Ohio · Nonprofit
Council on Aging of Southwestern Ohio
Council on Aging of Southwestern Ohio (Ohio) receives grants from 14 organizations whose IRS filings report $1,049,755 to it, the largest being THE GREATER CINCINNATI FOUNDATION ($521,500). 7 of them have funded it in more than one year, and 64% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- Revenue FY2024
- $129M
- Funders on record
- 14
- Grants received
- $1.0M
- Net assets
- $19M
What Council on Aging of Southwestern Ohio does
Mission
To enhance the lives of adults by assisting them to remain independent at home through a range of quality services.
As stated on its FY2024 Form 990.
Programs
On its FY2024 return the organization reported starting a significant new program.
We have joined a partnership to provide comprehensive medical and social service care to older adults. The programs is called PACE (Program of All-Inclusive Care for the Elderly)
Its own explanation, from Schedule O of that return (Part III, line 2).
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.
$87,193,158 spent$13,740,161 earned by the program69% of program spendingEach 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.
$29,105,948 spent$4,586,603 earned by the program23% of program spendingCommunity-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.…
$5,905,399 spent$930,591 earned by the program5% of program spendingInformation, 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.
$4,199,106 spent$661,707 earned by the program3% of program spending
The 4 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $126,403,611.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $16M to $23M (+43%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 84% · 2018 82% · 2019 82% · 2020 84% · 2021 84% · 2022 83% · 2023 85% · 2024 86%. Grants only. Government contracts and fees sit inside program revenue.
86% of Council on Aging of Southwestern Ohio’s revenue is contributions — more donation-reliant than the typical peer (17% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 0 of the last 8 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Suzanne Burke
CEO
As listed on its FY2024 Form 990.
Who funds it, year by year
2020 → 2023: the base narrowed from 5 funders to 4 funders, grant income fell $433k → $169k.
4 of 14 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 64% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of Council on Aging of Southwestern Ohio’s funders (the co-funder graph). Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
Council on Aging of Southwestern Ohio leans on a few funders — its largest provides 50% of grant income and the top three 74%; half comes from just 2 funders.
the vertical line marks half of all grant income — 2 funders to its left
94% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund Council on Aging of Southwestern Ohio.
Largest funder’s share by year: 2020 93% · 2021 36% · 2022 45% · 2023 59% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
20% of Council on Aging of Southwestern Ohio's funders are still giving 3 years after their first grant; 50% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
64% of Council on Aging of Southwestern Ohio's grant income arrives through donor-advised or pass-through sponsors, whose addresses record where the money is held rather than where the donor is. Of the $381k that is directly attributable, 71% of it comes from funders outside Ohio, across 4 states.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $669k arriving through sponsors registered in 3 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
Council on Aging of Southwestern Ohio is better cushioned than half of the 248 human services nonprofits its size.
this organization peer median middle 50% of peers· 248 human services nonprofits over $100M, FY2024
Government funding Council on Aging of Southwestern Ohio receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $3.4M on record.
- Department of Health and Human Services$1.6M
- Department of Housing and Urban Development$1.3M
- Department of Transportation$470k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like Council on Aging of Southwestern Ohio
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Ohio
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
91% of spending goes to programs.
Governance
Public support
100%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Footprint & structure
Files a return copy in 1 state
Part of a family of 3 related entities
- Home 52 LLC · disregarded
- Direction Home LLC · partnership
- Independence in Aging Inc · corp_trust
Screen this organization
A dated, signed PDF of the compliance screen for Council on Aging of Southwestern Ohio: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds Council on Aging of Southwestern Ohio?
- Council on Aging of Southwestern Ohio (Ohio) receives grants from 14 organizations whose IRS filings report $1,049,755 to it, the largest being THE GREATER CINCINNATI FOUNDATION ($521,500). 7 of them have funded it in more than one year, and 64% of the money arrives through donor-advised or pass-through sponsors rather than from an institution directly.
- How many funders does Council on Aging of Southwestern Ohio have?
- IRS filings report 14 organizations giving $1,049,755 in grants to Council on Aging of Southwestern Ohio, 7 of which have funded it in more than one year.
- Who is the largest funder of Council on Aging of Southwestern Ohio?
- THE GREATER CINCINNATI FOUNDATION is the largest funder on record, with $521,500 in grants. The full list of funders is on this page.
- How can an organization like Council on Aging of Southwestern Ohio find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Ohio. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
Play a game about who funds Council on Aging of Southwestern Ohio →
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2024 (financials across 2017–2024), and the filings of 14 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing