Western Reserve Area Agency on Aging

Nonprofit profile at a glance

EIN
341620774
IRS 990 coverage
2010–2024
Official website data refreshed
Sep 2026
Forms available
Form 990 2024
Location
Cleveland, Ohio, United States
Phone
800-626-7277
Rating
81
Verdict
STRONG
Rating confidence
Moderate
Sector
Senior Centers

Official website

Reported finances

Revenue
$127,335,568
Expenses
$123,638,386
Assets
$46,394,734
Liabilities
$30,588,396

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

Leadership & pay

42 people listed

Executive titles in this filing

  • SAM THOMAS III ESQ (PRESIDENT)
  • FRANK A WEGLARZ (VICE PRESIDENT)
  • ANDREW JACKSON (PAST PRESIDENT)
  • E DOUGLAS BEACH (CHIEF EXECUTIVE OFFICER)

Highest reported compensation

  • E DOUGLAS BEACH (CHIEF EXECUTIVE OFFICER): $538,642 total reported compensation
  • CHRISTOPHER HALL (CHIEF OPERATING OFFICER): $418,367 total reported compensation
  • JUNE TAYLOR (CHIEF, STRATEGY AND PERFORMANCE): $331,067 total reported compensation

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

Overview

Mission

To provide services and support that help older adults and individuals with disabilities remain independent in their own homes and communities.

What it reported doing in 2024

Title iii b includes support services and the adult and disability resource network (adrn). Support services provides a range of social services aimed at helping older adults remain independent in their own homes and communities. Funds must support access to services, in-home services and legal assistance. The adrn is a trusted information network providing assistance, access and cost effective choices to adults of all incomes, ages and abilities. Each adrn partner develops formal partnerships that will assist consumers as they transition from one care setting or public program payer to another. Adrn services are designed to create community living options for consumers and include: specialized information and assistance, information and referrals, benefit assistance, options counseling and specialized care coordination. Wraaa provided more than 105,000 transportation units for local aging services, national family caregiver program, and the traditional oaa transportation services.

Operating model

Revenue model
Grant-funded. 77% 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. Revenue has declined or grown slowly and total assets are small relative to annual expenses; liquid coverage is unknown.

Rating breakdown

  • Financial Efficiency: 83
  • Transparency & Controls: 76
  • Accountability: 100
  • Sustainability: 33
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 92.4%; rating input score 92
  • Program expense ratio: 95.2%; rating input score 95
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 68th percentile among comparable filings
  • Pay-setting controls: 1 of 6 controls in place; rating input score 17
    • Compensation committee: Pass
    • Independent consultant: Missing
    • Other Form 990s reviewed: Missing
    • Written employment contract: Missing
    • Compensation survey or study: Missing
    • Board or committee approval: Missing
  • Foreign activity oversight: Limited
  • Grant itemization coverage: Limited
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Yes; rating input score 100

Accountability

  • Independent voting board: 100%; rating input score 100; 77th percentile among comparable filings
  • Governance controls: 9 of 9 controls in place; rating input score 100
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • 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: 2.9%; rating input score 47; 47th percentile among comparable filings
  • Total-asset coverage ratio: 0.38; rating input score 13; 13th percentile among comparable filings
  • Liabilities to assets ratio: 0.66; rating input score 24; 24th percentile among comparable filings
  • Officer compensation ratio: 3.3%; rating input score 34; 34th percentile among comparable filings

Growth

  • Program expense growth: 3.2% per year; rating input score 100; 24th percentile among comparable filings
  • Revenue growth: -1.6% per year; rating input score 0; 3rd percentile among comparable filings
  • Asset growth: 8.4% per year; rating input score 100; 61st percentile among comparable filings

Details

  • What they do: 6 programs and campaigns described on the official site · 6 operating locations identified
  • Where the money goes: 92.4% of revenue deployed · 95.2% of spending went to programs
  • Governance: 22 of 22 board members independent · 9 of 9 filing controls reported
  • Programs: 4 filed program accomplishments · $117.6M in reported program spending
  • Leadership: top reported pay $539K · 42 people listed · 1 of 6 pay-setting controls reported
  • Highest-paid contractors: 5 contractors listed · $13.3M reported
  • Consistency: 30 of 30 current checks pass
  • Schedules: 7 filed schedules · includes major donors, executive pay, and related organizations
  • Filing history: 14 filing years from 2010 to 2024
  • Contacts: How to reach this organization
  • Money network: 19 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.

Key Signals

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

  • High — Growth: Revenue growth scored 0/100.
  • High — Sustainability: Total-asset coverage ratio scored 13/100.
  • Moderate — Sustainability: Operating margin scored 47/100.
  • High — Sustainability: Liabilities to assets ratio scored 24/100.
  • Moderate — Sustainability: Officer compensation ratio scored 34/100.