2019-05-14T21:45:50-05:00 2018-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER ROAD SUITE 101 TEMPE AZ 85284 990 2017-07-01 742371957 AREA AGENCY ON AGING REGION ONE INC AREA 6022642255 1366 EAST THOMAS ROAD NO 108 PHOENIX AZ 85014 MARY LYNN KASUNIC PRESIDENT & CEO 6022642255 2019-05-14 1 COLETTE KAMPS CPA P00367616 4808394900 2019-05-13 207.224.185.194 2019-05-14 11:41:14 MS P 239DA935EF25998946D995861B83BFA297F1B835 437EB89A6D229CFD15E8B9CEBB95EE65D5431022 2017 2019-02-21 02:37:17Z MARY LYNN KASUNIC 1366 EAST THOMAS ROAD NO 108 PHOENIX AZ 85014 30756706 0 X AAAPHX.ORG X 1984 AZ TO PROVIDE SERVICES TO THE ELDERLY AND PERSONS WITH DISABILITIES. 16 15 151 400 -2382 -2382 29375180 29784194 214942 192692 38990 95450 40838 19621 29669950 30091957 16813363 16131760 0 0 8764325 8282682 0 0 0 3442148 4735002 29019836 29149444 650114 942513 15749057 16530638 5592040 5403764 10157017 11126874 X THE AREA AGENCY ON AGING, REGION ONE IS A PRIVATE NON-PROFIT ORGANIZATION THAT ADVOCATES, DEVELOPS AND DELIVERS ESSENTIAL SERVICES TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS, PERSONS WITH DISABILITIES, PEOPLE WITH HIV/AIDS, AND CAREGIVERS. 0 0 4271867 1373172 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. 4126669 4126669 ADULT DAY HEALTH CARE(ADHC): ADHC PROVIDES A SAFE PLACE FOR OLDER ADULTS AND ADULTS WITH DISABILITIES WHO NEED SUPERVISED CARE DURING THE DAY, ALLOWING 24-HOUR CAREGIVERS TO HAVE RESPITE FROM THEIR RESPONSIBILITIES OR WORKING CAREGIVERS TO HAVE PEACE OF MIND WHEN THEY CAN'T BE WITH THEIR LOVED ONE DURING THE DAY. LICENSED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES, ADULT DAY HEALTH CARE CENTERS OFFER SUPERVISION, PLANNED ACTIVITIES, PERSONAL CARE, PERSONAL SKILLS TRAINING, MEALS AND HEALTH MONITORING. MANY ALSO PROVIDE TRANSPORTATION. CARE IS AVAILABLE DURING THE WEEKDAYS, UP TO FIVE DAYS PER WEEK. 590 PERSONS WERE SERVED THROUGH ADULT DAY HEALTH CARE IN FY 2018. 4121836 3924690 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. A SACK LUNCH OR SNACK CAN ALSO BE DELIVERED ON FRIDAY FOR THE WEEKEND. 4,521 INDIVIDUALS RECEIVED 672,481 MEALS IN FY-2018. 13245026 6707229 216692 IN FY-18 THE AGENCY OFFERED OTHER PROGRAMS AND SERVICES SUCH AS 292,000 CONGREGATE MEALS TO 8,833 INDIVIDUALS; 329 CAREGIVERS RECEIVED RESPITE; 273 GRANDPARENTS RAISING GRANDCHILDREN RECEIVED SUPPORT; 4,418 SAIL CLIENTS RECEIVED HOMEMAKING, HOME HEALTH, HOME NURSING AND/OR PERSONAL CARE; 248 ELDERVENTION CLIENTS RECEIVED CLINICAL COUNSELING; 1,104 RECEIVED EDUCATION ABOUT MEDICATION MANAGEMENT, OPIOIDS AND SUICIDE; NEARLY 5,000 ADULTS WITH HIV RECEIVED CASE MANAGEMENT AND OTHER SUPPORT; 508 OLDER REFUGEES WERE ASSISTED BY THE MOSAIC PROGRAM; 1,200 INDIVIDUALS RECEIVED LEGAL ASSISTANCE; 2,495 COMPLAINTS WERE RESOLVED BY THE LONG TERM CARE OMBUDSMAN; 348 OLDER ADULTS PARTICIPATED IN HEALTH PROMOTION AND EXERCISE; 52 AMERICORPS MEMBERS SERVED 928 HOMEBOUND OLDER ADULTS; THE 24-HOUR SENIOR HELP LINE RESPONDED TO 43,000 CALLS AND 17,129 MEDICARE BENEFICIARIES RECEIVED HEALTHCARE COVERAGE GUIDANCE. 13245026 6707229 216692 25765398 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 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 0 1 0 0 0 1 56 0 151 1 1 1 0 0 0 0 0 0 0 0 0 X 16 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 AZ X THE ORGANIZATION 6022642255 1366 EAST THOMAS ROAD NO 108 PHOENIX AZ 85014 HARRY GAREWAL BOARD MEMBER 2.00 X 0 0 0 VIRGINIA GINTER BOARD MEMBER 2.00 X 0 0 0 JAMES MCDOUGALL BOARD MEMBER 2.00 X 0 0 0 PAM GOOD BOARD MEMBER 2.00 X 0 0 0 ELAINE STEWART BOARD MEMBER 2.00 X 0 0 0 KERRY HALCOMB BOARD MEMBER 2.00 X 0 0 0 BRIDGET O'BRIEN SWARTZ BOARD MEMBER 2.00 X 0 0 0 SANDRA MAYOL-KREISER BOARD MEMBER 2.00 X 0 0 0 JOHANNAH URIRI-GLOVER BOARD MEMBER 2.00 X 0 0 0 HENRY BLANCO BOARD MEMBER 2.00 X 0 0 0 ELTON BORDENAVE BOARD MEMBER 2.00 X 0 0 0 MICHELE MICHAELS SECRETARY 2.00 X X 0 0 0 CATHY SHUMARD TREASURER 2.00 X X 0 0 0 JEANNINE BERG VICE CHAIRMAN 2.00 X X 0 0 0 PAULINE WALLY CAMPBELL CHAIRMAN 2.00 X X 0 0 0 MARY LYNN KASUNIC PRESIDENT & CEO 40.00 X X 210416 0 22412 DAVID DIAZ CFO 40.00 X 161675 0 11301 372091 0 33713 2 0 1 0 0 28229545 1554649 29784194 MISCELLANEOUS PROGRAM FEES 900099 119662 119662 SCOTTSDALE CLIENT FEES 900099 40500 40500 EMERGENCY HUMAN SERVICES DES 900099 24248 24248 HOMECARE COST SHARE 900099 8282 8282 192692 60079 60079 27607 31986 -4379 -4379 -2382 -1997 668134 632763 35371 35371 35371 MANAGEMENT FEE - DOVES 900099 24000 24000 24000 30091957 216692 -2382 93453 16131760 16131760 411058 50632 360426 5989733 4388186 1601547 601025 439006 162019 776309 618153 158156 504557 356517 148040 8404 8404 250 250 12665 12665 1773253 1366985 406268 138637 115069 23568 720361 624446 95915 119585 93818 25767 210947 167284 43663 100441 100441 348246 146733 201513 163802 135956 27846 STIPENDS, TRAINING WAGE 641159 641159 MISCELLANEOUS EXPENSES 239310 175161 64149 REPAIRS AND MAINTENANCE 134059 111269 22790 EQUIPMENT RENTAL 100937 83778 17159 22946 19045 3901 29149444 25765398 3384046 0 2956057 3953502 2595254 2599971 5593550 4894264 44764 56163 8966898 5282579 3253592 3684319 1078265 1116980 215710 211869 11865 13570 15749057 16530638 473787 439112 3188783 3237975 1587 1587 1747088 1578173 180795 146917 5592040 5403764 X 9909016 10837118 248001 289756 10157017 11126874 15749057 16530638 X 942513 -37510 64854 X X 0 1 X 1 1 1 X 28751792 28248646 29274895 29375180 29784194 145434707 28751792 28248646 29274895 29375180 29784194 145434707 145434707 106321 108483 61913 88177 72668 437562 5829 765 3012 10121 0 19727 145891996 0.99690 0.99710 X 4278953 1042532 3236421 4687945 4240047 447898 3684319 SECURITY DEPOSITS 848 DUE TO AFFILIATES 51642 INTEREST RATE SWAP AGREEMENT 94427 146917 X 30225331 -37510 151563 -12665 101388 30123943 -31986 -31986 30091957 29320328 151563 31986 183549 29136779 12665 12665 29149444 PART X, LINE 2: THE ORGANIZATION RECOGNIZES UNCERTAINTY IN INCOME TAXES IN THE CONSOLIDATED FINANCIAL STATEMENTS WHEN IT IS MORE LIKELY-THAN-NOT THAT THE POSITIONS WILL NOT BE SUSTAINED UPON EXAMINATION BY THE TAX AUTHORITIES. AS OF JUNE 30, 2018, THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE CONSOLIDATED FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: INVESTMENT FEES NETTED WITH AUDITED TOTAL REVENUE -12,665. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE NETTED WITH REVENUE -31,986. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE 31,986. PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 12,665. 1 AAA FULL TRANSPORTATION SYSTEM PO BOX 591 TEMPE AZ 85280 860593914 131824 TRANSPORTATION AIRES LLC 2140 W GREENWAY RD SUITE 140 PHOENIX AZ 85023 260313193 58896 VARIOUS ARBOR ROSE SENIOR CARE LLC 6033 E ARBOR AVENUE MESA AZ 85206 201292099 598572 ADULT DAY HEALTH ARIZONA HARMONY HOME HEALTHCARE 5070 N 40TH STREET SUITE 120 PHOENIX AZ 85018 474443004 142865 HOME CARE ARIZONA YWCA METROPOLITAN PHOENIX 2999 N 44TH STREET SUITE 250 PHOENIX AZ 85018 860098936 501(C)(3) 495119 VARIOUS ATTENTIVE HOME HEALTH 3624 N 15TH AVENUE PHOENIX AZ 85015 861013908 1212835 HOME CARE AZ SENIOR CITIZEN'S LAW PROJECT INC 4146 N 12TH STREET PHOENIX AZ 85014 860426385 501(C)(3) 280636 LEGAL AZCEND PO BOX 591 CHANDLER AZ 85244 860428780 501 (3) 384806 VARIOUS BANNER HEALTH 275 E GERMANN ROAD GILBERT AZ 85297 450233470 501(C)(3) 235890 VARIOUS BENEVILLA PO BOX 8450 SURPRISE AZ 85374 860404687 501(C)(3) 564497 ADULT DAY CARE CHICANOS POR LA CASA INC 1112 E BUCKEYE ROAD PHOENIX AZ 85034 860227210 501(C)(3) 159481 VARIOUS CITY OF AVONDALE 11465 W CIVIC CENTER DRIVE AVONDALE AZ 85323 866000233 GOVERNMENT 313938 VARIOUS CITY OF BUCKEYE 530 E MONROE AVENUE BUCKEYE AZ 85326 866000236 GOVERNMENT 184010 VARIOUS CITY OF PHOENIX 200 W WASHINGTON STREET 18TH FL PHOENIX AZ 85003 866000256 GOVERNMENT 1890845 HOME DELIVERED MEALS CITY OF SURPRISE 16000 N CIVIC CENTER PLAZA SURPRISE AZ 85374 866007796 GOVERNMENT 55000 VARIOUS CITY OF TOLLESON 9555 W VAN BUREN STREET TOLLESON AZ 85353 866000264 GOVERNMENT 139621 VARIOUS DEVOTED GUARDIANS INC 1705 W RUBY DR 107 TEMPE AZ 85284 460673820 171097 VARIOUS DUETS PARTNERS IN HEALTH & AGING 10000 N 31ST AVENUE SUITE D200 PHOENIX AZ 85051 742370522 501(C)(3) 169600 VARIOUS EAST VALLEY ADULT RESOURCES INC 45 W UNIVERSITY DRIVE SUITE A MESA AZ 85201 942596075 501(C)(3) 984484 VARIOUS ENDREDY ENTERPRISES LLC DBA SYNERGY HOMECARE 1855 W BASELINE ROAD SUITE 202 MESA AZ 85202 202523234 225138 VARIOUS FOOTHILLS CARING CORPS INC 7275 EAST EASY STREET SUITE B103 CAREFREE AZ 85377 264341807 501(C)(3) 21630 HOME DELIVERED MEALS FRIENDLY HOUSE INC 113 W SHERMAN STREET PHOENIX AZ 85003 860120506 501(C)(3) 36992 HOME CARE FSL HOME IMPROVEMENTS INC 1201 E THOMAS ROAD PHOENIX AZ 85014 383649930 501(C)(3) 47616 VARIOUS FSL PROGRAMS 1201 E THOMAS ROAD PHOENIX AZ 85014 860411904 501(C)(3) 3111932 VARIOUS HOME INSTEAD SENIOR CARE 2412 W GREENWAY ROAD SUITE B-1 PHOENIX AZ 85023 811364417 27794 VARIOUS HONOR HEALTH 9229 N 4TH STREET PHOENIX AZ 85020 860117301 501(C)(3) 315232 ADULT DAY HEALTH CARE JEWISH FAMILY AND CHILDREN'S SERVICE 4747 N 7TH STREET SUITE 100 PHOENIX AZ 85014 860096781 501(C)(3) 70802 VARIOUS JUST FOR YOU TRANSPORTATION SERVICE INC PO BOX 21322 PHOENIX AZ 85036 860888646 97238 TRANSPORTATION KELSAR INC DBA SYNERGY HOMECARE 1050 N 69TH STREET SUITE 201 SCOTTSDALE AZ 85253 270660334 54311 VARIOUS KIKSTART INCORPORATED 9299 W OLIVE AVENUE SUITE 312 PEORIA AZ 85345 270545619 501(C)(3) 120803 HOME DELIVERED MEALS KIWANIS CLUB OF NEW RIVER 48606 N 17TH AVENUE NEW RIVER AZ 85087 860717959 501(C)(3) 108975 VARIOUS LIVE WELL SENIOR CARE LLC PO BOX 2769 MESA AZ 85214 812352748 148605 HOME CARE LUTHERAN SOCIAL SERVICES OF THE SOUTHWEST 10201 S 51ST STREET SUITE 180 PHOENIX AZ 85044 860252302 501(C)(3) 89950 HOME CARE MARC COMMUNITY RESOURCES INC 924 N COUNTRY CLUB DRIVE MESA AZ 85201 860137109 501(C)(3) 57325 VARIOUS MARICOPA COUNTY HUMAN SERVICES DEPARTMENT 234 N CENTRAL SUITE 3000 PHOENIX AZ 85004 866000472 GOVERNMENT 1373172 CASE MANAGEMENT MD HOME ASSIST 7500 N DREAMY DRAW DR SUITE 2000 PHOENIX AZ 85020 860740676 246628 VARIOUS MD HOME HEALTH 7500 N DREAMY DRAW DR SUITE 2000 PHOENIX AZ 85020 860649067 146101 HOME CARE OAKWOOD CREATIVE CARE INC PO BOX 1213 MESA AZ 85211 860575242 501(C)(3) 238753 VARIOUS RESCARE HOME CARE ARIZONA 960 W BEHREND DRIVE SUITE 3 PHOENIX AZ 85027 860800357 239108 VARIOUS SUNTREE CENTER LLC 4120 NORTH 20TH STREET SUITE H PHOENIX AZ 85016 473813275 276507 VARIOUS TEMPE COMMUNITY ACTION AGENCY 2146 E APACHE BLDVD TEMPE AZ 85281 860254820 501(C)(3) 310992 VARIOUS THE SALVATION ARMY 613 N 4TH AVENUE PHOENIX AZ 85003 941156347 501(C)(3) 376250 VARIOUS TOWN OF GILA BEND PO BOX A GILA BEND AZ 85337 860180960 GOVERNMENT 51660 VARIOUS TOWN OF GUADALUPE 9241 S AVENIDA DEL YAQUI GUADALUPE AZ 85283 860297728 GOVERNMENT 140033 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 210416 0 0 0 0 0 13949 0 8463 0 232828 0 0 0 DAVID DIAZ CFO 161675 0 0 0 0 0 10728 0 573 0 172976 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 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 AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: GAIN ON FAIR VALUE OF INTEREST RATE SWAP AGREEMENT 64,854. FORM 990, PART XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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