2022-05-13T17:50:27-05:00 2021-06-30 440160260 BKD LLP 77 WEST UNIVERSITY DRIVE MESA AZ 852015830 990 2020-07-01 742371957 AREA AGENCY ON AGING REGION ONE INC AREA 6022642255 1366 EAST THOMAS ROAD NO 108 PHOENIX AZ 85014 MARY LYNN KASUNIC PRESIDENT & CEO 4808394900 2022-05-13 1 MARY LYNN KASUNIC 999009999 KELLY M WHITE P00622256 4808346030 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z MARY LYNN KASUNIC 1366 EAST THOMAS ROAD NO 108 PHOENIX AZ 85014 38422908 0 X AAAPHX.ORG X 1984 AZ TO PARTNER WITH OUR COMMUNITY TO FOSTER INNOVATIVE PROGRAMS AND SERVICES TO ENRICH THE QUALITY OF LIFE FOR OLDER ADULTS, CAREGIVERS AND DIVERSE POPULATIONS. 17 16 145 175 2876 1876 34726379 38220874 128610 0 7700 135507 42197 56538 34904886 38412919 17797141 22590697 0 0 9962734 9917470 0 0 158348 5380337 5357338 33140212 37865505 1764674 547414 19580797 20334219 5277614 5316106 14303183 15018113 X THE AREA AGENCY ON AGING, REGION ONE IS A PRIVATE NON-PROFIT ORGANIZATION THAT PARTNERS WITH OUR COMMUNITY TO FOSTER INNOVATIVE PROGRAMS AND SERVICES TO ENRICH THE QUALITY OF LIFE FOR OLDER ADULTS, CAREGIVERS AND DIVERSE POPULATIONS. 0 0 5598010 2254400 CASE MANAGEMENT: CASE MANAGERS COORDINATE CARE, CONDUCT COMPREHENSIVE ASSESSMENTS, AND AUTHORIZE CLIENTS FOR HOME AND COMMUNITY-BASED SERVICES INCLUDING HOMECARE, MEALS, ADULT DAYCARE, AND RESPITE. THEY LINK CLIENTS TO COMMUNITY RESOURCES AND PROVIDE SUPPORT TO MEET THE PHYSICAL, ENVIRONMENTAL, SOCIAL AND EMOTIONAL NEEDS OF CLIENTS AND CAREGIVERS. 7,872 ON-GOING CLIENTS WERE SERVED. 3705024 3686173 HOME CARE: HOME CARE CONSISTS OF IN-HOME SERVICES PROVIDED TO OLDER ADULTS AND ADULTS WITH DISABILITIES, WHO NEED EXTRA ASSISTANCE WITH PERSONAL GROOMING AND HOMEMAKING TASKS. HOME CARE INCLUDES ATTENDANT CARE, HOMEMAKING, HOME HEALTH AID, HOME NURSING, AND PERSONAL CARE. SERVICES ARE PROVIDED BY TRAINED CAREGIVERS THROUGH A NETWORK OF PROVIDERS. SERVICES ALLOW THE CLIENT TO REMAIN SAFELY IN THE HOME FOR LONGER AND DECREASE SOCIAL ISOLATION. 4,488 CLIENTS RECEIVED SERVICE. 10297628 9699949 HOME-DELIVERED MEALS: HOME DELIVERED MEALS PROVIDE HOMEBOUND OLDER ADULTS AND ADULTS WITH DISABILITIES, WHO ARE UNABLE TO COOK OR PREPARE FOOD FOR THEMSELVES, A HOT, NUTRITIOUS MEAL EACH DAY, ALLOWING THEM TO STAY SAFE AND HEALTHY IN THEIR OWN HOME WITH ACCESS TO FOOD. PREPARED THROUGH A NETWORK OF CONTRACTED PROVIDERS, MEALS ARE USUALLY DELIVERED MID-DAY BY A CONSISTENT STAFF PERSON OR VOLUNTEER, ACTING AS A WELFARE CHECK AND A CONNECTION FOR MEAL RECIPIENTS WHO OFTEN LIVE ALONE OR ARE ISOLATED. SACK LUNCHES AND/OR FROZEN ENTREES CAN ALSO BE DELIVERED ON FRIDAY FOR THE WEEKEND. 9,167 INDIVIDUALS RECEIVED 1,376,078 MEALS. 14110765 6950175 35666 IN FY-21 THE AGENCY OFFERED OTHER PROGRAMS AND SERVICES SUCH AS 261,480 CONGREGATE MEALS TO 4,269 INDIVIDUALS; 450 CAREGIVERS RECEIVED RESPITE; 725 GRANDPARENTS RAISING GRANDCHILDREN RECEIVED SUPPORT; 145 ELDERVENTION CLIENTS RECEIVED CLINICAL COUNELING; 2,283 RECEIVED EDUCATION ABOUT MEDICATION MANAGEMENT, OPIOIDS AND SUICIDE; 517 OLDER REFUGEES WERE ASSISTED BY THE MOSAIC PROGRAM; 1,525 INDIVIDUALS RECEIVED LEGAL ASSISTANCE; 1,279 COMPLAINTS WERE RESOLVED BY THE LONG TERM CARE OMBUDSMAN; 188 OLDER ADULTS PARTICIPATED IN HEALTH PROMOTION AND EXERCISE; 35 AMERICORPS MEMBERS SERVED 971 HOMEBOUND OLDER ADULTS; THE 24-HOUR SENIOR HELP LINE RESPONDED TO 55,770 CALLS AND 13,110 MEDICARE BENEFICIARIES RECEIVED HEALTHCARE COVERAGE GUIDANCE. 14110765 6950175 35666 33711427 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 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 42 0 145 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 17 16 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X AREA AGENCY ON AGING REGION ONE INC 6022642255 1366 EAST THOMAS ROAD NO 108 PHOENIX AZ 85014 JEANNINE BERG BOARD MEMBER 2.00 X 0 0 0 ELTON BORDENAVE BOARD MEMBER 2.00 X 0 0 0 LUIS CRUZ BOARD MEMBER 2.00 X 0 0 0 VIRGINIA GINTER BOARD MEMBER 2.00 X 0 0 0 KERRY HALCOMB BOARD MEMBER 2.00 X 0 0 0 ANGELIA HILL BOARD MEMBER 2.00 X 0 0 0 MELISSA JOHNSON BOARD MEMBER 2.00 X 0 0 0 JAMES MCDOUGALL BOARD MEMBER 2.00 X 0 0 0 ALLIE PECKHAM BOARD MEMBER 2.00 X 0 0 0 CATHY SHUMARD BOARD MEMBER 2.00 X 0 0 0 JOHANNAH URIRI-GLOVER BOARD MEMBER 2.00 X 0 0 0 KAREN VANASKIE BOARD MEMBER 2.00 X 0 0 0 HARRY GAREWAL CHAIR 2.00 X X 0 0 0 ELAINE STEWART VICE CHAIR 2.00 X X 0 0 0 ANNA HERSHKOWITZ SECRETARY 2.00 X X 0 0 0 HENRY BLANCO TREASURER 2.00 X X 0 0 0 MARY LYNN KASUNIC PRESIDENT & CEO 40.00 X X 243413 0 24276 DAVID DIAZ CFO 40.00 X X 191807 0 12757 GERALDINE KROLOFF 40.00 X 133463 0 8975 ROBBIN COULON DIRECTOR OF LEGAL SERVICES 40.00 X 117570 0 16401 MELISSA ELLIOTT SR VP OF PROGRAM & SERVICES 40.00 X 120841 0 16465 807094 0 78874 8 0 1 0 PATRICK MCHUGH 6635 W HAPPY VALLEY GLENDALE AZ 85310 IT SERVICES 103139 1 36451684 1769190 38220874 135507 135507 30861 9989 20872 20872 2876 17996 MISCELLANEOUS 900099 35666 35666 35666 38412919 35666 2876 153503 22590697 22590697 656154 476365 44569 135220 7072502 5223196 1849306 429880 292666 130626 6588 1201258 990656 200492 10110 557676 423752 127494 6430 40000 40000 10521 10521 626580 613020 13560 122663 108894 13769 368781 234475 134306 303675 171846 131829 676541 332764 343777 153970 132609 21361 8315 163 8152 33389 33389 530031 81889 448142 210100 5220 204880 SUPPLIES 1872083 1740655 131428 OTHER OPERATING EXPENSE 271496 208603 62893 EQUIPMENT RENTAL 90184 62050 28134 TRAINING 33343 16948 16395 5666 4959 707 37865505 33711427 3995730 158348 3784036 5576056 2614605 2614881 0 5170792 6680068 656407 44937 32595 9573326 4825064 5183431 4748262 1080742 1368436 163240 162343 29738 4447 19580797 20334219 1755667 5316106 2741186 0 1587 0 685319 0 93855 0 5277614 5316106 X 13930391 14909946 372792 108167 14303183 15018113 19580797 20334219 547414 167516 0 X X 0 1 X 1 1 1 X 29375180 29784194 32226948 34726379 38220874 164333575 29375180 29784194 32226948 34726379 38220874 164333575 164333575 88177 72668 79636 60330 135507 436318 10121 1280 2557 2876 16834 164786727 0.99730 0.99760 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 366184 366184 4786304 1344744 3441560 4420838 3480320 940518 4748262 X 38661962 167516 82059 9989 259564 38402398 10521 10521 38412919 37947032 82059 9989 92048 37854984 10521 10521 37865505 PART X, LINE 2: AREA AGENCY ON AGING QUALIFIES AS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (IRC) AND, THEREFORE, THERE IS NO PROVISION FOR INCOME TAXES. IN ADDITION, AREA AGENCY ON AGING QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170 OF THE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. INCOME DETERMINED TO BE UNRELATED BUSINESS TAXABLE INCOME (UBTI) WOULD BE TAXABLE. THE SUBSIDIARIES ARE ORGANIZED AS ARIZONA LIMITED LIABILITY COMPANIES WITH AREA AGENCY ON AGING AS THE SOLE MEMBER OF EACH OF THESE SUBSIDIARIES. THE SUBSIDIARIES ARE DISREGARDED ENTITIES FOR TAX PURPOSES AND THE ACTIVITY AND BALANCES ARE REPORTED ON AREA AGENCY ON AGING'S TAX RETURN. THE ORGANIZATION RECOGNIZES UNCERTAIN TAX POSITIONS IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THANNOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2021, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES ASSOCIATED WITH INCOME TAX IN OPERATING EXPENSES. DURING THE YEAR ENDED JUNE 30, 2021, THE ORGANIZATION DID NOT HAVE ANY INCOME TAX RELATED INTEREST AND PENALTIES EXPENSE. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED WITH REVENUE 9,989. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES REPORTED WITH REVENUE 9,989. 1 AIRES LLC 2140 W GREENWAY ROAD SUITE 140 PHOENIX AZ 85023 260313193 113929 VARIOUS ALARYS HOME CARE 4250 N DRINKWATER BLVD 110 SCOTTSDALE AZ 85251 264025309 116342 VARIOUS ALL FAITH COMMUNITY SERVICES 214 S 5TH STREET BUCKEYE AZ 85326 542160931 30000 VARIOUS ARCADIA HOME CARE 2300 WARRENVILLE ROAD SUITE 100 DOWNERS GROVES IL 60515 823540239 126464 HOME CARE ARIZONA YWCA METROPOLITAN PHOENIX 2999 N 44TH STREET SUITE 250 PHOENIX AZ 85018 860098936 501(C)(3) 600634 VARIOUS ATTENTIVE HOME HEALTH 3624 N 15TH AVENUE PHOENIX AZ 85015 861013908 1293468 HOME CARE AZ SENIOR CITIZEN'S LAW PROJECT INC 4146 N 12TH STREET PHOENIX AZ 85014 860426385 501(C)(3) 285354 LEGAL AZCEND PO BOX 591 CHANDLER AZ 85244 860428780 501(C)(3) 422153 VARIOUS BANNER HEALTH 275 E GERMANN ROAD GILBERT AZ 85297 450233470 501(C)(3) 594649 VARIOUS BENEVILLA PO BOX 8450 SURPRISE AZ 85374 860404687 501(C)(3) 241282 ADULT DAY CARE CHICANOS POR LA CASA INC 1112 E BUCKEYE ROAD PHOENIX AZ 85034 860227210 501(C)(3) 151631 VARIOUS CITY OF AVONDALE 11465 W CIVIC EENTER DRIVE AVONDALE AZ 85323 866000233 GOVERNMENT 388934 VARIOUS CITY OF BUCKEYE 530 E MONROE AVENUE BUCKEYE AZ 85326 866000236 GOVERNMENT 256068 VARIOUS CITY OF PHOENIX 200 W WASHINGTON STREET 18TH FL PHOENIX AZ 85003 866000256 GOVERNMENT 5171144 HOME DELIVERED MEALS CITY OF SURPRISE 16000 N CIVIC CENTER PLAZA SURPRISE AZ 85374 866007796 GOVERNMENT 133475 VARIOUS CITY OF TOLLESON 9555 W VAN BUREN STREET TOLLESON AZ 85353 866000264 GOVERNMENT 145256 VARIOUS CRITICAL SIGNAL TECHNOLOGIES 27475 MEADOWBROOK RD NOVI MI 48377 205117627 64535 VARIOUS DEVOTED GUARDIANS INC 1705 W RUBY DRIVE 107 TEMPE AZ 85284 460673820 471641 VARIOUS DUETS PARTNERS IN HEALTH & AGING 10000 N 31ST AVENUE SUITE D200 PHOENIX AZ 85051 742370522 501(C)(3) 202100 VARIOUS EAST VALLEY ADULT RESOURCES INC 45 W UNIVERSITY DRIVE SUITE A MESA AZ 85201 942596075 501(C)(3) 1125558 VARIOUS ENDREADY ENTERPRISES LLC DBA SYNERGY HOMECARE 1855 W BASELINE ROAD SUITE 202 MESA AZ 85202 202523234 220435 VARIOUS FOOTHILLS CARING CORPS INC 7275 E EASY STREET SUITE B103 CAREFREE AZ 85377 264341807 501(C)(3) 107737 HOME DELIVERED MEALS FSL HOME IMPROVEMENTS INC 1201 E THOMAS ROAD PHOENIX AZ 85014 383649930 501(C)(3) 93003 VARIOUS FSL PROGRAMS 1201 E THOMAS ROAD PHOENIX AZ 85014 860411904 501(C)(3) 1705440 VARIOUS HOME SWEET HOMECARE AGENCY 64 E BROADWAY RD STE 200 TEMPE AZ 85282 842025900 240203 VARIOUS HONOR HEALTH 9229 N 4TH STREET PHOENIX AZ 85020 860117301 501(C)(3) 98173 ADULT DAY HEALTH CARE JEWISH FAMILY AND CHILDREN'S SERVICE 4747 N 7TH STREET SUITE 100 PHOENIX AZ 85014 860096781 501(C)(3) 9445 VARIOUS JUST FOR YOU TRANSPORTATION SERVICE INC PO BOX 21322 PHOENIX AZ 85036 860888646 189885 TRANSPORTATION KELSAR INC DBA SYNERGY HOMECARE 1050 N 69TH STREET SUITE 201 SCOTTSDALE AZ 85253 270660334 218786 VARIOUS KIKSTART INC 9299 W OLIVE AVENUE SUITE 312 PEORIA AZ 85345 270545619 501(C)(3) 70559 HOME DELIVERED MEALS KIWANIS CLUB OF NEW RIVER 48606 N 17TH AVENUE NEW RIVER AZ 85087 860717959 501(C)(3) 161474 VARIOUS LIVE WELL SENIOR CARE LLC PO BOX 2769 MESA AZ 85214 812352748 677610 HOME CARE MARC COMMUNITY RESOURCES INC 924 N COUNTRY CLUB DRIVE MESA AZ 85201 860137109 501(C)(3) 96635 VARIOUS MARICOPA COUNTY HUMAN SERVICES 234 N CENTRAL SUITE 3000 PHOENIX AZ 85004 866000472 GOVERNMENT 2254400 CASE MANAGEMENT MD HOME ASSIST 7500 N DREAMY DRAW DRIVE SUITE 2000 2000 PHOENIX AZ 85020 860740676 501(C)(3) 129481 VARIOUS MD HOME HEALTH 7500 N DREAMY DRAW DRIVE SUITE 2000 2000 PHOENIX AZ 85020 860649067 501(C)(3) 90257 HOME CARE MOM'S MEALS - PUR FOODS LLC 3210 SE CORPORATE WOODS DR ANKENY IA 50021 412096639 1101683 HOME DELIVERED MEALS OAKWOOD CREATIVE CARE INC PO BOX 1213 MESA AZ 85211 860575242 501(C)(3) 166035 VARIOUS RESCARE HOME CARE ARIZONA 960 W BEHREND DRIVE SUITE 3 PHOENIX AZ 85027 860800357 236902 VARIOUS ROJO PEST MANAGEMENT 4534 W SOLANO DRIVE GLENDALE AZ 85301 833102198 62015 VARIOUS SELRICO SERVICE 717 W ASHBY PLACE SAN ANTONIO TX 78212 742688702 36423 VARIOUS SUNTREE CENTER LLC 4120 N 20TH STREET SUITE H PHOENIX AZ 85016 473813275 501(C)(3) 101916 VARIOUS TEMPE COMMUNITY ACTION AGENCY 2146 E APACHE BLDVD TEMPE AZ 85281 860254820 501(C)(3) 489000 VARIOUS THE SALVATION ARMY 613 N 4TH AVENUE PHOENIX AZ 85003 941156347 501(C)(3) 533160 VARIOUS TOWN OF GILA BEND PO BOX A GILA BEND AZ 85337 860180960 GOVERNMENT 69462 VARIOUS TOWN OF GUADALUPE 9241 S AVENIDA DEL YAQUI GUADALUPE AZ 85283 860297728 GOVERNMENT 195672 VARIOUS VALLEY CENTER OF THE DEAF 5025 E WASHINGTON STREET SUITE 11 PHOENIX AZ 85034 860100880 501(C)(3) 19543 SIGN LANGUAGE YOUR ANGEL ON DUTY 10809 S BANNOCK STREET PHOENIX AZ 85044 454745611 87487 VARIOUS PART I, LINE 2: THE GRANT FUNDS ARE MONITORED ON A CONSTANT BASIS THROUGHOUT THE GRANT PERIOD. FUNDS ARE DISBURSED ON A REIMBURSEMENT METHOD USING A MONTHLY CLAIM FORM. EACH ORGANIZATION IS MONITORED BY A PROGRAM MANAGER WITH PERIODIC CHECKS FOR UNITS OF SERVICE, CLIENT FILES AND PROGRAM EXPENDITURES. ALSO, COPIES OF THE AGENCIES' SINGLE AUDITS (IF APPLICABLE) ARE OBTAINED AND REVIEWED AS REQUIRED. X 0 0 0 0 0 0 0 0 0 MARY LYNN KASUNIC PRESIDENT & CEO 243413 0 0 0 0 0 15537 0 8739 0 267689 0 0 0 DAVID DIAZ CFO 191807 0 0 0 0 0 12213 0 544 0 204564 0 0 0 PART I, LINE 3 ANNUALLY. THE CEO IS REVIEWED FOR COMPENSATION ADJUSTMENT ON AN ANNUAL BASIS BASED ON AVAILABLE FUNDING SOURCES. FORM 990, PART IV, LINE 12B THE AUDITED FINANCIAL STATEMENTS WERE PREPARED ON A CONSOLIDATED BASIS WITH FIVE SINGLE-MEMBER LLCS. ALL OF THE ACTIVITY IS REPORTED ON THIS FORM 990. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE 990 WAS PROVIDED TO THE FINANCE & AUDIT COMMITTEE PRIOR TO FILING FOR REVIEW AND ALL QUESTIONS WERE ANSWERED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTANTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST FORM 990, PART VI, SECTION B, LINE 15 KEY EMPLOYEES ARE REVIEWED FOR COMPENSATION ADJUSTMENT ON AN ANNUAL BASIS BASED ON AVAILABLE FUNDING SOURCES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION GENERALLY MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. 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