2024-11-15T14:28:46-06:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2023-01-01 310887396 AREA AGENCY ON AGING REGION 9 INC AREA 8009454250 710 WHEELING AVENUE CAMBRIDGE OH 43725 JEDIAH LOVE PRESIDENT-CEO 8009454250 2024-11-15 1 0 NATOSHA CARR P01225377 6148852208 2024-11-15 2023 2024-10-15 13:58:12Z JEDIAH LOVE 710 WHEELING AVENUE CAMBRIDGE OH 43725 55685654 0 X WWW.AAA9.ORG X 1976 OH THE AGENCY PROVIDES ASSISTANCE TO MEET THE NEEDS OF THE AGING AND THOSE CONCERNED ABOUT THEM. 14 13 173 20 0 0 48902583 50755938 4227116 4505610 6323 298175 0 90611 53136022 55650334 0 0 0 0 12248855 13235486 0 0 0 39994480 41950200 52243335 55185686 892687 464648 15568580 19574053 11251362 14582555 4317218 4991498 X THE ORGANIZATION'S MISSION IS TO WORK WITH PEOPLE, COMMUNITIES, AND ORGANIZATIONS TO EDUCATE, PREPARE, AND ASSIST THEM IN MEETING THE NEEDS OF THE AGING.THE ORGANIZATION'S VISION IS TO BE THE RECOGNIZED COMMUNITY LEADER IN PROVIDING EDUCATION, CONSULTATION, AND ONGOING ASSISTANCE FOR OLDER ADULTS AND THE PEOPLE CONCERNED ABOUT THEM. 0 0 37191925 552601 PASSPORT USES FEDERAL AND STATE FUNDS, THROUGH A MEDICAID WAIVER, TO PAY FOR AN IN-HOME ALTERNATIVE TO NURSING HOME CARE FOR LOW-INCOME, MEDICAID ELIGIBLE SENIORS. PASSPORT IS A TWO-PRONGED PROGRAM. THE FIRST PART IS A PRE-ADMISSION SCREENING DURING WHICH INTERESTED CONSUMERS ARE SCREENED TO DETERMINE PRELIMINARY MEDICAID ELIGIBILITY AND CARE NEEDS. THE SECOND PART OF PASSPORT IS HOME CARE. ONCE A CONSUMER IS DETERMINED ELIGIBLE, A CARE MANAGER WORKS WITH HIM OR HER TO DELEVOP A PACKAGE OF IN-HOME CARE SERVICES TO BE PROVIDED BY LOCAL SERVICE PROVIDERS. THIS CARE MANAGER THEN MONITORS THE SERVICES FOR QUALITY AND ALTERS THE CARE PLAN AS NECESSARY TO HELP MEET THE CONSUMER'S CARE NEEDS. SERVICES AVAILABLE INCLUDE: PERSONAL CARE, HOME DELIVERED MEALS, ADULT DAY CARE, HOMEMAKER, EMERGENCY RESPONSE, MEDICAL EQUIPMENT AND SUPPLIES, CHORE, SOCIAL WORK COUNSELING, NUTRITIONAL COUNSELING, INDEPENDENT LIVING ASSISTANCE, MEDICAL TRANSPORTATION WAIVER NURSING AND OUT OF HOME RESPITE. 6991762 ASSISTED LIVING BRIDGES THE GAP BETWEEN INDEPENDENT LIVING AND NURSING HOME CARE BY PROVIDING SERVICES IN CERTIFIED RESIDENTIAL CARE FACILITIES TO DELAY OR PREVENT NURSING FACILITY PLACEMENT. THE PROGRAM PROMOTES AGING IN PLACE BY SUPPORTING CONSUMER DESIRE FOR INDEPENDENCE, CHOICE AND PRIVACY. ASSISTED LIVING COMBINES A HOME-LIKE SETTING WITH PERSONAL SUPPORT SERVICES TO PROVIDE MORE INTENSIVE CARE THAN IS AVAILABLE THROUGH HOME CARE SERVICES. ASSISTED LIVING FACILITIES VARY CONSIDERABLY, BUT MOST PROVIDE PERSONAL CARE, MEALS, HOUSEKEEPING, LAUNDRY, TRANSPORTATION, AND SOCIAL ACTIVITIES. 7377564 3953009 THE OTHER PROGRAM SERVICES THAT ARE PROVIDED INCLUDE: DAILY MEAL PROGRAMS ADULT DAY CARE, HOMEMAKER, PERSONAL CARE, HEALTH SCREENING, TRANSPORTATION, CHORE, HOME REPAIR, AND CASE MANAGEMENT. 51561251 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 129 0 1 173 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 X RANDY NELSON CFO 8009454250 710 WHEELING AVENUE CAMBRIDGE OH 43725 JAMES A ENDLY PRESIDENT-CEO 45.00 X X 176502 0 53070 GWEN MORGENSTERN PRESIDENT 1.00 X X 0 0 0 JASON JACKSON VICE PRESIDENT 1.00 X X 0 0 0 JOYCE KLINGLER SECRETARY 1.00 X X 0 0 0 PEGGY PRITZ TREASURER 1.00 X X 0 0 0 WILLIAM HARDING RAC CHAIR 1.00 X 0 0 0 LEISHA TRIGG MEMBER 1.00 X 0 0 0 DANIEL ATKINSON MEMBER 1.00 X 0 0 0 CONNIE HAWTHORNE MEMBER 1.00 X 0 0 0 DR MICHAEL DUNDR MEMBER 1.00 X 0 0 0 NAN MATTERN MEMBER 1.00 X 0 0 0 KAREN SHILLING MEMBER 1.00 X 0 0 0 JEANIE BLAKE MEMBER 1.00 X 0 0 0 GLENN ENSLEN MEMBER 1.00 X 0 0 0 MICHELE BATES VP OF CONSUMER & EMPLOYEE 45.00 X 133627 0 25026 VAL SAMPSON VP OF DEV. & COMM. OPTIONS 45.00 X 144461 0 34914 RANDY NELSON CFO-VP OF BUSINESS OPERATIONS 45.00 X 147599 0 13510 BROOKE CAMPBELL DIRECTOR OF DEV. & COMM. O 45.00 X 113926 0 23699 DONNA ESCHBAUGH DIRECTOR OF CONSUMER SERVICES 45.00 X 106009 0 37769 JEDIAH LOVE DIRECTOR OF FINANCE 45.00 X 105890 0 49541 JUSTIN GRAVES DIRECTOR OF IT 45.00 X 112541 0 37818 AMBER CLAUSS DIRECTOR OF ASSESSMENT & MANAGED CARE PROGRAMS 45.00 X 111931 0 10430 1152486 0 285777 9 0 1 0 FOSTERBRIDGE INC PO BOX 3118 WHEELING WV 26003 HOME HEALTH CARE 6651880 ADDUS HEALTH CARE INC DBA ADDUS HOME CAR 2300 WARRENVILLE RD STE 100 DOWNERS GROVE IL 60515 HOME HEALTH CARE 2073443 CASLEO CORPORATION 2741 E 4TH AVE COLUMBUS OH 43219 HOME HEALTH CARE 1582022 COUNTRY CLUB CENTER HOMES INC 860 E IRON AVE DOVER OH 44622 HOME HEALTH CARE 1310833 CAMBRIDGE PERSONAL CARE LLC HUGH WALLIS RD SOUTH LAFAYETTE LA 70508 HOME HEALTH CARE 1002989 55 50755938 50755938 BILLED SERVICES 624100 3950551 3950551 CO-PAY 624100 555059 555059 4505610 322678 322678 10817 35320 -24503 -24503 -24503 OTHER 624100 90611 90611 90611 55650334 4505610 0 388786 728709 557316 171393 8945385 6841421 2103964 721735 551983 169752 2110320 1613970 496350 729337 557796 171541 19470 14891 4579 49035 37502 11533 10815 10815 103533 79182 24351 2157 1650 507 268676 205483 63193 424389 324572 99817 443364 339084 104280 185647 141983 43664 70751 54110 16641 CONTRACT & PROVIDER PAY 39810908 39810908 A/R COPAY BAD DEBT 240780 184148 56632 TRAINING 70588 53986 16602 PAYROLL PROCESSING 56596 43285 13311 193491 147981 45510 55185686 51561251 3624435 0 7769924 10309170 2278296 606428 995933 3353080 151585 129425 1626673 1352771 419759 273902 1267261 2244292 10000 10000 2675822 2647756 15568580 19574053 1115522 2750139 4411262 4276281 3135076 5075617 2589502 2480518 11251362 14582555 X 4317218 4991498 4317218 4991498 15568580 19574053 464648 209632 0 X X 0 1 X 1 1 1 X 45802957 47661166 46780070 48902583 50755938 239902714 45802957 47661166 46780070 48902583 50755938 239902714 239902714 24393 4744 5718 70233 322679 427767 90611 90611 240421092 20296893 0.99780 0.99950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23304 4310 18994 1603369 1348461 254908 273902 SECURITY DEPOSITS 31750 OPERATING LEASE RIGHT-OF-USE ASSET 2616006 2647756 OPERATING LEASE LIABILITY 2480518 2480518 PART XII, LINE 4B - OTHER ADJUSTMENTS: NEGATIVE MISCELLANEOUS REVENUE REPORTED AS AN EXPENSE X X X X 0 0 0 0 0 0 0 0 0 JAMES A ENDLY PRESIDENT-CEO 176502 0 0 0 0 0 16103 0 36967 0 229572 0 0 0 VAL SAMPSON VP OF DEV. & COMM. OPTIONS 144461 0 0 0 0 0 13258 0 21656 0 179375 0 0 0 RANDY NELSON CFO-VP OF BUSINESS OPERATIONS 147599 0 0 0 0 0 13258 0 252 0 161109 0 0 0 MICHELE BATES VP OF CONSUMER & EMPLOYEE 133627 0 0 0 0 0 12311 0 12715 0 158653 0 0 0 JEDIAH LOVE DIRECTOR OF FINANCE 105890 0 0 0 0 0 10534 0 39007 0 155431 0 0 0 JUSTIN GRAVES DIRECTOR OF IT 112541 0 0 0 0 0 10493 0 27325 0 150359 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AGENCY'S EXECUTIVE DIRECTOR/CEO REVIEWS THE 990 PRIOR TO SIGNING THE RETURN. THE CFO WORKS WITH THE FIRM THAT PREPARES THE FORM. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO FILL OUT THE CONFLICT OF INTEREST POLICY ANNUALLY. THE EXECUTIVE DIRECTOR MONITORS THE POLICY AND REVIEWS THE COMPLETED FORMS. IF A BOARD MEMBER HAS A CONFLICT, THEY MUST DECLARE IT AND EXCUSE THEMSELVES FROM THE DISCUSSION AND CANNOT VOTE ON THE MATTER. IN SOME INSTANCES THE CONFLICT MAY PRECLUDE THEM FROM SERVING ON THE BOARD. EMPLOYEES FILL OUT A CONFLICT FORM PRIOR TO EMPLOYMENT, IF THEY HAVE A CONFLICT THEN THEY ARE NOT ELIGIBLE FOR EMPLOYMENT. ONCE THEY ARE EMPLOYED THEY ARE PROHIBITED FROM EVENTS THAT WOULD BE A CONFLICT AND MUST ABIDE BY THAT POLICY. THE EXECUTIVE DIRECTOR FOLLOWS THE RULES THAT APPLY TO ALL OTHER EMPLOYEES. THE BOARD IS RESPONSIBLE FOR REVIEWING THE EXECUTIVE DIRECTOR'S CONFLICT OF INTEREST STATEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD SETS THE CEO'S SALARY WHICH IS DEFINED OVER MULTIPLE YEARS. THE BOARD USES COMPARABILITY DATA FROM SIMILAR ORGANIZATIONS AND FROM PUBLISHED SALARY GUIDES TO DETERMINE THE CEO'S SALARY. THE BOARD IS ALSO INVOLVED IN COST OF LIVING ADJUSTMENTS FOR KEY EMPLOYEES' WAGES. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OVERSEES THE AUDIT. THERE HAVE BEEN NO CHANGES TO THIS PROCEDURE. AREA AGENCY ON AGING REGION 9 FOUNDATION 710 WHEELING AVENUE CAMBRIDGE OH 43725 850611285 SUPPORT OPERATIONS FOR AREA AGENCY ON AGING REGION 9, INC. OH 501(C)(3) LINE 12A, I AREA AGENCY ON AGING REGION 9 INC 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0