Form 990 for tax year 2024
Filed by DIRECTION HOME AKRON CANTON AREA AGENCY ON AGING.
Totals
- Total revenue
- $100,365,745
- Total expenses
- $97,589,362
- Contributions and grants received
- $81,152,113
- Grants paid
- $57,002,909
- Program service revenue
- $18,631,178
- Investment income
- $582,454
- Other revenue
- $0
- Total assets, end of year
- $32,258,306
- Total liabilities, end of year
- $24,046,877
- Net assets or fund balances, end of year
- $8,211,429
- Program services expenses (Part IX)
- $92,620,482
- Management and general expenses
- $4,968,880
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $92,620,482
Program services were 94.9% 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
$293,000
-
1e · Government grants (contributions)
$71,531,224
-
1f · All other contributions, gifts and grants
$9,327,889
-
2a · Program service revenue: CLIENT CARE PLANNING AND MANAGEME
total $17,980,669 · related or exempt $17,980,669
-
2b · Program service revenue: CLIENT COPAY OF SERVICES
total $650,509 · related or exempt $650,509
-
3 · Investment income
total $546,230 · excluded $546,230
-
7a · Gross sales of assets other than inventory
securities $36,224
-
7b · Less cost or other basis and sales expenses
securities $0
-
7c · Gain or loss
securities $36,224
-
7d · Net gain or loss
total $36,224 · excluded $36,224
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $3,752,254 · program services $3,752,254
-
2 · Grants to domestic individuals
total $53,250,655 · program services $53,250,655
-
5 · Compensation of officers, directors and key employees
total $1,261,926 · program services $65,912 · management and general $1,196,014
-
7 · Other salaries and wages
total $20,531,652 · program services $18,969,731 · management and general $1,561,921
-
8 · Pension plan contributions
total $1,579,565 · program services $1,459,402 · management and general $120,163
-
9 · Other employee benefits
total $8,824,302 · program services $7,601,427 · management and general $1,222,875
-
10 · Payroll taxes
total $1,553,665 · program services $1,359,424 · management and general $194,241
-
11a · Fees: management
total $462,016 · program services $447,903 · management and general $14,113
-
11b · Fees: legal
total $40,443 · program services $35,739 · management and general $4,704
-
11c · Fees: accounting
total $72,250 · program services $64,895 · management and general $7,355
-
11f · Fees: investment management
total $10,613 · management and general $10,613
-
11g · Fees: other
total $93,025 · program services $27,217 · management and general $65,808
-
12 · Advertising and promotion
total $138,628 · program services $133,076 · management and general $5,552
-
13 · Office expenses
total $748,780 · program services $669,653 · management and general $79,127
-
14 · Information technology
total $913,276 · program services $824,481 · management and general $88,795
-
16 · Occupancy
total $1,273,415 · program services $977,792 · management and general $295,623
-
17 · Travel
total $793,606 · program services $752,130 · management and general $41,476
-
19 · Conferences, conventions and meetings
total $44,087 · program services $41,626 · management and general $2,461
-
21 · Payments to affiliates
total $28,760 · program services $25,463 · management and general $3,297
-
22 · Depreciation, depletion and amortization
total $15,691 · program services $15,691
-
23 · Insurance
total $68,571 · program services $61,066 · management and general $7,505
-
24a · Other expenses: ALL OTHER EXPENSES
total $2,025,484 · program services $1,995,845 · management and general $29,639
-
24b · Other expenses: STAFF TRAINING
total $106,698 · program services $89,100 · management and general $17,598
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 $11,970,731 · end of year $12,892,725
-
3 · Pledges and grants receivable
beginning of year $12,003,796 · end of year $16,575,938
-
9 · Prepaid expenses and deferred charges
beginning of year $118,335 · end of year $120,166
-
10a · Land, buildings and equipment: cost or other basis
$156,734
-
10b · Land, buildings and equipment: accumulated depreciation
$116,388
-
10c · Land, buildings and equipment, net
beginning of year $56,038 · end of year $40,346
-
11 · Investments: publicly traded securities
beginning of year $1,901,232 · end of year $2,021,439
-
15 · Other assets
beginning of year $1,430,324 · end of year $607,542
-
17 · Accounts payable and accrued expenses
beginning of year $3,355,402 · end of year $3,748,684
-
18 · Grants payable
beginning of year $12,091,142 · end of year $16,283,372
-
19 · Deferred revenue
beginning of year $5,241,076 · end of year $3,418,517
-
25 · Other liabilities
beginning of year $1,417,841 · end of year $596,304
-
27 · Net assets without donor restrictions
beginning of year $5,375,145 · end of year $8,211,429
Mission and programs · 2024
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)
WE PROVIDE CHOICES FOR PEOPLE TO LIVE INDEPENDENTLY IN THE PLACE THEY WANT TO CALL HOME.
-
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 PASSPORT 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 2,272.
Expenses $55,493,987 · Grants $46,695,310 · Revenue $642,262
-
MYCARE OHIO IS A COMMUNITY-BASED LONG-TERM CARE OPTION TO PROVIDE LONG TERM SERVICES AND SUPPORTS TO MEDICAID AND MEDICARE ELIGIBLE ADULTS OVER THE AGE OF 21. SERVICES PROVIDED TO ELIGIBLE ADULTS INCLUDE CARE COORDINATION, WAIVER SERVICE COORDINATION, 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 5,821.
Expenses $15,446,909 · Revenue $16,363,502
-
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 1,419.
Expenses $7,992,059 · Grants $6,299,063 · Revenue $2,395
-
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 17,100 HOURS OF SERVICE IN THE THIRTEEN COUNTY REGION. IN CARRYING-OUT THEIR WORK, OMBUDSMAN REPRESENTATIVES PROVIDED CORE SERVICES TO 7,529 CONSUMERS AND FAMILIES.
Expenses $3,145,856
-
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 577.
Expenses $2,027,543 · Revenue $1,617,167
-
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 $8,211,508 · Grants $3,705,916 · Revenue $5,852
-
DIRECTION HOME AKRON CANTON FOUNDATION SUPPORT
Expenses $302,620 · Grants $302,620
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David B Reynolds MDDAVID B REYNOLDS MD
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Charles L GreeneCHARLES L GREENE
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
James MasiJAMES MASI
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
Fran D RiceFRAN D RICE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Julia T DifrancescoJULIA T DIFRANCESCO
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Jack T DiamondJACK T DIAMOND
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Pamela S BanchyPAMELA S BANCHY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Stephen ColecchiSTEPHEN COLECCHI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jennifer Drost DoJENNIFER DROST DO
CHIEF MEDICAL OFFICER
- Total calculated
- $0
- Hours/week
- 0.5
-
Iris E HarveyIRIS E HARVEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Tom KeathleyTOM KEATHLEY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Deborah RutherfordDEBORAH RUTHERFORD
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 0.5
-
Harvey L Sterns PhDHARVEY L STERNS PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Karen L TalbottKAREN L TALBOTT
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lorrie A WarrenLORRIE A WARREN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Charles R VignosCHARLES R VIGNOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Lee S WalkoLEE S WALKO
FOUNDATION BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 0.5 + 0.5 related
-
Julie M Aultman PhDJULIE M AULTMAN PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Horace Highland SrHORACE HIGHLAND SR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jodi EdmundsJODI EDMUNDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Jeannie FlossieJEANNIE FLOSSIE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.5
-
Abigail M MorganABIGAIL M MORGAN
PRESIDENT & CHIEF EXECUTIVE OFFICER
- Total calculated
- $394,589
- From this org
- $348,445
- From related orgs
- $0
- Other
- $46,144
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $288,367
- Bonus
- $52,252
- Other
- $7,826
- Deferred
- $30,615
- Nontaxable benefits
- $15,529
- Filer's total
- $394,589
-
Rebecca NewmanREBECCA NEWMAN
CHIEF FINANCIAL OFFICER
- Total calculated
- $335,048
- From this org
- $294,983
- From related orgs
- $0
- Other
- $40,065
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $241,233
- Bonus
- $45,807
- Other
- $7,943
- Deferred
- $24,460
- Nontaxable benefits
- $15,605
- Filer's total
- $335,048
-
Ljudmila BurchfieldLJUDMILA BURCHFIELD
CHIEF OPERATING & LEGAL OFFICER
- Total calculated
- $343,950
- From this org
- $275,233
- From related orgs
- $0
- Other
- $68,717
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $223,954
- Bonus
- $43,005
- Other
- $8,274
- Deferred
- $33,922
- Nontaxable benefits
- $34,795
- Filer's total
- $343,950
-
Samuel J McCoySAMUEL J MCCOY
SENIOR VP ELDER RIGHTS
- Total calculated
- $303,850
- From this org
- $234,182
- From related orgs
- $0
- Other
- $69,668
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,815
- Bonus
- $38,785
- Other
- $13,582
- Deferred
- $36,021
- Nontaxable benefits
- $33,647
- Filer's total
- $303,850
-
Matthew L ReedMATTHEW L REED
SENIOR VP COMMUNICATIONS &
- Total calculated
- $297,938
- From this org
- $223,891
- From related orgs
- $0
- Other
- $74,047
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,322
- Bonus
- $38,785
- Other
- $7,784
- Deferred
- $36,021
- Nontaxable benefits
- $38,026
- Filer's total
- $297,938
-
Chris FagerstromCHRIS FAGERSTROM
SENIOR VP OF HOME & COMMUN
- Total calculated
- $298,368
- From this org
- $228,767
- From related orgs
- $0
- Other
- $69,601
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $181,815
- Bonus
- $38,624
- Other
- $8,328
- Deferred
- $36,021
- Nontaxable benefits
- $33,580
- Filer's total
- $298,368
-
Tracey M NauerTRACEY M NAUER
VP OF HOME & COMMUNITY BAS
- Total calculated
- $226,315
- From this org
- $179,889
- From related orgs
- $0
- Other
- $46,426
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $152,726
- Bonus
- $22,982
- Other
- $4,181
- Deferred
- $15,990
- Nontaxable benefits
- $30,436
- Filer's total
- $226,315
-
Brandi L ChrzanowskiBRANDI L CHRZANOWSKI
VP OF STRATEGIC PLANNING & PERFORMANCE IMPROVEMENT
- Total calculated
- $201,241
- From this org
- $158,643
- From related orgs
- $0
- Other
- $42,598
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,273
- Bonus
- $22,982
- Other
- $14,388
- Deferred
- $12,685
- Nontaxable benefits
- $29,913
- Filer's total
- $201,241
-
Gary L CookGARY L COOK
FORMER PRESIDENT & CEO (RETIRED 5/22/24)
- Total calculated
- $265,106
- From this org
- $218,277
- From related orgs
- $0
- Other
- $46,829
- Hours/week
- 40 + 4 related
Schedule J breakdown matched by us
- Base
- $147,968
- Bonus
- $67,475
- Other
- $2,834
- Deferred
- $29,051
- Nontaxable benefits
- $17,778
- Filer's total
- $265,106
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
-
$905,947
CONGREGATE MEALS, COUNSELING, SOCIALIZATION,RSVP, FARMER'S MARKET
-
$584,580
CONGREAGTE MEALS, HOME DELIVERED MEALS, SR COMPANION, FOSTER GRANDPARENTS, RSVP, FARMER'S MARKET
-
ALZHEIMER'S ASSOCIATION
$225,667
RESPITE
-
THOMAS LANE INC
$200,258
CONGREGATE MEALS
-
FAMILY & COMMUNITY SERVICES INC
$170,950
CONGREGATE MEALS, HOME DELIVERED MEALS, SR COMPANION, FOSTER GRANDPARENTS, RSVP, FARMER'S MARKET
-
CASLEO CORPORATION
$150,084
ERS, CHORE, MEALS
-
PURFOODS LLC
$130,214
MEALS
-
SIMPLY EZ HOME DELIVERED MEALS OF NORTHEASTERN OHIO LLC
$116,565
HOME DELIVERED MEALS
-
THE SALVATION ARMY-CANTON
$105,419
CONGREGATE MEALS
-
JG BAHAS INC
$104,670
SR DINE
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.
-
DIRECTION HOME AKRON CANTON FOUNDATION
501(C)(3) · COMMUNITY OUTREACH · OH · controlled entity
Directly controlled by NONE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 12 May 2026
- IRS schema version
- 2024v5.5
- Source object
- 202611349349302031
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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