AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2

EIN: 311361630 501(c)(3) Human Services

DAYTON, OH

Total Revenue
$52,654,051
Total Expenses
$51,091,492
Total Assets
$40,078,439
Net Assets
$30,450,546
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Financial Trends

Organization Details

Formation Year
1993
Legal Domicile
OH
Principal Officer
DOUGLAS MCGARRY
Phone
9373413000
Tax Period
2023-01-01 to 2023-12-31

AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2, founded in 1993, is a mid-sized nonprofit in the Human Services sector that reported $52.7M in total revenue in fiscal year 2023.

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.

Program Service Accomplishments

Program 1
Expenses: $27,041,921 Revenue: $453,564

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...

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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

Program 2
Expenses: $9,285,258 Revenue: $97,201

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...

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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.

Program 3
Expenses: $7,829,908 Revenue: $9,356,776

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.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $42,397,804
Program Service Revenue $9,924,654
Investment Income $265,002
Other Revenue $66,591
TOTAL REVENUE $52,654,051

Expense Breakdown

Grants Paid $34,184,588
Salaries & Benefits $14,187,872
Fundraising Expenses $0
Program Expenses $48,377,295
Other Expenses $2,719,032
TOTAL EXPENSES $51,091,492

Year-over-Year Comparison

2023 2022 Change
Revenue $52,654,051 $51,345,630 +0.0%
Expenses $51,091,492 $50,086,954 +0.0%
Net Income $1,562,559 $1,258,676 +0.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
12
Independent Members
11
Employees
168
Volunteers
27

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
10
$1,255,086
Total Directors
12
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CLENNIA BOND BOARD MEMBER 1.00
Director
$0 $0 $0
DAVID CLEAVENGER BOARD MEMBER 1.00
Director
$0 $0 $0
JANET CRELIN BOARD MEMBER 1.00
Director
$0 $0 $0
HOLLY HILL BOARD MEMBER 1.00
Director
$0 $0 $0
DEB SANDERS BOARD MEMBER 1.00
Director
$0 $0 $0
STEVEN SWEDLUND MD BOARD MEMBER 1.00
Director
$0 $0 $0
ROLAND WINBURN BOARD MEMBER 1.00
Director
$0 $0 $0
DR ERIC WINSTON ADVISORY COUNCIL CHAIRPERSON 1.00
Director
$0 $0 $0
VICKIE CARRAHER CHAIRPERSON 1.00
Officer Director
$0 $0 $0
CHERYL WHEELER VICE-CHAIRPERSON 1.00
Officer Director
$0 $0 $0
MOLLY HELMLINGER PHD TREASURER 1.00
Officer Director
$0 $0 $0
JUDITH LAMUSGA ESQ PAST CHAIRPERSON 1.00
Officer Director
$0 $0 $0
DOUGLAS MCGARRY EXEC. DIRECTOR/SECRETARY 37.50
Officer
$276,824 $32,523 $309,347
NICOLE KHANER ASSISTANT DIRECTOR 37.50
Officer
$187,164 $42,794 $229,958
DANIEL AUMAN IT DIRECTOR 37.50
Officer
$167,450 $41,582 $209,032
CHELSEA HERDMAN COMMUNITY SERVICES DIRECTO 37.50
Officer
$141,050 $40,329 $181,379
KERRI SCHNEIDER FISCAL OFFICER 37.50
Officer
$153,795 $23,737 $177,532
RACHELLE NAVARRO CONSUMER SERVICES DIRECTOR 37.50
Officer
$125,396 $22,442 $147,838
SIMONE HOLDER-NELSON BUSINESS OPPORTUNITY MANAG 37.50
Highest
$147,346 $24,336 $171,682
MEAGHAN JOHNSON WAIVER SERVICES MANAGER 37.50
Highest
$108,288 $34,875 $143,163
TANAS BOWMAN SCREENER 37.50
Highest
$116,510 $23,968 $140,478
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $52,654,051 $51,091,492 $40,078,439 $1,562,559
2022 $51,345,630 $50,086,954 $35,914,438 $1,258,676
2021 $52,166,513 $49,608,869 $35,326,580 $2,557,644
2020 $52,423,496 $49,751,877 $31,600,574 $2,671,619
2019 $49,280,863 $46,943,727 $28,359,269 $2,337,136
2018 $50,002,916 $47,855,966 $24,677,603 $2,146,950
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