Nonprofit · EIN 31-1361630
AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2
Tax-exempt · DAYTON, OH 45402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $74,910,785 | $74,411,201 | $499,584 | $45,551,989 | $12,973,457 | $32,578,532 |
| December 31, 2023 | 990 | $52,654,051 | $51,091,492 | $1,562,559 | $40,078,439 | $9,627,893 | $30,450,546 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $63,233,179
- of which government grants
- $63,233,179
- Program service revenue
- $11,325,128
- Investment income
- $270,953
- Other revenue
- $81,525
Expenses
- Grants and similar amounts paid
- $56,383,445
- Compensation of officers, directors and key employees
- $1,380,529
- Other salaries and wages
- $10,104,488
- Salaries, compensation and benefits (total)
- $15,157,888
- Professional fundraising fees
- $0
- Legal fees
- $410
- Accounting fees
- $109,352
- Occupancy
- $603,486
- Travel
- $367,852
- Depreciation
- $8,668
- Program services (functional)
- $71,405,620
- Management and general (functional)
- $3,005,581
Balance sheet and other
- Total assets, start of year
- $40,078,439
- Total assets, end of year
- $45,551,989
- Total liabilities, end of year
- $12,973,457
- Net assets, end of year
- $32,578,532
- Land, buildings and equipment
- $69,920
- Net assets without donor restrictions
- $32,578,532
- Gross receipts
- $74,910,785
- Employees
- 178
- Volunteers
- 27
- Year formed
- 1993
- State of legal domicile
- OH
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS MCGARRY | EXEC. DIRECTOR/SECRETARY Officer | 37.5 | $296,492 | $33,986 |
| NICOLE KHANER | ASSISTANT DIRECTOR Officer | 37.5 | $206,531 | $42,590 |
| CHELSEA HERDMAN | COMMUNITY SERVICES DIRECTO Officer | 37.5 | $152,785 | $35,454 |
| KERRI SCHNEIDER | FISCAL OFFICER Officer | 37.5 | $160,365 | $23,401 |
| SIMON HOLDER-NELSON | BUSINESS OPPORTUNITIES MANAGER Highest-paid employee | 37.5 | $154,551 | $23,970 |
| RACHELLE NAVARRO | CONSUMER SERVICES DIRECTOR Officer | 37.5 | $134,202 | $22,243 |
| MEAGHAN JOHNSON | WAIVER SERVICES MANAGER Highest-paid employee | 37.5 | $116,988 | $35,433 |
| TANAS BOWMAN | SCREENER Highest-paid employee | 37.5 | $124,752 | $23,788 |
| DANIEL AUMAN | COMPLIANCE DIRECTOR Officer | 37.5 | $129,315 | $13,085 |
| LEAH BRAY | CASE MANAGER Highest-paid employee | 37.5 | $102,225 | $33,293 |
| KELLY HOWARD | CASE MANAGER Highest-paid employee | 37.5 | $100,441 | $32,888 |
| WALTER BOZEMAN | IT DIRECTOR Officer | 37.5 | $108,225 | $21,855 |
| CLENNIA BOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID CLEAVENGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANET CRELIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLIVIA HESTER | BOARD MEMBER Trustee or director | 1 | $0 |
| HOLLY HILL | BOARD MEMBER Trustee or director | 1 | $0 |
| DEB SANDERS | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVEN SWEDLUND MD | BOARD MEMBER Trustee or director | 1 | $0 |
| CHERYL WEARS | BOARD MEMBER Trustee or director | 1 | $0 |
| DR ERIC WINSTON | ADVISORY COUNCIL CHAIRPERS Trustee or director | 1 | $0 |
| GREG WOMACKS | BOARD MEMBER Trustee or director | 1 | $0 |
| CHERYL WHEELER | CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| MOLLY HELMLINGER PHD | VICE-CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| JUDITH LAMUSGA ESQ | TREASURER Trustee or director, Officer | 1 | $0 |
| VICKIE CARRAHER | PAST CHAIRPERSON Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DOUGLAS MCGARRY | EXEC. DIRECTOR/SECRETARY Officer | 37.5 | $276,824 | $32,523 |
| NICOLE KHANER | ASSISTANT DIRECTOR Officer | 37.5 | $187,164 | $42,794 |
| DANIEL AUMAN | IT DIRECTOR Officer | 37.5 | $167,450 | $41,582 |
| CHELSEA HERDMAN | COMMUNITY SERVICES DIRECTO Officer | 37.5 | $141,050 | $40,329 |
| KERRI SCHNEIDER | FISCAL OFFICER Officer | 37.5 | $153,795 | $23,737 |
| SIMONE HOLDER-NELSON | BUSINESS OPPORTUNITY MANAG Highest-paid employee | 37.5 | $147,346 | $24,336 |
| RACHELLE NAVARRO | CONSUMER SERVICES DIRECTOR Officer | 37.5 | $125,396 | $22,442 |
| MEAGHAN JOHNSON | WAIVER SERVICES MANAGER Highest-paid employee | 37.5 | $108,288 | $34,875 |
| TANAS BOWMAN | SCREENER Highest-paid employee | 37.5 | $116,510 | $23,968 |
| CLENNIA BOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAVID CLEAVENGER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANET CRELIN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| HOLLY HILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DEB SANDERS | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| STEVEN SWEDLUND MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| ROLAND WINBURN | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DR ERIC WINSTON | ADVISORY COUNCIL CHAIRPERSON Trustee or director | 1 | $0 | $0 |
| VICKIE CARRAHER | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| CHERYL WHEELER | VICE-CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| MOLLY HELMLINGER PHD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JUDITH LAMUSGA ESQ | PAST CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 220 E MONUMENT AVE STE 200, DAYTON, OH 45402-1665
- Principal officer (990 for 2024)
- DOUGLAS MCGARRY, 40 W SECOND STREET 400, DAYTON, OH 45402
- Signed the 990
- DOUGLAS MCGARRY, EXECUTIVE DIRECTOR
- Phone
- (937) 341-3000
- Website
- WWW.INFO4SENIORS.ORG
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
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 accomplishments
- 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 RATEExpenses $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 SERVICESExpenses $7,054,850 · grants $8,027,875 · revenue $101,701
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 31-1361630
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $45,551,989
- Income (IRS master file)
- $74,910,785
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $74,910,785 | $74,411,201 | $45,551,989 | IRS |
| 990 | December 2023 | $52,654,051 | $51,091,492 | $40,078,439 | XML |
| 990 | December 2022 | $51,345,630 | $50,086,954 | $35,914,438 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1361630).
Questions about AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2
- What is the EIN of AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2?
- The employer identification number (EIN) of AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2 is 31-1361630.
- Is AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2 tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2 file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2 due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2?
- The 990 for the year ended December 31, 2024 names DOUGLAS MCGARRY.
- Who are the officers and directors of AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2?
- The 990 for the year ended December 31, 2024 lists 26 people; 12 received compensation from the organization, the highest $296,492 (DOUGLAS MCGARRY, EXEC. DIRECTOR/SECRETARY).
- How much revenue does AREA AGENCY ON AGING PLANNING AND SERVICE AREA 2 have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $74,910,785, expenses of $74,411,201 and total assets of $45,551,989 at year end.
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