2023-11-13T15:23:49-06:00 2022-12-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE DAYTON OH 45342 990 2022-01-01 311361630 AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2 AREA 9373413000 40 W SECOND STREET 400 DAYTON OH 45402 DOUGLAS MCGARRY EXECUTIVE DIRECTOR 9373413000 2023-11-09 1 DOUGLAS MCGARRY 999009999 1 JANE E PFEIFER P00014949 9372260070 2023-11-09 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DOUGLAS MCGARRY 40 W SECOND STREET 400 DAYTON OH 45402 51345630 0 X WWW.INFO4SENIORS.ORG X 1993 OH THE AREA AGENCY ON AGING, PLANNING AND SERVICE AREA 2 IMPROVES THE QUALITY OF LIFE FOR THE OLDER ADULTS IN ITS NINE-COUNTY COMMUNITY BY ADVOCATING FOR INDIVIDUALS, DEVELOPING AND SUPPORTING A STRONG NETWORK OF SERVICES, AND PROVIDING RESOURCES FOR OLDER ADULTS. 12 12 157 27 0 0 43281500 43010767 8714798 8087182 170215 247681 0 0 52166513 51345630 34778619 34704255 0 0 12614551 12865396 0 0 0 2215699 2517303 49608869 50086954 2557644 1258676 35326580 35914438 7206577 8125607 28120003 27788831 X THE AREA AGENCY ON AGING, PLANNING AND SERVICE AREA 2 IMPROVES THE QUALITY OF LIFE FOR THE OLDER ADULTS IN ITS NINE-COUNTY COMMUNITY BY ADVOCATING FOR INDIVIDUALS, DEVELOPING AND SUPPORTING A STRONG NETWORK OF SERVICES, AND PROVIDING RESOURCES FOR OLDER ADULTS. 0 0 26865100 22361621 440573 OHIO DEPARTMENT OF AGING ADMINISTERED WAIVER PROGRAMS FOR PASSPORT AND ASSISTED LIVING: PASSPORT IS FOR SENIORS AGE 60 AND OLDER WHO NEED THE LEVEL OF CARE PROVIDED IN A NURSING HOME, BUT WANT TO STAY IN THEIR HOME. IT IS A STATEWIDE PROGRAM FUNDED BY MEDICAID.THOSE WHO QUALIFY FOR PASSPORT WORK WITH A NURSE OR SOCIAL WORKER TO DEVELOP A PLAN OF CARE THAT CUSTOMIZES SERVICES TO HELP THEM REMAIN AT HOME. ONCE ENROLLED, A CASE MANAGER WORKS WITH THEM TO BE SURE NEEDS ARE MET WITH QUALITY SERVICES, AND THAT THE PLAN OF CARE IS ADJUSTED AS NEEDS CHANGE. THE ASSISTED LIVING WAIVER PROVIDES AND ALTERNATIVE TO NURSING FACILITY PLACEMENT. AN ASSISTED LIVING FACILITY PROVIDES A HOME-LIKE SETTING THAT IS LESS RESTRICTIVE AND LESS EXPENSIVE THAN A NURSING FACILITY. THE ASSISTED LIVING WAIVER IS AVAILABLE TO MEDICAID-ELIGIBLE ADULTS AND COVERS THE COST OF CARE IN CERTIFIED ASSISTED LIVING FACILITIES WHILE CONSUMERS ARE RESPONSIBLE FOR COSTS ASSOCIATED WITH ROOM AND BOARD AT THE STATE-SET RATE. 8612913 7601406 84567 COMCARE IS FOR SENIORS WHO NEED SUPERVISION OR LIMITED ASSISTANCE TO REMAIN INDEPENDENT AT HOME. IT CAN ALSO OFFER SERVICES TO SUPPORT THOSE CARING FOR A FRAIL OLDER PERSON AT HOME.THOSE WHO QUALIFY FOR COMCARE MEET WITH A NURSE OR SOCIAL WORKER TO DEVELOP A PLAN OF CARE THAT CUSTOMIZES SERVICES TO ASSIST THEM AT HOME. ONCE ENROLLED, A CASE MANAGER WORKS WITH THEM TO BE SURE NEEDS ARE MET WITH QUALITY SERVICES, AND THAT THE PLAN OF CARE IS ADJUSTED AS NEEDS CHANGE.PARTICIPANT-DIRECTED CARE RECOGNIZES AND SUPPORTS EXISTING HOME CARE FROM SPOUSES, FAMILY, AND OTHERS, THUS PROVIDING AN ALTERNATIVE OPTION TO RECEIVE IN-HOME SERVICES. THE PARTICIPANT, "EMPLOYER" IS ABLE TO HIRE THEIR OWN "EMPLOYEE" TO PROVIDE CARE AND SERVICES IN THEIR HOME. EMPLOYEES CAN ASSIST WITH PERSONAL CARE, HOMEMAKING, TRANSPORTATION, AND OTHER SERVICES AS AUTHORIZED BY THE PARTICIPANT AND AREA AGENCY ON AGING PSA2. FORMAL TRAINING FOR THE EMPLOYEE IS NOT REQUIRED, HOWEVER AREA AGENCY ON AGING PSA 2 AND THE PARTICIPANT CAN SUPPLY TRAINING RESOURCES AS NEEDED. 6819456 7555072 MYCARE OHIO WAIVER IS A MANAGED CARE PLAN DESIGNED TO COORDINATE SERVICES FOR PEOPLE AGE 60 AND OVER WHO ARE ELIGIBLE FOR BOTH MEDICARE AND MEDICAID, WITH THE GOAL TO DELIVER BETTER COORDINATED CARE. 5279435 4741228 6970 ADULT DAY SERVICE ALZHEIMER RESPITE SERVICES AGING MASTERY PROGRAM CAREGIVER EDUCATION AND RESPITE CASE MANAGEMENT/CARE COORDINATION CHORE SERVICES CONGREGATE MEALS ELDER ABUSE EMERGENCY RESPONSE SYSTEM HEALTHY LIVING HEAP OUTREACH HOME REPAIR HOME-DELIVERED MEALS HOME MEDICAL EQUIPMENT TRANSPORTATION HOMEMAKER SERVICES LEGAL SERVICES LONG TERM CARE OMBUDSMAN MATTER OF BALANCE NUTRITION SERVICE INCENTIVE PROGRAM PERSONAL CARE SERVICE PROTECTIVE SERVICE RESPITE VISITING SENIOR VOLUNTEER SERVICES SUPPORTIVE SERVICES 5279435 4741228 6970 47576904 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 93 0 1 157 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X DOUGLAS MCGARRY 9373413000 40 W SECOND STREET SUITE 400 DAYTON OH 454021873 VICKIE CARRAHER CHAIRPERSON 1.00 X X 0 0 0 CHERYL WHEELER VICE-CHAIRPERSON 1.00 X X 0 0 0 MOLLY HELMLINGER PHD TREASURER 1.00 X X 0 0 0 JUDITH LAMUSGA ESQ PAST CHAIRPERSON 1.00 X X 0 0 0 DOUG LINEBERGER PAST CHAIRPERSON (JAN-JUN) 1.00 X X 0 0 0 CLENNIA BOND BOARD MEMBER 1.00 X 0 0 0 DAVID CLEAVENGER BOARD MEMBER 1.00 X 0 0 0 JANET CRELIN BOARD MEMBER (JUL-DEC) 1.00 X 0 0 0 HOLLY HILL BOARD MEMBER 1.00 X 0 0 0 DEB SANDERS BOARD MEMBER 1.00 X 0 0 0 STEVEN SWEDLUND MD BOARD MEMBER 1.00 X 0 0 0 NITA WILKINSON BOARD MEMBER (JAN-JUN) 1.00 X 0 0 0 ROLAND WINBURN BOARD MEMBER 1.00 X 0 0 0 DR ERIC WINSTON BOARD MEMBER 1.00 X 0 0 0 DOUGLAS MCGARRY EXEC. DIRECTOR/SECRETARY 37.50 X 259753 0 30462 NICOLE KHANER ASSISTANT DIRECTOR 37.50 X 173859 0 35690 DANIEL AUMAN IT DIRECTOR 37.50 X 156133 0 35286 KERRI SCHNEIDER FISCAL OFFICER 37.50 X 133516 0 18794 CHELSEA HERDMAN COMMUNITY SERVICES DIRECTOR 37.50 X 124261 0 29837 RACHELLE NAVARRO CONSUMER SERVICES DIRECTOR 37.50 X 110628 0 18662 JEANNE MBAGWU COMMUNITY SERVICES MANAGER 37.50 X 137408 0 24130 SIMONE HOLDER-NELSON BUSINESS OPPORTUNITY MANAGER 37.50 X 136396 0 20865 MEAGHAN JOHNSON WAIVER SERVICES MANAGER 37.50 X 102711 0 28581 TANAS BOWMAN SCREENER 37.50 X 108165 0 20478 CLAIRE SHARKEY CARE MANAGER 37.50 X 104784 0 20015 1547614 0 282800 21 0 1 0 ANGELS OF OHIO 4134 LINDEN AVE STE 307 DAYTON OH 45432 HEALTH CARE SERVICES 1306574 DEMETRIUS OF FORTY CHURCHES LLC DBA AHL 3620 LIGHTNER RD VANDALIA OH 45377 HOME DELIVERED MEALS 1147190 FUTURE HOME CARE LLC 4141 N MAIN STREET DAYTON OH 45405 HOME HEALTH CARE SVC 699511 VALLEY TRANSPORT 4428 N DIXIE DR STE A DAYTON OH 45414 TRANSPORTATION SERVICES 629690 HELPING HAND HOME CARE SERVICES LLC 4612 SALEM AVE DAYTON OH 45416 HOME HEALTH CARE SVC 509680 36 42921936 88831 43010767 MYCARE OHIO 621610 7555072 7555072 PASSPORT/COMCARE REV 621610 525140 525140 TRAINING 621610 6970 6970 8087182 247681 247681 51345630 8087182 0 247681 34704255 34704255 1126882 901505 225377 8685282 7485669 1199613 498792 383864 114928 1864289 1539028 325261 690151 558209 131942 1912 1686 226 55192 48679 6513 89626 89626 240666 169378 71288 17375 12209 5166 221326 172551 48775 348359 231433 116926 655426 547581 107845 171741 150699 21042 148406 137286 11120 34933 28578 6355 24332 18433 5899 105446 86694 18752 PUBLIC AWARENESS/ EDUCA 360933 360933 0 PRINTING & POSTAGE 47848 44452 3396 PROVISION FOR DOUBTFUL -6218 -6218 0 50086954 47576904 2510050 0 18349100 20734744 4340282 4199702 651471 469274 193138 187992 481135 424321 81146 56814 11711443 9780209 0 485703 35326580 35914438 6934178 7788865 272399 198872 0 137870 7206577 8125607 X 28120003 27788831 28120003 27788831 35326580 35914438 1258676 -1589848 0 X X 0 1 X 1 1 1 X 41967984 40899609 43489116 43281500 43010767 212648976 41967984 40899609 43489116 43281500 43010767 212648976 212648976 1491 2313 480 47 1283 5614 139672 179530 154114 170168 246398 889882 213544472 41674946 0.99580 0.99470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 481135 424321 56814 56814 9780209 F 9780209 LONG-TERM LEASE LIABILITIES 137870 137870 49666156 -1589848 -1589848 51256004 89626 89626 51345630 49997328 0 49997328 89626 89626 50086954 1 PASSPORT IN-HOME & SUPPORTIVE SERVICES 1792 18688312 N/A N/A ASSISTED LIVING IN-HOME & SUPPORTIVE SERVICES 343 3599091 N/A N/A SOCIAL SERVICES 56737 6542730 N/A N/A CONGREGATE & HOME DELIVERED MEALS 6908 5874122 N/A N/A PART I, LINE 2: IN ORDER TO ENSURE THAT QUALITY SERVICES ARE DELIVERED TO THE CONSUMER LEVEL, THE AGENCY REQUIRES COMPLIANCE WITH THE OHIO DEPARTMENT OF AGING SERVICE SPECIFICATIONS/RULES AND REQUIREMENTS OF THE OLDER AMERICANS ACT, CODE OF FEDERAL REGULATIONS, OHIO REVISED CODES, AND ADMINISTRATION OF AGING. X X 0 0 0 0 0 0 0 0 0 DOUGLAS MCGARRY EXEC. DIRECTOR/SECRETARY 259753 0 0 0 0 0 16982 0 13480 0 290215 0 0 0 NICOLE KHANER ASSISTANT DIRECTOR 173859 0 0 0 0 0 13316 0 22374 0 209549 0 0 0 DANIEL AUMAN IT DIRECTOR 156133 0 0 0 0 0 12912 0 22374 0 191419 0 0 0 KERRI SCHNEIDER FISCAL OFFICER 133516 0 0 0 0 0 7032 0 11762 0 152310 0 0 0 CHELSEA HERDMAN COMMUNITY SERVICES DIRECTOR 124261 0 0 0 0 0 7505 0 22332 0 154098 0 0 0 JEANNE MBAGWU COMMUNITY SERVICES MANAGER 137408 0 0 0 0 0 11446 0 12684 0 161538 0 0 0 SIMONE HOLDER-NELSON BUSINESS OPPORTUNITY MANAGER 136396 0 0 0 0 0 9020 0 11845 0 157261 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY THE AGENCY'S INDEPENDENT ACCOUNTING FIRM AND REVIEWED BY THE FISCAL OFFICER AND THE EXECUTIVE DIRECTOR. IT IS THEN PRESENTED TO THE BOARD TREASURER FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST AND TO RECUSE THEMSELVES FROM VOTING ON MATTERS WHERE A CONFLICT OF INTEREST MAY BE PRESENT. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES AN OUTSIDE INDEPENDENT HUMAN RESOURCE CONSULTING FIRM THAT ANNUALLY REVIEWS ALL (INCLUDING THE EXECUTIVE DIRECTOR) SALARIES/COMPENSATION. THE ASSESSMENT CONSISTS OF A SERIES OF STEPS THAT INCLUDE THE COLLECTION OF COMPATIBLE DATA, ANALYSIS OF THE EXISTING COMPENSATION RATIO BY SALARY LEVEL, AND REVIEW OF SALARY TRENDS DESIGNATED TO MAINTAIN APPROPRIATE SALARY RANGES. THIS ANALYSIS IS PRESENTED TO THE BOARD FOR REVIEW, QUESTIONS, AND APPROVAL. THE INDEPENDENT BOARD MEMBERS ANNUALLY EVALUATE THE PERFORMANCE OF THE EXECUTIVE DIRECTOR AND INCORPORATE ALL OF THE ABOVE TO DETERMINE THE COMPENSATION OF THE EXECUTIVE DIRECTOR. EACH EMPLOYEE'S PERFORMANCE IS REVIEWED BY THEIR SUPERVISOR ANNUALLY. THE APPROVED MATRIX IS UTILIZED TO DETERMINE THE LEVEL OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE AREA AGENCY ON AGING, PLANNING AND SERVICE AREA 2 MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE BOARD OF DIRECTORS IS RESPONSIBLE FOR OVERSIGHT OF THE INDEPENDENT AUDIT. THE PROCESS IS CONSISTENT WITH THE PRIOR YEAR.