2023-11-03T15:10:44-05:00 2022-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2022-01-01 310887396 AREA AGENCY ON AGING REGION 9 INC AREA 8009454250 710 WHEELING AVENUE CAMBRIDGE OH 43725 JAMES ENDLY CEO/EXECUTIVE DIRECTOR 8009454250 2023-11-03 1 JAMES ENDLY 999009999 0 BRIDGET A BUSH P00234609 6148852208 2023-11-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES ENDLY 710 WHEELING AVENUE CAMBRIDGE OH 43725 53648102 0 X WWW.AAA9.ORG X 1976 OH THE AGENCY PROVIDES ASSISTANCE TO MEET THE NEEDS OF THE AGING AND THOSE CONCERNED ABOUT THEM. 16 16 173 20 0 0 46854355 48902583 4100851 4227116 26682 6323 51690 0 51033578 53136022 0 0 0 0 11383442 12248855 0 0 0 39151882 39994480 50535324 52243335 498254 892687 11899039 15568580 8273507 11251362 3625532 4317218 X THE ORGANIZATION'S MISSION IS TO WORK WITH PEOPLE, COMMUNITIES, AND ORGANIZATIONS TO EDUCATE, PREPARE, AND ASSIST THEM IN MEETING THE NEEDS OF THE AGING.THE ORGANIZATION'S VISION IS TO BE THE RECOGNIZED COMMUNITY LEADER IN PROVIDING EDUCATION, CONSULTATION, AND ONGOING ASSISTANCE FOR OLDER ADULTS AND THE PEOPLE CONCERNED ABOUT THEM. 0 0 36119839 539610 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 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 DEVELOP 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. 6528985 ASSISTED LIVING BRIDGES THE GAP BETWEEN INDEPENDENT LIVING AND NURSING HOME CARE BY PROVIDING SERVICES IN CERTIFIED RESIDENTIAL CARE FACILITIES TO DELAY OR PREVENT NURSING FACILITY PLACEMENT. THE PROGRAM PROMOTES AGING IN PLACE BY SUPPORTING CONSUMER DESIRE FOR INDEPENDENCE, CHOICE AND PRIVACY. ASSISTED LIVING COMBINES A HOME-LIKE SETTING WITH PERSONAL SUPPORT SERVICES TO PROVIDE MORE INTENSIVE CARE THAN IS AVAILABLE THROUGH HOME CARE SERVICES. ASSISTED LIVING FACILITIES VARY CONSIDERABLY, BUT MOST PROVIDE PERSONAL CARE, MEALS, HOUSEKEEPING, LAUNDRY, TRANSPORTATION, AND SOCIAL ACTIVITIES. 6196187 3687506 THE OTHER PROGRAM SERVICES THAT ARE PROVIDED INCLUDE: DAILY MEAL PROGRAMS, ADULT DAY CARE, HOMEMAKER, PERSONAL CARE, HEALTH SCREENING, TRANSPORTATION, CHORE, HOME REPAIR, AND CASE MANAGEMENT. 48845011 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 137 0 1 173 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X RANDY NELSON CFO 8009454250 710 WHEELING AVENUE CAMBRIDGE OH 43725 GWEN MORGENSTERN PRESIDENT 1.00 X X 0 0 0 ROBERT MORGAN IMMEDIATE PAST PRESIDENT 1.00 X X 0 0 0 JASON JACKSON VICE PRESIDENT 1.00 X X 0 0 0 JOYCE KLINGLER SECRETARY 1.00 X X 0 0 0 PEGGY PRITZ TREASURER 1.00 X X 0 0 0 WILLIAM HARDING RAC CHAIR 1.00 X 0 0 0 LEISHA TRIGG MEMBER 1.00 X 0 0 0 SUZANNE BATES MEMBER 1.00 X 0 0 0 DANIEL ATKINSON MEMBER 1.00 X 0 0 0 CONNIE HAWTHORNE MEMBER 1.00 X 0 0 0 DR MICHAEL DUNDR MEMBER 1.00 X 0 0 0 NAN MATTERN MEMBER 1.00 X 0 0 0 KAREN SHILLING MEMBER 1.00 X 0 0 0 JEANIE BLAKE MEMBER 1.00 X 0 0 0 GLENN ENSLEN MEMBER 1.00 X 0 0 0 MELISSA GRECO MEMBER 1.00 X 0 0 0 JAMES A ENDLY CEO 45.00 X 177142 0 39826 MICHELE BATES VP OF CONSUMER & EMPLOYEE 45.00 X 128991 0 27059 VAL SAMPSON VP OF DEV. & COMMUN. OPTIONS 45.00 X 135329 0 26187 RANDY NELSON CFO-VP OF BUSINESS OPERATIONS 45.00 X 138191 0 12664 BROOKE CAMPBELL DIR. OF DEV. & COMMUN. OPTIONS 45.00 X 110755 0 18993 DONNA ESCHBAUGH DIR. OF CONSUMER & EMPLOYEE SERVICES 45.00 X 102678 0 26947 JEDIAH LOVE DIRECTOR OF FINANCE 45.00 X 103504 0 35334 896590 0 187010 7 0 1 0 FOSTERBRIDGE INC PO BOX 3118 WHEELING WV 26003 HOME HEALTH CARE 5681305 GRANWHIT INC DBA EMBER HOME CARE 5911 WOLF RUN RD SE DENNISON OH 44621 HOME HEALTH CARE 2914311 ADDUS HEALTH CARE INC DBA ADDUS HOME CAR 2300 WARRENVILLE RD STE 100 DOWNERS GROVE IL 60515 HOME HEALTH CARE 1779488 INTERIM HEALTHCARE 2806 BELL STREET ZANESVILLE OH 43701 HOME HEALTH CARE 1384621 CASLEO CORPORATION 2741 E 4TH AVE COLUMBUS OH 43219 HOME HEALTH CARE 1159589 61 48902583 48902583 BILLED SERVICES 624100 3683939 3683939 CO-PAY 624100 543177 543177 4227116 70233 70233 448170 512080 -63910 -63910 -63910 53136022 4227116 0 6323 685389 525422 159967 8416000 6451729 1964271 637409 488639 148770 1817875 1393588 424287 692182 530629 161553 19010 14573 4437 49102 37642 11460 10053 10053 227881 174694 53187 248421 190440 57981 444572 340810 103762 309957 237614 72343 228336 175043 53293 61109 45008 16101 CONTRACT & PROVIDER PAY 37754575 37754575 A/R COPAY BAD DEBT 218740 161106 57634 MISCELLANEOUS 115740 95427 20313 OUTREACH 78853 58077 20776 228131 169995 58136 52243335 48845011 3398324 0 8292627 7769924 1200499 2278296 449836 995933 121412 151585 1588477 1168718 550135 419759 1270480 1267261 10000 10000 4050 2675822 11899039 15568580 1465530 1115522 4371873 4411262 2436104 3135076 0 2589502 8273507 11251362 X 3625532 4317218 3625532 4317218 11899039 15568580 892687 -201001 0 X X 0 1 X 1 1 1 X 44413401 45802957 47661166 46780070 48902583 233560177 44413401 45802957 47661166 46780070 48902583 233560177 233560177 18328 24393 4744 5718 70233 123416 233683593 18445849 0.99950 0.99970 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7000 292 6708 1581477 1168426 413051 419759 SECURITY DEPOSITS 4050 OPERATING LEASE RIGHT-OF-USE ASSET 2671772 2675822 OPERATING LEASE LIABILITY 2589502 2589502 53019869 -201001 10835 84066 -106100 53125969 10053 10053 53136022 52233341 10835 27872 38707 52194634 10053 38648 48701 52243335 PART XI, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION REVENUE REPORTED SEPARATELY 122,714. NEGATIVE MISCELLANEOUS REVENUE REPORTED AS AN EXPENSE -38,648. PART XII, LINE 2D - OTHER ADJUSTMENTS: FOUNDATION EXPENSES REPORTED SEPARATELY 27,872. PART XII, LINE 4B - OTHER ADJUSTMENTS: NEGATIVE MISCELLANEOUS REVENUE REPORTED AS AN EXPENSE 38,648. X X X X 0 0 0 0 0 0 0 0 0 JAMES A ENDLY CEO 177142 0 0 0 0 0 15915 0 23911 0 216968 0 0 0 VAL SAMPSON VP OF DEV. & COMMUN. OPTIONS 135329 0 0 0 0 0 12412 0 13775 0 161516 0 0 0 MICHELE BATES VP OF CONSUMER & EMPLOYEE 128991 0 0 0 0 0 11953 0 15106 0 156050 0 0 0 RANDY NELSON CFO-VP OF BUSINESS OPERATIONS 138191 0 0 0 0 0 12412 0 252 0 150855 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AGENCY'S EXECUTIVE DIRECTOR/CEO REVIEWS THE 990 PRIOR TO SIGNING THE RETURN. THE CFO WORKS WITH THE FIRM THAT PREPARES THE FORM. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO FILL OUT THE CONFLICT OF INTEREST POLICY ANNUALLY. THE EXECUTIVE DIRECTOR MONITORS THE POLICY AND REVIEWS THE COMPLETED FORMS. IF A BOARD MEMBER HAS A CONFLICT, THEY MUST DECLARE IT AND EXCUSE THEMSELVES FROM THE DISCUSSION AND CANNOT VOTE ON THE MATTER. IN SOME INSTANCES THE CONFLICT MAY PRECLUDE THEM FROM SERVING ON THE BOARD. EMPLOYEES FILL OUT A CONFLICT FORM PRIOR TO EMPLOYMENT, IF THEY HAVE A CONFLICT THEN THEY ARE NOT ELIGIBLE FOR EMPLOYMENT. ONCE THEY ARE EMPLOYED THEY ARE PROHIBITED FROM EVENTS THAT WOULD BE A CONFLICT AND MUST ABIDE BY THAT POLICY. THE EXECUTIVE DIRECTOR FOLLOWS THE RULES THAT APPLY TO ALL OTHER EMPLOYEES. THE BOARD IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE DIRECTOR'S CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD SETS THE CEO'S SALARY WHICH IS DEFINED OVER MULTIPLE YEARS. THE BOARD USES COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS AND FROM PUBLISHED SALARY GUIDES TO DETERMINE THE CEO'S SALARY. THE BOARD IS ALSO INVOLVED IN COST OF LIVING ADJUSTMENTS FOR KEY EMPLOYEES' WAGES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OVERSEES THE AUDIT. THERE HAVE BEEN NO CHANGES TO THIS PROCEDURE. AREA AGENCY ON AGING REGION 9 FOUNDATION 710 WHEELING AVENUE CAMBRIDGE OH 43725 850611285 SUPPORT OPERATIONS FOR AREA AGENCY ON AGING REGION 9, INC. OH 501(C)(3) LINE 12A, I AREA AGENCY ON AGING REGION 9 INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0