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Nonprofiteer
← DIRECTION HOME AKRON CANTON FOUNDATION

Form 990 for tax year 2023

Filed by DIRECTION HOME AKRON CANTON FOUNDATION.

Totals

Total revenue
$3,173,164
Total expenses
$1,471,066
Contributions and grants received
$637,626
Grants paid
$400,978
Program service revenue
$595,244
Investment income
$1,924,070
Other revenue
$16,224
Total assets, end of year
$29,687,330
Total liabilities, end of year
$5,600,109
Net assets or fund balances, end of year
$24,087,221
Program services expenses (Part IX)
$1,137,452
Management and general expenses
$248,978
Fundraising expenses
$84,636
Program service expenses (Part III)
$1,137,452

Program services were 77.3% 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.

  • 1c · Fundraising events

    $102,848

  • 1d · Related organizations

    $400,000

  • 1f · All other contributions, gifts and grants

    $134,778

  • 2a · Program service revenue: RENTAL INCOME FROM AFFILIATE

    total $595,244 · related or exempt $595,244

  • 3 · Investment income

    total $365,226 · excluded $365,226

  • 7a · Gross sales of assets other than inventory

    securities $728,590 · other assets $2,054,967

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

    securities $0 · other assets $1,224,713

  • 7c · Gain or loss

    securities $728,590 · other assets $830,254

  • 7d · Net gain or loss

    total $1,558,844 · excluded $1,558,844

  • 8a · Fundraising events: gross income

    $1,730

  • 8a · Fundraising events: contributions included on line 1c

    $102,848

  • 8b · Fundraising events: direct expenses

    $12,711

  • 8c · Net income from fundraising events

    total -$10,981 · excluded -$10,981

  • 9a · Gaming: gross income

    $98,122

  • 9b · Gaming: direct expenses

    $70,917

  • 9c · Net income from gaming

    total $27,205 · excluded $27,205

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $400,978 · program services $400,978

  • 11a · Fees: management

    total $100,035 · management and general $19,258 · fundraising $80,777

  • 11b · Fees: legal

    total $167 · management and general $167

  • 11c · Fees: accounting

    total $4,800 · management and general $4,800

  • 11f · Fees: investment management

    total $106,080 · management and general $106,080

  • 11g · Fees: other

    total $28,198 · program services $3,832 · management and general $24,366

  • 12 · Advertising and promotion

    total $183,095 · program services $183,095

  • 13 · Office expenses

    total $11,663 · program services $9,053 · management and general $2,610

  • 14 · Information technology

    total $2,341 · management and general $2,341

  • 16 · Occupancy

    total $129,528 · program services $129,528

  • 17 · Travel

    total $614 · management and general $614

  • 20 · Interest

    total $36,675 · program services $36,675

  • 21 · Payments to affiliates

    total $8,808 · management and general $8,808

  • 22 · Depreciation, depletion and amortization

    total $286,774 · program services $286,774

  • 23 · Insurance

    total $1,029 · management and general $1,029

  • 24a · Other expenses: CARE COORDINATION

    total $87,517 · program services $87,517

  • 24b · Other expenses: MISCELLANEOUS

    total $78,905 · management and general $78,905

  • 24c · Other expenses: GENERAL FUNDRAISING EXP

    total $3,859 · fundraising $3,859

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $291,377 · end of year $483,539

  • 4 · Accounts receivable

    beginning of year $347,053 · end of year $408,319

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

    $13,144,205

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

    $286,775

  • 10c · Land, buildings and equipment, net

    beginning of year $8,943,953 · end of year $12,857,430

  • 12 · Investments: other securities

    beginning of year $14,010,823 · end of year $15,546,953

  • 15 · Other assets

    beginning of year $330,695 · end of year $391,089

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,469,571 · end of year $424,769

  • 23 · Secured mortgages and notes payable

    end of year $5,175,340

  • 27 · Net assets without donor restrictions

    beginning of year $21,366,029 · end of year $24,012,091

  • 28 · Net assets with donor restrictions

    beginning of year $88,301 · end of year $75,130

Mission and programs · 2023

Mission

THE DIRECTION HOME FOUNDATION SEEKS TO TRANSFORM THE EXPERIENCE OF AGING IN PORTAGE, STARK, SUMMIT & WAYNE COUNTIES. THROUGH INVESTMENT IN PROGRAMS AND OUTREACH ACTIVITIES DIRECTION HOME IMPACTS AGING WITH THE VISION TO "OPTIMIZE AGING THROUGH RESOURCE CREATION & INNOVATION".

Activities or mission (Part I)

TO ENABLE OLDER ADULTS TO LIVE INDEPENDENTLY IN THE PLACE THEY WANT TO CALL HOME.

  • CARE COORDINATION SPONSORSHIP OUR FOUNDATION WAS BORN FROM THE INITIAL CAMPAIGN "CARE FOR A LIFETIME". FOR OVER 25 YEARS THIS EMPLOYEE CAMPAIGN HAS RAISED MONEY DIRECTLY FROM DIRECTION HOME STAFF TO FUND THE SERVICE NEEDS OF OLDER ADULTS WHO DO NOT MEET STRICT QUALIFICATIONS FOR PUBLIC ASSISTANCE PROGRAMS BUT ARE UNABLE TO AFFORD CARE AT HOME FOR THEMSELVES. THANKS TO THE GENEROSITY OF OUR STAFF, WE WERE ABLE TO PROVIDE COMMUNITY MEMBERS IN SUMMIT, STARK, WAYNE, AND PORTAGE COUNTIES WITH ESSENTIAL SERVICES THAT ALLOWED THEM TO REMAIN IN THE COMMUNITY. IN FY24 WE SERVED 34 INDIVIDUALS, SPENDING A TOTAL OF $87,517: $4,078 IN PORTAGE COUNTY, $47,451 IN SUMMIT COUNTY, $25,201 IN WAYNE COUNTY, AND $10,787 IN STARK COUNTY.

    Expenses $87,517

  • EDUCATION AND OUTREACH ACTIVITIES - WE EDUCATE AND ADVOCATE FOR CHOICE, CONTROL, AND QUALITY CARE IN AGING. EACH YEAR, WE REACH OVER 35,000 INDIVIDUALS WITH INFORMATION ON HEALTH, CAREGIVING, LONG-TERM CARE, AND COMMUNITY RESOURCES. WE PROMOTE AGE-FRIENDLY COMMUNITIES VIA SURVEYS, PLANNING, AND POLICY WORK, WITH 28 ACCREDITED BUSINESSES AND 3 COMPLETED NEEDS ASSESSMENTS ACROSS FOUR COUNTIES. OUR SPEAKER'S BUREAU PARTICIPATES IN HUNDREDS OF EVENTS, PROMOTING ACCESS TO FREE RESOURCES. WE SPONSOR NEARLY 80 COMMUNITY EVENTS ANNUALLY AND HOST TWO SIGNATURE EVENTS: AN ANNUAL CONFERENCE ATTENDED BY OVER 150 PROFESSIONALS AND A HALL OF FAME AWARDS CEREMONY HONORING OLDER ADULTS AND CAREGIVERS. ADDITIONALLY, WE FUND A $5,000 ANNUAL SCHOLARSHIP TO SUPPORT FUTURE LEADERS IN AGING SERVICES.

    Expenses $191,057

  • RENTAL OF OFFICE BUILDING TO AFFILIATED NONPROFIT ORGANIZATION - DIRECTION HOME'S HEADQUARTERS AND TRAINING CENTER ARE AN ASSET OF THE DIRECTION HOME FOUNDATION. IN 2024 THE TRAINING CENTER HOSTED 25 TRAINING AND PROFESSIONAL DEVELOPMENT CLASSES FOR 342 ATTENDEES. WE WERE ABLE TO HOST 1 EVIDENCE-BASED HEALTH AND WELLNESS CLASS FOR 12 OLDER ADULT ATTENDEES AND PLAN TO HOST MORE. THE CONFERENCE CENTER IS AVAILABLE FOR COMMUNITY ORGANIZATIONS AND PROVIDERS SERVING OLDER ADULTS AND PEOPLE WITH DISABILITIES.

    Expenses $457,900 · Revenue $595,244

  • ELDER RIGHTS PROGRAM DONATION AND OPERATING EXPENSE COVERAGE

    Expenses $400,978 · Grants $400,978

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

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • George F Sesock

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Margaret F Medzie

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Fran D Rice

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Natalie E Lindsay-Smith

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Lee S Walko

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Lisa Hilling

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Brandyn Neal

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Gary L Cook Retired 52224

    PRESIDENT & CEO

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

    Schedule J breakdown matched by us

    Base
    $0 + $363,703 related
    Bonus
    $0 + $82,318 related
    Other
    $0 + $45,480 related
    Deferred
    $0 + $43,500 related
    Nontaxable benefits
    $0 + $37,454 related
    Filer's total
    $0 + $572,455 related

  • Abigail M Morgan

    PRESIDENT & CEO

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

    Schedule J breakdown matched by us

    Base
    $0 + $238,521 related
    Bonus
    $0 + $39,867 related
    Other
    $0 + $6,232 related
    Deferred
    $0 + $40,441 related
    Nontaxable benefits
    $0 + $14,091 related
    Filer's total
    $0 + $339,152 related

  • Rebecca Newman

    CHIEF FINANCIAL OFFICER

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

    Schedule J breakdown matched by us

    Base
    $0 + $223,159 related
    Bonus
    $0 + $36,576 related
    Other
    $0 + $7,452 related
    Deferred
    $0 + $32,612 related
    Nontaxable benefits
    $0 + $12,851 related
    Filer's total
    $0 + $312,650 related

  • Ljudmila Burchfield

    CHIEF OPERATING & LEGAL OFFICER

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

    Schedule J breakdown matched by us

    Base
    $0 + $176,360 related
    Bonus
    $0 + $27,679 related
    Other
    $0 + $8,237 related
    Deferred
    $0 + $25,637 related
    Nontaxable benefits
    $0 + $29,190 related
    Filer's total
    $0 + $267,103 related

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

None.

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

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

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
202511349349309651

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