2025-11-07T07:15:57-06:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 10100 INNOVATION DRIVE DAYTON OH 45342 990 2024-01-01 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 2025-11-05 1 1 NATOSHA CARR P01225377 9372260070 2025-11-05 2024 2025-03-06 01:10:19Z DOUGLAS MCGARRY 40 W SECOND STREET 400 DAYTON OH 45402 74910785 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. 14 14 178 27 0 0 42397804 63233179 9924654 11325128 265002 270953 66591 81525 52654051 74910785 34184588 56383445 0 0 14187872 15157888 0 0 0 2719032 2869868 51091492 74411201 1562559 499584 40078439 45551989 9627893 12973457 30450546 32578532 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 44803838 39520810 416745 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 11260478 8834760 158239 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. 8286454 0 10729968 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. 7054850 8027875 101701 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 7054850 8027875 101701 71405620 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 1 0 0 0 1 108 0 1 178 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 DOUGLAS MCGARRY EXEC. DIRECTOR/SECRETARY 37.50 X 296492 0 33986 NICOLE KHANER ASSISTANT DIRECTOR 37.50 X 206531 0 42590 DANIEL AUMAN COMPLIANCE DIRECTOR 37.50 X 129315 0 13085 CHELSEA HERDMAN COMMUNITY SERVICES DIRECTO 37.50 X 152785 0 35454 KERRI SCHNEIDER FISCAL OFFICER 37.50 X 160365 0 23401 WALTER BOZEMAN IT DIRECTOR 37.50 X 108225 0 21855 RACHELLE NAVARRO CONSUMER SERVICES DIRECTOR 37.50 X 134202 0 22243 MEAGHAN JOHNSON WAIVER SERVICES MANAGER 37.50 X 116988 0 35433 TANAS BOWMAN SCREENER 37.50 X 124752 0 23788 SIMON HOLDER-NELSON BUSINESS OPPORTUNITIES MANAGER 37.50 X 154551 0 23970 LEAH BRAY CASE MANAGER 37.50 X 102225 0 33293 KELLY HOWARD CASE MANAGER 37.50 X 100441 0 32888 CLENNIA BOND BOARD MEMBER 1.00 X 0 0 0 DAVID CLEAVENGER BOARD MEMBER 1.00 X 0 0 0 JANET CRELIN BOARD MEMBER 1.00 X 0 0 0 OLIVIA HESTER BOARD MEMBER 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 CHERYL WEARS BOARD MEMBER 1.00 X 0 0 0 DR ERIC WINSTON ADVISORY COUNCIL CHAIRPERS 1.00 X 0 0 0 GREG WOMACKS BOARD MEMBER 1.00 X 0 0 0 CHERYL WHEELER CHAIRPERSON 1.00 X X 0 0 0 MOLLY HELMLINGER PHD VICE-CHAIRPERSON 1.00 X X 0 0 0 JUDITH LAMUSGA ESQ TREASURER 1.00 X X 0 0 0 VICKIE CARRAHER PAST CHAIRPERSON 1.00 X X 0 0 0 1786872 0 341986 34 0 1 0 ANGELS OF OHIO 4134 LINDEN AVE STE 307 DAYTON OH 45432 HOME HEALTH CARE SERVICES 2049847 DEMETRIUS OF FORTY CHURCHES LLC DBA AHL 3620 LIGHTNER RD VANDALIA OH 45377 HOME DELIVERED MEALS 1296029 FUTURE HOME CARE LLC 4141 N MAIN STREET DAYTON OH 45405 HOME HEALTH CARE SERVICES 1166061 GOODHELP HOME CARE SERVICES 1699 GLENN ABBEY DRIVE DAYTON OH 45420 HOME HEALTH CARE SERVICES 1072584 MORNING SUN FINANCIAL SERVICES 9400 GOLDEN VALLEY RD GOLDEN VALLEY MN 55427 HOME HEALTH CARE SERVICES 1027270 42 63233179 63233179 MYCARE OHIO 621610 10729968 10729968 PASSPORT/COMCARE REV 621610 574984 574984 TRAINING 621610 20176 20176 11325128 270953 270953 OTHER INCOME 900099 81525 81525 81525 74910785 11406653 0 270953 56383445 56383445 1380529 1104424 276105 10104488 8481202 1623286 567593 459476 108117 2292053 1947825 344228 813225 680881 132344 410 377 33 109352 98027 11325 101722 101722 292717 219340 73377 17178 13353 3825 178304 134387 43917 519776 448009 71767 603486 519819 83667 367852 327631 40221 178910 134661 44249 43756 34972 8784 8668 7942 726 114251 98120 16131 PUBLIC AWARENESS/ EDUCA 263685 263685 PRINTING & POSTAGE 69801 48044 21757 74411201 71405620 3005581 0 21475341 21348225 4978707 9263497 1021669 1151176 201376 195124 464503 394583 78588 69920 11044894 12836363 1277864 687684 40078439 45551989 8822277 12739955 109704 164673 695912 68829 9627893 12973457 X 30450546 32578532 30450546 32578532 40078439 45551989 499584 1628402 0 X X 0 1 X 1 1 1 X 43489116 43281500 43010767 42397804 63233179 235412366 43489116 43281500 43010767 42397804 63233179 235412366 235412366 480 47 1283 265002 270953 537765 154114 170168 246398 570680 236520811 46979664 0.99530 0.99490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 464503 394583 69920 69920 12836363 F 12836363 LONG-TERM LEASE LIABILITIES 68829 68829 76437465 1628402 1628402 74809063 101722 101722 74910785 74309479 0 74309479 101722 101722 74411201 1 PASSPORT IN-HOME & SUPPORTIVE SERVICES 1692 31164025 N/A N/A ASSISTED LIVING IN-HOME & SUPPORTIVE SERVICES 459 8405440 N/A N/A SOCIAL SERVICES 91666 10608703 N/A N/A CONGREGATE & HOME DELIVERED MEALS 7890 6205277 N/A N/A PART I, LINE 2: OUR AGENCY CLOSELY MONITORS THE USE OF ALL GRANT FUNDS TO ENSURE COMPLIANCE WITH FEDERAL, STATE, AND LOCAL REQUIREMENTS. EXPENDITURES ARE REVIEWED REGULARLY TO CONFIRM THEY ALIGN WITH APPROVED BUDGETS AND GRANT PURPOSES. WE MAINTAIN STRONG INTERNAL CONTROLS, REQUIRE SUPERVISORY APPROVAL FOR ALL SPENDING, AND RECONCILE ACCOUNTS MONTHLY. PROGRAM AND FISCAL STAFF WORK TOGETHER TO TRACK OUTCOMES AND SPENDING, AND WE UNDERGO ANNUAL AUDITS AND MONITORING BY THE MONTGOMERY COUNTY HUMAN SERVICES LEVY AND THE OHIO DEPARTMENT OF AGING TO ENSURE ACCOUNTABILITY AND TRANSPARENCY. X X 0 0 0 0 0 0 0 0 0 DOUGLAS MCGARRY EXEC. DIRECTOR/SECRETARY 296492 0 0 0 0 0 20390 0 13596 0 330478 0 0 0 NICOLE KHANER ASSISTANT DIRECTOR 206531 0 0 0 0 0 16366 0 26224 0 249121 0 0 0 CHELSEA HERDMAN COMMUNITY SERVICES DIRECTO 152785 0 0 0 0 0 9131 0 26323 0 188239 0 0 0 KERRI SCHNEIDER FISCAL OFFICER 160365 0 0 0 0 0 9573 0 13828 0 183766 0 0 0 RACHELLE NAVARRO CONSUMER SERVICES DIRECTOR 134202 0 0 0 0 0 8433 0 13810 0 156445 0 0 0 MEAGHAN JOHNSON WAIVER SERVICES MANAGER 116988 0 0 0 0 0 9473 0 25960 0 152421 0 0 0 SIMON HOLDER-NELSON BUSINESS OPPORTUNITIES MANAGER 154551 0 0 0 0 0 10246 0 13724 0 178521 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 DOCUMENTS MADE AVAILABLE AS REQUIRED BY LAW. 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. DIRECTION HOME LLC 250 EAST BROAD STREET SUITE 220 COLUMBUS OH 43215 454556668 IN-HOME ASSISTANCE OH N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0