2026-07-01T14:05:59+00:00 2025-09-30 311119890 Barnes Dennig & Co LTD 150 East 4th St Cincinnati OH 45202 990 2024-10-01 310807186 Council on Aging of Southwestern Ohio COUN 5137211025 4601 Malsbary Road Blue Ash OH 45242 Suzanne Burke CEO 2026-07-01 false Paula L Hume P00537516 5132418313 2026-07-01 2024 2025-03-06 01:10:19Z Suzanne Burke 4601 Malsbary Road Blue Ash OH 45242 141041843 false X www.help4seniors.org X 1971 OH To enhance the lives of adults by assisting them to remain independent at home through a range of quality services. 17 17 471 17 0 110521411 117853009 17936848 19919062 506220 784880 8329 1797363 128972808 140354314 0 0 32008768 34076209 0 7117 96827074 105977736 128835842 140053945 136966 300369 31743062 33898077 12563406 14418052 19179656 19480025 X To enhance the lives of adults by assisting them to remain independent at home through a range of quality services. true false 87193158 13740161 Community-based In-home Services: Council on Aging's (COA) home and community-based services make it possible for frail older adults and individuals with disabilities to remain independent in their homes and avoid unnecessary hospitalization and nursing home placement. Services also support family caregivers who are struggling to balance competing responsibilities including childrearing and careers. Council on Aging's core service area includes Butler, Clermont, Clinton, Hamilton and Warren counties. In-home care is preferred by more than 90 percent of older adults, according to surveys by AARP and other organizations. In addition, the cost for in-home care is a fraction of the cost of care in a nursing home. Because taxpayers fund most nursing home care (via Medicaid), in-home care alternatives are a valuable and compassionate way to save public funds. In-home care services include home-delivered meals; transportation to medical and other appointments; assistance with housekeeping and personal care (bathing and grooming); medical equipment and assistive devices; home modification; and more. 29105948 4586603 Each enrolled individual has a care manager professional who assesses, develops care plans, implements, monitors and coordinates a range of services and supports to help individuals remain safe, healthy and independent. The care manager's role is to ensure individuals receive the right services, in the rights amounts, at the right times. In FFY 2025, Council on Aging served 27,358 individuals in our multi-county region with home and community-based services. Individuals were served through a variety of programs, including Ohio Medicaid waiver programs and county tax levy programs, as well as programs designed to help individuals safely transition from hospitals and institutions, back to independent living environments. Collectively, these individuals received more than 1.6 million hours of in-home, supportive services. 5905399 930591 Community-based and Senior Center Services: These include a range of services designed to help older adults remain healthy, active and connected to their communities. Additional services provide legal assistance to low-income older adults and protect the rights of those receiving long-term care services in nursing homes and other settings. Services are provided by senior centers and other community organizations that have contracts with Council on Aging. One of the most important services in this category is transportation. In FFY 2025, COA provided 185,404 trips for individuals within our five-county region. Most trips are for medical appointments, but transportation for shopping, other errands and recreation is also provided. Funding for transportation falls far short of community need. Meals are another important service in this category. More than 13,400 individuals received approximately 1.8 million meals in congregate settings or delivered to their homes. An additional 3,434 low-income older adults were served through the USDA Senior Farmers' Market Nutrition Program, receiving $50 in coupons to redeem for fresh fruits and vegetables at area participating farmers' markets. Additional community-based services in FFY 2025 included caregiver support and wellness programs for 4,299 individuals (including people caring for individuals with Alzheimer's); legal assistance for 2,413 older adults; ombudsman representation for 10,759 individuals in nursing homes and receiving in-home care; and supportive services for 739 individuals. 4199106 661707 Information, Referral and Assessment: As the Area Agency on Aging for five counties in southwestern Ohio, we are a central source of information and the place where many people make their first call when seeking help or resources. Our Aging and Disability Resource Center, or our call center, serves as a "front door" to services and unbiased information for older adults, people with disabilities, caregivers, professionals, civic and community leaders. We responded to more than 85,300 requests for information and referral in FFY 2025. Our call center is staffed with information and referral specialists and can be reached Monday through Friday from 8 a.m. to 5 p.m. at 800-252-0155 or online any time at www.help4seniors.org. The website features comprehensive searchable housing and resource databases, program information, news and events, and a 24/7 online referral form. 4199106 661707 126403611 true true false false false false false false false false true false false false false true false true false false false false false false false false false false false true false false false false false false false false false false false false false false true true false false true false true 209 0 true 471 true false false false false false false false false false false false false X 17 17 false false false false false false false true true false false false true true true true true true true true false false OH X X X Carl McCullough 5137211025 4601 Malsbary Rd Blue Ash OH 45242 Jane Ripberger Vice Chairman 1.0 X X 0 0 0 Karen Bankston Chairman 1.0 X X 0 0 0 Karen Brown Chairman 4/25, Ex-officio 1.0 X X 0 0 0 Kay Bolden Secretary 1.0 X X 0 0 0 Leonard Wagers Treasurer 1.0 X X 0 0 0 Angela Curl Trustee - Exited 08/25 1.0 X 0 0 0 Ashley Taylor Trustee - Started 02/25 1.0 X 0 0 0 Carl Stich Trustee - Exited 06/25 1.0 X 0 0 0 Eyad Musallam Trustee - Exited 10/24 1.0 X 0 0 0 Gabrielle Belser Trustee - Started 10/24 1.0 X 0 0 0 James Cowan Trustee 1.0 X 0 0 0 Jeff Rhein Trustee 1.0 X 0 0 0 Kaneesha Ogle Trustee - Started 10/24 1.0 X 0 0 0 Linda Holmes Trustee 1.0 X 0 0 0 Matthew Durban Trustee 1.0 X 0 0 0 Matthew Worth Trustee 1.0 X 0 0 0 Mike Carroll Trustee 1.0 X 0 0 0 Rose Stertz Trustee 1.0 X 0 0 0 Sally Buchanan Trustee - Started 02/25 1.0 X 0 0 0 Sarah Boehle Trustee - Exit 04/25 1.0 X 0 0 0 Valarie Boykins Trustee 1.0 X 0 0 0 Ronnell Spears CFO 37.5 X 174912 0 43033 Suzanne Burke CEO 37.5 X 456073 0 52810 Jacqueline Hutsell VP of People Services 37.5 X 179488 0 34882 Judith Eschmann VP Community & Business 37.5 X 170186 0 50595 Ken Wilson VP Program Ops 37.5 X 188052 0 62702 Terri Bunting VP of Managed Care 37.5 X 187261 0 51790 Brooke A Gully Director of Medicaid 37.5 X 129966 0 16969 Christel M Thomas-Stanton Case Manager 37.5 X 116172 0 7245 Daniel Brian Frandorf Director 37.5 X 112905 0 23879 John C Jones Director People Services 37.5 X 113846 0 15998 Kimberly Clark Director Community and Bus 37.5 X 134332 0 36031 1963193 0 395934 11 false true false Freedom Home and Day Services LLC 6435 Dixie Highway Fairfield OH 45014 Personal Care 3102072 Healthy Home Care LLC 3418 February Dr Cincinnati OH 45239 Personal Care 1630047 Buckeye Forest at Fairfield ALF 3801 Woodridge Boulevard Fairfield OH 45014 Independent Living Assistance 1456094 Majestic Care Middletown 6898 Hamilton Middletown Rd Middletown OH 45044 Independent Living Assistance 1220520 Guardian Medical Monitoring 75 Remittance Dr Dept 6143 Chicago IL 60675 Emergency Monitoring 1122987 58 117310355 542654 117853009 Program Service Revenue 900099 19919062 19919062 0 0 0 0 19919062 465654 465654 0 0 1006755 687529 0 319226 319226 319226 CareDirector support 900099 1787687 1787687 Miscellaneous Income 900099 9676 9676 0 0 0 0 1797363 140354314 19919062 0 2582243 X 1651784 1257838 393636 310 26171844 19929937 6236993 4914 1214974 925206 289540 228 2967712 2259922 707233 557 2069895 1576231 493275 389 779948 545415 234533 74825 52325 22500 99238353 96826846 2411406 101 32792 10581 22211 658565 305587 352958 20 2290901 1602018 688883 165224 65285 99933 6 303746 209416 93774 556 174685 120436 54249 3326 1073 2253 1084340 196691 887649 165925 116031 49894 Miscellaneous 409808 132237 277535 36 Community Outreach 376682 121548 255134 Bad Debt 115817 115817 Membership 102799 33171 69628 0 0 0 0 140053945 126403611 13643217 7117 14233473 12585023 10959046 15960341 0 0 0 0 491190 491190 6766 113143 11883339 7799060 5531149 4084279 393527 571940 0 127911 92161 31743062 33898077 12029752 14280793 533654 137259 0 0 0 0 12563406 14418052 X 19179656 19480025 19179656 19480025 31743062 33898077 300369 0 X false true true true true X 79569277 79991454 98473877 110521411 117853009 486409028 0 0 79569277 79991454 98473877 110521411 117853009 486409028 0 486409028 1636 20599 471825 506220 465654 1465934 0 11122 14800 2690 8329 1797363 1834304 489709266 85376228 0.99326 0.99680 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - OTHER INCOME, COLUMN A - 11122.0, COLUMN B - 14800.0, COLUMN C - 2690.0, COLUMN D - 8329.0, COLUMN E - 1797363.0, COLUMN F - 1834304.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 498410 498410 2694985 1846156 848829 8689944 5952904 2737040 4084279 0 X 140354314 0 0 140354314 0 0 140354314 140053945 0 0 140053945 0 0 140053945 Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Council on Aging of Southwestern Ohio is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of Ohio law. However the Council on Aging of Southwestern Ohio is subject to federal income tax on any unrelated business taxable income. The Council on Aging of Southwestern Ohio's IRS Form 990 is subject to review and examination by the federal and state authorities. The Council on Aging of Southwestern Ohio 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. Home 52 LLC is a single member limited liability company and its activities are reported on the Council on Aging of Southwestern Ohio tax filings. Independence in Aging, Inc. is treated as a corporation for income tax purposes. Independence in Aging, Inc. is not aware of any uncertain tax positions that require accrual or disclosure under U.S. GAAP. X X false false false false false false false false false Suzanne Burke CEO 348253 0 99713 0 8107 0 42800 0 10010 0 508883 0 0 0 Ronnell Spears CFO 173412 0 1500 0 0 0 33495 0 9538 0 217945 0 0 0 Ken Wilson VP Program Ops 188052 0 0 0 0 0 34283 0 28419 0 250754 0 0 0 Terri Bunting VP of Managed Care 187261 0 0 0 0 0 34236 0 17554 0 239051 0 0 0 Judith Eschmann VP Community & Business 170186 0 0 0 0 0 33211 0 17384 0 220781 0 0 0 Jacqueline Hutsell VP of People Services 167488 0 12000 0 0 0 33769 0 1113 0 214370 0 0 0 Kimberly Clark Director Community and Bus 124332 0 10000 0 0 0 8060 0 27971 0 170363 0 0 0 Form 990, Part III, Line 2 New program services We have joined a partnership to provide comprehensive medical and social service care to older adults. The programs is called PACE (Program of All-Inclusive Care for the Elderly) Form 990, Part III, Line 4d Description of other program services (Expenses $ 4,199,106 including grants of $)(Revenue $ 661,707) Information, Referral and Assessment: As the Area Agency on Aging for five counties in southwestern Ohio, we are a central source of information and the place where many people make their first call when seeking help or resources. Our Aging and Disability Resource Center, or our call center, serves as a "front door" to services and unbiased information for older adults, people with disabilities, caregivers, professionals, civic and community leaders. We responded to more than 85,300 requests for information and referral in FFY 2025. Our call center is staffed with information and referral specialists and can be reached Monday through Friday from 8 a.m. to 5 p.m. at 800-252-0155 or online any time at www.help4seniors.org. The website features comprehensive searchable housing and resource databases, program information, news and events, and a 24/7 online referral form. Form 990, Part VI, Line 11b Review of form 990 by governing body The audit subcommittee and finance committee reviewed the 990 and a copy will be provided to the entire Board before filing. Form 990, Part VI, Line 12c Conflict of interest policy Annually require all our Board Members and Senior Management to complete and sign a conflict-of-interest statement. Form 990, Part VI, Line 15a Process to establish compensation of top management official Annually our HR department has an outside consultant review and provide us with a compensation review for all director positions. This report is presented to the Personnel Committee of the Board annually. Form 990, Part VI, Line 19 Required documents available to the public The governing documents of the organization are available on the Ohio Secretary of State's website. The financial statements are available within the annual report which is available upon request and on the agency's website. The conflict-of-interest policy is available upon request. Form 990, Part IX, Line 11g Other Fees Provider Services - Total Expense: 91335151, Program Service Expense: 91300168, Management and General Expenses: 34983, Fundraising Expenses: ; Other Professional Fees - Total Expense: 7903202, Program Service Expense: 5526678, Management and General Expenses: 2376423, Fundraising Expenses: 101; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; - Total Expense: , Program Service Expense: , Management and General Expenses: , Fundraising Expenses: ; Form 990, Part XII, Line 2c There was no change in process during the current year. The audit sub committee oversees the audit of the financial statements and selection of an independent auditor. Home 52 LLC 4601 Malsbary Rd Blue Ash OH 45242 821912050 Home Health Services OH 2995218 3689142 Council on Aging of Southwestern Ohio AddnAide LLC 4601 Malsbary Rd Blue Ash OH 45242 394441341 Managing and Developing Software OH 0 2738 Council on Aging of Southwestern Ohio Direction Home LLC 250 East Broad Street Columbus OH 43215 454556668 Providing Community Based Health OH NA Related 6 10933 false true CareDirector USA 4601 Malsbary Rd Blue Ash OH 45242 392364022 Healthcare Operations OH NA Related 0 0 false false Independence in Aging Inc 4601 Malsbary Rd Blue Ash OH 45242 264572508 Training/Consulting OH Council on Aging of Southwestern Ohio C Corporation 0 0 true false false false false false false true false false false false false false false false false false false false CareDirector USA G 1006755 FMV CareDirector USA L 1787687 FMV