2025-06-27T12:44:48-05:00 2024-09-30 311119890 Barnes Dennig & Co LTD 150 East Fourth Street Cincinnati OH 45202 990 2023-10-01 310807186 Council on Aging of Southwestern Ohio COUN 5137211025 4601 Malsbary Road Blue Ash OH 45242 Suzanne Burke CEO 5137211025 2025-06-18 1 0 Paula Hume P00537516 5132418313 2025-06-18 2023 2025-03-06 01:10:19Z Suzanne Burke 4601 Malsbary Road Blue Ash OH 45242 128972808 0 X www.help4seniors.org X 1971 OH To enhance the lives of adults by assisting them to remain independent at home through a range of quality services. 17 17 473 18 0 0 98473877 110521411 16517526 17936848 472271 506220 2690 8329 115466364 128972808 0 0 0 0 29089704 32008768 0 0 3555 81179555 96827074 110269259 128835842 5197105 136966 28713912 31743062 9671222 12563406 19042690 19179656 X To enhance the lives of adults by assisting them to remain independent at home through a range of quality services. 0 0 79809691 12240117 Community-based In-home Services:Council on Aging's (COA) home and community-based services make it possible for frail older adults and individuals with disabilities to remain independent in their homes and avoid unnecessary hospitalization and nursing home placement. Services also support family caregivers who are struggling to balance competing responsibilities including childrearing and careers. Council on Aging's core service area includes Butler, Clermont, Clinton, Hamilton and Warren counties.In-home care is preferred by more than 90 percent of older adults, according to surveys by AARP and other organizations. In addition, the cost for in-home care is a fraction of the cost of care in a nursing home. Because taxpayers fund most nursing home care (via Medicaid), in-home care alternatives are a valuable and compassionate way to save public funds.In-home care services include home-delivered meals; transportation to medical and other appointments; assistance with housekeeping and personal care (bathing and grooming); medical equipment and assistive devices; home modification; and more. 6406551 982549 Community-based and Senior Center Services:These include a range of services designed to help older adults remain healthy, active and connected to their communities. Additional services provide legal assistance to low-income older adults and protect the rights of those receiving long-term care services in nursing homes and other settings. Services are provided by senior centers and other community organizations that have contracts with Council on Aging. One of the most important services in this category is transportation. In FFY 2024, COA provided 202,867 trips for individuals within our five-county region. Most trips are for medical appointments, but transportation for shopping, other errands and recreation is also provided. Funding for transportation falls far short of community need. Meals are another important service in this category. More than 13,200 individuals received approximately 1.8 million meals in congregate settings or delivered to their homes. An additional 2,752 low-income older adults were served through the USDA Senior Farmers' Market Nutrition Program, receiving $50 in coupons to redeem for fresh fruits and vegetables at area participating farmers' markets. Additional community-based services in FFY 2024 included caregiver support and wellness programs for 4,736 individuals (including people caring for individuals with Alzheimer's); legal assistance for 1,950 older adults; ombudsman representation for 11,446 individuals in nursing homes and receiving in-home care; and supportive services for 623 individuals. 27026184 4144906 Each enrolled individual has a care manager professional who assesses, develops care plans, implements, monitors and coordinates a range of services and supports to help individuals remain safe, healthy and independent. The care manager's role is to ensure individuals receive the right services, in the rights amounts, at the right times. In FFY 2024, Council on Aging served 27,708 individuals in our multi-county region with home and community-based services. Individuals were served through more than a dozen programs, including Ohio Medicaid waiver programs and county tax levy programs, as well as programs designed to help individuals safely transition from hospitals and institutions, back to independent living environments. Collectively, these individuals received more than 1.8 million hours of in-home, supportive services. 3711869 569276 Information, Referral and Assessment:As the Area Agency on Aging for five counties in southwestern Ohio, we are a central source of information and the place where many people make their first call when seeking help or resources. Our Aging and Disability Resource Center, or our call center, serves as a "front door" to services and unbiased information for older adults, people with disabilities, caregivers, professionals, civic and community leaders. We responded to more than 78,000 requests for information and referral in FFY 2024.Our call center is staffed with information and referral specialists and can be reached Monday through Friday from 8 a.m. to 5 p.m. at 800-252-0155 or online any time at www.help4seniors.org. The website features comprehensive searchable housing and resource databases, program information, news and events, and a 24/7 online referral form. 3711869 569276 116954295 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 202 0 1 473 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X Carl McCullough 5137211025 4601 Malsbary Rd Blue Ash OH 45242 Eyad Musallam Trustee 1.00 X 0 0 0 Mike Carroll Trustee 1.00 X 0 0 0 Angela Curl Trustee 1.00 X 0 0 0 Carl Stich Trustee 1.00 X 0 0 0 Karen Brown Chair 1.00 X X 0 0 0 Linda Holmes Trustee 1.00 X 0 0 0 Sarah Boehle Trustee 1.00 X 0 0 0 Cathy Cain Secretary - Exited 3/24 1.00 X X 0 0 0 Kay Bolden Secretary 1.00 X X 0 0 0 Leonard Wagers Treasurer 1.00 X X 0 0 0 Karen Bankston Vice Chairman 1.00 X X 0 0 0 James Cowan Trustee 1.00 X 0 0 0 Valarie Boykins Trustee 1.00 X 0 0 0 Matthew Durban Trustee 1.00 X 0 0 0 Jeff Rhein Trustee 1.00 X 0 0 0 Jane Ripberger Trustee 1.00 X 0 0 0 Matthew Worth Trustee - Started 8/24 1.00 X 0 0 0 Rose Stertz Trustee - Started 2/24 1.00 X 0 0 0 Suzanne Burke CEO 37.50 X 370898 0 49910 Ronnell Spears CFO 37.50 X 160477 0 41667 Ken Wilson VP Program Ops 37.50 X 167000 0 60939 Terri Bunting VP of Managed Care 37.50 X 179928 0 50850 Jacqueline Hutsell VP of People Services 37.50 X 168135 0 33701 Judith Eschmann VP Community & Business 37.50 X 168000 0 42261 Kimberly Clark Director Community and Bus 37.50 X 127079 0 35596 Carl McCullough Controller 37.50 X 105832 0 32549 Lisa Portune Manager, Compliance & Prov 37.50 X 114483 0 7144 Brooke Gully Director of Medicaid 37.50 X 105126 0 15419 Christel Thomas-Stanton Case Manager 37.50 X 103523 0 6486 1770481 0 376522 11 0 1 0 Healthy Home Care LLC 3418 February Dr Cincinnati OH 45239 Personal Care 1698272 Guardian Medical Monitoring 75 Remittance Dr Dept 6143 Chicago IL 60675 Emergency Monitoring 1413835 Buckeye Forest at Fairfield ALF 3801 Woodridge Boulevard Fairfield OH 45014 Independent Living Assistance 1403717 Freedom Home and Day Services LLC 6435 Dixie Highway Fairfield OH 45014 Personal Care 1187843 Majestic Care Middletown 6898 Hamilton Middletown Rd Middletown OH 45044 Independent Living Assistance 1066285 59 110331996 189415 110521411 Program Service Revenue 900099 17936848 17936848 17936848 506220 506220 Miscellaneous Income 900099 8329 8329 8329 128972808 17936848 0 514549 X 1493766 1148226 345380 160 24459600 18801569 5655409 2622 1171564 900556 270882 126 2916096 2241540 674243 313 1967742 1512561 454970 211 224971 166445 58526 84200 62295 21905 92367934 90417286 1950591 57 69183 18006 51177 931287 357470 573801 16 639653 473247 166406 177749 77375 100371 3 284268 192342 91895 31 132042 89342 42700 3326 866 2460 1010483 189712 820771 147425 109072 38353 Community Out Reach 324339 84414 239925 Miscellaneous 275584 71726 203842 16 Membership 154630 40245 114385 128835842 116954295 11877992 3555 14096119 14233473 9030191 10959046 109824 491190 57596 6766 12496583 6965434 5071940 5531149 185734 393527 162508 127911 28713912 31743062 9495798 12029752 175424 533654 9671222 12563406 X 19042690 19179656 19042690 19179656 28713912 31743062 136966 0 X X 0 1 X 1 1 1 X 74759631 79569277 79991454 98473877 11052141 343846380 74759631 79569277 79991454 98473877 11052141 343846380 343846380 19813 1636 20599 471825 506220 1020093 47774 11122 14800 2690 8329 84715 344951188 78624642 0.99680 0.99830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 498410 498410 2694985 1564550 1130435 9303188 5400884 3902304 5531149 X 128972808 0 128972808 0 128972808 128835842 0 128835842 0 128835842 Part X, Line 2: The Council on Aging of Southwestern Ohio is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of Ohio law. However the Council on Aging of Southwestern Ohio is subject to federal income tax on any unrelated business taxable income. The Council on Aging of Southwestern Ohio's IRS Form 990 is subject to review and examination by the federal and state authorities. The Council on Aging of Southwestern Ohio believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements. Home 52 LLC is a single member limited liability company and its activities are reported on the Council on Aging of Southwestern Ohio tax filings. Independence in Aging, Inc. is treated as a corporation for income tax purposes. Independence in Aging, Inc. is not aware of any uncertain tax positions that require accural or disclosure under U.S. GAAP. X X 0 0 0 0 0 0 0 0 0 Suzanne Burke CEO 306175 0 60919 0 3804 0 39900 0 10010 0 420808 0 0 0 Terri Bunting VP of Managed Care 179928 0 0 0 0 0 33296 0 17554 0 230778 0 0 0 Ken Wilson VP Program Ops 167000 0 0 0 0 0 32520 0 28419 0 227939 0 0 0 Judith Eschmann VP Community & Business 168000 0 0 0 0 0 32580 0 9681 0 210261 0 0 0 Ronnell Spears CFO 160477 0 0 0 0 0 32129 0 9538 0 202144 0 0 0 Jacqueline Hutsell VP of People Services 168135 0 0 0 0 0 32588 0 1113 0 201836 0 0 0 Kimberly Clark Director Community and Bus 127079 0 0 0 0 0 27971 0 7625 0 162675 0 0 0 Form 990, Part VI, Section B, line 11b The audit subcommittee and finance committee reviewed the 990 and a copy will be provided to the entire Board before filing. Form 990, Part VI, Section B, line 12c Annually require all our Board Members and Senior Management to complete and sign a conflict of interest statement. Form 990, Part VI, Section B, line 15 Annually our HR department has an outside consultant review and provide us with a compensation review for all director positions. This report is presented to the Personnel Committee of the Board annually. Form 990, Part VI, Section C, line 19 The governing documents of the organization are available on the Ohio Secretary of State's website. The financial statements are available within the annual report which is available upon request and on the agency's website. The conflict of interest policy is available upon request. Form 990, Part IX, line 11g Provider Services: Program service expenses 84,887,878. Management and general expenses 6,365. Fundraising expenses 0. Total expenses 84,894,243. Consulting Professional Fees: Program service expenses 5,529,408. Management and general expenses 1,944,226. Fundraising expenses 57. Total expenses 7,473,691. Form 990, Part XII, Line 2c: There was no change in process during the current year. The audit sub committee oversees the audit of the financial statements and selection of an independent auditor. Home 52 LLC 4601 Malsbary Rd Blue Ash OH 45242 821912050 Home Health Services OH 0 1679089 Council on Aging of Southwestern Ohio Direction Home LLC 250 East Broad Street Columbus OH 43215 454556668 Providing Community Based Health OH Related -66 10927 0 0 0.10000 Independence in Aging Inc 4601 Malsbary Rd Blue Ash OH 45242 264572508 Training/Consulting OH Council on Aging of Southwestern Ohio C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0