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← AREA II AGENCY ON AGING

Form 990 for tax year 2022

Filed by AREA II AGENCY ON AGING.

Totals

Total revenue
$8,205,802
Total expenses
$5,668,378
Contributions and grants received
$5,076,192
Grants paid
$2,324,945
Program service revenue
$2,715,884
Investment income
$4,890
Other revenue
$408,836
Total assets, end of year
$4,395,929
Total liabilities, end of year
$562,606
Net assets or fund balances, end of year
$3,833,323
Program services expenses (Part IX)
$5,479,706
Management and general expenses
$188,672
Fundraising expenses
$0
Program service expenses (Part III)
$5,479,706

Program services were 96.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $5,076,192

  • 2a · Program service revenue: VETERAN DIRECTED CARE

    total $2,577,302 · related or exempt $2,577,302

  • 2b · Program service revenue: CASE MANAGEMENT

    total $58,916 · related or exempt $58,916

  • 2c · Program service revenue: OMBUDSMAN

    total $24,773 · related or exempt $24,773

  • 2d · Program service revenue: INFORMATION AND ASSIST

    total $17,990 · related or exempt $17,990

  • 2e · Program service revenue: RETIRED AND SENIOR VOL

    total $14,857 · related or exempt $14,857

  • 2f · All other program service revenue

    total $22,046 · related or exempt $22,046

  • 3 · Investment income

    total $4,890 · excluded $4,890

  • 11a · Other revenue: OTHER INCOME CARRYOVER

    total $279,337 · related or exempt $279,337

  • 11b · Other revenue: ADMINISTRATIVE INCOME

    total $129,499 · related or exempt $129,499

  • 11e · Other revenue, total

    $408,836

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,324,945 · program services $2,324,945

  • 5 · Compensation of officers, directors and key employees

    total $74,096 · program services $66,686 · management and general $7,410

  • 7 · Other salaries and wages

    total $771,647 · program services $694,482 · management and general $77,165

  • 8 · Pension plan contributions

    total $8,513 · program services $7,662 · management and general $851

  • 9 · Other employee benefits

    total $138,383 · program services $124,545 · management and general $13,838

  • 10 · Payroll taxes

    total $57,629 · program services $51,866 · management and general $5,763

  • 13 · Office expenses

    total $52,399 · program services $35,107 · management and general $17,292

  • 16 · Occupancy

    total $46,454 · program services $31,124 · management and general $15,330

  • 17 · Travel

    total $62,654 · program services $56,389 · management and general $6,265

  • 22 · Depreciation, depletion and amortization

    total $1,605 · program services $1,605

  • 23 · Insurance

    total $15,777 · program services $12,622 · management and general $3,155

  • 24a · Other expenses: CONTRACTED SERVICES EXP

    total $1,689,374 · program services $1,689,374

  • 24b · Other expenses: CIL CONTRACTED SERVICES

    total $294,376 · program services $294,376

  • 24c · Other expenses: MISCELLANEOUS

    total $95,882 · program services $64,241 · management and general $31,641

  • 24d · Other expenses: MINOR EQUIPMENT & REPAI

    total $26,476 · program services $17,739 · management and general $8,737

  • 24e · All other expenses

    total $8,168 · program services $6,943 · management and general $1,225

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,343,223 · end of year $4,116,269

  • 4 · Accounts receivable

    beginning of year $496,510 · end of year $271,629

  • 10a · Land, buildings and equipment: cost or other basis

    $118,102

  • 10b · Land, buildings and equipment: accumulated depreciation

    $110,071

  • 10c · Land, buildings and equipment, net

    beginning of year $9,636 · end of year $8,031

  • 17 · Accounts payable and accrued expenses

    beginning of year $37,780 · end of year $28,420

  • 19 · Deferred revenue

    beginning of year $499,801 · end of year $534,186

  • 27 · Net assets without donor restrictions

    beginning of year $2,311,788 · end of year $3,833,323

Mission and programs · 2022

Mission

TO ASSIST ALL OLDER CITIZENS WITHIN OUR PLANNING AND SERVICE AREA TO MAINTAIN THEIR FREEDOM, INDEPENDENCE, AND FREE EXERCISE OF INDIVIDUAL INITIATIVE NECESSARY FOR THE PLANNING AND MANAGEMENT OF THEIR OWN LIVES THROUGH THE COORDINATION OF ACTUAL DELIVERY OF NEEDED SERVICES.

  • VETERAN DIRECTED CARE PROGRAM EMPOWERS QUALIFYING VETERANS TO HIRE, EMPLOY AND SUPERVISE PERSONAL CARE ATTENDANTS TO HELP WITH DAILY NEEDS IN SUPPORT OF INDEPENDENCE. CASE MANAGERS CONDUCT ASSESSMENTS TO DETERMINE ELIGIBILITY AND LEVEL OF NEED. THEY REVIEW PROGRAM GUIDELINES TO ASSIST WITH THE DEVELOPMENT AND IMPLEMENTATION OF A PLAN OF CARE FOR THE VETERAN THAT BEST SUPPORTS THEM IN MEETING THEIR PERSONAL GOALS.

    Expenses $1,763,006 · Revenue $2,577,301

  • PERSONAL ASSISTANCE SERVICE PROGRAM FOR MEDICAID ELIGIBLE INDIVIDUALS PROVIDED SO THESE INDIVIDUALS COULD REMAIN IN THEIR HOMES INSTEAD OF ENTERING CARE PROVIDER RESIDENCY PROGRAMS SERVING 170 INDIVIDUALS WITH 544.5 UNITS OF SERVICE.

    Expenses $1,074,437 · Grants $1,074,437

  • CONGREGATE MEAL SERVICE PROVISION, HOME DELIVERED MEAL PROVISION, AND HEALTH PROMOTION ACTIVITIES WERE PROVIDED TO UNDERSERVED MEMBERS OF THE COMMUNITY FOR THE PURPOSE OF SUPPORTING INDEPENDENT LIVING. HEALTH PROMOTION ACTIVITIES INCLUDE HOME HEALTH AID SERVICES, HOMEMAKER SERVICES, RESPITE CARE, SENIOR CITIZEN CENTER ACTIVITIES, TRANSPORATION SERVICES, AND NUTRITIONAL EDUCATION AS FOLLOWS: HOME DELIVERED MEALS: 6,582 INDIVIDUALS WITH 142,022 UNITS OF SERVICE CONGREGATE MEALS: 10,044 INDIVIDUALS WITH 107,722 UNITS OF SERVICES SKILLED NURSING: 145 INDIVIDUALS WITH 577.25 UNITS OF SERVICEHEALTH SCREENING: 574 INDIVIDUALS WITH 977 UNITS OF SERVICESENIOR CENTER ACTIVITY: 6,678 INDIVIDUALS WITH 44,831 UNITS OF SERVICEHOMEMAKING: 1,392 INDIVIDUALS WITH 9,967 UNITS OF SERVICERESPITE: 4 INDIVIDUALS WITH 36.5 UNITS OF SERVICETRANSPORTATION: 1,274 INDIVIDUALS WITH 20,777 UNITS OF SERVICENUTRITIONAL EDUCATION: 2,683 UNITS OF SERVICE.

    Expenses $2,088,051 · Grants $1,240,201 · Revenue $33,471

  • OTHER AREA II AGENCY ON AGING PROGRAMS INCLUDES INFORMATION AND ASSISTANCE, SHIP COUNSELING, OMBUDSMAN SERVICES, GUARDIANSHIP SERVICES, AND RSVP SERVICES .

    Expenses $554,212 · Grants $10,307 · Revenue $513,948

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Kelly Gebhardt

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Bill Kennedy

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Ross Butcher

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Melanie Roe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sidney Fitzpatrick

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • Sandy Thompson

    ADVISORY COUNCIL PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Marcy Brookie

    EXECUTIVE DIRECTOR

    Total calculated
    $83,063
    From this org
    $72,798
    From related orgs
    $0
    Other
    $10,265
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
14 May 2024
IRS schema version
2022v5.0
Source object
202411369349311301

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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