2025-05-14T14:48:05-05:00 2024-06-30 341523030 BOBER MARKEY FEDOROVICH & COMPANY 3421 RIDGEWOOD ROAD SUITE 300 AKRON OH 44333 990 2023-07-01 341891453 DIRECTION HOME AKRON CANTON FOUNDATION DIRE 3308969172 1949 TOWN PARK BLVD UNIONTOWN OH 44685 REBECCA A NEWMAN CFO 3308969172 2025-05-14 1 0 JESSICA L TEPUS P01067325 3307629785 2025-05-14 2023 2025-03-06 01:10:19Z ABIGAIL M MORGAN 1949 TOWN PARK BLVD UNIONTOWN OH 44685 4481505 0 X WWW.DHAD.ORG X 1999 OH TO ENABLE OLDER ADULTS TO LIVE INDEPENDENTLY IN THE PLACE THEY WANT TO CALL HOME. 8 8 0 8 0 0 677631 637626 282779 595244 365125 1924070 22051 16224 1347586 3173164 799022 400978 0 0 0 0 0 0 84636 727282 1070088 1526304 1471066 -178718 1702098 23923901 29687330 2469571 5600109 21454330 24087221 X THE DIRECTION HOME FOUNDATION SEEKS TO TRANSFORM THE EXPERIENCE OF AGING IN PORTAGE, STARK, SUMMIT & WAYNE COUNTIES. THROUGH INVESTMENT IN PROGRAMS AND OUTREACH ACTIVITIES DIRECTION HOME IMPACTS AGING WITH THE VISION TO "OPTIMIZE AGING THROUGH RESOURCE CREATION & INNOVATION". 0 0 87517 CARE COORDINATION SPONSORSHIP OUR FOUNDATION WAS BORN FROM THE INITIAL CAMPAIGN "CARE FOR A LIFETIME". FOR OVER 25 YEARS THIS EMPLOYEE CAMPAIGN HAS RAISED MONEY DIRECTLY FROM DIRECTION HOME STAFF TO FUND THE SERVICE NEEDS OF OLDER ADULTS WHO DO NOT MEET STRICT QUALIFICATIONS FOR PUBLIC ASSISTANCE PROGRAMS BUT ARE UNABLE TO AFFORD CARE AT HOME FOR THEMSELVES. THANKS TO THE GENEROSITY OF OUR STAFF, WE WERE ABLE TO PROVIDE COMMUNITY MEMBERS IN SUMMIT, STARK, WAYNE, AND PORTAGE COUNTIES WITH ESSENTIAL SERVICES THAT ALLOWED THEM TO REMAIN IN THE COMMUNITY. IN FY24 WE SERVED 34 INDIVIDUALS, SPENDING A TOTAL OF $87,517: $4,078 IN PORTAGE COUNTY, $47,451 IN SUMMIT COUNTY, $25,201 IN WAYNE COUNTY, AND $10,787 IN STARK COUNTY. 191057 EDUCATION AND OUTREACH ACTIVITIES - WE EDUCATE AND ADVOCATE FOR CHOICE, CONTROL, AND QUALITY CARE IN AGING. EACH YEAR, WE REACH OVER 35,000 INDIVIDUALS WITH INFORMATION ON HEALTH, CAREGIVING, LONG-TERM CARE, AND COMMUNITY RESOURCES. WE PROMOTE AGE-FRIENDLY COMMUNITIES VIA SURVEYS, PLANNING, AND POLICY WORK, WITH 28 ACCREDITED BUSINESSES AND 3 COMPLETED NEEDS ASSESSMENTS ACROSS FOUR COUNTIES. OUR SPEAKER'S BUREAU PARTICIPATES IN HUNDREDS OF EVENTS, PROMOTING ACCESS TO FREE RESOURCES. WE SPONSOR NEARLY 80 COMMUNITY EVENTS ANNUALLY AND HOST TWO SIGNATURE EVENTS: AN ANNUAL CONFERENCE ATTENDED BY OVER 150 PROFESSIONALS AND A HALL OF FAME AWARDS CEREMONY HONORING OLDER ADULTS AND CAREGIVERS. ADDITIONALLY, WE FUND A $5,000 ANNUAL SCHOLARSHIP TO SUPPORT FUTURE LEADERS IN AGING SERVICES. 457900 595244 RENTAL OF OFFICE BUILDING TO AFFILIATED NONPROFIT ORGANIZATION - DIRECTION HOME'S HEADQUARTERS AND TRAINING CENTER ARE AN ASSET OF THE DIRECTION HOME FOUNDATION. IN 2024 THE TRAINING CENTER HOSTED 25 TRAINING AND PROFESSIONAL DEVELOPMENT CLASSES FOR 342 ATTENDEES. WE WERE ABLE TO HOST 1 EVIDENCE-BASED HEALTH AND WELLNESS CLASS FOR 12 OLDER ADULT ATTENDEES AND PLAN TO HOST MORE. THE CONFERENCE CENTER IS AVAILABLE FOR COMMUNITY ORGANIZATIONS AND PROVIDERS SERVING OLDER ADULTS AND PEOPLE WITH DISABILITIES. 400978 400978 ELDER RIGHTS PROGRAM DONATION AND OPERATING EXPENSE COVERAGE 400978 400978 1137452 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 1 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X REBECCA A NEWMAN 3308969172 1949 TOWN PARK BLVD UNIONTOWN OH 44685 DAVID B REYNOLDS MD VICE CHAIRMAN 0.50 0.50 X 0 0 0 GEORGE F SESOCK TREASURER 0.50 X 0 0 0 MARGARET F MEDZIE DIRECTOR 0.50 X 0 0 0 FRAN D RICE SECRETARY 0.50 0.50 X 0 0 0 NATALIE E LINDSAY-SMITH DIRECTOR 0.50 X 0 0 0 LEE S WALKO CHAIRMAN 0.50 0.50 X 0 0 0 LISA HILLING DIRECTOR 0.50 X 0 0 0 BRANDYN NEAL DIRECTOR 0.50 X 0 0 0 GARY L COOK RETIRED 52224 PRESIDENT & CEO 4.00 40.00 X 0 491501 80954 ABIGAIL M MORGAN PRESIDENT & CEO 4.00 40.00 X 0 284620 54532 REBECCA NEWMAN CHIEF FINANCIAL OFFICER 4.00 40.00 X 0 267187 45463 LJUDMILA BURCHFIELD CHIEF OPERATING & LEGAL OFFICER 4.00 40.00 X 0 212276 54827 0 1255584 235776 0 0 1 0 0 102848 400000 134778 637626 RENTAL INCOME FROM AFFILIATE 532000 595244 595244 595244 365226 365226 728590 2054967 0 1224713 728590 830254 1558844 1558844 1730 102848 12711 -10981 -10981 98122 70917 27205 27205 3173164 595244 0 1940294 400978 400978 100035 19258 80777 167 167 4800 4800 106080 106080 28198 3832 24366 183095 183095 11663 9053 2610 2341 2341 129528 129528 614 614 36675 36675 8808 8808 286774 286774 1029 1029 CARE COORDINATION 87517 87517 MISCELLANEOUS 78905 78905 GENERAL FUNDRAISING EXP 3859 3859 1471066 1137452 248978 84636 291377 483539 347053 408319 13144205 286775 8943953 12857430 14010823 15546953 330695 391089 23923901 29687330 2469571 424769 5175340 2469571 5600109 X 21366029 24012091 88301 75130 21454330 24087221 23923901 29687330 1702098 930793 0 X 0 1 X 1 0 X X 1 DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING 341314654 7 0 515978 0 1 515978 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X PART II-A, LINE A: THE ORGANIZATION BELONGS TO AN AFFILIATED GROUP WITH DIRECTION HOME AKRON AREA AGENCY ON AGING, EIN: 34-1314654. THERE WERE NO LOBBYING EXPENSES BY EITHER ORGANIZATION DURING THIS FISCAL PERIOD. PART II-B, SECTION 501(H) AVERAGING STATEMENT: THE ORGANIZATION ELECTED 501(H) IN 2006. THAT ELECTION WAS NOT REVOKED IN THE CURRENT YEAR. 1312389 1312389 11062407 261788 10800619 769409 24987 744422 12857430 MUTUAL FUNDS 15546953 F 15546953 X 4081505 930793 83628 1014421 3067084 106080 106080 3173164 1448614 83628 83628 1364986 106080 106080 1471066 PART X, LINE 2: THE AGENCY AND THE FOUNDATION ARE NON-PROFIT ORGANIZATIONS AND ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. UNDER THE INCOME TAXES TOPIC OF THE FASB ASC, THE AGENCY AND FOUNDATION ARE REQUIRED TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITION TAKEN, ASSESS AND QUANTIFY THOSE POSITIONS AND RECORD RESERVES. AS OF JUNE 30, 2023, THE AGENCY AND FOUNDATION HAVE IDENTIFIED NO UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES (GAMING INCOME REPORTED NET OF EXPENSE ON PART I, LINE 11) 70,917. FUNDRAISING EVENTS EXPENSE 12,711. PART XII, LINE 2D - OTHER ADJUSTMENTS: GAMING EXPENSES (GAMING INCOME REPORTED NET OF EXPENSE ON PART I, LINE 11) 70,917. FUNDRAISING EVENT EXPENSE 12,711. HALL OF FAME EVENT 29510 29030 480 12108 ANNUAL AGENCY CONFERENCE 75068 73818 1250 603 104578 102848 1730 12711 12711 -10981 98122 6239 64678 0 98122 6239 64678 70917 27205 OH 0 THE ORGANIZATION IS NOT REQUIRED TO OBTAIN A LICENSE TO OPERATE THE RAFFLE UNDER OHIO REVISED CODE SECTION 2915.02(D). 0 0 0 0 0 1 DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING 1550 CORPORATE WOODS PARKWAY UNIONTOWN OH 44685 341314654 501(C)(3) 400978 0 SUPPORT FOR ELDER RIGHTS PROGRAM AND NEW BUILDING EXPENSE 1 0 0 0 0 0 0 0 0 0 GARY L COOK RETIRED 52224 PRESIDENT & CEO 0 363703 0 82318 0 45480 0 43500 0 37454 0 572455 0 0 ABIGAIL M MORGAN PRESIDENT & CEO 0 238521 0 39867 0 6232 0 40441 0 14091 0 339152 0 0 REBECCA NEWMAN CHIEF FINANCIAL OFFICER 0 223159 0 36576 0 7452 0 32612 0 12851 0 312650 0 0 LJUDMILA BURCHFIELD CHIEF OPERATING & LEGAL OFFICER 0 176360 0 27679 0 8237 0 25637 0 29190 0 267103 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CEO, COLO AND CFO. THE 990 IS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS AT A REGULARLY SCHEDULED MEETING AND SUBSEQUENTLY PROVIDED ELECTRONICALLY TO ALL MEMBERS. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND MEMBERS OF THE BOARD OF DIRECTORS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST SCREEN ANNUALLY. THOSE SCREENS ARE COLLECTED AND REVIEWED BY THE HR DEPARTMENT. CONFLICTS ARE REVIEWED AND DISCLOSURES ARE MADE AS REQUIRED. ALL SCREENS ARE PROVIDED TO THE CORPORATE AUDITORS AS PART OF THE ANNUAL INDEPENDENT AUDIT. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING AND DISABILITIES, A RELATED CORPORATION, CONTRACTS WITH AN OUTSIDE COMPENSATION CONSULTANT TO SURVEY THE MARKET FOR ALL SALARIES WHICH INCLUDES THAT OF THE PRESIDENT/CEO. THE RESULTS ARE REVIEWED BY THE HR COMMITTEE AND THEIR RECOMMENDATION IS THEN PRESENTED TO THE ENTIRE BOARD OF DIRECTORS WHO MAKES THE FINAL DETERMINATION. THE BOARD OF DIRECTORS SETS THE POSITION LEVEL, PAY RANGE AND SPECIFIC COMPONENTS OF THE TOTAL COMPENSATION PACKAGE OF THE PRESIDENT/CEO. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S CONSOLIDATED FINANCIALS ARE SUBMITTED TO THE FEDERAL CLEARING HOUSE AND THE OHIO DEPARTMENT OF AGING. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST, THE CHIEF FINANCIAL OFFICER OF THE ORGANIZATION WILL PROVIDE THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS FOR REVIEW. DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING 1550 CORPORATE WOODS PARKWAY UNIONTOWN OH 44685 341314654 COMMUNITY OUTREACH OH 501(C)(3) LINE 7 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING J 595244 ACTUAL COST DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING O 254742 ACTUAL COST DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING P 207792 ACTUAL COST DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING C 400978 ACTUAL COST DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING B 400000 ACTUAL COST