Area Agency on Aging Region 9, Inc.

Legal name: Area Agency on Aging Region 9 Inc

Nonprofit profile at a glance

EIN
310887396
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Cambridge, Ohio, US
Phone
(800) 945-4250
Rating
83
Verdict
STRONG
Rating confidence
Moderate
Sector
Senior Centers

Official website

Reported finances

Revenue
$80,456,768
Expenses
$79,756,992
Assets
$22,691,368
Liabilities
$16,864,543

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

23 people listed

Executive titles in this filing

  • JAMES A ENDLY (PRESIDENT-CEO, RETIRED)
  • JEDIAH LOVE (PRESIDENT- CEO)
  • GWEN MORGENSTERN (PRESIDENT)
  • JASON JACKSON (VICE PRESIDENT)
  • ROBERT MORGAN (PAST PRESIDENT)

Highest reported compensation

  • JAMES A ENDLY (PRESIDENT-CEO, RETIRED): $217,261 total reported compensation
  • VAL SAMPSON (VP OF DEV. & COMM. OPTIONS): $196,498 total reported compensation
  • RANDY NELSON (CFO-VP OF BUSINESS OPERATI): $183,716 total reported compensation

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

We work with people, communities, and organizations to help older adults and people with disabilities live independently and enjoy the highest quality of life possible.

What it reported doing in 2024

Passport uses federal and state funds, through a medicaid waiver, to pay for an in-home alternative to nursing home care for low-income, medicaid eligible seniors. Passport is a two-pronged program. The first part is a pre-admission screening during which interested consumers are screened to determine preliminary medicaid eligibility and care needs. The second part of passport is home care. Once a consumer is determined eligible, a care manager works with him or her to delevop a package of in-home care services to be provided by local service providers. This care manager then monitors the services for quality and alters the care plan as necessary to help meet the consumer's care needs. Services available include: personal care, home delivered meals, adult day care, homemaker, emergency response, medical equipment and supplies, chore, social work counseling, nutritional counseling, independent living assistance, medical transportation waiver nursing and out of home respite.

Operating model

Revenue model
Grant-funded. 93% of the money available for current operations came from government grants.
Distribution model
Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.

The verdict

STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Some related-organization disclosures are missing and expenses are high relative to revenue.

Rating breakdown

  • Financial Efficiency: 84
  • Transparency & Controls: 81
  • Accountability: 91
  • Sustainability: 29
  • Growth: 100

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 94.3%; rating input score 94
  • Program expense ratio: 95%; rating input score 95
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 93.3%; rating input score 93; 21st percentile among comparable filings
  • Pay-setting controls: 4 of 6 controls in place; rating input score 67
    • Compensation committee: Missing
    • Independent consultant: Missing
    • Other Form 990s reviewed: Pass
    • Written employment contract: Pass
    • Compensation survey or study: Pass
    • Board or committee approval: Pass
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: No; rating input score 0

Accountability

  • Independent voting board: 92.9%; rating input score 93; 42nd percentile among comparable filings
  • Governance controls: 8 of 9 controls in place; rating input score 89
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Fail
    • Document-retention policy: Pass
    • CEO compensation review process: Pass
    • Other executive compensation review process: Pass
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Pass
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 0.9%; rating input score 37; 37th percentile among comparable filings
  • Total-asset coverage ratio: 0.28; rating input score 9; 9th percentile among comparable filings
  • Liabilities to assets ratio: 0.74; rating input score 20; 20th percentile among comparable filings
  • Officer compensation ratio: 1.9%; rating input score 57; 57th percentile among comparable filings

Growth

  • Program expense growth: 5.8% per year; rating input score 100; 47th percentile among comparable filings
  • Revenue growth: 5.6% per year; rating input score 100; 48th percentile among comparable filings
  • Asset growth: 12.7% per year; rating input score 100; 80th percentile among comparable filings

Details

  • What they do: 8 programs and campaigns described on the official site · 9 operating locations identified
  • Where the money goes: 94.3% of revenue deployed · 95% of spending went to programs
  • Governance: 13 of 14 board members independent · 8 of 9 filing controls reported
  • Programs: 3 filed program accomplishments · $75.8M in reported program spending
  • Leadership: top reported pay $217K · 23 people listed · 4 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $23.9M reported
  • Consistency: 30 of 31 current checks pass · 1 finding to review
  • Schedules: 6 filed schedules · includes major donors and executive pay
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 9 filed money-flow records
  • Related organizations: 1 filed related-organization link
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.
  • Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Transparency & Controls: Related-party transparency scored 0/100.
  • Moderate — Sustainability: Operating margin scored 37/100.
  • High — Sustainability: Total-asset coverage ratio scored 9/100.
  • Review — Accountability: Governance controls: Whistleblower policy not reported.
  • Review — Transparency & Controls: Schedule R controlled transactions itemized did not reconcile in the filed values.
  • High — Sustainability: Liabilities to assets ratio scored 20/100.
  • Review — Sustainability: Officer compensation ratio scored 57/100.