2025-11-12T16:04:20-06:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2024-01-01 310887396 AREA AGENCY ON AGING REGION 9 INC AREA 8009454250 710 WHEELING AVENUE CAMBRIDGE OH 43725 JEDIAH LOVE PRESIDENT-CEO 8009454250 2025-11-12 1 0 JANE E PFEIFER P00014949 6148852208 2025-11-12 2024 2025-03-06 01:10:19Z JEDIAH LOVE 710 WHEELING AVENUE CAMBRIDGE OH 43725 80456768 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 13 192 4 0 0 50755938 74433451 4505610 5510766 298175 433755 90611 78796 55650334 80456768 0 0 0 0 13235486 14418418 0 0 0 41950200 65338574 55185686 79756992 464648 699776 19574053 22691368 14582555 16864543 4991498 5826825 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 50328075 573320 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. 15485287 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. 9977286 4937446 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. 75790648 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 1 145 0 1 192 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, RETIRED 45.00 X X 185142 0 32119 JEDIAH LOVE PRESIDENT- CEO 45.00 X X 118842 0 58702 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 ROBERT MORGAN PAST PRESIDENT 1.00 X X 0 0 0 MICHELE BATES VP OF CONSUMER & EMPLOYEE 45.00 X 144895 0 28656 VAL SAMPSON VP OF DEV. & COMM. OPTIONS 45.00 X 165897 0 30601 RANDY NELSON CFO-VP OF BUSINESS OPERATI 45.00 X 168328 0 15388 BROOKE CAMPBELL DIRECTOR OF DEV. & COMM. O 45.00 X 113579 0 47562 DONNA ESCHBAUGH DIRECTOR OF CONSUMER SERVI 45.00 X 107447 0 44376 JUSTIN GRAVES DIRECTOR OF IT 45.00 X 116485 0 44106 AMBER CLAUSS DIRECTOR OF ASSESSMENT & M 45.00 X 116066 0 10742 1236681 0 312252 9 0 1 0 FOSTERBRIDGE INC PO BOX 3118 WHEELING WV 26003 HOME HEALTH CARE 11389152 ADDUS HEALTH CARE INC DBA ADDUS HOME CAR 2300 WARRENVILLE RD STE 100 DOWNERS GROVE IL 60515 HOME HEALTH CARE 3688149 GRANWHIT DBA EMBER HOME 5911 WOLF RUN RD SE DENNISON OH 44621 HOME HEALTH CARE 3664302 COUNTRY CLUB CENTER HOMES INC 860 E IRON AVE DOVER OH 44622 HOME HEALTH CARE 2944541 CASELO CORPORATION 2741 E 4TH AVE COLUMBUS OH 43219 HOME HEALTH CARE 2163979 68 74433451 74433451 BILLED SERVICES 624100 4932731 4932731 CO-PAY 624100 578035 578035 5510766 413569 413569 20186 0 20186 20186 20186 OTHER 624100 78796 78796 78796 80456768 5510766 0 512551 771027 589681 181346 9733561 7455133 2278428 790830 605719 185111 2333763 1787358 546405 789237 604436 184801 20900 16006 4894 46751 35804 10947 12560 12560 191826 146909 44917 1649 1263 386 312221 239114 73107 409070 313286 95784 501629 384172 117457 178852 136974 41878 78864 60398 18466 CONTRACT & PROVIDER PAY 62858832 62858832 A/R COPAY BAD DEBT 255344 195555 59789 TRAINING 129277 99007 30270 OUTREACH 95195 72905 22290 245604 188096 57508 79756992 75790648 3966344 0 10309170 9276903 606428 1118538 3353080 6176632 129425 219380 1704400 1378437 273902 325963 2244292 2978110 10000 10000 2647756 2585842 19574053 22691368 2750139 1542688 4276281 6038712 5075617 6917758 2480518 2365385 14582555 16864543 X 4991498 5826825 4991498 5826825 19574053 22691368 699776 135550 0 X X 0 1 X 1 1 1 X 47661166 46780070 48902583 50755938 74433451 268533208 47661166 46780070 48902583 50755938 74433451 268533208 268533208 4744 5718 70233 322679 413569 816943 90611 78796 169407 269519558 22571070 0.99630 0.99780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23304 5184 18120 1681096 1373253 307843 325963 SECURITY DEPOSITS 31750 OPERATING LEASE RIGHT-OF-USE ASSET 2554092 2585842 OPERATING LEASE LIABILITY 2365385 2365385 X X X X 0 0 0 0 0 0 0 0 0 JAMES A ENDLY PRESIDENT-CEO, RETIRED 185142 0 0 0 0 0 16634 0 15485 0 217261 0 0 0 VAL SAMPSON VP OF DEV. & COMM. OPTIONS 165897 0 0 0 0 0 15116 0 15485 0 196498 0 0 0 RANDY NELSON CFO-VP OF BUSINESS OPERATI 168328 0 0 0 0 0 15115 0 273 0 183716 0 0 0 JEDIAH LOVE PRESIDENT- CEO 118842 0 0 0 0 0 11747 0 46955 0 177544 0 0 0 MICHELE BATES VP OF CONSUMER & EMPLOYEE 144895 0 0 0 0 0 13171 0 15485 0 173551 0 0 0 BROOKE CAMPBELL DIRECTOR OF DEV. & COMM. O 113579 0 0 0 0 0 10872 0 36690 0 161141 0 0 0 JUSTIN GRAVES DIRECTOR OF IT 116485 0 0 0 0 0 10872 0 33234 0 160591 0 0 0 DONNA ESCHBAUGH DIRECTOR OF CONSUMER SERVI 107447 0 0 0 0 0 10542 0 33834 0 151823 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0