2021-11-15T12:38:44-06:00 2020-12-31 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2020-01-01 341620774 WESTERN RESERVE AREA AGENCY ON AGING WEST 2166218010 1700 E 13TH STREET NO 114 CLEVELAND OH 44114 CHRISTOPHER HALL CFO 2166218010 2021-11-12 1 CHRISTOPHER HALL 999009999 CATHLEEN S LORENZ P00063640 8002291099 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z CHRISTOPHER HALL 1700 E 13TH STREET NO 114 CLEVELAND OH 44114 77134611 0 X WWW.AREAAGINGSOLUTIONS.ORG X 1976 OH WE PROVIDE CHOICES FOR PEOPLE TO LIVE INDEPENDENTLY IN THE PLACE THEY WANT TO CALL HOME. 23 23 350 3 0 0 51238953 56854018 18141159 20025739 641 1019 174815 253835 69555568 77134611 43371 0 0 0 22607736 24540883 0 0 0 46462802 51676648 69113909 76217531 441659 917080 14996996 21602074 9273635 14961633 5723361 6640441 X THE MISSION OF THE WRAAA IS TO EMPOWER AND SUPPORT AGING INDIVIDUALS AND PEOPLE WITH DISABILITIES TO ACHIEVE WELLNESS, INDEPENDENCE AND DIGNITY THROUGH STRATEGIC PARTNERSHIPS, ADVOCACY AND QUALITY SERVICES. 0 0 40191869 452591 PASSPORT IS A MEDICAID WAIVER WHICH ALLOWS INDIVIDUALS WITH CHRONIC CONDITIONS AND DISABILITIES TO RECEIVE ASSESSMENT, CASE MANAGEMENT AND IN-HOME CARE SERVICES IN THEIR HOMES AND COMMUNITIES RATHER THAN INTERMEDIATE CARE FACILITIES, LONG TERM CARE FACILITIES, OR HOSPITALS. THESE WAIVERS ALSO ALLOW INDIVIDUALS TO HAVE MORE CONTROL OVER THEIR CARE AND REMAIN ACTIVE IN THEIR COMMUNITY. 18023205 19349467 MYCARE OHIO PROGRAM PROVIDES INTEGRATED AND MANAGED CARE SERVICES FOR THE AGED AND DISABLED POPULATIONS DUALLY ELIGIBLE FOR BOTH MEDICARE AND MEDICAID BENEFITS. 9372800 469796 TITLE III C NUTRITION SERVICES IS A NUTRITION PROGRAM THAT PROVIDES MEALS AND SOCIALIZATION TO OLDER ADULTS IN CONGREGATE SETTINGS SUCH AS SENIOR CENTERS AND MEALS TO FRAIL OLDER ADULTS IN THEIR HOMES. THE PURPOSE OF THE PROGRAM IS TO REDUCE HUNGER AND FOOD INSECURITY, PROMOTE SOCIALIZATION AND PROVIDE NUTRITIOUS MEALS TO THE HOMEBOUND. DURING 2020, WRAAA PROVIDED APPROXIMATELY 1,041,000 UNITS OF HOME DELIVERED MEALS AND 291,000 UNITS OF CONGREGATE MEALS. 2406121 7720 TITLE III B INCLUDES SUPPORT SERVICES AND THE ADULT AND DISABILITY RESOURCE NETWORK (ADRN). SUPPORT SERVICES PROVIDES A RANGE OF SOCIAL SERVICES AIMED AT HELPING OLDER ADULTS REMAIN INDEPENDENT IN THEIR OWN HOMES AND COMMUNITIES. FUNDS MUST SUPPORT ACCESS TO SERVICES, IN-HOME SERVICES AND LEGAL ASSISTANCE. THE ADRN IS A TRUSTED INFORMATION NETWORK PROVIDING ASSISTANCE, ACCESS AND COST EFFECTIVE CHOICES TO ADULTS OF ALL INCOMES, AGES AND ABILITIES. EACH ADRN PARTNER DEVELOPS FORMAL PARTNERSHIPS THAT WILL ASSIST CONSUMERS AS THEY TRANSITION FROM ONE CARE SETTING OR PUBLIC PROGRAM PAYER TO ANOTHER. ADRN SERVICES ARE DESIGNED TO CREATE COMMUNITY LIVING OPTIONS FOR CONSUMERS AND INCLUDE: SPECIALIZED INFORMATION AND ASSISTANCE, INFROMATION AND REFERRALS, BENEFIT ASSISTANCE, OPTIONS COUNSELING AND SPECIALIZED CARE COORDINATION. WRAAA PROVIDED MORE THAN 41,000 TRANSPORTATION UNITS FOR LOCAL AGING SERVICES, NATIONAL FAMILY CAREGIVER PROGRAM, AND THE TRADITIONAL OAA TRANSPORTATION SERVICES. IN ADDITION, THE AGENCY PROVIDED GREATER THAN 10,000 UNITS FOR INFORMATION, REFERRAL, AND ASSISTANCE WITHIN THE 5 COUNTY REGION. 2406121 7720 69993995 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 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 0 1 1 1 0 0 1 408 0 1 350 1 0 0 0 0 0 0 0 0 0 0 0 0 X 23 23 0 0 0 0 1 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X CHRISTOPHER HALL CFO 2166218010 1700 E 13TH STREET NO 114 CLEVELAND OH 44114 TOM THACKER II PRESIDENT 1.00 X X 0 0 0 ANDREW JACKSON VICE PRESIDENT 1.00 X X 0 0 0 GERALDINE FINEBERG-SIEGAL SECRETARY 1.00 X X 0 0 0 SAM THOMAS III ESQ BOARD TREASURER 1.00 X X 0 0 0 DANIEL BLECHSCHMID PAST PRESIDENT 1.00 X X 0 0 0 FRANK A WEGLARZ CHAIR FIVE COUNTY 1.00 X X 0 0 0 DALE A NOWAK ESQ GENERAL COUNSEL 1.00 X 0 0 0 EDWARD A MCKINNEY TRUSTEE 1.00 X 0 0 0 ELEANOR STEIGMAN TRUSTEE 1.00 X 0 0 0 FLOSSIE L BRISKER TRUSTEE 1.00 X 0 0 0 GEORGIA ANETZBERGER PHD TRUSTEE 1.00 X 0 0 0 HARVEY SHANKMAN TRUSTEE 1.00 X 0 0 0 HELENE R STONE TRUSTEE 1.00 X 0 0 0 JAMES W CAMPBELL TRUSTEE 1.00 X 0 0 0 KELLY HRABAK TRUSTEE 1.00 X 0 0 0 KRISTEN WHITEMAN TRUSTEE 1.00 X 0 0 0 PAULETTE MCMONAGLE TRUSTEE 1.00 X 0 0 0 RICHARD DOERR TRUSTEE 1.00 X 0 0 0 RITA ANDOLSEN TRUSTEE 1.00 X 0 0 0 ROBERT L ROYER TRUSTEE 1.00 X 0 0 0 SHAWN DOUGLAS TRUSTEE 1.00 X 0 0 0 SUE BIAGIANTI TRUSTEE 1.00 X 0 0 0 TAYLORIA ANDERSON TRUSTEE 1.00 X 0 0 0 WILLIAM B LEAHY ESQ TRUSTEE 1.00 X 0 0 0 WILLIAM ZAFIRAU TRUSTEE 1.00 X 0 0 0 E DOUGLAS BEACH CHIEF EXECUTIVE OFFICER 40.00 X 337916 0 42789 CHRISTOPHER HALL CHIEF FINANCIAL OFFICER 40.00 X 237156 0 37427 SHEILA DESSAU SENIOR DIRECTOR OF CLINICA 40.00 X 173147 0 20319 JUNE TAYLOR CHIEF OF PEOPLE 40.00 X 179707 0 11394 FATIMA PERKINS DIRECTOR OF COMMUNITY OUTR 40.00 X 133709 0 17814 JOSEPH BENNY DIRECTOR OF COMMUNICATIONS 40.00 X 137689 0 2065 HEATHER KELLY DIRECTOR IT AND CYBER SECU 40.00 X 145683 0 12935 MARY LIPOVAN DIRECTOR OF PUBLIC HEALTH & TRANSITIONAL CARE 40.00 X 141451 0 19328 TERRI FOSTER DIRECTOR OF AGING, DISABIL 40.00 X 130982 0 30623 1617440 0 194694 14 0 1 0 GREATER CLEVELAND FOOD BANK 15500 S WATERLOO ROAD CLEVELAND OH 44110 CONGREGATE & HOME DELIVERED MEALS 3016517 VALLEY SERVICES INC PO BOX 742992 ATLANTA GA 30374 CONGREGATE & HOME DELIVERED MEALS 1536744 BBF IMPACT GROUP 16781 CHAGRIN BLVD 456 SHAKER HEIGHTS OH 44120 CONGREGATE & HOME DELIVERED MEALS 1235050 THE NUTRITION GROUP 580 WENDEL ROAD IRWIN PA 15642 CONGREGATE & HOME DELIVERED MEALS 1013498 CASLEO CORP DBA GLOBAL MEALS 2761 EAST FORTH AVENUE COLUMBUS OH 43219 CONGREGATE & HOME DELIVERED MEALS 877311 127 56851500 2518 56854018 BILLED SERVICES 900099 19100603 19100603 PROGRAM INCOME 900099 469796 469796 CLIENT CO-PAYMENTS 900099 452591 452591 TRAINING/WORKSHOP 900099 2749 2749 20025739 1019 1019 MISCELLANEOUS 900099 248866 248866 OTHER GRANTS 900099 4969 4969 253835 77134611 20279574 0 1019 1812134 1571346 240788 18225313 15803614 2421699 392910 340702 52208 2647303 2295541 351762 1463223 1268796 194427 306425 306425 44000 44000 69962 69962 1393219 1180371 212848 1663809 1442730 221079 167577 127151 40426 108328 93934 14394 39729 39729 373330 373330 82640 71659 10981 AGING SERVICES 46863537 45798151 1065386 CONTRACT SERVICES 482510 482510 DUES 76082 76082 FEES FOR SERVICE 5500 5500 76217531 69993995 6223536 0 2400 2400 4350919 13606228 6827998 4725495 1000000 10298 10286 520277 234207 4214916 2343537 2244709 1871379 1000000 40395 152079 14996996 21602074 1367942 7890134 5433511 1289722 2234726 798031 596552 3922650 384429 317571 9273635 14961633 X 5695225 6614851 28136 25590 5723361 6640441 14996996 21602074 917080 0 X X 0 1 X 1 1 1 X 44496184 49288729 49789740 51256675 56854018 251685346 44496184 49288729 49789740 51256675 56854018 251685346 251685346 757 533 680 641 1019 3630 -7749 29882 33 14848 37014 44743 227751 107438 142245 253835 776012 252502002 88391084 0.99680 0.99560 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 0 0 0 0 1 180000 0 0 180000 0 PART II-B, LINE 1: MEETINGS WITH LEGISLATIVE REPRESENTATIVES AND/OR THEIR STAFF TO DISCUSS POSITIONS ON FUNDING AND/OR POSSIBLE FUNDING ISSUES THAT PERTAIN TO THE POPULATIONS SERVED THROUGH OUR MISSION. 1284101 435673 848428 1841098 1509037 332061 1089717 398827 690890 1871379 DEFERRED LEASE INCENTIVES 317571 317571 X PART X, LINE 2: WRAAA ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP, WHICH REQUIRES RECOGNITION AND DISCLOSURE RELATED TO UNCERTAIN TAX POSITIONS. AS OF AND DURING THE YEAR ENDED DECEMBER 31, 2020, WRAAA DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. X X 0 0 0 0 0 0 0 0 0 E DOUGLAS BEACH CHIEF EXECUTIVE OFFICER 337916 0 0 0 0 0 14912 0 27877 0 380705 0 0 0 CHRISTOPHER HALL CHIEF FINANCIAL OFFICER 237156 0 0 0 0 0 11858 0 25569 0 274583 0 0 0 SHEILA DESSAU SENIOR DIRECTOR OF CLINICA 173147 0 0 0 0 0 8599 0 11720 0 193466 0 0 0 JUNE TAYLOR CHIEF OF PEOPLE 179707 0 0 0 0 0 8698 0 2696 0 191101 0 0 0 TERRI FOSTER DIRECTOR OF AGING, DISABIL 130982 0 0 0 0 0 5850 0 24773 0 161605 0 0 0 MARY LIPOVAN DIRECTOR OF PUBLIC HEALTH & TRANSITI 141451 0 0 0 0 0 7073 0 12255 0 160779 0 0 0 HEATHER KELLY DIRECTOR IT AND CYBER SECU 145683 0 0 0 0 0 1950 0 10985 0 158618 0 0 0 FATIMA PERKINS DIRECTOR OF COMMUNITY OUTR 133709 0 0 0 0 0 6685 0 11129 0 151523 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS OF THE ORGANIZATION ARE ITS TRUSTEES. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS DISTRIBUTED TO THE AUDIT COMMITTEE VIA EMAIL FOR REVIEW PRIOR TO FILING THE FORM. OBTAIN FORMAL APPROVAL FROM THE AUDIT COMMITTEE AFTER FILING THE FORM. FORM 990, PART VI, SECTION B, LINE 12C ADMINISTRATION ASSISTANT ASSURES THAT CONFLICT OF INTEREST STATEMENTS ARE FILLED OUT ANNUALLY BY ALL BOARD MEMBERS. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION COMMITTEE REVIEWS SALARY EACH YEAR AND MAKES RECOMMENDATION TO FULL BOARD. SALARY SURVEYS OF LIKE POSITIONS ARE DONE EVERY THREE TO FIVE YEARS. FORM 990, PART VI, SECTION C, LINE 19 THE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990. PART X, LINE 24 ON AUGUST 27, 2020, THE ORGANIZATION QUALIFIED FOR AND RECEIVED A LOAN PURSUANT TO THE PAYCHECK PROTECTION PROGRAM, A PROGRAM IMPLEMENTED BY THE SMALL BUSINESS ADMINISTRATION UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT. THE PRINCIPAL AMOUNT OF THE LOAN WAS $3,922,650. THE LOAN BEARS INTEREST AT A FIXED RATE OF 1.0% PER ANNUM, HAS A TWO YEAR TERM, IS UNSECURED AND GUARANTEED BY THE SMALL BUSINESS ADMINISTRATION. THE PRINCIPAL AND INTEREST ARE ELIGIBLE FOR FORGIVENESS UNDER THE PAYCHECK PROTECTION PROGRAM UPON MEETING THE PERFORMANCE REQUIREMENTS OF PROGRAM. THE ORGANIZATION INTENDS TO APPLY FOR THE MAXIMUM FORGIVENESS OF THE PPP LOAN. THE ORGANIZATION WAS NOTIFIED ON OCTOBER 8, 2021 THAT THE LOAN HAD BEEN FORGIVEN IN FULL. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. WESTERN RESERVE AREA AGENCY ON AGING FOUNDATION 1700 E 13TH STREET NO 114 CLEVELAND OH 44114 821317285 SUPPORTING ORGANIZATION OH 501(C)(3) LINE 12A, I WESTERN RESERVE AREA AGENCY ON AGING 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 WESTERN RESERVE AREA AGENCY ON AGING FOUNDATION N SEE SUPPLEMENTAL INFORMATION WESTERN RESERVE AREA AGENCY ON AGING FOUNDATION O SEE SUPPLEMENTAL INFORMATION WESTERN RESERVE AREA AGENCY ON AGING FOUNDATION P SEE SUPPLEMENTAL INFORMATION WESTERN RESERVE AREA AGENCY ON AGING FOUNDATION Q SEE SUPPLEMENTAL INFORMATION SCHEDULE R: PART V: SECTION 2: LINES 1-4 WESTERN RESERVE AREA AGENCY ON AGING AND WESTERN RESERVE AREA AGENCY ON AGING FOUNDATION SHARE THEIR PAID EMPLOYEES, AS WELL AS SHARING THEIR FACIILITES, EQUIPMENT AND OTHER ASSETS. EXPENSES ARE PAID AND REIMBURSED AMONGST THE ENTITIES THROUGHOUT THE YEAR.