2025-05-02T10:03:31-05:00 2024-09-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-10-01 310887471 Pro Seniors Inc PROS 5133454160 7162 Reading Road 1150 Cincinnati OH 45237 Dimity Orlet Executive Director 5133454160 2025-04-28 1 1 Paula Hume P00537516 5132418313 2025-04-28 2023 2025-03-06 01:10:19Z Dimity Orlet 7162 Reading Road 1150 Cincinnati OH 45237 3912088 0 X www.proseniors.org X 1975 OH Pro Seniors' mission is to enhance the independence and quality of life of older adults by empowering them, by protecting their interests and by facilitating their access to resources. 18 18 51 60 0 0 3263161 3809318 39827 49419 200 42524 -1697 499 3301491 3901760 0 0 0 0 2227798 2401098 0 0 115582 834089 1321795 3061887 3722893 239604 178867 2751029 3040704 639616 566726 2111413 2473978 Pro Seniors' mission is to enhance the independence and quality of life of older adults by empowering them, by protecting their interests and by facilitating their access to resources. 0 0 1173339 49419 The agency's legal program assisted more than 7,600 clients with more than 8,100 legal matters, including providing legal advice and representation regarding health issues, public benefits, consumer issues, housing, foreclosure prevention and pensions. This program utilized $8,740.89 of donated services. 950598 Agency long-term care ombudsmen helped more than 11,100 individuals with issues and problems related to long-term care, including care plans, abuse, restraints, lost or stolen belongings, quality of care, misappropriation of funds, transfers and discharges, and long-term care facility selection. This program utilized $63,269.31 of donated services. 1074566 The agency's Ohio Medicare Patrol (SMP) team members participated in more than 380 group outreach and education events, reaching more than 30,000 individuals. Volunteers for SMP provided over 550 hours of service to educate seniors about taking an active role in the detection, prevention and reporting of health care errors, fraud and abuse. This program utilized $18,486.48 of donated services. 3198503 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 6 0 1 51 1 0 0 0 0 0 0 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X Dimity Orlet 5134585506 7162 Reading Road Suite 1150 Cincinnati OH 45237 Ashley Shannon Burke Trustee - Exit 04/1/24 3.00 X 0 0 0 Esther M Norton Trustee 3.00 X 0 0 0 Nancy M Cassady Trustee - Exit 04/1/24 3.00 X 0 0 0 Simon T Buchman Trustee - Exit 04/1/24 3.00 X 0 0 0 Sandra Jones Mitchell Trustee - Exit 04/1/24 3.00 X 0 0 0 Candis M Smith Trustee - Exit 04/1/24 3.00 X 0 0 0 Michael M Kennedy Trustee 3.00 X 0 0 0 Christine A Buttress Trustee 3.00 X 0 0 0 Helen Fanz LeVay Vice President 3.00 X X 0 0 0 Thomas R Meyer Treasurer 3.00 X X 0 0 0 Chad S Levin Trustee 3.00 X 0 0 0 Joshua Goode Trustee 3.00 X 0 0 0 Julia E Tarvin President 3.00 X X 0 0 0 Jami Vallandingham Trustee 3.00 X 0 0 0 Jill Gorley Secretary 3.00 X X 0 0 0 Ryan O'Leary Trustee 3.00 X 0 0 0 Cynthia D Durkin Trustee 3.00 X 0 0 0 Mary Lynn Creighton Trustee 3.00 X 0 0 0 Tabitha Hochsheid Trustee - Start 4/1/24 3.00 X 0 0 0 Alex Wertz Trustee - Start 4/1/24 3.00 X 0 0 0 Olivia Smith Trustee - Start 4/1/24 3.00 X 0 0 0 Kathy Grant Trustee - Start 6/1/24 3.00 X 0 0 0 Tyra Oldham Trustee 3.00 X 0 0 0 Dimity V Orlet Executive Director 40.00 X 134007 0 13912 Laurie A Crothers Controller - Exit 12/8/23 40.00 X 83369 0 4364 217376 0 18276 1 0 0 0 0 75000 20415 2212353 1501550 3809318 Attorney Referral 541100 46654 46654 Seminar Registrations 541100 2765 2765 49419 42524 42524 10827 20415 10328 499 499 3901760 49419 0 43023 235651 65054 170597 1824099 1631840 105983 86276 41882 38912 2970 146867 126593 12902 7372 152599 131094 13881 7624 282403 250073 32330 7722 7722 104133 92212 11921 548209 538029 721 9459 111002 102278 7688 1036 103849 88824 15025 73799 72344 1392 63 5676 4495 1056 125 20417 5402 15015 10666 7408 3258 Volunteer Expenses 17775 17775 Equipment and maintenan 16212 14366 1846 Miscellaneous 9168 3577 5540 51 Organization dues 7279 4742 1931 606 3485 3485 3722893 3198503 408808 115582 2386 3114 984203 1083945 289191 311892 16246 213860 141233 42160 72627 952997 1163427 480092 389453 2751029 3040704 156126 166043 3000 483490 397683 639616 566726 X 1996160 2379362 115253 94616 2111413 2473978 2751029 3040704 178867 183698 0 X X 0 1 X 1 1 1 X 2172599 2598688 2908058 3263161 3809318 14751824 2172599 2598688 2908058 3263161 3809318 14751824 14751824 17770 16564 18784 22178 42524 117820 499 499 14870143 277125 0.99200 0.99330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 166440 133743 32697 47420 7490 39930 72627 Capital Lease - Other Assets 1031 Capital Lease - Building 388422 389453 Lease liabilities - operating leases 397683 397683 X 4178561 183698 90497 10328 284523 3894038 7722 7722 3901760 3815996 90497 10328 100825 3715171 7722 7722 3722893 Part X, Line 2: The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of Ohio state law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements. Part XI, Line 2d - Other Adjustments: Fundraising Events 10,328. Part XII, Line 2d - Other Adjustments: Fundraising Events 10,328. Seniors Who Rock 31242 20415 10827 500 5426 4402 31242 20415 10827 500 5426 4402 10328 499 Form 990, Part VI, Section B, line 11b The 990 is reviewed by the Finance and Administration Committee and is provided to the Board of Trustees prior to the filing of the 990. Form 990, Part VI, Section B, line 12c The conflict of interest policy is distributed and reviewed annually at a meeting of the Board of Trustees. All trustees and key employees are asked to sign a statement indicating they have received and understand the policy and agree to comply with it. Pro Seniors retains copies of the signed statements. Form 990, Part VI, Section B, line 15 By the end of Pro Seniors' fiscal year, the President of the Board of Trustees, in conjunction with the Executive Committee and any other Board Members requested by the Executive Committee, is responsible for conducting an annual review with the Executive Director. This review shall address key achievements during the prior year, as well as discuss the Executive Director's strengths and weaknesses. Additionally, the President of the Board of Trustees shall work with the Executive Director to set goals for the upcoming year(s) that are consistent with Pro Seniors' strategic plan. The President of the Board of Trustees, in conjunction with the Executive Committee, will also determine the appropriate salary increase for the forthcoming year for the Executive Director, taking in to account their achievements in the prior year, value to the organization and reasonable comparisons to an appropriate peer group, and will document any increase with the Staff Accountant. Form 990, Part VI, Section C, line 19 Pro Seniors' audited financial statements and the public disclosure copy of the 990 will be posted in Pro Seniors' website. The full 990 is available for review upon request. Form 990, Part XII, Line 2c: The finance committee assumes the responsibility for the oversight of the audit of its financial statements and selection of an independent auditor. This process has not changed from the prior year.