2024-09-10T07:39:28-04:00 2023-12-31 341909930 NMS INC 8383 MENTOR AVENUE MENTOR OH 44060 990 2023-01-01 237266637 LAKE COUNTY COUNCIL ON AGING INC LAKE 4402058111 8520 EAST AVENUE MENTOR OH 44060 JOSEPH TOMSICK CEO 4402058111 2024-08-22 false JOSEPH R MICHALSKI CPA P00738093 4402865222 2024-08-22 2023 2024-08-08 14:25:15Z JOSEPH TOMSICK 8520 EAST AVENUE MENTOR OH 44060 3643055 false X WWW.LCCOA.ORG X 1972 OH SEE SCHEDULE O 13 13 51 720 41060 2294625 3263397 238931 262622 113689 74982 94169 31665 2741414 3632666 0 0 1689587 1946851 0 23983 947353 1162776 2636940 3109627 104474 523039 3772341 4503576 240978 291627 3531363 4211949 X THE COUNCIL OF AGING PROVIDES AGING ADULTS AND THEIR SUPPORT SYSTEM WITH SERVICES AND OPPORTUNITIES THAT ENABLE THEM TO ACHIEVE AN OPTIMAL, SELF DEFINED, QUALITY OF LIFE. THIS IS ACHIEVED THROUGH THE PROVISION OF EDUCATION, NUTRITION SERVICES, CASE MANAGEMENT SERVICES, IN-HOME ASSISTANCE AND COMMUNITY OUTREACH. THE LAKE COUNTY COUNCIL ON AGING PROVIDES SUPPORT SERVICES, PROGRAMS AND ADVOCACY TO HELP LAKE COUNTY SENIORS LIVE DIGNIFIED AND INDEPENDENT LIVES. THE AGENCYS PRIMARY RESPONSIBILITIES ARE TO DESIGN, PROMOTE AND IMPLEMENT SERVICES TO ADDRESS THE IDENTIFIED NEEDS OF THE COMMUNITYS ELDER POPULATION AND TO COORDINATE EXISTING SERVICES IN PARTNERSHIP WITH PUBLIC AND PRIVATE ORGANIZATIONS. THE AGENCY PROVIDES INFORMATION, ASSISTANCE AND DIRECT SUPPORT THAT ALLOW SENIORS TO MAINTAIN THEIR INDEPENDENCE AND SUSTAIN THEIR QUALITY OF LIFE. false false 926654 1007669 HOME DELIVERED MEALS - MEALS ON WHEELS ARE DELIVERED MONDAY THROUGH FRIDAY BY DEDICATED VOLUNTEERS. EACH SENIOR RECEIVED A NUTRITIOUS MEAL PLUS TWO OPTIONAL FROZEN MEALS FOR WEEKENDS, CASUAL CONVERSATION AND SAFETY CHECK-IN FOR THE 1,222 SENIORS TOTALING 199,756 MEALS SERVED IN 2023. OF THE 577 SENIORS NEW TO THE PROGRAM, 76% WERE AT HIGH NUTRITIONAL RISK. MEALS ON WHEELS PROVIDES A SERVICE THAT ENABLES MANY SENIORS TO REMAIN INDEPENDENT IN THEIR OWN HOME BY RECEIVING MEAL ASSISTANCE WHEN THEY ARE UNABLE TO GET OUT OR SHOP, HAVE DIFFICULTY SEEING OR STANDING TO PREPARE A MEAL OR LIVE WITHIN MODEST MEANS. THE PROGRAM HAS A MINIMAL SUGGESTED DONATION OF 2.50 PER MEAL. BUT, A MEAL IS GIVEN TO THE RECIPIENT SENIOR REGARDLESS OF ABILITY TO DONATE. THE AGENCY DOES NOT KEEP TRACK OF ANY SENIOR WHO DONATES SO THAT EACH DONATION IS SOMEWHAT "ANONYMOUS". THE ADDITIONAL SUPPORT PROGRAMS AVAILABLE TO HOME DELIVERED MEAL CLIENTS; SUPPLEMENTAL PET FOOD, COMMODITY SUPPLEMENTAL FOOD AND FRESH PRODUCE, WERE MAINTAINED OR EXPANDED IN 2023. THE PURPOSE OF THESE SUPPORT PROGRAMS IS TO BRING MORE NUTRITION INTO A SENIOR'S LIFE BY DELIVERING FRESH AND SHELF-STABLE FOOD AND REDUCING SENIOR FOOD INSECURITY. 1,675 PACKS OF PET FOOD WERE PROVIDED TO 125 CLIENTS AND THEIR 258 PETS, 169 COMMODITY SUPPLEMENTAL FOOD BOXES WERE PROVIDED TO 19 CLIENTS AND 569 BOXES OF FRESH PRODUCE WAS PROVIDED TO 72 CLIENTS. THE AGENCY HOSTED THE BLIZZARD BAG ANNUAL FOOD DRIVE AS PART OF OUR PARTICIPATION IN THE SUBARU SHARE THE LOVE EVENT FUNDRAISER WHICH PROVIDED 152 SENIORS WITH A BLIZZARD BAG SUPPLY OF 2-3 DAYS OF NON-PERISHABLE FOOD. 669778 669733 SOCIAL WORKER SERVICES IN 2023, THE SOCIAL WORKERS AT COUNCIL ON AGING CONTINUED TO PROVIDE VITAL SUPPORTIVE SERVICES TO LAKE COUNTY'S SENIOR POPULATION AND THEIR SUPPORT SYSTEM. THE TEAM OF LICENSED PROFESSIONAL SOCIAL WORKERS CONDUCTS HOME VISITS TO ASSESS EACH CLIENT'S CURRENT ABILITIES, CHALLENGES, AND STRENGTHS TO BEST DEVELOP A CARE PLAN TO HELP THAT INDIVIDUAL MOVE FORWARD IN MAINTAINING A HEALTHY OVERALL WELL-BEING IN THE HOME SETTING. THE SOCIAL WORKERS IDENTIFY AREAS OF NEED WITH THE CLIENT AND THEIR SUPPORT SYSTEM AND HELP BUILD CONNECTIONS TO ASSIST IN THOSE AREAS. THE SOCIAL WORKERS ASSIST CLIENTS BY LINKING THEM TO COUNCIL ON AGING'S SERVICES AND OTHER COMMUNITY RESOURCES. SOME CLIENTS MAY PRESENT WITH MORE COMPLEX ISSUES AND CONCERNS SUCH AS A LACK OF SUPPORT, PHYSICAL AND MENTAL HEALTH DIFFICULTIES, AND FOOD INSECURITY. SOCIAL WORKERS PROVIDE GUIDANCE TO CLIENTS WITH REFERRALS TO COMMUNITY PROGRAMS AND ENSURING THE PROCESS IS WELL-COORDINATED AND COMPLETED. THE SOCIAL WORK DEPARTMENT REMAINS COMMITTED TO SERVING THE SENIOR POPULATION IN LAKE COUNTY TO ENSURE THEY ACHIEVE AN OPTIMAL, SELF- DEFINED QUALITY OF LIFE. 2023 SOCIAL WORK SERVICES: PROVIDED SERVICES TO 1,419 UNDUPLICATED SENIORS PROVIDED 1,803 HOME VISITS COMPLETED 677 INITIAL PSYCHOSOCIAL ASSESSMENTS COMPLETED 567 ANNUAL REASSESSMENTS COMPLETED 3,676.5 SERVICE HOURS 247012 246822 CONGREGATE MEALS THE FOUR CONGREGATE LUNCH PLACE SITES ARE LOCATED WITHIN A SHORT DRIVE OF NEARLY EVERY LAKE COUNTY RESIDENT. TWO OF THE SITES ARE LOCATED WITHIN THE CITY SENIOR CENTER ITSELF. THE CONGREGATE LUNCH PLACES OFFER WELCOMING ATMOSPHERES FOR SENIORS TO HAVE A NUTRITIONALLY BALANCED HOT MEAL WHILE ENJOYING THE COMPANY OF OTHER SENIORS. THE CONGREGATE MEALS PROGRAM IS OPEN TO SENIORS 60 YEARS OR OLDER, WITH A SUGGESTED DONATION OF 1.50 PER MEAL WHICH IS GIVEN ANONYMOUSLY. IN 2023, THE LUNCH PLACE CONGREGATE MEAL PROGRAM EXPERIENCED AN INCREASE OF 11% OF THE NUMBER OF SENIORS ATTENDING LUNCH AND SERVED 11% MORE MEALS. 19,030 MEALS WERE SERVED TO 467 SENIORS IN 2023. IN ADDITION, THE AGENCY PLAYED A KEY PART IN SENIOR DAY AT THE LAKE COUNTY OHIO FAIR BY PROVIDING A SIT-DOWN LUNCH TO 350 SENIORS IN ATTENDANCE. 708294 974653 HOMEMAKER SERVICES THE AGENCY'S HOMEMAKERS ASSIST SENIORS WITH ROUTINE BASIC CHORES SUCH AS LIGHT DUSTING, VACUUMING, CHANGING BED LINENS, MOPPING FLOORS, AND CLEANING OF THE KITCHEN AND BATHROOM. MORE IMPORTANTLY, THE HOMEMAKERS PROVIDE SOCIALIZATION FOR SENIORS WHILE OVERSEEING THAT THEY ARE IN A SAFE, CLEAN ENVIRONMENT WHILE LIVING THEIR GOLDEN YEARS. THE COST FOR THE HOMEMAKER PROGRAM IS BASED ON A SLIDING FEE SCALE BASED ON THE INDIVIDUAL'S INCOME. THE LAKE COUNTY COUNCIL ON AGING HOMEMAKER PROGRAM STAFF AND SENIORS ALLOW GOALS TO BE MET WITH A LITTLE HELP FROM A FRIEND ALL FROM THE COMFORT AND SECURITY OF THEIR HOME. 2023: PROVIDED 2,614 TOTAL UNITS OF HOMEMAKER SERVICES TO 161 LAKE COUNTY SENIOR HOUSEHOLDS. INFORMATION & ASSISTANCE INFORMATION & ASSISTANCE IS A FUNDAMENTAL SERVICE OF THE ADRC. I&A SPECIALISTS TAKE THE TIME TO LISTEN TO THE CALLER AND ESTABLISH A PERSONAL RAPPORT. THIS IS CRUCIAL BECAUSE THOSE WHO CALL THE AGENCY MAY NOT ALWAYS KNOW TO ASK FOR A SERVICE BY NAME. I&A SPECIALISTS ASSIST CALLERS WITH DETERMINING THEIR NEEDS AND PREFERENCES THEN PROVIDE UNBIASED INFORMATION ON PROGRAMS AND SERVICES THAT CAN HELP MEET THEIR NEEDS AND SUPPORT INDEPENDENCE. I&A SPECIALISTS ALSO LINK CALLERS TO OTHER ORGANIZATIONS THAT CAN HELP. SOME AREAS OF ASSISTANCE INCLUDE: HOUSING OPTIONS, TRANSPORTATION, PERSONAL CARE, RESPITE CARE, AND LEGAL SERVICES. WHEN APPROPRIATE, I&A SPECIALISTS FOLLOW UP WITH INDIVIDUALS TO ENSURE THE INFORMATION PROVIDED WAS BENEFICIAL AND OFFER OTHER RESOURCES IF NECESSARY. 2023: PROVIDED 6,073 INFORMATION AND ASSISTANCE CONTACTS. INFORMATION AND ASSISTANCE SPECIALISTS FROM THE LAKE COUNTY COUNCIL ON AGING, TOGETHER WITH LIFELINE/211, PLAYED AN INTEGRAL ROLE OF REGISTERING SENIORS FOR THE LAKE COUNTY MOBILE FOOD PANTRY PROGRAM. THIS WAS A COLLABORATIVE EFFORT BETWEEN THE COUNCIL ON AGING, LAKETRAN, LIFELINE, INC., THE BOARD OF COUNTY COMMISSIONERS, AND THE GREATER CLEVELAND FOOD BANK. 2023: SERVED 5,573 DUPLICATED SENIOR HOUSEHOLDS. OPTIONS COUNSELING OPTIONS COUNSELING TAKES INFORMATION AND ASSISTANCE ANOTHER STEP FURTHER BY PROVIDING ASSISTANCE TO INDIVIDUALS, FAMILY MEMBERS, AND CAREGIVERS IN NEED OF LONG-TERM CARE SUPPORT TO MAKE INFORMED CHOICES ABOUT THE SERVICES AND SETTINGS THAT BEST MEET THEIR NEEDS. INDIVIDUALS AND CAREGIVERS RECEIVE UNBIASED INFORMATION ABOUT VARIOUS LONG-TERM CARE SUPPORT OPTIONS AND THE RESOURCES TO HELP PAY FOR SERVICES. THE PROGRAM ALSO PROVIDES DECISION SUPPORT TO IDENTIFY NEXT STEPS IN THE PROCESS AND HELP IN CONNECTING WITH SERVICES IF NEEDED. 2023: PROVIDED A TOTAL OF 623 HOURS OF OPTIONS COUNSELING ASSISTANCE TO 173 UNDUPLICATED INDIVIDUALS. BENEFITS ASSITANCE BENEFITS ASSISTANCE IS A SERVICE THAT PROVIDES INFORMATION AND ASSISTANCE RELATED TO PUBLIC BENEFITS. THE BENEFITS SPECIALIST SCREENS FOR ELIGIBILITY AND GUIDES INDIVIDUALS THROUGH THE APPLICATION PROCESS FOR PUBLIC BENEFITS INCLUDING MEDICAID, SUPPLEMENTAL NUTRITIONAL ASSISTANCE PROGRAM (SNAP), HOMESTEAD TAX CREDIT, THE HOME ENERGY ASSISTANCE PROGRAM (HEAP), MEDICARE SAVINGS PROGRAMS AND THE LOW INCOME SUBSIDY (AKA EXTRA HELP). UNBIASED INFORMATION AND ASSISTANCE RELATED TO MEDICARE IS PROVIDED THROUGH OHIO SENIOR HEALTH INSURANCE INFORMATION PROGRAM (OSHIIP) VOLUNTEERS. 2023: PROVIDED A TOTAL OF 665 HOURS OF BENEFITS ASSISTANCE TO 406 UNDUPLICATED INDIVIDUALS. 2023: DURING MEDICARE OPEN ENROLLMENT, FOUR OHIO SENIOR HEALTH INSURANCE INFORMATION PROGRAM (OSHIIP) VOLUNTEERS PROVIDED MEDICARE INFORMATION, EDUCATION AND ASSISTANCE TO 95 INDIVIDUALS TOTALING OVER 100 VOLUNTEER HOURS OF ASSISTANCE. VOLUNTEER SERVICES VOLUNTEERS SERVE IN CRITICAL ROLES TO ACCOMPLISH THE MISSION OF THE LAKE COUNTY COUNCIL ON AGING. VOLUNTEERS MAKE A SIGNIFICANT CONTRIBUTION IN THE LIVES OF THE CLIENTS OF LAKE COUNTY COUNCIL ON AGING THROUGH MULTIPLE PROGRAMS. IN 2023, VOLUNTEERS IMPACTED THE NUTRITION, LONELINESS AND SOCIAL ISOLATION, INFORMATION AND SUPPORT NEEDS OF OUR CLIENTS AND SPECIAL COMMUNITY EVENTS. "NUTRITION CENTERS" 97 NUTRITION ASSISTANT VOLUNTEERS ASSISTED WITH GENERAL MEAL PREPARATION, SEALING AND PACKING MEALS FOR DELIVERY, AND WERE THE FRIENDLY FACES THAT SERVED FOOD AT FOUR LUNCH PLACES, OUR CONGREGATE MEAL SITES. "MEALS ON WHEELS DELIVERY" 393 VOLUNTEERS DELIVERED NUTRITIOUS MEALS AND DAILY CONTACT TO SENIORS. THE PROGRAM SUPPORTS INDEPENDENCE WHILE PROMOTING THE SOCIAL, PHYSICAL, AND EMOTIONAL WELL-BEING OF SENIORS. THE PROGRAM CONSISTS OF THE DELIVERY OF A HOT MEAL MONDAY THROUGH FRIDAY ALONG WITH A MEANINGFUL SOCIAL INTERACTION AND WELL-BEING CHECK. "LONELINESS AND SOCIAL ISOLATION IMPACT" VOLUNTEERS POSITIVELY IMPACTED THE ISSUE OF SENIOR LONELINESS AND SOCIAL ISOLATION THROUGH NUTRITION SERVICES AS MENTIONED ABOVE AND MORE SPECIFICALLY THROUGH THE FOLLOWING VOLUNTEER ROLES. "LETTERS OF LOVE AND HANDCRAFTED CARDS" THE DELIVERY OF A HANDCRAFTED CARD TO A MEALS ON WHEELS OR LUNCH PLACE SENIOR BRINGS JOY AND UPLIFTS SPIRITS. HAND-CRAFTED GREETING CARDS WERE SHARED ON VALENTINE'S DAY, FOURTH OF JULY, THANKSGIVING AND CHRISTMAS WITH NEARLY 1,000 CARDS DELIVERED ON EACH HOLIDAY ALONG WITH POSITIVE GENERAL HANDCRAFTED GREETING CARDS SHARED RANDOMLY THROUGHOUT THE YEAR. THE NUMBER OF INDIVIDUAL AND GROUP VOLUNTEERS HAS GROWNSIGNIFICANTLY IN THE PAST YEAR TO 54 VOLUNTEERS AND INCLUDES SEVERAL WHO LIVE OUTSIDE OF OHIO,BUT SUPPORT THE MISSION AND MAIL THEIR CARDS TO BE INCLUDED IN DELIVERY TO SENIORS. "INFORMATION AND SUPPORT IMPACT-OHIO SENIOR HEALTH INSURANCE INFORMATION PROGRAM (OSHIIP)" UNDER THE GUIDANCE OF OUR AGING AND DISABILITY RESOURCE CENTER, TRAINED OHIO SENIOR HEALTH INSURANCE INFORMATION PROGRAM(OSHIIP) VOLUNTEERS PROVIDED INFORMATION TO RESOLVE MEDICARE, MEDICAID, AND SECONDARY HEALTH INSURANCE QUESTIONS. 4 VOLUNTEERS HELPED SENIORS MAKE INFORMED DECISIONS REGARDING MEDICARE BENEFITS BY PROVIDING FREE, UNBIASED INFORMATION. "GROCERY SHOPPING" 37 GROCERY SHOPPING VOLUNTEERS MET BIWEEKLY WITH CLIENTS WHO CAN NO LONGER LEAVE THEIR HOME TO GROCERY SHOP. GROCERY SHOPPING SUPPORT SERVICES ENABLED CLIENTS TO REMAIN INDEPENDENT IN THEIR OWN HOME; AS WELL AS ENHANCE THEIR NUTRITIONAL WELL-BEING. "ADMINISTRATIVE" 8 ADMINISTRATIVE VOLUNTEERS PROVIDED SUPPORT BEHIND THE SCENES IN THE BUSINESS OFFICE TO ENSURE THE DELIVERY OF PROGRAMS AND SERVICES. "TRAINING" VOLUNTEERS, AS WELL AS EMPLOYEES, ARE REQUIRED TO PARTICIPATE IN ANNUAL REQUIRED TRAINING TO BUILD UPON THEIR KNOWLEDGE AND SKILLS AND ENSURE HIGH QUALITY SERVICE IS BEING PROVIDED TO OUR SENIORS. 708294 974653 2551738 true true false false false false false false false false true false false false true true true false false false false false false false true false false false false true false false false false false false false false true false false false false false false false false true 16 0 true 51 true true true false false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true false false OH X X JOSEPH TOMSICK 4402058111 8520 EAST AVE MENTOR OH 44060 SHANNON CIANCIOLA VICE PRESIDE 1.00 X X 0 0 0 MEGAN COY TRUSTEE 1.00 X 0 0 0 PAUL PAHORESKY CPA TREASURER 1.00 X X 0 0 0 MINDY MALLET-KOVALCHECK TRUSTEE 1.00 X 0 0 0 JOHN P THOMAS PRESIDENT 1.00 X X 0 0 0 JOSEPH TOMSICK CEO 40.00 X 130168 0 27001 EILEEN YATES TRUSTEE 1.00 X 0 0 0 BEN CAPELLE TRUSTEE 1.00 X 0 0 0 LYNN MANTEUFFEL TRUSTEE 1.00 X 0 0 0 TERRI FINDLAY-JONES TRUSTEE 1.00 X 0 0 0 KATEY TUTOLO TRUSTEE 1.00 X 0 0 0 SUZIE BEGOVIC TRUSTEE 1.00 X 0 0 0 MARNIE DEGUIRE TRUSTEE 1.00 X 0 0 0 ERIC ZIEGLER TRUSTEE 1.00 X 0 0 0 130168 27001 1 false true false 50000 2269877 943520 26078 3263397 MEALS ON WHEELS 900099 180228 180228 BRIDGE - NEWSLETTER 900099 41060 41060 CONGREGATE MEALS 900099 23516 23516 HOMEMAKER 900099 17818 17818 262622 55768 55768 19214 19214 19214 19214 42054 10389 31665 3632666 240776 41060 55768 130168 1627 115504 13037 1460872 1216246 244626 18553 13278 5075 200 219599 164314 52785 2500 117659 90800 23128 3731 2655 778 1877 8600 8600 19825 19825 9906 8911 995 17950 13645 4305 152831 141964 10867 41756 36266 5490 38597 37071 1526 48358 41956 6402 31088 25405 5683 CLIENT SERVICES 347531 347531 SUBCONTRACTOR 231885 231885 SUPPLIES 108528 93902 14626 MAINTENANCE & REPAIRS 31086 23933 7153 72180 62226 5439 4515 3109627 2551738 533906 23983 76522 73471 855733 1171923 301516 364927 30878 77556 1678004 577888 995955 1100116 1467869 1644128 43868 39430 32025 3772341 4503576 196496 253168 44482 38459 240978 291627 X 3518385 4130845 12978 81104 3531363 4211949 3772341 4503576 X 523039 157547 X false true X true false X 2396392 1957975 2188311 2294625 3263397 12100700 2396392 1957975 2188311 2294625 3263397 12100700 12100700 51567 42346 27709 32862 55768 210252 6471 6471 27754 89044 38293 41642 268389 465122 12782545 1425791 0.94670 0.96230 X PART II, LINE 10 EVENT FEES & GENERAL DONATIONS 465,122 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 491000 491000 793343 379847 413496 393661 198041 195620 1100116 LEASES 38459 38459 X 3780777 157547 157547 3623230 19825 -10389 9436 3632666 3100191 10389 10389 3089802 19825 19825 3109627 SCHEDULE D, PAGE 3, PART X THE COUNCIL FOLLOWS THE PROVISIONS OF "ACCOUNTING FOR INCOME TAXES" WHICH CLARIFY THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THE PROVISIONS PRESCRIBE CERTAIN CRITERIA FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THESE PROVISIONS ALSO PROVIDE GUIDANCE OF DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AS OF DECEMBER 31, 2023 AND 2022 AND DURING THE YEARS THEN ENDED, THE COUNCIL DID NOT HAVE A LIABILITY FOR UNCERTAIN TAX BENEFITS. SCHEDULE D, PAGE 4, PART XI, LINE 2D ROUNDING ADJUSTMENT 0 SCHEDULE D, PAGE 4, PART XI, LINE 4B SPECIAL EVENT EXPENSE -10,389 SCHEDULE D, PAGE 4, PART XII, LINE 2D SPECIAL EVENT EXPENSE 10,389 SCHEDULE D, PAGE 4, PART XII, LINE 4B ROUNDING ADJUSTMENT 0 MARCH FOR MEALS 42054 42054 10389 42054 42054 10389 10389 31665 X false false false false false false false false false JOSEPH TOMSICK CEO 130168 2000 25001 157169 X GIFT BASKETS 35 4515 X MEDICAL EQUIP 543 21563 false false false FORM 990 - ORGANIZATION'S MISSION THE COUNCIL OF AGING PROVIDES AGING ADULTS AND THEIR SUPPORT SYSTEM WITH SERVICES AND OPPORTUNITIES THAT ENABLE THEM TO ACHIEVE AN OPTIMAL, SELF DEFINED, QUALITY OF LIFE. THIS IS ACHIEVED THROUGH THE PROVISION OF EDUCATION, NUTRITION SERVICES, CASE MANAGEMENT SERVICES, IN-HOME ASSISTANCE AND COMMUNITY OUTREACH. THE LAKE COUNTY COUNCIL ON AGING PROVIDES SUPPORT SERVICES, PROGRAMS AND ADVOCACY TO HELP LAKE COUNTY SENIORS LIVE DIGNIFIED AND INDEPENDENT LIVES. THE AGENCYS PRIMARY RESPONSIBILITIES ARE TO DESIGN, PROMOTE AND IMPLEMENT SERVICES TO ADDRESS THE IDENTIFIED NEEDS OF THE COMMUNITYS ELDER POPULATION AND TO COORDINATE EXISTING SERVICES IN PARTNERSHIP WITH PUBLIC AND PRIVATE ORGANIZATIONS. THE AGENCY PROVIDES INFORMATION, ASSISTANCE AND DIRECT SUPPORT THAT ALLOW SENIORS TO MAINTAIN THEIR INDEPENDENCE AND SUSTAIN THEIR QUALITY OF LIFE. FORM 990, PAGE 2, PART III, LINE 4A HOME DELIVERED MEALS - MEALS ON WHEELS ARE DELIVERED MONDAY THROUGH FRIDAY BY DEDICATED VOLUNTEERS. EACH SENIOR RECEIVED A NUTRITIOUS MEAL PLUS TWO OPTIONAL FROZEN MEALS FOR WEEKENDS, CASUAL CONVERSATION AND SAFETY CHECK-IN FOR THE 1,222 SENIORS TOTALING 199,756 MEALS SERVED IN 2023. OF THE 577 SENIORS NEW TO THE PROGRAM, 76% WERE AT HIGH NUTRITIONAL RISK. MEALS ON WHEELS PROVIDES A SERVICE THAT ENABLES MANY SENIORS TO REMAIN INDEPENDENT IN THEIR OWN HOME BY RECEIVING MEAL ASSISTANCE WHEN THEY ARE UNABLE TO GET OUT OR SHOP, HAVE DIFFICULTY SEEING OR STANDING TO PREPARE A MEAL OR LIVE WITHIN MODEST MEANS. THE PROGRAM HAS A MINIMAL SUGGESTED DONATION OF 2.50 PER MEAL. BUT, A MEAL IS GIVEN TO THE RECIPIENT SENIOR REGARDLESS OF ABILITY TO DONATE. THE AGENCY DOES NOT KEEP TRACK OF ANY SENIOR WHO DONATES SO THAT EACH DONATION IS SOMEWHAT "ANONYMOUS". THE ADDITIONAL SUPPORT PROGRAMS AVAILABLE TO HOME DELIVERED MEAL CLIENTS; SUPPLEMENTAL PET FOOD, COMMODITY SUPPLEMENTAL FOOD AND FRESH PRODUCE, WERE MAINTAINED OR EXPANDED IN 2023. THE PURPOSE OF THESE SUPPORT PROGRAMS IS TO BRING MORE NUTRITION INTO A SENIOR'S LIFE BY DELIVERING FRESH AND SHELF-STABLE FOOD AND REDUCING SENIOR FOOD INSECURITY. 1,675 PACKS OF PET FOOD WERE PROVIDED TO 125 CLIENTS AND THEIR 258 PETS, 169 COMMODITY SUPPLEMENTAL FOOD BOXES WERE PROVIDED TO 19 CLIENTS AND 569 BOXES OF FRESH PRODUCE WAS PROVIDED TO 72 CLIENTS. THE AGENCY HOSTED THE BLIZZARD BAG ANNUAL FOOD DRIVE AS PART OF OUR PARTICIPATION IN THE SUBARU SHARE THE LOVE EVENT FUNDRAISER WHICH PROVIDED 152 SENIORS WITH A BLIZZARD BAG SUPPLY OF 2-3 DAYS OF NON-PERISHABLE FOOD. FORM 990, PAGE 2, PART III, LINE 4B SOCIAL WORKER SERVICES IN 2023, THE SOCIAL WORKERS AT COUNCIL ON AGING CONTINUED TO PROVIDE VITAL SUPPORTIVE SERVICES TO LAKE COUNTY'S SENIOR POPULATION AND THEIR SUPPORT SYSTEM. THE TEAM OF LICENSED PROFESSIONAL SOCIAL WORKERS CONDUCTS HOME VISITS TO ASSESS EACH CLIENT'S CURRENT ABILITIES, CHALLENGES, AND STRENGTHS TO BEST DEVELOP A CARE PLAN TO HELP THAT INDIVIDUAL MOVE FORWARD IN MAINTAINING A HEALTHY OVERALL WELL-BEING IN THE HOME SETTING. THE SOCIAL WORKERS IDENTIFY AREAS OF NEED WITH THE CLIENT AND THEIR SUPPORT SYSTEM AND HELP BUILD CONNECTIONS TO ASSIST IN THOSE AREAS. THE SOCIAL WORKERS ASSIST CLIENTS BY LINKING THEM TO COUNCIL ON AGING'S SERVICES AND OTHER COMMUNITY RESOURCES. SOME CLIENTS MAY PRESENT WITH MORE COMPLEX ISSUES AND CONCERNS SUCH AS A LACK OF SUPPORT, PHYSICAL AND MENTAL HEALTH DIFFICULTIES, AND FOOD INSECURITY. SOCIAL WORKERS PROVIDE GUIDANCE TO CLIENTS WITH REFERRALS TO COMMUNITY PROGRAMS AND ENSURING THE PROCESS IS WELL-COORDINATED AND COMPLETED. THE SOCIAL WORK DEPARTMENT REMAINS COMMITTED TO SERVING THE SENIOR POPULATION IN LAKE COUNTY TO ENSURE THEY ACHIEVE AN OPTIMAL, SELF- DEFINED QUALITY OF LIFE. 2023 SOCIAL WORK SERVICES: PROVIDED SERVICES TO 1,419 UNDUPLICATED SENIORS PROVIDED 1,803 HOME VISITS COMPLETED 677 INITIAL PSYCHOSOCIAL ASSESSMENTS COMPLETED 567 ANNUAL REASSESSMENTS COMPLETED 3,676.5 SERVICE HOURS FORM 990, PAGE 2, PART III, LINE 4C CONGREGATE MEALS THE FOUR CONGREGATE LUNCH PLACE SITES ARE LOCATED WITHIN A SHORT DRIVE OF NEARLY EVERY LAKE COUNTY RESIDENT. TWO OF THE SITES ARE LOCATED WITHIN THE CITY SENIOR CENTER ITSELF. THE CONGREGATE LUNCH PLACES OFFER WELCOMING ATMOSPHERES FOR SENIORS TO HAVE A NUTRITIONALLY BALANCED HOT MEAL WHILE ENJOYING THE COMPANY OF OTHER SENIORS. THE CONGREGATE MEALS PROGRAM IS OPEN TO SENIORS 60 YEARS OR OLDER, WITH A SUGGESTED DONATION OF 1.50 PER MEAL WHICH IS GIVEN ANONYMOUSLY. IN 2023, THE LUNCH PLACE CONGREGATE MEAL PROGRAM EXPERIENCED AN INCREASE OF 11% OF THE NUMBER OF SENIORS ATTENDING LUNCH AND SERVED 11% MORE MEALS. 19,030 MEALS WERE SERVED TO 467 SENIORS IN 2023. IN ADDITION, THE AGENCY PLAYED A KEY PART IN SENIOR DAY AT THE LAKE COUNTY OHIO FAIR BY PROVIDING A SIT-DOWN LUNCH TO 350 SENIORS IN ATTENDANCE. FORM 990, PAGE 2, PART III, LINE 4D HOMEMAKER SERVICES THE AGENCY'S HOMEMAKERS ASSIST SENIORS WITH ROUTINE BASIC CHORES SUCH AS LIGHT DUSTING, VACUUMING, CHANGING BED LINENS, MOPPING FLOORS, AND CLEANING OF THE KITCHEN AND BATHROOM. MORE IMPORTANTLY, THE HOMEMAKERS PROVIDE SOCIALIZATION FOR SENIORS WHILE OVERSEEING THAT THEY ARE IN A SAFE, CLEAN ENVIRONMENT WHILE LIVING THEIR GOLDEN YEARS. THE COST FOR THE HOMEMAKER PROGRAM IS BASED ON A SLIDING FEE SCALE BASED ON THE INDIVIDUAL'S INCOME. THE LAKE COUNTY COUNCIL ON AGING HOMEMAKER PROGRAM STAFF AND SENIORS ALLOW GOALS TO BE MET WITH A LITTLE HELP FROM A FRIEND ALL FROM THE COMFORT AND SECURITY OF THEIR HOME. 2023: PROVIDED 2,614 TOTAL UNITS OF HOMEMAKER SERVICES TO 161 LAKE COUNTY SENIOR HOUSEHOLDS. INFORMATION & ASSISTANCE INFORMATION & ASSISTANCE IS A FUNDAMENTAL SERVICE OF THE ADRC. I&A SPECIALISTS TAKE THE TIME TO LISTEN TO THE CALLER AND ESTABLISH A PERSONAL RAPPORT. THIS IS CRUCIAL BECAUSE THOSE WHO CALL THE AGENCY MAY NOT ALWAYS KNOW TO ASK FOR A SERVICE BY NAME. I&A SPECIALISTS ASSIST CALLERS WITH DETERMINING THEIR NEEDS AND PREFERENCES THEN PROVIDE UNBIASED INFORMATION ON PROGRAMS AND SERVICES THAT CAN HELP MEET THEIR NEEDS AND SUPPORT INDEPENDENCE. I&A SPECIALISTS ALSO LINK CALLERS TO OTHER ORGANIZATIONS THAT CAN HELP. SOME AREAS OF ASSISTANCE INCLUDE: HOUSING OPTIONS, TRANSPORTATION, PERSONAL CARE, RESPITE CARE, AND LEGAL SERVICES. WHEN APPROPRIATE, I&A SPECIALISTS FOLLOW UP WITH INDIVIDUALS TO ENSURE THE INFORMATION PROVIDED WAS BENEFICIAL AND OFFER OTHER RESOURCES IF NECESSARY. 2023: PROVIDED 6,073 INFORMATION AND ASSISTANCE CONTACTS. INFORMATION AND ASSISTANCE SPECIALISTS FROM THE LAKE COUNTY COUNCIL ON AGING, TOGETHER WITH LIFELINE/211, PLAYED AN INTEGRAL ROLE OF REGISTERING SENIORS FOR THE LAKE COUNTY MOBILE FOOD PANTRY PROGRAM. THIS WAS A COLLABORATIVE EFFORT BETWEEN THE COUNCIL ON AGING, LAKETRAN, LIFELINE, INC., THE BOARD OF COUNTY COMMISSIONERS, AND THE GREATER CLEVELAND FOOD BANK. 2023: SERVED 5,573 DUPLICATED SENIOR HOUSEHOLDS. OPTIONS COUNSELING OPTIONS COUNSELING TAKES INFORMATION AND ASSISTANCE ANOTHER STEP FURTHER BY PROVIDING ASSISTANCE TO INDIVIDUALS, FAMILY MEMBERS, AND CAREGIVERS IN NEED OF LONG-TERM CARE SUPPORT TO MAKE INFORMED CHOICES ABOUT THE SERVICES AND SETTINGS THAT BEST MEET THEIR NEEDS. INDIVIDUALS AND CAREGIVERS RECEIVE UNBIASED INFORMATION ABOUT VARIOUS LONG-TERM CARE SUPPORT OPTIONS AND THE RESOURCES TO HELP PAY FOR SERVICES. THE PROGRAM ALSO PROVIDES DECISION SUPPORT TO IDENTIFY NEXT STEPS IN THE PROCESS AND HELP IN CONNECTING WITH SERVICES IF NEEDED. 2023: PROVIDED A TOTAL OF 623 HOURS OF OPTIONS COUNSELING ASSISTANCE TO 173 UNDUPLICATED INDIVIDUALS. BENEFITS ASSITANCE BENEFITS ASSISTANCE IS A SERVICE THAT PROVIDES INFORMATION AND ASSISTANCE RELATED TO PUBLIC BENEFITS. THE BENEFITS SPECIALIST SCREENS FOR ELIGIBILITY AND GUIDES INDIVIDUALS THROUGH THE APPLICATION PROCESS FOR PUBLIC BENEFITS INCLUDING MEDICAID, SUPPLEMENTAL NUTRITIONAL ASSISTANCE PROGRAM (SNAP), HOMESTEAD TAX CREDIT, THE HOME ENERGY ASSISTANCE PROGRAM (HEAP), MEDICARE SAVINGS PROGRAMS AND THE LOW INCOME SUBSIDY (AKA EXTRA HELP). UNBIASED INFORMATION AND ASSISTANCE RELATED TO MEDICARE IS PROVIDED THROUGH OHIO SENIOR HEALTH INSURANCE INFORMATION PROGRAM (OSHIIP) VOLUNTEERS. 2023: PROVIDED A TOTAL OF 665 HOURS OF BENEFITS ASSISTANCE TO 406 UNDUPLICATED INDIVIDUALS. 2023: DURING MEDICARE OPEN ENROLLMENT, FOUR OHIO SENIOR HEALTH INSURANCE INFORMATION PROGRAM (OSHIIP) VOLUNTEERS PROVIDED MEDICARE INFORMATION, EDUCATION AND ASSISTANCE TO 95 INDIVIDUALS TOTALING OVER 100 VOLUNTEER HOURS OF ASSISTANCE. VOLUNTEER SERVICES VOLUNTEERS SERVE IN CRITICAL ROLES TO ACCOMPLISH THE MISSION OF THE LAKE COUNTY COUNCIL ON AGING. VOLUNTEERS MAKE A SIGNIFICANT CONTRIBUTION IN THE LIVES OF THE CLIENTS OF LAKE COUNTY COUNCIL ON AGING THROUGH MULTIPLE PROGRAMS. IN 2023, VOLUNTEERS IMPACTED THE NUTRITION, LONELINESS AND SOCIAL ISOLATION, INFORMATION AND SUPPORT NEEDS OF OUR CLIENTS AND SPECIAL COMMUNITY EVENTS. "NUTRITION CENTERS" 97 NUTRITION ASSISTANT VOLUNTEERS ASSISTED WITH GENERAL MEAL PREPARATION, SEALING AND PACKING MEALS FOR DELIVERY, AND WERE THE FRIENDLY FACES THAT SERVED FOOD AT FOUR LUNCH PLACES, OUR CONGREGATE MEAL SITES. "MEALS ON WHEELS DELIVERY" 393 VOLUNTEERS DELIVERED NUTRITIOUS MEALS AND DAILY CONTACT TO SENIORS. THE PROGRAM SUPPORTS INDEPENDENCE WHILE PROMOTING THE SOCIAL, PHYSICAL, AND EMOTIONAL WELL-BEING OF SENIORS. THE PROGRAM CONSISTS OF THE DELIVERY OF A HOT MEAL MONDAY THROUGH FRIDAY ALONG WITH A MEANINGFUL SOCIAL INTERACTION AND WELL-BEING CHECK. "LONELINESS AND SOCIAL ISOLATION IMPACT" VOLUNTEERS POSITIVELY IMPACTED THE ISSUE OF SENIOR LONELINESS AND SOCIAL ISOLATION THROUGH NUTRITION SERVICES AS MENTIONED ABOVE AND MORE SPECIFICALLY THROUGH THE FOLLOWING VOLUNTEER ROLES. "LETTERS OF LOVE AND HANDCRAFTED CARDS" THE DELIVERY OF A HANDCRAFTED CARD TO A MEALS ON WHEELS OR LUNCH PLACE SENIOR BRINGS JOY AND UPLIFTS SPIRITS. HAND-CRAFTED GREETING CARDS WERE SHARED ON VALENTINE'S DAY, FOURTH OF JULY, THANKSGIVING AND CHRISTMAS WITH NEARLY 1,000 CARDS DELIVERED ON EACH HOLIDAY ALONG WITH POSITIVE GENERAL HANDCRAFTED GREETING CARDS SHARED RANDOMLY THROUGHOUT THE YEAR. THE NUMBER OF INDIVIDUAL AND GROUP VOLUNTEERS HAS GROWNSIGNIFICANTLY IN THE PAST YEAR TO 54 VOLUNTEERS AND INCLUDES SEVERAL WHO LIVE OUTSIDE OF OHIO,BUT SUPPORT THE MISSION AND MAIL THEIR CARDS TO BE INCLUDED IN DELIVERY TO SENIORS. "INFORMATION AND SUPPORT IMPACT-OHIO SENIOR HEALTH INSURANCE INFORMATION PROGRAM (OSHIIP)" UNDER THE GUIDANCE OF OUR AGING AND DISABILITY RESOURCE CENTER, TRAINED OHIO SENIOR HEALTH INSURANCE INFORMATION PROGRAM(OSHIIP) VOLUNTEERS PROVIDED INFORMATION TO RESOLVE MEDICARE, MEDICAID, AND SECONDARY HEALTH INSURANCE QUESTIONS. 4 VOLUNTEERS HELPED SENIORS MAKE INFORMED DECISIONS REGARDING MEDICARE BENEFITS BY PROVIDING FREE, UNBIASED INFORMATION. "GROCERY SHOPPING" 37 GROCERY SHOPPING VOLUNTEERS MET BIWEEKLY WITH CLIENTS WHO CAN NO LONGER LEAVE THEIR HOME TO GROCERY SHOP. GROCERY SHOPPING SUPPORT SERVICES ENABLED CLIENTS TO REMAIN INDEPENDENT IN THEIR OWN HOME; AS WELL AS ENHANCE THEIR NUTRITIONAL WELL-BEING. "ADMINISTRATIVE" 8 ADMINISTRATIVE VOLUNTEERS PROVIDED SUPPORT BEHIND THE SCENES IN THE BUSINESS OFFICE TO ENSURE THE DELIVERY OF PROGRAMS AND SERVICES. "TRAINING" VOLUNTEERS, AS WELL AS EMPLOYEES, ARE REQUIRED TO PARTICIPATE IN ANNUAL REQUIRED TRAINING TO BUILD UPON THEIR KNOWLEDGE AND SKILLS AND ENSURE HIGH QUALITY SERVICE IS BEING PROVIDED TO OUR SENIORS. FORM 990, PAGE 6, PART VI, LINE 11B ALL MEMBERS OF THE BOARD OF TRUSTEES RECEIVE A COPY OF THE 990 PRIOR TO THE MONTHLY MEETING. AT THE MONTHLY MEETING THE 990 APPEARS AS AN AGENDA ITEM AND IS OPEN FOR DISCUSSION PRIOR TO VOTING AND APPROVAL/DENIAL. FORM 990, PAGE 6, PART VI, LINE 12C TO ENFORCE THIS CONFLICT OF INTEREST POLICY, THE BOARD OF TRUSTEES ANNUALLY SIGNS A CONFLICT OF INTEREST AND ACKNOWLEDGE THAT THEY ARE IN COMPLIANCE WITH THE COUNCIL ON AGING CONFLICT OF INTEREST POLICY. FORM 990, PAGE 6, PART VI, LINE 15A THE COMPENSATION PROCESS FOR THE ONLY PAID KEY EMPLOYEE IS TO OBTAIN VARIOUS COMPENSATION SURVEYS OF SIMILAR NON-PROFIT ORGANIZATIONS IN THE SAME GEOGRAPHIC AREA PLUS OTHER RELEVANT WAGE DATA. COMPENSATION IS BASED ON PERFORMANCE EVALUATION AND CURRENT LOCAL SALARY DATA. FORM 990, PAGE 6, PART VI, LINE 19 GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON SPECIFIC REQUEST. THE CONFLICT OF INTEREST INFORMATION IS NOT AVAILABLE FOR PUBLIC INSPECTION. FORM 990, PART XI, LINE 9 ROUNDING ADJUSTMENT 0 SPECIAL EVENT EXPENSE 10,389 SPECIAL EVENT EXPENSE -10,389 ROUNDING ADJUSTMENT 0