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← AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2

Form 990 for tax year 2024

Filed by AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2.

Totals

Total revenue
$74,910,785
Total expenses
$74,411,201
Contributions and grants received
$63,233,179
Grants paid
$56,383,445
Program service revenue
$11,325,128
Investment income
$270,953
Other revenue
$81,525
Total assets, end of year
$45,551,989
Total liabilities, end of year
$12,973,457
Net assets or fund balances, end of year
$32,578,532
Program services expenses (Part IX)
$71,405,620
Management and general expenses
$3,005,581
Fundraising expenses
$0
Program service expenses (Part III)
$71,405,620

Program services were 96.0% 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)

    $63,233,179

  • 2a · Program service revenue: MYCARE OHIO

    total $10,729,968 · related or exempt $10,729,968

  • 2b · Program service revenue: PASSPORT/COMCARE REV

    total $574,984 · related or exempt $574,984

  • 2c · Program service revenue: TRAINING

    total $20,176 · related or exempt $20,176

  • 3 · Investment income

    total $270,953 · excluded $270,953

  • 11a · Other revenue: OTHER INCOME

    total $81,525 · related or exempt $81,525

  • 11e · Other revenue, total

    $81,525

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $56,383,445 · program services $56,383,445

  • 5 · Compensation of officers, directors and key employees

    total $1,380,529 · program services $1,104,424 · management and general $276,105

  • 7 · Other salaries and wages

    total $10,104,488 · program services $8,481,202 · management and general $1,623,286

  • 8 · Pension plan contributions

    total $567,593 · program services $459,476 · management and general $108,117

  • 9 · Other employee benefits

    total $2,292,053 · program services $1,947,825 · management and general $344,228

  • 10 · Payroll taxes

    total $813,225 · program services $680,881 · management and general $132,344

  • 11b · Fees: legal

    total $410 · program services $377 · management and general $33

  • 11c · Fees: accounting

    total $109,352 · program services $98,027 · management and general $11,325

  • 11f · Fees: investment management

    total $101,722 · management and general $101,722

  • 11g · Fees: other

    total $292,717 · program services $219,340 · management and general $73,377

  • 12 · Advertising and promotion

    total $17,178 · program services $13,353 · management and general $3,825

  • 13 · Office expenses

    total $178,304 · program services $134,387 · management and general $43,917

  • 14 · Information technology

    total $519,776 · program services $448,009 · management and general $71,767

  • 16 · Occupancy

    total $603,486 · program services $519,819 · management and general $83,667

  • 17 · Travel

    total $367,852 · program services $327,631 · management and general $40,221

  • 19 · Conferences, conventions and meetings

    total $178,910 · program services $134,661 · management and general $44,249

  • 21 · Payments to affiliates

    total $43,756 · program services $34,972 · management and general $8,784

  • 22 · Depreciation, depletion and amortization

    total $8,668 · program services $7,942 · management and general $726

  • 23 · Insurance

    total $114,251 · program services $98,120 · management and general $16,131

  • 24a · Other expenses: PUBLIC AWARENESS/ EDUCA

    total $263,685 · program services $263,685

  • 24b · Other expenses: PRINTING & POSTAGE

    total $69,801 · program services $48,044 · management and general $21,757

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $21,475,341 · end of year $21,348,225

  • 3 · Pledges and grants receivable

    beginning of year $4,978,707 · end of year $9,263,497

  • 4 · Accounts receivable

    beginning of year $1,021,669 · end of year $1,151,176

  • 9 · Prepaid expenses and deferred charges

    beginning of year $201,376 · end of year $195,124

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

    $464,503

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

    $394,583

  • 10c · Land, buildings and equipment, net

    beginning of year $78,588 · end of year $69,920

  • 12 · Investments: other securities

    beginning of year $11,044,894 · end of year $12,836,363

  • 15 · Other assets

    beginning of year $1,277,864 · end of year $687,684

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,822,277 · end of year $12,739,955

  • 19 · Deferred revenue

    beginning of year $109,704 · end of year $164,673

  • 25 · Other liabilities

    beginning of year $695,912 · end of year $68,829

  • 27 · Net assets without donor restrictions

    beginning of year $30,450,546 · end of year $32,578,532

Mission and programs · 2024

Mission

THE AREA AGENCY ON AGING, PLANNING AND SERVICE AREA 2 IMPROVES THE QUALITY OF LIFE FOR THE OLDER ADULTS IN ITS NINE-COUNTY COMMUNITY BY ADVOCATING FOR INDIVIDUALS, DEVELOPING AND SUPPORTING A STRONG NETWORK OF SERVICES, AND PROVIDING RESOURCES FOR OLDER ADULTS.

  • OHIO DEPARTMENT OF AGING ADMINISTERED WAIVER PROGRAMS FOR PASSPORT AND ASSISTED LIVING: PASSPORT IS FOR SENIORS AGE 60 AND OLDER WHO NEED THE LEVEL OF CARE PROVIDED IN A NURSING HOME, BUT WANT TO STAY IN THEIR HOME. IT IS A STATEWIDE PROGRAM FUNDED BY MEDICAID.THOSE WHO QUALIFY FOR PASSPORT WORK WITH A NURSE OR SOCIAL WORKER TO DEVELOP A PLAN OF CARE THAT CUSTOMIZES SERVICES TO HELP THEM REMAIN AT HOME. ONCE ENROLLED, A CASE MANAGER WORKS WITH THEM TO BE SURE NEEDS ARE MET WITH QUALITY SERVICES, AND THAT THE PLAN OF CARE IS ADJUSTED AS NEEDS CHANGE. THE ASSISTED LIVING WAIVER PROVIDES AND ALTERNATIVE TO NURSING FACILITY PLACEMENT. AN ASSISTED LIVING FACILITY PROVIDES A HOME-LIKE SETTING THAT IS LESS RESTRICTIVE AND LESS EXPENSIVE THAN A NURSING FACILITY. THE ASSISTED LIVING WAIVER IS AVAILABLE TO MEDICAID-ELIGIBLE ADULTS AND COVERS THE COST OF CARE IN CERTIFIED ASSISTED LIVING FACILITIES WHILE CONSUMERS ARE RESPONSIBLE FOR COSTS ASSOCIATED WITH ROOM AND BOARD AT THE STATE-SET RATE

    Expenses $44,803,838 · Grants $39,520,810 · Revenue $416,745

  • COMCARE IS FOR SENIORS WHO NEED SUPERVISION OR LIMITED ASSISTANCE TO REMAIN INDEPENDENT AT HOME. IT CAN ALSO OFFER SERVICES TO SUPPORT THOSE CARING FOR A FRAIL OLDER PERSON AT HOME.THOSE WHO QUALIFY FOR COMCARE MEET WITH A NURSE OR SOCIAL WORKER TO DEVELOP A PLAN OF CARE THAT CUSTOMIZES SERVICES TO ASSIST THEM AT HOME. ONCE ENROLLED, A CASE MANAGER WORKS WITH THEM TO BE SURE NEEDS ARE MET WITH QUALITY SERVICES, AND THAT THE PLAN OF CARE IS ADJUSTED AS NEEDS CHANGE.PARTICIPANT-DIRECTED CARE RECOGNIZES AND SUPPORTS EXISTING HOME CARE FROM SPOUSES, FAMILY, AND OTHERS, THUS PROVIDING AN ALTERNATIVE OPTION TO RECEIVE IN-HOME SERVICES. THE PARTICIPANT, "EMPLOYER" IS ABLE TO HIRE THEIR OWN "EMPLOYEE" TO PROVIDE CARE AND SERVICES IN THEIR HOME. EMPLOYEES CAN ASSIST WITH PERSONAL CARE, HOMEMAKING, TRANSPORTATION, AND OTHER SERVICES AS AUTHORIZED BY THE PARTICIPANT AND AREA AGENCY ON AGING PSA2. FORMAL TRAINING FOR THE EMPLOYEE IS NOT REQUIRED, HOWEVER AREA AGENCY ON AGING PSA 2 AND THE PARTICIPANT CAN SUPPLY TRAINING RESOURCES AS NEEDED.

    Expenses $11,260,478 · Grants $8,834,760 · Revenue $158,239

  • MYCARE OHIO WAIVER IS A MANAGED CARE PLAN DESIGNED TO COORDINATE SERVICES FOR PEOPLE AGE 60 AND OVER WHO ARE ELIGIBLE FOR BOTH MEDICARE AND MEDICAID, WITH THE GOAL TO DELIVER BETTER COORDINATED CARE.

    Expenses $8,286,454 · Revenue $10,729,968

  • ADULT DAY SERVICE ALZHEIMER RESPITE SERVICES AGING MASTERY PROGRAM CAREGIVER EDUCATION AND RESPITE CASE MANAGEMENT/CARE COORDINATION CHORE SERVICES CONGREGATE MEALS ELDER ABUSE EMERGENCY RESPONSE SYSTEM HEALTHY LIVING HEAP OUTREACH HOME REPAIR HOME-DELIVERED MEALS HOME MEDICAL EQUIPMENT TRANSPORTATION HOMEMAKER SERVICES LEGAL SERVICES LONG TERM CARE OMBUDSMAN MATTER OF BALANCE NUTRITION SERVICE INCENTIVE PROGRAM PERSONAL CARE SERVICE PROTECTIVE SERVICE RESPITE VISITING SENIOR VOLUNTEER SERVICES SUPPORTIVE SERVICES

    Expenses $7,054,850 · Grants $8,027,875 · Revenue $101,701

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Douglas McGarry

    EXEC. DIRECTOR/SECRETARY

    Total calculated
    $330,478
    From this org
    $296,492
    From related orgs
    $0
    Other
    $33,986
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $296,492
    Bonus
    $0
    Other
    $0
    Deferred
    $20,390
    Nontaxable benefits
    $13,596
    Filer's total
    $330,478

  • Nicole Khaner

    ASSISTANT DIRECTOR

    Total calculated
    $249,121
    From this org
    $206,531
    From related orgs
    $0
    Other
    $42,590
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $206,531
    Bonus
    $0
    Other
    $0
    Deferred
    $16,366
    Nontaxable benefits
    $26,224
    Filer's total
    $249,121

  • Daniel Auman

    COMPLIANCE DIRECTOR

    Total calculated
    $142,400
    From this org
    $129,315
    From related orgs
    $0
    Other
    $13,085
    Hours/week
    37.5

  • Chelsea Herdman

    COMMUNITY SERVICES DIRECTO

    Total calculated
    $188,239
    From this org
    $152,785
    From related orgs
    $0
    Other
    $35,454
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $152,785
    Bonus
    $0
    Other
    $0
    Deferred
    $9,131
    Nontaxable benefits
    $26,323
    Filer's total
    $188,239

  • Kerri Schneider

    FISCAL OFFICER

    Total calculated
    $183,766
    From this org
    $160,365
    From related orgs
    $0
    Other
    $23,401
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $160,365
    Bonus
    $0
    Other
    $0
    Deferred
    $9,573
    Nontaxable benefits
    $13,828
    Filer's total
    $183,766

  • Walter Bozeman

    IT DIRECTOR

    Total calculated
    $130,080
    From this org
    $108,225
    From related orgs
    $0
    Other
    $21,855
    Hours/week
    37.5

  • Rachelle Navarro

    CONSUMER SERVICES DIRECTOR

    Total calculated
    $156,445
    From this org
    $134,202
    From related orgs
    $0
    Other
    $22,243
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $134,202
    Bonus
    $0
    Other
    $0
    Deferred
    $8,433
    Nontaxable benefits
    $13,810
    Filer's total
    $156,445

  • Meaghan Johnson

    WAIVER SERVICES MANAGER

    Total calculated
    $152,421
    From this org
    $116,988
    From related orgs
    $0
    Other
    $35,433
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $116,988
    Bonus
    $0
    Other
    $0
    Deferred
    $9,473
    Nontaxable benefits
    $25,960
    Filer's total
    $152,421

  • Tanas Bowman

    SCREENER

    Total calculated
    $148,540
    From this org
    $124,752
    From related orgs
    $0
    Other
    $23,788
    Hours/week
    37.5

  • Simon Holder-Nelson

    BUSINESS OPPORTUNITIES MANAGER

    Total calculated
    $178,521
    From this org
    $154,551
    From related orgs
    $0
    Other
    $23,970
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $154,551
    Bonus
    $0
    Other
    $0
    Deferred
    $10,246
    Nontaxable benefits
    $13,724
    Filer's total
    $178,521

  • Leah Bray

    CASE MANAGER

    Total calculated
    $135,518
    From this org
    $102,225
    From related orgs
    $0
    Other
    $33,293
    Hours/week
    37.5

  • Kelly Howard

    CASE MANAGER

    Total calculated
    $133,329
    From this org
    $100,441
    From related orgs
    $0
    Other
    $32,888
    Hours/week
    37.5

  • Clennia Bond

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • David Cleavenger

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Janet Crelin

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Olivia Hester

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Holly Hill

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Deb Sanders

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steven Swedlund MD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Wears

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dr Eric Winston

    ADVISORY COUNCIL CHAIRPERS

    Total calculated
    $0
    Hours/week
    1

  • Greg Womacks

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Cheryl Wheeler

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Molly Helmlinger PhD

    VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • Judith Lamusga Esq

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Vickie Carraher

    PAST CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

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

  • 3 · Independent compensation consultant
  • 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

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

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • DIRECTION HOME LLC

    IN-HOME ASSISTANCE · OH

Provenance

Return type
form_990
Tax year
2024
Filed
5 November 2025
IRS schema version
2024v5.2
Source object
202543119349301414

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