2024-04-25T11:36:38-05:00 2023-06-30 251304135 BLACK BASHOR & PORSCH LLP 270 EAST CONNELLY BOULEVARD SHARON PA 16146 990 2022-07-01 251296209 MERCER COUNTY AREA AGENCY ON AGING INC MERC 7246626222 133 NORTH PITT STREET MERCER PA 16137 SANDRA SWOGGER CEO 7246626222 2024-03-27 1 SANDRA SWOGGER 999009999 0 JACK F KUCHCINSKI P00227046 7249817510 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z SANDRA SWOGGER 133 NORTH PITT STREET MERCER PA 16137 4770248 0 X WWW.MERCERCOUNTYAGING.ORG X 1976 PA THE MISSION OF THE AGENCY IS TO PROVIDE COMPREHENSIVE SOCIAL SERVICES TO THE AGING POPULATION OF MERCER COUNTY. THE AGENCY PROVIDES VARIOUS PROGRAMS AND SERVICES THROUGH THE ADMINISTRATIVE OFFICES, WHICH ARE LOCATED IN MERCER, PENNSYLVANIA. THE AGENCY OPERATES A NETWORK OF SENIOR SERVICE CENTERS LOCATED IN, THE SHENANGO VALLEY, GREENVILLE, GROVE CITY, AND SANDY LAKE. THE AGENCY'S GOALS INCLUDE ADDRESSING THE UNMET NEEDS OF OLDER ADULTS AND FAMILIES; HELPING SENIORS MAINTAIN THE HIGHEST LEVEL OF INDEPENDENCE POSSIBLE; EMPHASIZING THE DELIVERY OF PREVENTATIVE HEALTH SERVICES AND THE PROMOTION OF HEALTHY LIFESTYLES; AND, EMPHASIZING ACCESS TO AND DELIVERY OF CARE TO OLDER ADULTS OF GREATEST SOCIAL AND ECONOMIC NEED. 9 9 39 122 8932 0 3931100 4198058 348769 474420 22613 30124 29972 36460 4332454 4739062 0 0 0 0 1407342 1612185 0 0 5 2660694 2982302 4068036 4594487 264418 144575 4959066 4641414 1270437 808210 3688629 3833204 X TO ENRICH THE QUALITY OF LIFE OF OLDER ADULTS IN MERCER COUNTY AND ENABLE THEM TO MAINTAIN THEIR INDEPENDENCE AS LONG AS POSSIBLE. 0 0 2603217 474420 AGING SERVICES: IN-HOME SERVICES- COORDINATED STAFF ACTIVITIES ARE PROVIDED BY TRAINED CARE MANAGERS TO DETERMINE WITH THE CLIENT WHAT SERVICES ARE NEEDED AND TO COORDINATE THEIR PROVISION. CLIENTS ARE CAREFULLY EVALUATED TO DETERMINE TYPES AND LEVELS OF SERVICES NEEDED. CLIENTS AND SERVICES ARE MONITORED REGULARLY AND ADJUSTMENTS IN SERVICES ARE MADE WHEN APPROPRIATE. SERVICES PROVIDED FOLLOWING ASSESSMENT BY A CARE MANAGER:ADULT DAY CARECAREGIVER SUPPORT PROGRAMHOME DELIVERED MEALSHOME SUPPORT SERVICESPERSONAL CARE SERVICESPROTECTIVE SERVICESASSESSMENTPERSONAL EMERGENCY RESPONSE SYSTEMSPERSONAL CAREGUARDIANSHIP SERVICESHOME SUPPORTENVIRONMENTAL MODIFICATIONSADULT DAY CARECARE MANAGEMENTHOME DELIVERED MEALSCONSUMER REIMBURSEMENTMEDICAL EQUIPMENT, SUPPLIES, AND ASSISTIVE DEVICES# OF CONSUMERS SERVED 2022-2023 - 925 # OF UNITS PROVIDED 2022-2023 - 118,266THE AGENCY ALSO PROVIDES SERVICES TO PEOPLE 60 YEARS AND OLDER AT FOUR SENIOR COMMUNITY CENTERS LOCATED THROUGHOUT MERCER COUNTY-GREENVILLE, GROVE CITY, SANDY LAKE, AND HERMITAGE. THESE SENIOR CENTERS PROVIDE AN ARRAY OF SERVICES TO THE SENIOR POPULATION WHICH INCLUDE, BUT ARE NOT LIMITED TO:CONGREGATE MEALSSOCIALIZATION/RECREATIONAL ACTIVITIES/OPPORTUNITIESLIFE SKILLS EDUCATION-HEALTH & SAFETY, CONSUMER EDUCATION/PROTECTION, NUTRITION EDUCATION, SELF-ENRICHMENT EDUCATIONCRIME PREVENTIONARTS & CRAFTSCOMPUTER CLASSESEXERCISE PROGRAMSVOLUNTEER OPPORTUNITIESHEALTH PROMOTION ACTIVITIES# OF PEOPLE SERVED IN 2022-2023 - 4,334UNITS OF SERVICE PROVIDED 2022-2023 - 85,371 727009 0 MEDICAL ASSISTANCE TRANSPORTATION PROGRAM--THE AGENCY HAS BEEN DESIGNATED BY THE MERCER COUNTY COMMISSIONERS AS THE MANAGING UNIT FOR THE MERCER COUNTY MEDICAL ASSISTANCE TRANSPORTATION PROGRAM (MATP). FUNDS FOR THESE SERVICES ARE PROVIDED BY THE PA DEPT. OF HUMAN SERVICES TO SUPPORT TRANSPORTATION SERVICES TO MEDICAL ASSISTANCE RECIPIENTS WHO NEED MEDICAL CARE. THE AGENCY ARRANGES TRANSPORTATION SERVICES FOR ELIGIBLE PERSONS TO RECEIVE MEDICAL CARE, AND PROVIDES REIMBURSEMENT FOR THOSE WHO PROVIDE THEIR OWN TRANSPORTATION. NUMBER OF PEOPLE SERVED: - 884 UNITS OF SERVICE PROVIDED: - 45,470 ONE WAY TRIPS 45,470 878850 0 FOOD SERVICES--TO SUPPORT NUTRITION SERVICES INCLUDING NUTRITIOUS MEALS, NUTRITION EDUCATION AND OTHER SERVICES FOR SENIORS. 4209076 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 1 1 0 0 0 1 28 0 1 39 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 0 PA X PATRICIA HOFFACKER 7246626222 133 NORTH PITT STREET MERCER PA 16137 BILL ROMINE ASSISTANT SECRETARY/TREASU 1.00 X X 0 0 0 PETER COSTAR BOARD MEMBER 1.00 X 0 0 0 CAROL BUCHANAN BOARD MEMBER 1.00 X 0 0 0 ROCCO RUSSO JR PRESIDENT 1.00 X X 0 0 0 JIM EPSTEIN BOARD MEMBER 1.00 X 0 0 0 KATHY MASTRAIN VICE PRESIDENT 1.00 X X 0 0 0 TERESA HALL SECRETARY/TREASURER 1.00 X X 0 0 0 KAREN MILLER BOARD MEMBER 1.00 X 0 0 0 PATRICIA HOFFACKER CFO 37.50 X 71415 0 24385 SANDRA SWOGGER CEO 37.50 X 85448 0 24184 156863 0 48569 0 0 0 0 PITTSBURGH COMPANY NORTH 580 WENDEL ROAD SUITE 100 IRWIN PA 15642 FOOD SERVICES 662453 MERCER COUNTY COMMUNITY TRANSIT 2495 HIGHLAND ROAD HERMITAGE PA 16148 TRANSPORTATION 652179 NUCHOICE HEALTH PARTNERS 2919 E STATE ST HERMITAGE PA 16148 PERSONAL CARE SERVICES 350236 PHILS DEPENDABLE TAXI 405 WALNUT AVE SHARON PA 16146 TRANSPORTATION 224908 CAREGIVERS PLUS HOME HEALTH SERVICES IN 56 DUTCH LANE HERMITAGE PA 16148 IN-HOME SERVICES 139208 5 4197308 750 4198058 PROGRAM INCOME 624100 409748 409748 CONTRACT SERVICES 624100 64672 64672 474420 30124 30124 67646 31186 36460 36460 8932 27528 4739062 474420 8932 57652 X 217750 10612 207138 1045502 1042285 3217 252085 252085 96848 83450 13398 13000 13000 51000 9388 41612 1422059 1422059 176733 160232 16501 7580 7580 93466 80294 13172 TRANSPORTATION 748342 747473 869 SUPPLIES/MINOR EQUIPMEN 321055 299060 21995 OTHER OPERATING EXPENDI 114014 67222 46787 5 COMMUNICATIONS 35053 27336 7717 4594487 4209076 385406 5 3045615 2611609 228241 335391 14887 17535 51247 44717 3982243 2458829 1619076 1523414 0 108748 4959066 4641414 974907 550530 37456 16625 275000 140000 -16926 101055 1270437 808210 X 3561788 3708447 126841 124757 3688629 3833204 4959066 4641414 144575 0 X X 0 1 X 1 1 1 X 4217037 4054437 3923311 3931100 4198058 20323943 4217037 4054437 3923311 3931100 4198058 20323943 20323943 46656 63170 49966 50141 57652 267585 3481 3618 -12150 2444 8932 6325 13983 13983 20611836 1994251 0.98600 0.98750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 554538 431282 666706 319114 0 94000 94000 3008722 1728174 1280548 496201 393271 102930 323835 291237 32598 59485 46147 13338 1523414 UNAMORTIZED BOND ISSUE COSTS -7693 OPERATING LEASE LIABILITY 108748 101055 PART IV, LINE 1B: THE MERCER COUNTY AREA AGENCY ON AGING, INC., IS CURRENTLY THE APPOINTED GUARDIAN AND TRUSTEE IN SEVERAL CASES INVOLVING THE FINANCIAL TRANSACTIONS OF ELDERLY PERSONS IN MERCER COUNTY. THE FINANCIAL POSITION AND RESULTS OF OPERATIONS OF THESE CASES ARE NOT INCLUDED AS PART OF THE FINANCIAL STATEMENTS OR TAX RETURN. THE FINANCIAL POSITION AND RESULTS OF OPERATIONS OF THE GUARDIANSHIP AND TRUSTEE CASES ARE NOT MATERIAL WITH RESPECT TO THE AGENCY'S FINANCIAL STATEMENTS TAKEN AS A WHOLE. SEPARATE AUDIT REPORTS FOR CERTAIN CASES ARE AVAILABLE AT THE AGENCY'S OFFICE AND ON FILE AT THE MERCER COUNTY COURTHOUSE. A GROVE CITY AREA HOSPITAL AUTHORITY 251540369 399546BG4 2012-01-17 1530000 REFUND 3/1/06 BONDS AND PAY COST OF ISSUING 2012 BONDS 1 0 0 A 1530000 148800 92622 2012 1 0 1 1 A 0 0 0 0 0 0 0 A 0 0 0 0 0 0 0 0 0 A 0 HERITAGE RESOURCES II INC TO PAY INSURANCE AND ACCOUNTING FEES OF THE CONTROLLED ENTITY X 17535 17535 0 0 0 17535 HERITAGE RESOURCES II INC AFFILIATED NON-PROFIT ORGANIZATION 21600 RENT WAS PAID FROM THE ORGANIZATION TO HERITAGE RESOURCES II. 0 FORM 990, PART VI, SECTION A, LINE 7B CERTAIN GOVERNING BOARD DECISIONS ARE SUBJECT TO APPROVAL BY THE PENNSYLVANIA DEPARTMENT OF AGING. FORM 990, PART VI, SECTION A, LINE 8B MINUTES ARE MAINTAINED FOR MOST COMMITTEE MEETINGS. ANY DECISION THAT REQUIRES BOARD ACTION IS PRESENTED TO THE BOARD AND VOTED ON. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WILL BE EITHER MAILED OR EMAILED TO THE BOARD MEMBERS. THE BOARD WILL THEN REVIEW THE RETURN AND WILL APPROVE IT AT THE BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE AGENCY TO REQUIRE THAT ALL MEMBERS OF THE BOARD OF DIRECTORS, COMMITTEES AND STAFF DISCLOSE BUSINESS PRACTICES OR CONDUCT THAT COULD CONSTITUTE A CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE AGENCY. THE AGENCY'S EXECUTIVE OFFICE REGULARLY MONITORS AND UPDATES THE AGENCY'S CONFLICT OF INTEREST POLICY, PROVIDING THE DIRECTORS WITH COPIES AT A BOARD MEETING. OFFICERS, DIRECTORS AND KEY EMPLOYEES WILL UPDATE THEIR DISCLOSURES ANNUALLY. POTENTIAL CONFLICTS OF INTEREST INVOLVING DIRECTORS, OFFICERS, MEMBERS OF COMMITTEES AND KEY EMPLOYEES ARE IDENTIFIED AND ADDRESSED IN ORDER TO ASSURE THAT THE AGENCY IS TREATED FAIRLY IN ALL ITS BUSINESS DEALINGS.THESE STATEMENTS ARE REVIEWED BY THE FULL BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE AGENCY'S EXECUTIVE COMPENSATION POLICY IS CONSIDERED REASONABLE IF IT IS AN AMOUNT THAT WOULD ORDINARILY BE PAID BY SIMILARLY SITUATED NON-PROFIT ORGANIZATIONS UNDER LIKE CIRCUMSTANCES. THIS POLICY APPLIES TO PERSONS WHO ARE IN A POSITION TO EXERCISE SUBSTANTIAL INFLUENCE OVER THE AFFAIRS OF THE AGENCY. COMPENSATION IS REVIEWED AND APPROVED, IN ADVANCE, BY THE AGENCY'S ANNUAL BUDGET AND FINANCE COMMITTEE. THE COMMITTEE RELIES UPON APPROPRIATE DATA, SUCH AS COMPENSATION OF OTHER NON-PROFIT AGENCIES OF A SIMILAR SIZE, AS TO COMPARABILITY BEFORE MAKING ITS DECISION. THE FULL BOARD APPROVES THE FINAL COMPENSATION AND BENEFITS PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 FORM 1023, FORM 990, AND FORM 990-T ARE AVAILABLE UPON REQUEST FOR PUBLIC INSPECTION DURING REGULAR BUSINESS HOURS AT 133 NORTH PITT STREET, MERCER, PA 16137. THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE ALSO AVAILABLE AT THIS ADDRESS DURING REGULAR BUSINESS HOURS. FORM 990, PART VI, SECTION B, LINE 13 WHISTLEBLOWER POLICY: THE ORGANIZATION, AS A RECIPIENT OF FUNDING FROM THE COMMONWEALTH OF PENNSYLVANIA, IS REQUIRED TO COMPLY WITH THE PROVISIONS OF THE PENNSYLVANIA WHISTLEBLOWER LAW, ACT OF 1986, P.L. 1559, NO. 169, AS AMENDED, 43 P.S. 1421 ET SEQ. FORM 990, PART IX, LINE 11G OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 9,498. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 9,498. FOOD SERVICE/DELIVERY: PROGRAM SERVICE EXPENSES 662,453. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 662,453. PASSENGER TRANSPORTATION: PROGRAM SERVICE EXPENSES 128,584. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 128,584. PERSONAL CARE: PROGRAM SERVICE EXPENSES 500,899. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 500,899. HOME SUPPORT: PROGRAM SERVICE EXPENSES 14,642. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,642. FAMILY CAREGIVERS: PROGRAM SERVICE EXPENSES 65,987. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,987. PRIMARY HEALTH SERVICES: PROGRAM SERVICE EXPENSES 39,996. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,996. FORM 990, PART XII, LINE 2C OVERSIGHT OF FINANCIAL STATEMENTS/SELECTION OF AUDITOR. THE BUDGET AND FINANCE COMMITTEE OVERSEES THE AUDIT OF THE AGENCY'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. THE AGENCY'S FULL BOARD OF DIRECTORS ASSUMES RESPONSBILITY FOR THE APPROVAL OF THE AUDIT AND FINANCIAL STATEMENTS. THE ORGANIZATION HAS NOT CHANGED ITS PROCESS WITH REGARDS TO AUDIT OVERSIGHT FROM THE PRIOR YEAR. FORM 990, SCHEDULE K INFORMATION ON TAX-EXEMPT BONDS (AND REFUNDING OF PRE-2003 BONDS) DURING FISCAL YEAR 2012, THE AGENCY ISSUED, THROUGH THE GROVE CITY AREA HOSPITAL AUTHORITY, GUARANTEED REVENUE BOND SERIES OF 2012 IN THE AMOUNT OF $1,530,000 AT A DISCOUNT OF $9,581, MATURING MAY 1, 2024, WITH INTEREST VARYING FROM 2.0% TO 3.75%. THE 2012 BONDS WERE ISSUED TO REFUND THE REMAINING $1,810,000 OF THE SERIES OF 2006 BONDS AND TO PAY THE COST OF ISSUING THE 2012 BONDS. THE AGENCY ALSO USED $400,000 OF CORPORATE FUNDS IN THIS TRANSACTION. FORM 990, PART VI, SECTION B, LINE 10A HERITAGE RESOURCES II, INC., IS CONSIDERED A SUBSIDIARY OF MERCER COUNTY AREA AGENCY ON AGING, INC., AND IS CONSOLIDATED INTO THE AGENCY'S FINANCIAL STATEMENTS. HERITAGE RESOURCES II, INC., HAS A SOLE PURPOSE OF HOLDING REAL ESTATE TO BE LEASED TO THE MERCER COUNTY AREA AGENCY ON AGING, INC. ALL NET INCOME FROM THE RENTAL OF THE REAL ESTATE AFTER PAYING ALL RENTAL EXPENSES AND MORTGAGE COSTS IS PAID BACK TO THE AGENCY IN ACCORDANCE WITH IRC SECTION 501(C)(2). HERITAGE RESOURCES II INC 133 NORTH PITT STREET MERCER PA 16137 251788544 HOLD REAL ESTATE TO BE LEASED TO THE MERCER CO. AREA AGENCY ON AGING, PA 501(C)(2) MERCER COUNTY AREA AGENCY ON AGING 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 HERITAGE RESOURCES II INC K 21600 CASH PAID HERITAGE RESOURCES II INC D 17535 EXPENSES PAID