $128,972,808 | $128,835,842 | $136,966 | $31,743,062 | $12,563,406 | $19,179,656 |
| September 30, 2023 | 990 | $115,466,364 | $110,269,259 | $5,197,105 | $28,713,912 | $9,671,222 | $19,042,690 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $117,853,009
- of which government grants
- $117,310,355
- Program service revenue
- $19,919,062
- Investment income
- $784,880
- Net gain from sales of assets
- $319,226
- Other revenue
- $1,797,363
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,651,784
- Other salaries and wages
- $26,171,844
- Salaries, compensation and benefits (total)
- $34,076,209
- Professional fundraising fees
- $0
- Legal fees
- $779,948
- Accounting fees
- $74,825
- Occupancy
- $165,224
- Travel
- $303,746
- Depreciation
- $1,084,340
- Program services (functional)
- $126,403,611
- Management and general (functional)
- $13,643,217
- Fundraising (functional)
- $7,117
Balance sheet and other
- Total assets, start of year
- $31,743,062
- Total assets, end of year
- $33,898,077
- Total liabilities, end of year
- $14,418,052
- Net assets, end of year
- $19,480,025
- Land, buildings and equipment
- $4,084,279
- Net assets without donor restrictions
- $19,480,025
- Gross receipts
- $141,041,843
- Employees
- 471
- Volunteers
- 17
- Year formed
- 1971
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Suzanne Burke | CEO Officer | 37.5 | $456,073 | $52,810 |
| Ken Wilson | VP Program Ops Key employee | 37.5 | $188,052 | $62,702 |
| Terri Bunting | VP of Managed Care Key employee | 37.5 | $187,261 | $51,790 |
| Judith Eschmann | VP Community & Business Key employee | 37.5 | $170,186 | $50,595 |
| Ronnell Spears | CFO Officer | 37.5 | $174,912 | $43,033 |
| Jacqueline Hutsell | VP of People Services Key employee | 37.5 | $179,488 | $34,882 |
| Kimberly Clark | Director Community and Bus Highest-paid employee | 37.5 | $134,332 | $36,031 |
| Brooke A Gully | Director of Medicaid Highest-paid employee | 37.5 | $129,966 | $16,969 |
| Daniel Brian Frandorf | Director Highest-paid employee | 37.5 | $112,905 | $23,879 |
| John C Jones | Director People Services Highest-paid employee | 37.5 | $113,846 | $15,998 |
| Christel M Thomas-Stanton | Case Manager Highest-paid employee | 37.5 | $116,172 | $7,245 |
| Jane Ripberger | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Karen Bankston | Chairman Trustee or director, Officer | 1 | $0 | $0 |
| Karen Brown | Chairman 4/25, Ex-officio Trustee or director, Officer | 1 | $0 | $0 |
| Kay Bolden | Secretary Trustee or director, Officer | 1 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Leonard Wagers | Treasurer Trustee or director, Officer | 1 | $0 |
| Angela Curl | Trustee - Exited 08/25 Trustee or director | 1 | $0 |
| Ashley Taylor | Trustee - Started 02/25 Trustee or director | 1 | $0 |
| Carl Stich | Trustee - Exited 06/25 Trustee or director | 1 | $0 |
| Eyad Musallam | Trustee - Exited 10/24 Trustee or director | 1 | $0 |
| Gabrielle Belser | Trustee - Started 10/24 Trustee or director | 1 | $0 |
| James Cowan | Trustee Trustee or director | 1 | $0 |
| Jeff Rhein | Trustee Trustee or director | 1 | $0 |
| Kaneesha Ogle | Trustee - Started 10/24 Trustee or director | 1 | $0 |
| Linda Holmes | Trustee Trustee or director | 1 | $0 |
| Matthew Durban | Trustee Trustee or director | 1 | $0 |
| Matthew Worth | Trustee Trustee or director | 1 | $0 |
| Mike Carroll | Trustee Trustee or director | 1 | $0 |
| Rose Stertz | Trustee Trustee or director | 1 | $0 |
| Sally Buchanan | Trustee - Started 02/25 Trustee or director | 1 | $0 |
| Sarah Boehle | Trustee - Exit 04/25 Trustee or director | 1 | $0 |
| Valarie Boykins | Trustee Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Suzanne Burke | CEO Officer | 37.5 | $370,898 | $49,910 |
| Terri Bunting | VP of Managed Care Key employee | 37.5 | $179,928 | $50,850 |
| Ken Wilson | VP Program Ops Key employee | 37.5 | $167,000 | $60,939 |
| Judith Eschmann | VP Community & Business Key employee | 37.5 | $168,000 | $42,261 |
| Ronnell Spears | CFO Officer | 37.5 | $160,477 | $41,667 |
| Jacqueline Hutsell | VP of People Services Key employee | 37.5 | $168,135 | $33,701 |
| Kimberly Clark | Director Community and Bus Highest-paid employee | 37.5 | $127,079 | $35,596 |
| Carl McCullough | Controller Highest-paid employee | 37.5 | $105,832 | $32,549 |
| Lisa Portune | Manager, Compliance & Prov Highest-paid employee | 37.5 | $114,483 | $7,144 |
| Brooke Gully | Director of Medicaid Highest-paid employee | 37.5 | $105,126 | $15,419 |
| Christel Thomas-Stanton | Case Manager Highest-paid employee | 37.5 | $103,523 | $6,486 |
| Eyad Musallam | Trustee Trustee or director | 1 | $0 | $0 |
| Mike Carroll | Trustee Trustee or director | 1 | $0 | $0 |
| Angela Curl | Trustee Trustee or director | 1 | $0 | $0 |
| Carl Stich | Trustee Trustee or director | 1 | $0 | $0 |
| Karen Brown | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Linda Holmes | Trustee Trustee or director | 1 | $0 | $0 |
| Sarah Boehle | Trustee Trustee or director | 1 | $0 | $0 |
| Cathy Cain | Secretary - Exited 3/24 Trustee or director, Officer | 1 | $0 | $0 |
| Kay Bolden | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Leonard Wagers | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Karen Bankston | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| James Cowan | Trustee Trustee or director | 1 | $0 | $0 |
| Valarie Boykins | Trustee Trustee or director | 1 | $0 | $0 |
| Matthew Durban | Trustee Trustee or director | 1 | $0 | $0 |
| Jeff Rhein | Trustee Trustee or director | 1 | $0 | $0 |
| Jane Ripberger | Trustee Trustee or director | 1 | $0 | $0 |
| Matthew Worth | Trustee - Started 8/24 Trustee or director | 1 | $0 | $0 |
| Rose Stertz | Trustee - Started 2/24 Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 29 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Suzanne Burke | CEO Officer | 37.5 | $363,698 | $47,910 |
| Ken Wilson | VP Program Ops Key employee | 37.5 | $197,554 | $60,772 |
| Terri Bunting | VP of Managed Care Key employee | 37.5 | $192,544 | $49,607 |
| Jacqueline Hutsell | VP of People Services Key employee | 37.5 | $162,404 | $31,357 |
| Judith Eschmann | VP Community & Business Highest-paid employee | 37.5 | $147,004 | $39,001 |
| Kimberly Clark | Director Community and Business Options Highest-paid employee | 37.5 | $125,554 | $35,504 |
| Carl McCullough | Controller Highest-paid employee | 37.5 | $109,243 | $32,754 |
| Brooke Gully | Director of Medicaid Highest-paid employee | 37.5 | $114,680 | $15,992 |
| Lisa Portune | Manager, Compliance & Provider Services Highest-paid employee | 37.5 | $114,014 | $7,116 |
| Susan Millard | Trustee - Exited 12/2022 Trustee or director | 1 | $0 | $0 |
| William Melvin | Trustee - Exited 3/2023 Trustee or director | 1 | $0 | $0 |
| Eyad Musallam | Trustee Trustee or director | 1 | $0 | $0 |
| Mike Carroll | Trustee Trustee or director | 1 | $0 | $0 |
| Angela Curl | Trustee Trustee or director | 1 | $0 | $0 |
| Carl Stich | Trustee Trustee or director | 1 | $0 | $0 |
| Karen Brown | Chair Trustee or director, Officer | 1 | $0 | $0 |
| Linda Holmes | Trustee Trustee or director | 1 | $0 | $0 |
| Sarah Boehle | Trustee Trustee or director | 1 | $0 | $0 |
| Mick MClaughin | Trustee - Exited 3/2023 Trustee or director | 1 | $0 | $0 |
| Johnathan McCain | Trustee - Exited 3/2023 Trustee or director | 1 | $0 | $0 |
| Cathy Cain | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Kay Bolden | Trustee Trustee or director | 1 | $0 | $0 |
| Leonard Wagers | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Karen Bankston | Vice Chairman Trustee or director, Officer | 1 | $0 | $0 |
| James Cowan | Trustee Trustee or director | 1 | $0 | $0 |
| Valarie Boykins | Trustee - Started 12/2022 Trustee or director | 1 | $0 | $0 |
| Matthew Durban | Trustee - Started 12/2022 Trustee or director | 1 | $0 | $0 |
| Jeff Rhein | Trustee - Started 12/2022 Trustee or director | 1 | $0 | $0 |
| Jane Ripberger | Trustee - Started 2/2023 Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 4601 MALSBARY RD, BLUE ASH, OH 45242-5632
- Principal officer (990 for 2024)
- Suzanne Burke, 4601 Malsbary Road, Blue Ash, OH 45242
- Signed the 990
- Suzanne Burke, CEO
- Phone
- (513) 721-1025
- Website
- www.help4seniors.org
- Return prepared by
- Barnes Dennig & Co LTD
Mission
To enhance the lives of adults by assisting them to remain independent at home through a range of quality services.
Program accomplishments
- 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.Expenses $87,193,158 · revenue $13,740,161
- 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 2025, Council on Aging served 27,358 individuals in our multi-county region with home and community-based services. Individuals were served through a variety of 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 1.6 million hours of in-home, supportive services.Expenses $29,105,948 · revenue $4,586,603
- 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 2025, COA provided 185,404 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 13,400 individuals received approximately 1.8 million meals in congregate settings or delivered to their homes. An additional 3,434 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 2025 included caregiver support and wellness programs for 4,299 individuals (including people caring for individuals with Alzheimer's); legal assistance for 2,413 older adults; ombudsman representation for 10,759 individuals in nursing homes and receiving in-home care; and supportive services for 739 individuals.Expenses $5,905,399 · revenue $930,591
- 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 85,300 requests for information and referral in FFY 2025. 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.Expenses $4,199,106 · revenue $661,707
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 31-0807186
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1972
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $33,898,077
- Income (IRS master file)
- $141,041,843
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $140,354,314 | $140,053,945 | $33,898,077 | XML |
| 990 | September 2024 | $128,972,808 | $128,835,842 | $31,743,062 | XML |
| 990 | September 2023 | $115,466,364 | $110,269,259 | $28,713,912 | XML |
| 990 | September 2022 | $95,809,985 | $95,292,792 | $25,338,812 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-0807186).
Questions about COUNCIL ON AGING OF SOUTHWESTERN OHIO
- What is the EIN of COUNCIL ON AGING OF SOUTHWESTERN OHIO?
- The employer identification number (EIN) of COUNCIL ON AGING OF SOUTHWESTERN OHIO is 31-0807186.
- Is COUNCIL ON AGING OF SOUTHWESTERN OHIO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1972.
- Are donations to COUNCIL ON AGING OF SOUTHWESTERN OHIO tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does COUNCIL ON AGING OF SOUTHWESTERN OHIO file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COUNCIL ON AGING OF SOUTHWESTERN OHIO due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COUNCIL ON AGING OF SOUTHWESTERN OHIO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of COUNCIL ON AGING OF SOUTHWESTERN OHIO?
- The 990 for the year ended September 30, 2025 names Suzanne Burke.
- Who are the officers and directors of COUNCIL ON AGING OF SOUTHWESTERN OHIO?
- The 990 for the year ended September 30, 2025 lists 32 people; 11 received compensation from the organization, the highest $456,073 (Suzanne Burke, CEO).
- How much revenue does COUNCIL ON AGING OF SOUTHWESTERN OHIO have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $140,354,314, expenses of $140,053,945 and total assets of $33,898,077 at year end.
Other nonprofits in BLUE ASH
- JEWISH FAMILY SERVICE OF THE CINCINNATI AREA EIN 31-0744786 · last filed 990 for 2025
- PARKINSON COMMUNITY FITNESS EIN 83-0957246 · last filed 990 for 2025
- YOUR LIFE LINE ADULT CARE INC EIN 33-2753711 · last filed 990 for 2025
- THEIR VOICE OF GREATER CINCINNATI EIN 82-4799324 · last filed 990-EZ for 2024
- LIONHEART FAMILY SERVICES EIN 86-1936138 · last filed 990-EZ for 2025
- PAY IT FORWARD CINCINNATI EIN 46-2270687 · last filed 990-N for 2025
- EYES OPEN INTERNATIONAL EIN 81-3655924 · last filed 990-EZ for 2025
- BLACK GIRLS WORKSHOP EIN 88-3504747 · last filed 990-N for 2025