2024-11-15T12:36:58-06:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2023-01-01 310971399 AREA AGENCY ON AGING DISTRICT 7 INC AREA 7402455306 PO BOX 154 RIO GRANDE OH 456740154 JAMIE HERRMANN EXECUTIVE DIRECTOR 7402455306 2024-11-14 1 0 NATOSHA CARR P01225377 6148852208 2024-11-14 2023 2024-10-15 13:58:12Z JAMIE HERRMANN PO BOX 154 RIO GRANDE OH 456740154 68290059 0 X WWW.AAA7.ORG X 1974 OH ASSISTING INDIVIDUALS MAINTAIN INDEPENDENCE & CHOICES BY PROVIDING RESOURCE OPTIONS & SERVICES. 9 9 215 10 0 0 59376695 63635078 3910218 4634460 387 3506 6712 16096 63294012 68289140 0 0 0 0 14892584 15420802 0 0 0 48734926 52181896 63627510 67602698 -333498 686442 12512504 15730890 8645103 11169597 3867401 4561293 ASSISTING INDIVIDUALS TO MAINTAIN INDEPENDENCE AND PERSONAL CHOICE BY PROVIDING RESOURCE OPTIONS AND SERVICES 0 0 50778243 549240 PASSPORT SERVICES: CONNECTS FAMILIES WITH INFORMATION ABOUT THE CHOICES AVAILABLE IN LONG TERM CARE. IT ALSO PROVIDES HOMECARE SERVICES FOR THOSE ELIGBLE. BY ARRANGING THE MOST APPROPRIATE MIX OF HOMECARE SERVICES, NURSING FACILITY PLACEMENT CAN OFTEN BE DELAYED. PASSPORT SERVICES AND ASSISTED LIVING SERVICE SERVED 3,654 CLIENTS. 10981243 4100666 A COMBINATION OF PROGRAMS THAT ARE GROUPED AS FEDERALLY FUNDED SUPPORTIVE SERVICES TO ELDERLY INCLUDING SOCIALIZATION, TRANSPORTATION, NUTRITION, CAREGIVER SUPPORT INFORMATION & REFERRAL, CHORES, ETC. THESE COMBINED PROGRAMS (OAA AND ARPA) SERVED 3,957 PERSONS. 1,732.50 DAYS OF ADULT DAY SERVICES, 3,042.75 HOURS OF HOMEMAKER SERVICES, 1,490.50 HOURS OF PERSONAL CARE, 22,737 ONE-WAY TRANSPORTATION TRIPS, 10,209.75 HOURS OF CAREGIVER RESPITE, 64 CAREGIVER SUPPLEMENTAL SERVICES AND 216,861 HOME-DELIVERED MEALS. 2445462 650 STATE OF OHIO FUNDED SUPPORTIVE SERVICES SIMILAR TO THE TITLE III SERVICES. THESE SERVICES COVER TEN SOUTHERN OHIO COUNTIES AND ACT AS THE OVERSIGHT AND ADMINISTRATIVE AGENCY CONTRACTING FOR THE SERVICES. 768 INDIVIDUALS WERE SERVED UNDER NATIONAL FAMILY CAREGIVER, 97 INDIVIDUALS WERE SERVED FOR VETERANS PROGRAMS, 542 PEOPLE WERE SERVED BY OHIO HOME CARE WAIVER, 804 PEOPLE WERE SERVED BY SPECIALIZED RECOVERY SERVICES. 413 INDIVIDUALS WERE SERVED BY ASSISTED LIVING, 153 INDIVIDUALS WERE SERVED BY EVIDENCE-BASED PROGRAMS, AND 209 INDIVIDUALS WERE SERVED BY THE HOSPITAL2HOME PROGRAM. 64204948 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 77 0 1 215 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X DONNA SAUNDERS 7402455306 F32 URG 160 DORSEY LANE/PO BOX 500 RIO GRANDE OH 456740500 CHARLES HARPER TRUSTEE 2.00 X 0 0 0 CHRISTINE RABER PRESIDENT 2.00 X X 0 0 0 CHRISTOPHER ERVIN VICE PRESIDENT 2.00 X X 0 0 0 GARY FENDERBOSCH TRUSTEE 2.00 X 0 0 0 JAMIE HERRMANN SECRETARY/TREASURER 2.00 X X 0 0 0 KELSEY CLOUD TRUSTEE 2.00 X 0 0 0 SUSAN CARLEN-EDWARDS TRUSTEE 2.00 X 0 0 0 ERICA KEGLEY TRUSTEE 2.00 X 0 0 0 MINDY BATTLES TRUSTEE 2.00 X 0 0 0 DONNA SAUNDERS FISCAL DIR/CHIEF ACCTG OFFICER 40.00 X 95138 0 16640 DEBORAH DANNER-GULLEY INTERIM EXEC DIR- TERM BEGAN 6/2023 40.00 X 54738 0 12514 MELISSA DEVER EXEC DIR - TERM EXP 6/21/23 40.00 X 20833 0 882 KAREN CYRUS DIR OF BUS MGMT-UNTIL 7/26/2023 40.00 X 15714 0 3404 186423 0 33440 0 0 0 0 0 61346481 2288597 63635078 BILLED SERVICES 621400 4084570 4084570 CLIENT COPAY 624100 549240 549240 TRAINING 624100 650 650 4634460 4425 4425 919 -919 -919 -919 MISCELLANEOUS 624100 16096 16096 16096 68289140 4650556 0 3506 219863 181904 37959 10942241 8974714 1967527 484908 420557 64351 2959819 2567029 392790 813971 705951 108020 66792 61880 4912 436539 404432 32107 764928 406617 358311 466879 308453 158426 530552 468739 61813 110825 71381 39444 CONTRACTS W/PROVIDERS 49474054 49474054 OTHER EXPENSES 331327 159237 172090 67602698 64204948 3397750 0 8369265 9501366 397362 303023 2876748 3139768 363448 106381 1603755 1242721 495681 361034 103458 10000 10000 0 2205860 12512504 15730890 8567576 8603566 77527 349390 0 2216641 8645103 11169597 X 3867401 4561293 3867401 4561293 12512504 15730890 686442 7450 0 X X 0 1 X 1 1 1 X 61384834 61875137 58320916 59376695 63635078 304592660 61384834 61875137 58320916 59376695 63635078 304592660 304592660 1902 6054 1301 387 4425 14069 304606729 20881978 1.00000 1.00000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1603755 1242721 361034 361034 OPERATING LEASE RIGHT-OF-USE ASSET 2205860 2205860 OPERATING LEASE LIABILITY 2216641 2216641 68310113 7450 13523 20973 68289140 0 68289140 67616221 13523 13523 67602698 0 67602698 FORM 990, PART VI, SECTION B, LINE 11B THE FISCAL DIRECTOR AND THE EXECUTIVE DIRECTOR OF THE AREA AGENCY ON AGING DISTRICT 7, INC., REVIEW AND SIGN OFF ON THE 990 PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C KEY EMPLOYEES ARE ASKED TO FILL OUT A "CONFLICT OF INTEREST FORM" ANNUALLY, WHICH IS MONITORED BY THE HUMAN RESOURCE DEPARTMENT. OUR BOARD MEMBERS ARE ALSO ASKED TO SIGN A FORM, WHICH IS MONITORED BY THE EXECUTIVE ASSISTANT. THE "FEDERAL FORM 990 BOARD MEMBER QUESTIONNAIRE" IS KEPT ON FILE BY THE DIRECTOR OF ADMINISTRATIVE SUPPORT SERVICES. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR SENIOR EXECUTIVE MANAGEMENT IS REVIEWED BY THE PERSONNEL/FINANCE COMMITTEE. A SURVEY COMPLETED BY THE OHIO ASSOCIATION OF AREA AGENCIES ON AGING IS REVIEWED BY THIS COMMITTEE TO AID IN ENSURING COMPARABILITY OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED.