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← AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2

Form 990 for tax year 2022

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

Totals

Total revenue
$51,345,630
Total expenses
$50,086,954
Contributions and grants received
$43,010,767
Grants paid
$34,704,255
Program service revenue
$8,087,182
Investment income
$247,681
Other revenue
$0
Total assets, end of year
$35,914,438
Total liabilities, end of year
$8,125,607
Net assets or fund balances, end of year
$27,788,831
Program services expenses (Part IX)
$47,576,904
Management and general expenses
$2,510,050
Fundraising expenses
$0
Program service expenses (Part III)
$47,576,904

Program services were 95.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • VICKIE CARRAHER

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • CHERYL WHEELER

    VICE-CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • MOLLY HELMLINGER PHD

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • JUDITH LAMUSGA ESQ

    PAST CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1

  • DOUG LINEBERGER

    PAST CHAIRPERSON (JAN-JUN)

    Total calculated
    $0
    Hours/week
    1

  • CLENNIA BOND

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DAVID CLEAVENGER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • JANET CRELIN

    BOARD MEMBER (JUL-DEC)

    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

  • NITA WILKINSON

    BOARD MEMBER (JAN-JUN)

    Total calculated
    $0
    Hours/week
    1

  • ROLAND WINBURN

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DR ERIC WINSTON

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • DOUGLAS MCGARRY

    EXEC. DIRECTOR/SECRETARY

    Total calculated
    $290,215
    From this org
    $259,753
    From related orgs
    $0
    Other
    $30,462
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $259,753
    Bonus
    $0
    Other
    $0
    Deferred
    $16,982
    Nontaxable benefits
    $13,480
    Filer's total
    $290,215

  • NICOLE KHANER

    ASSISTANT DIRECTOR

    Total calculated
    $209,549
    From this org
    $173,859
    From related orgs
    $0
    Other
    $35,690
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $173,859
    Bonus
    $0
    Other
    $0
    Deferred
    $13,316
    Nontaxable benefits
    $22,374
    Filer's total
    $209,549

  • DANIEL AUMAN

    IT DIRECTOR

    Total calculated
    $191,419
    From this org
    $156,133
    From related orgs
    $0
    Other
    $35,286
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $156,133
    Bonus
    $0
    Other
    $0
    Deferred
    $12,912
    Nontaxable benefits
    $22,374
    Filer's total
    $191,419

  • KERRI SCHNEIDER

    FISCAL OFFICER

    Total calculated
    $152,310
    From this org
    $133,516
    From related orgs
    $0
    Other
    $18,794
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $133,516
    Bonus
    $0
    Other
    $0
    Deferred
    $7,032
    Nontaxable benefits
    $11,762
    Filer's total
    $152,310

  • CHELSEA HERDMAN

    COMMUNITY SERVICES DIRECTOR

    Total calculated
    $154,098
    From this org
    $124,261
    From related orgs
    $0
    Other
    $29,837
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $124,261
    Bonus
    $0
    Other
    $0
    Deferred
    $7,505
    Nontaxable benefits
    $22,332
    Filer's total
    $154,098

  • RACHELLE NAVARRO

    CONSUMER SERVICES DIRECTOR

    Total calculated
    $129,290
    From this org
    $110,628
    From related orgs
    $0
    Other
    $18,662
    Hours/week
    37.5

  • JEANNE MBAGWU

    COMMUNITY SERVICES MANAGER

    Total calculated
    $161,538
    From this org
    $137,408
    From related orgs
    $0
    Other
    $24,130
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $137,408
    Bonus
    $0
    Other
    $0
    Deferred
    $11,446
    Nontaxable benefits
    $12,684
    Filer's total
    $161,538

  • SIMONE HOLDER-NELSON

    BUSINESS OPPORTUNITY MANAGER

    Total calculated
    $157,261
    From this org
    $136,396
    From related orgs
    $0
    Other
    $20,865
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $136,396
    Bonus
    $0
    Other
    $0
    Deferred
    $9,020
    Nontaxable benefits
    $11,845
    Filer's total
    $157,261

  • MEAGHAN JOHNSON

    WAIVER SERVICES MANAGER

    Total calculated
    $131,292
    From this org
    $102,711
    From related orgs
    $0
    Other
    $28,581
    Hours/week
    37.5

  • TANAS BOWMAN

    SCREENER

    Total calculated
    $128,643
    From this org
    $108,165
    From related orgs
    $0
    Other
    $20,478
    Hours/week
    37.5

  • CLAIRE SHARKEY

    CARE MANAGER

    Total calculated
    $124,799
    From this org
    $104,784
    From related orgs
    $0
    Other
    $20,015
    Hours/week
    37.5

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.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303179349309425

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