Skip to content
Nonprofiteer
← DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING

Form 990 for tax year 2023

Filed by DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING.

Totals

Total revenue
$80,021,370
Total expenses
$78,804,169
Contributions and grants received
$63,628,748
Grants paid
$41,872,616
Program service revenue
$16,070,210
Investment income
$322,412
Other revenue
$0
Total assets, end of year
$27,480,606
Total liabilities, end of year
$22,105,461
Net assets or fund balances, end of year
$5,375,145
Program services expenses (Part IX)
$74,277,852
Management and general expenses
$4,526,317
Fundraising expenses
$0
Program service expenses (Part III)
$74,277,852

Program services were 94.3% 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.

  • 1d · Related organizations

    $515,978

  • 1e · Government grants (contributions)

    $54,868,440

  • 1f · All other contributions, gifts and grants

    $8,244,330

  • 2a · Program service revenue: CLIENT CARE PLANNING AND MANAGEME

    total $15,476,456 · related or exempt $15,476,456

  • 2b · Program service revenue: CLIENT COPAY OF SERVICES

    total $593,754 · related or exempt $593,754

  • 3 · Investment income

    total $412,982 · excluded $412,982

  • 7a · Gross sales of assets other than inventory

    securities $15,246 · other assets $4,106

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $109,922

  • 7c · Gain or loss

    securities $15,246 · other assets -$105,816

  • 7d · Net gain or loss

    total -$90,570 · excluded -$90,570

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $4,152,716 · program services $4,152,716

  • 2 · Grants to domestic individuals

    total $37,719,900 · program services $37,719,900

  • 5 · Compensation of officers, directors and key employees

    total $1,522,922 · program services $84,938 · management and general $1,437,984

  • 7 · Other salaries and wages

    total $18,463,134 · program services $17,165,065 · management and general $1,298,069

  • 8 · Pension plan contributions

    total $1,466,167 · program services $1,363,087 · management and general $103,080

  • 9 · Other employee benefits

    total $7,920,197 · program services $6,906,087 · management and general $1,014,110

  • 10 · Payroll taxes

    total $1,448,392 · program services $1,261,137 · management and general $187,255

  • 11a · Fees: management

    total $462,279 · program services $434,133 · management and general $28,146

  • 11b · Fees: legal

    total $30,208 · program services $27,226 · management and general $2,982

  • 11c · Fees: accounting

    total $62,725 · program services $56,078 · management and general $6,647

  • 11f · Fees: investment management

    total $10,598 · management and general $10,598

  • 11g · Fees: other

    total $122,769 · program services $100,187 · management and general $22,582

  • 12 · Advertising and promotion

    total $173,259 · program services $158,405 · management and general $14,854

  • 13 · Office expenses

    total $789,764 · program services $705,145 · management and general $84,619

  • 14 · Information technology

    total $978,170 · program services $889,172 · management and general $88,998

  • 16 · Occupancy

    total $704,941 · program services $551,031 · management and general $153,910

  • 17 · Travel

    total $767,058 · program services $729,886 · management and general $37,172

  • 19 · Conferences, conventions and meetings

    total $62,386 · program services $60,019 · management and general $2,367

  • 21 · Payments to affiliates

    total $11 · management and general $11

  • 22 · Depreciation, depletion and amortization

    total $19,396 · program services $19,396

  • 23 · Insurance

    total $27,590 · program services $24,364 · management and general $3,226

  • 24a · Other expenses: ALL OTHER EXPENSES

    total $1,767,394 · program services $1,760,034 · management and general $7,360

  • 24b · Other expenses: STAFF TRAINING

    total $132,193 · program services $109,846 · management and general $22,347

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $150 · end of year $150

  • 2 · Savings and temporary cash investments

    beginning of year $6,099,154 · end of year $11,970,731

  • 3 · Pledges and grants receivable

    beginning of year $8,983,346 · end of year $12,003,796

  • 9 · Prepaid expenses and deferred charges

    beginning of year $123,105 · end of year $118,335

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

    $156,734

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

    $100,696

  • 10c · Land, buildings and equipment, net

    beginning of year $185,357 · end of year $56,038

  • 11 · Investments: publicly traded securities

    beginning of year $1,832,782 · end of year $1,901,232

  • 15 · Other assets

    beginning of year $686,328 · end of year $1,430,324

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,004,975 · end of year $3,355,402

  • 18 · Grants payable

    beginning of year $8,383,018 · end of year $12,091,142

  • 19 · Deferred revenue

    beginning of year $1,720,107 · end of year $5,241,076

  • 25 · Other liabilities

    beginning of year $675,091 · end of year $1,417,841

  • 27 · Net assets without donor restrictions

    beginning of year $4,127,031 · end of year $5,375,145

Mission and programs · 2023

Mission

DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING & DISABILITIES PROVIDES OLDER ADULTS, PEOPLE WITH DISABILITIES AND THEIR CAREGIVERS LONG-TERM CARE CHOICES AND CONSUMER PROTECTION SO THEY CAN ACHIEVE THE HIGHEST QUALITY OF LIFE.

Activities or mission (Part I)

MISSION: DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING & DISABILITIES PROVIDES OLDER ADULTS, PEOPLE WITH DISABILITIES AND THEIR CAREGIVERS LONG-TERM CARE CHOICES AND CONSUMER PROTECTION SO THEY CAN ACHIEVE THE HIGHEST QUALITY OF LIFE.

  • MEDICAID WAIVER PROGRAMS - PASSPORT AND ASSISTED LIVING:PASSPORT IS A COMMUNITY-BASED LONG-TERM CARE PROGRAM FOR MEDICAID ELIGIBLE OLDER ADULTS 60+ THAT PROVIDES IN-HOME SERVICES INSTEAD OF PERMANENT NURSING FACILITY PLACEMENT. SERVICES PROVIDED MAY INCLUDE: INTAKE, IN-HOME ASSESSMENTS, CARE MANAGEMENT, PERSONAL CARE, HOMEMAKER, ADULT DAY SERVICES, EMERGENCY RESPONSE UNITS, HOME DELIVERED MEALS, TRANSPORTATION, HOME MODIFICATIONS, CHORE AND SPECIALTY CONSULTATIONS FOR NUTRITION AND SOCIAL WORK COUNSELING.ASSISTED LIVING IS A COMMUNITY-BASED LONG-TERM CARE OPTION FOR MEDICAID ELIGIBLE OLDER ADULTS THAT PROVIDES AN ALTERNATIVE TO NURSING FACILITY PLACEMENT BY BRIDGING THE GAP BETWEEN IN-HOME SERVICES AND PERMANENT NURSING FACILITY PLACEMENT. RESIDENTS HAVE ACCESS TO ASSISTANCE 24 HOURS A DAY IN AN APPROVED OHIO DEPARTMENT OF AGING RESIDENTIAL CARE FACILITY, ONE TIME COMMUNITY TRANSITIONS SERVICES, IF TRANSITIONING FROM A NURSING FACILITY, AS WELL AS CARE MANAGEMENT.PASSPORT AND ASSISTED LIVING HAVE LEVEL OF CARE AND FINANCIAL ELIGIBILITY REQUIREMENTS THAT MUST BE MET IN ORDER TO QUALIFY FOR PROGRAM SERVICES. APPROXIMATE NUMBER OF UNDUPLICATED MEMBERS SERVED 2,274.

    Expenses $42,772,309 · Grants $35,058,352 · Revenue $590,044

  • MYCARE OHIO IS OHIO'S DUAL DEMONSTRATION PROGRAM WITH CMS AND THE STATE OF OHIO TO PROVIDE LONG TERM SERVICES AND SUPPORTS TO MEDICAID AND MEDICARE ELIGIBLE ADULTS OVER THE AGE OF 18. SERVICES PROVIDED TO ELIGIBLE ADULTS INCLUDE CARE MANAGEMENT, CARE PLAN AND SERVICE PLAN REVIEW, PERSONAL CARE, HOMEMAKER, ADULT DAY SERVICES, EMERGENCY RESPONSE UNITS, HOME DELIVERED MEALS, TRANSPORTATION, HOME MODIFICATION, AND REGULAR FACE-TO-FACE VISITS.APPROXIMATE NUMBER OF UNDUPLICATED MEMBERS SERVED 5,903.

    Expenses $14,885,101 · Revenue $14,229,281

  • CARE COORDINATION PROGRAM:THE CARE COORDINATION PROGRAM PROVIDES SERVICES TO OLDER ADULTS WHO WANT TO REMAIN INDEPENDENT AND RESIDE IN THE COMMUNITY, BUT DO NOT MEET FINANCIAL ELIGIBILITY FOR THE MEDICAID WAIVER PROGRAMS. SERVICES INCLUDE CARE MANAGEMENT, PERSONAL CARE, HOMEMAKER, ADULT DAY SERVICES, EMERGENCY RESPONSE UNITS, HOME DELIVERED MEALS, AND FAMILY CAREGIVER SERVICES AND SUPPORTS. APPROXIMATE NUMBER OF UNDUPLICATED CLIENTS SERVED 966.

    Expenses $4,667,839 · Grants $2,515,208 · Revenue $3,710

  • ELDER RIGHTS PROGRAM - OMBUDSMAN:TRAINED AND STATE-CERTIFIED OMBUDSMAN ADVOCATES PROMOTE QUALITY COMPASSIONATE CARE FOR CONSUMERS OF LONG-TERM CARE SERVICES THROUGH COMPLAINT INVESTIGATION, INFORMATION, EDUCATION AND ADVOCACY. OMBUDSMEN PROTECT THE RIGHTS OF ALL CONSUMERS OF CARE, REGARDLESS OF AGE AND WORK TO RESOLVE THEIR CARE AND SERVICE ISSUES. GENERAL INFORMATION AND ADVOCACY ARE PROVIDED TO CONSUMERS AND FAMILIES ON TOPICS SUCH AS SELECTION OF LTC PROVIDERS, FACILITY PERFORMANCE AND GUIDANCE ON RIGHTS ISSUES. ADVOCACY IS CONDUCTED BY UNANNOUNCED ON-SITE VISITS AS WELL AS THROUGH PROACTIVE TELEPHONE CONTACTS TO RESIDENTS AND FAMILIES.OMBUDSMAN STAFF AND VOLUNTEERS PROVIDED 16,551 HOURS OF SERVICE IN THE THIRTEEN COUNTY REGION. IN CARRYING-OUT THEIR WORK, OMBUDSMAN REPRESENTATIVES PROVIDED CORE SERVICES TO 7,663 CONSUMERS AND FAMILIES.

    Expenses $2,895,113

  • SPECIALIZED RECOVERY SERVICES (SRS) & OHIO HOME CARE (OHC) - THE SPECIALIZED RECOVERY SERVICES PROGRAM IS A MEDICAID PROGRAM FOR ADULTS 21 YEARS OF AGE AND OLDER WITH SERIOUS AND PERSISTENT MENTAL ILLNESS, END STAGE RENAL DISEASE, AND/OR A DIAGNOSED CHRONIC CONDITION.THE OHIO HOME CARE PROGRAM IS A MEDICAID PROGRAM FOR INDIVIDUALS UNDER THE AGE OF 60 DIAGNOSED WITH CHRONIC CONDITIONS. SERVICES INCLUDE BUT ARE NOT LIMITED TO ADULT DAY SERVICE, HOME DELIVERED MEALS, EMERGENCY RESPONSE SYSTEMS, HOME MAINTENANCE AND CHORE SERVICES, HOME MODIFICIATIONS, AND TRANSPORTATION.APPROXIMATE NUMBER OF UNDUPLICATED CLIENTS SERVED 461.

    Expenses $1,609,371 · Revenue $1,247,175

  • GRANTS AND ALLOCATIONS TO PROVIDERS AND OTHER COMMUNITY PROGRAMS INCLUDE INFORMATION AND ASSISTANCE, LEGAL SERVICES, TRANSPORTATION, MEALS, NUTRITION EDUCATION AND CONSULTATIONS, HEALTH AND WELLNESS PROGRAMMING, COMMUNITY LIVING SPECIALISTS, CAREGIVER SUPPORT, AND MINOR HOME MODIFICATION.

    Expenses $6,933,119 · Grants $3,784,056

  • DIRECTION HOME AKRON CANTON FOUNDATION SUPPORT

    Expenses $515,000 · Grants $515,000

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David B Reynolds MD

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Charles L Greene

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5
  • James Masi

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5
  • Fran D Rice

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Julia T Difrancesco

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5
  • Jack T Diamond

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5
  • Pamela S Banchy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Stephen Colecchi

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Jennifer Drost Do

    CHIEF MEDICAL OFFICER

    Total calculated
    $0
    Hours/week
    0.5
  • Iris E Harvey

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Tom Keathley

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Deborah Rutherford

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Harvey L Sterns PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Karen L Talbott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Lorrie A Warren

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Matthew S Wayne MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Charles R Vignos

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Lee S Walko

    FOUNDATION BOARD CHAIR

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related
  • Julie M Aultman PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Horace Highland Sr

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5
  • Gary L Cook Retired 52224

    PRESIDENT & CHIEF EXEC OFFICER

    Total calculated
    $572,455
    From this org
    $491,501
    From related orgs
    $0
    Other
    $80,954
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $363,703
    Bonus
    $82,318
    Other
    $45,480
    Deferred
    $43,500
    Nontaxable benefits
    $37,454
    Filer's total
    $572,455
  • Abigail M Morgan

    PRESIDENT & CHIEF EXEC OFFICER

    Total calculated
    $339,152
    From this org
    $284,620
    From related orgs
    $0
    Other
    $54,532
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $238,521
    Bonus
    $39,867
    Other
    $6,232
    Deferred
    $40,441
    Nontaxable benefits
    $14,091
    Filer's total
    $339,152
  • Rebecca Newman

    CHIEF FINANCIAL OFFICER

    Total calculated
    $312,650
    From this org
    $267,187
    From related orgs
    $0
    Other
    $45,463
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $223,159
    Bonus
    $36,576
    Other
    $7,452
    Deferred
    $32,612
    Nontaxable benefits
    $12,851
    Filer's total
    $312,650
  • Ljudmila Burchfield

    CHIEF OPERATING & LEGAL OFFICER

    Total calculated
    $267,103
    From this org
    $212,276
    From related orgs
    $0
    Other
    $54,827
    Hours/week
    40 + 4 related

    Schedule J breakdown matched by us

    Base
    $176,360
    Bonus
    $27,679
    Other
    $8,237
    Deferred
    $25,637
    Nontaxable benefits
    $29,190
    Filer's total
    $267,103
  • Patrick T Clevidence

    MANAGER OF BUSINESS RELATIONSHIPS

    Total calculated
    $175,469
    From this org
    $147,974
    From related orgs
    $0
    Other
    $27,495
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $137,463
    Bonus
    $8,578
    Other
    $1,933
    Deferred
    $12,769
    Nontaxable benefits
    $14,726
    Filer's total
    $175,469
  • Samuel J McCoy

    SENIOR VP ELDER RIGHTS

    Total calculated
    $277,843
    From this org
    $213,633
    From related orgs
    $0
    Other
    $64,210
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,360
    Bonus
    $27,679
    Other
    $9,594
    Deferred
    $34,793
    Nontaxable benefits
    $29,417
    Filer's total
    $277,843
  • Matthew L Reed

    SENIOR VP COMMUNICATIONS &

    Total calculated
    $275,317
    From this org
    $206,844
    From related orgs
    $0
    Other
    $68,473
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,959
    Bonus
    $27,679
    Other
    $7,206
    Deferred
    $34,793
    Nontaxable benefits
    $33,680
    Filer's total
    $275,317
  • Chris Fagerstrom

    SENIOR VP OF HOME & COMMUN

    Total calculated
    $267,380
    From this org
    $204,495
    From related orgs
    $0
    Other
    $62,885
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $170,633
    Bonus
    $26,061
    Other
    $7,801
    Deferred
    $33,704
    Nontaxable benefits
    $29,181
    Filer's total
    $267,380
  • Tracey M Nauer

    VP OF HOME & COMMUNITY BASED SERVICES

    Total calculated
    $188,260
    From this org
    $145,173
    From related orgs
    $0
    Other
    $43,087
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,199
    Bonus
    $8,578
    Other
    $396
    Deferred
    $18,534
    Nontaxable benefits
    $24,553
    Filer's total
    $188,260

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 2 · Substantiation required before reimbursing expenses
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
THE AGENCY CONTRACTED WITH AN OUTSIDE COMPENSATION CONSULTANT TO ESTABLISH THE AGENCY'S SALARY RANGES. THE OUTSIDE CONSULTANT PERFORMS AN ANNUAL SURVEY OF ALL OUR JOB DESCRIPTIONS TO ENSURE THE COMPENSATION IS ALIGNED TO THE CURRENT MARKET/LABOR FORCE. THIS ANALYSIS INCLUDES THE PRESIDENT & CEO. THE RESULTS ARE REVIEWED BY THE HR COMMITTEE AND THEIR RECOMMENDATION IS THEN PRESENTED TO THE ENTIRE BOARD OF DIRECTORS WHO MAKES THE FINAL DETERMINATION. THE BOARD OF DIRECTORS SETS THE POSITION LEVEL AND SPECIFIC COMPONENTS OF THE TOTAL COMPENSATION PACKAGE FOR THE PRESIDENT/CEO.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

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

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 May 2025
IRS schema version
2023v6.0
Source object
202521349349309192

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

The source document this was parsed from is served over the API, which is where bulk and document access live.