2017-04-26T17:01:34-05:00 2016-06-30 860133881 HENRY & HORNE LLP 2055 E WARNER RD STE 101 TEMPE AZ 85284 990 2015-07-01 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 2017-04-20 1 COLETTE KAMPS CPA P00367616 4808394900 2017-04-18 2015 2021-01-29 14:40:06Z MARY LYNN KASUNIC 1366 EAST THOMAS ROAD NO 108 PHOENIX AZ 85014 31890279 0 X AAAPHX.ORG X 1984 AZ TO PROVIDE SERVICES TO THE ELDERLY AND PERSONS WITH DISABILITIES. 14 14 171 260 3012 13788 28248686 29274895 466693 67600 108483 45938 765 118223 28824627 29506656 25309972 16961172 0 0 2049340 8975564 0 0 137452 1442650 3350296 28801962 29287032 22665 219624 14259188 14367403 5746179 5013058 8513009 9354345 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 4501364 4303507 HOME-DELIVERED MEALS: HOME-DELIVERED MEALS PROVIDE HOMEBOUND INDIVIDUALS WITH A NUTRITIOUS, HOT MEAL EACH DAY. THIS SERVICE IS AVAILABLE TO OLDER ADULTS AND YOUNGER ADULTS WITH A DISABILITY, WHO ARE UNABLE TO PREPARE OR OBTAIN MEALS FOR THEMSELVES DURING A PERIOD OF NEED. HOME-DELIVERED MEALS ASSIST HOMEBOUND INDIVIDUALS IN LEADING HEALTHFUL, WHOLESOME, AND SELF-SUFFICIENT LIVES. IN ADDITION TO A NUTRITIOUS MEAL, THE SERVICE ALSO PROVIDES A DAILY VISIT TO CHECK ON THE INDIVIDUAL'S CONDITION AND SAFETY. 4353973 1631685 CASE MANAGEMENT: CASE MANAGERS ASSIST INDIVIDUALS WITH OBTAINING BASIC NEEDS AND SERVICES, INCLUDING EDUCATIONAL, RECREATIONAL, CULTURAL, HEALTH AND SOCIAL SERVICES. 4295171 4295171 ADULT DAY HEALTH CARE(ADHC): ADHC OFFERS CARE AND SUPERVISED ACTIVITIES DURING THE DAY FOR SENIORS AND ADULTS WITH DISABILITIES, ALLOWING CAREGIVERS TO TAKE TIME OFF FROM THEIR RESPONSIBILITIES. ADHC IS A SERVICE THAT WORKING CAREGIVERS CAN DEPEND ON. LICENSED BY THE ARIZONA DEPARTMENT OF HEALTH SERVICES, ADHC CENTERS OFFER SUPERVISION, PLANNED ACTIVITIES, PERSONAL CARE, PERSONAL SKILLS TRAINING, MEALS AND HEALTH MONITORING. CARE IS AVAILABLE DURING THE DAY, FOR AS MANY AS FIVE DAYS A WEEK. MOST CENTERS CAN PROVIDE TRANSPORTATION IF NEEDED. 13137570 6730809 182811 OTHER PROGRAMS INCLUDE, BUT ARE NOT LIMITED TO, HOMECARE, CONGREGATE MEALS, HEALING @ HOME, RESPITE, MULTIPURPOSE CENTER OPERATIONS, COMMUNITY EDUCATION AND INFORMATION, OMBUDSMAN, AND INFORMATION AND REFERRAL. 13137570 6730809 182811 26288078 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 30 0 171 1 1 1 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ X THE ORGANIZATION 6022642255 1366 EAST THOMAS ROAD NO 108 PHOENIX AZ 85014 PAM GOOD 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 JAMES MCDOUGALL BOARD MEMBER 2.00 X 0 0 0 SANDRA MAYOL-KREISER BOARD MEMBER 2.00 X 0 0 0 CATHY SHUMARD BOARD MEMBER 2.00 X 0 0 0 LISA LEVEQUE BOARD MEMBER 2.00 X 0 0 0 JOHANNAH URIRI-GLOVER BOARD MEMBER 2.00 X 0 0 0 ALBERT PAGE BOARD MEMBER 2.00 X 0 0 0 LARRY MITCHELL UNTIL NOVEMBER 2015 BOARD MEMBER 2.00 X 0 0 0 JEFF WEIAND TREASURER 4.00 X X 0 0 0 MICHELE MICHAELS SECRETARY 4.00 X X 0 0 0 JEANNINE BERG VICE CHAIRMAN 4.00 X X 0 0 0 PAULINE CAMPBELL CHAIRMAN 4.00 X X 0 0 0 MARY LYNN KASUNIC PRESIDENT & CEO 40.00 X 195397 0 21209 DAVID DIAZ CFO 40.00 X 153517 0 10534 GERALDINE R KROLOFF VP COMMUNICATIONS 40.00 X 107053 0 15117 DEBORAH H ELLIOT VP CLIENT SERVICES 40.00 X 101199 0 14756 557166 0 61616 4 0 1 0 0 28426148 848747 29274895 SCOTTSDALE CLIENT FEES 900099 34888 34888 EMERGENCY HUMAN SERVICES DES 900099 22167 22167 HOMECARE COST SHARE 900099 10545 10545 67600 41505 41505 58813 36167 22646 22646 19634 3012 2351889 2347456 4433 4433 4433 MISCELLANEOUS INCOME 900099 59794 59794 INSURANCE DEDUCTIBLES 900099 23783 23783 MANAGEMENT FEE- DOVES 900099 12000 12000 95577 29506656 182811 3012 45938 16961172 16961172 390258 220927 169331 6537220 5049692 1378801 108727 446376 351578 87949 6849 1062342 878035 173260 11047 539368 415592 115680 8096 174794 174794 34000 34000 11385 11385 389323 310174 79149 251883 251161 722 452082 404991 47038 53 191117 83641 107476 286139 215527 69698 914 21588 19484 2104 270296 105109 165187 147243 132893 14350 STIPENDS, TRAINING WAGE 486114 486114 MICELLANEOUS EXPENSES 327540 187848 137926 1766 REPAIRS AND MAINTENANCE 125328 113114 12214 EQUIPMENT RENTAL 72015 64997 7018 109449 36029 73420 29287032 26288078 2861502 137452 5916432 3956272 2591527 5083092 4438339 32483 29056 7181878 5064659 2051020 2117219 1078015 1141765 145611 34396 11364 14259188 14367403 554008 471891 2688442 3124573 939471 3443 1216874 1125705 347384 287446 5746179 5013058 X 8551901 9207299 -38892 147046 8513009 9354345 14259188 14367403 X 219624 -73471 695183 0 X X 0 1 X 1 1 1 X 29641790 27639792 28751792 28248646 29274895 143556915 29641790 27639792 28751792 28248646 29274895 143556915 143556915 9525 66814 106321 108483 41505 332648 5226 3373 5829 765 3012 18205 143907768 0.99760 0.99700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2279028 823955 1455073 223017 77693 145324 4679833 4163011 516822 2117219 SECURITY DEPOSITS 2573 DUE TO AFFILIATES 33355 INTEREST RATE SWAP AGREEMENT 251518 287446 X 29517808 -73471 59841 -11385 -25015 29542823 -36167 -36167 29506656 29371655 59841 36167 96008 29275647 11385 11385 29287032 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, 2016, 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 PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSE NETTED WITH REVENUE PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES NETTED WITH REVENUE PART XII, LINE 4B - OTHER ADJUSTMENTS: INVESTMENT FEES 1 AAA FULL TRANSPORTATION SERVICES PO BOX 591 TEMPE AZ 85280 860593914 83484 TRANSPORTATION AIRES LLC 824 E FT LOWELL ROAD TUSCON AZ 85719 260313193 51458 VARIOUS ALZHEIMER'S ASSOCIATION 1028 E MCDOWELL ROAD PHOENIX AZ 85006 860402582 501(C)(3) 15700 CAREGIVER ARBOR ROSE SENIOR CARE LLC 6033 E ARBOR AVENUE MESA AZ 85206 201292099 795520 ADULT DAY HEALTH ATTENTIVE HOME HEALTH 3624 N 15TH AVENUE PHOENIX AZ 85015 861013908 1032779 HOME CARE CITY OF AVONDALE 11465 W CIVIC CENTER DRIVE AVONDALE AZ 85323 866000233 GOVERNMENT 302014 VARIOUS AZ BIO CLEAN UP AND RESTORATION PO BOX 11748 TEMPE AZ 85284 680608189 68515 CLEAN-UPS AZ SENIOR CITIZEN'S LAW PROJECT 1818 S 16TH STREET PHOENIX AZ 85034 860426385 501(C)(3) 268880 LEGAL BANNER HEALTH 2901 N CENTRAL AVENUE SUITE 160 PHOENIX AZ 85012 450233470 501(C)(3) 258274 VARIOUS BENEVILLA PO BOX 8450 SURPRISE AZ 85374 860404687 501(C)(3) 630231 ADULT DAY CARE TOWN OF BUCKEYE 201 E CENTRE AVENUE BUCKEYE AZ 85326 866000236 GOVERNMENT 189246 VARIOUS CHANDLER CHRISTIAN COMMUNITY CENTER 345 S CALIFORNIA STREET CHANDLER AZ 85244 860428780 501(C)(3) 376250 VARIOUS CHICANOS POR LA CASA 1112 E BUCKEYE ROAD PHOENIX AZ 85034 860227210 501(C)(3) 150598 VARIOUS DUETS PARTNERS IN HEALTH AND AGING 555 W GLENDALE AVENUE PHOENIX AZ 85021 742370522 501(C)(3) 154300 VARIOUS EAST VALLEY SENIOR SERVICES 45 W UNIVERSITY DRIVE MESA AZ 85201 942596075 501(C)(3) 953938 VARIOUS EAST EASTER SEALS ARIZONA PO BOX 8998 MESA AZ 85214 205323629 501(C)(3) 218286 HOME CARE FOOTHILLS CARING CORPS PO BOX 5892 CAREFREE AZ 85377 264341807 501(C)(3) 40499 HOME DELIVERED MEALS FRIENDLY HOUSE PO BOX 3695 PHOENIX AZ 85030 860102506 501(C)(3) 214908 HOME CARE FSL HOME IMPROVEMENTS INC 1201 E THOMAS ROAD PHOENIX AZ 85014 383649930 501(C)(3) 195162 VARIOUS FSL PROGRAMS 1201 E THOMAS ROAD PHOENIX AZ 85014 860411904 501(C)(3) 2895670 VARIOUS TOWN OF GILA BEND PO BOX 439 GILA BEND AZ 85337 860180960 GOVERNMENT 51660 VARIOUS TOWN OF GUADALUPE 9241 S AVENIDA DEL YAQUI GUADALUPE AZ 85283 860297728 GOVERNMENT 142266 VARIOUS HOMEINSTEAD SENIOR CARE 2412 W GREENWAY ROAD PHOENIX AZ 85023 869037980 218337 VARIOUS JEWISH FAMILY AND CHILDREN'S SERVICES 4747 N 7TH STREET PHOENIX AZ 85014 860096781 501(C)(3) 112262 VARIOUS JOHN C LINCOLN HEALTH NETWORK 303 E EVA STREET PHOENIX AZ 85020 860117301 501(C)(3) 270907 ADULT DAY HEALTH CARE JUST FOR YOU TRANSPORTATION PO BOX 21322 PHOENIX AZ 85036 860888646 74465 TRANSPORTATION KIKSTART INC 17220 N BOSWELL BOULEVARD SUN CITY AZ 85373 542155503 501(C)(3) 135328 HOME DELIVERED MEALS LUTHERAN SOCIAL MINISTRIES 5049 E BROADWAY BOULEVARD TUCSON AZ 85711 860252302 501(C)(3) 56609 VARIOUS MARC COMMUNITY RESOURCES INC 924 N COUNTRY CLUB DRIVE MESA AZ 85201 860137109 501(C)(3) 58322 VARIOUS MARICOPA COUNTY DEPARTMENT OF HUMAN SERVICES 234 N CENTRAL AVENUE PHOENIX AZ 85004 866000472 GOVERNMENT 1505113 CASE MANAGEMENT MD ASSISTED LIVING 7310 N 16TH STREET PHOENIX AZ 85020 860740676 501(C)(3) 215799 HOME CARE MD HOME HELATH 7310 N 16TH STREET PHOENIX AZ 85020 860649067 501(C)(3) 110354 VARIOUS NEW RIVER KIWANIS 48606 N 17TH AVENUE NEW RIVER AZ 85087 860717959 501(C)(3) 106683 VARIOUS OAKWOOD CREATIVE CARE INC PO BOX 1213 MESA AZ 85211 860575242 501(C)(3) 221029 ADULT DAY CARE CITY OF PHOENIX- SENIOR SERVICES 200 W WASHINGTON STREET PHOENIX AZ 85003 866000256 GOVERNMENT 2196695 VARIOUS PHOENIX ADULT CARE HOMES 4120 N 20TH STREET PHOENIX AZ 85018 208902036 265655 ADULT DAY CARE RESCARE HOME CARE 950 W BEHREND DRIVE PHOENIX AZ 85027 860800357 179414 HOME CARE THE SALVATION ARMY PO BOX 52177 PHOENIX AZ 85072 860096791 501(C)(3) 339692 VARIOUS CITY OF SURPRISE 16000 N CIVIC CENTER PLAZA SURPRISE AZ 85374 866007796 GOVERNMENT 39416 VARIOUS SYNERGY HOME CARE 1855 W BASELINE ROAD MESA AZ 85210 202523234 51187 VARIOUS TEMPE COMMUNITY ACTION AGENCY 2150 E ORANGE STREET TEMPE AZ 85281 860254820 501(C)(3) 312003 VARIOUS CITY OF TOLLESON 9555 W VAN BUREN STREET TOLLESON AZ 85353 866000264 GOVERNMENT 148872 VARIOUS VALLEY CENTER OF THE DEAF 5025 E WASHINGTON STREET SUITE 114 PHOENIX AZ 85034 860100880 501(C)(3) 33562 SIGN LANGUAGE WESTERN EXTERMINATOR 618 N 24TH STREET PHOENIX AZ 85008 231568350 10710 CLEAN-UPS YWCA OF MARICOPA COUNTY 755 E WILLETA STREET PHOENIX AZ 85006 860098936 501(C)(3) 500795 VARIOUS 37 11 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. 1 X 0 0 0 0 0 0 0 0 0 MARY LYNN KASUNIC PRESIDENT & CEO 195397 0 0 0 0 0 12864 0 8345 0 216606 0 0 0 DAVID DIAZ CFO 153517 0 0 0 0 0 10079 0 455 0 164051 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 11 A COPY OF THE 990 WAS PROVIDED TO THE FINANCE 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 XII, LINE 2C: THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FORM 990, PART XI, LINE 8 THE PRIOR PERIOD ADJUSTMENT IN THE AMOUNT OF $695,182 REPRESENTS THE FOLLOWING: (1) DEFERRED REVENUE AS OF 6/30/15 WAS ADJUSTED TO NET ASSETS AS OF 6/30/15 IN THE AMOUNT OF $939,471. (2) RECORDED INTEREST RATE SWAP LIABILIY AS OF 6/30/15 IN THE AMOUNT OF ($244,289). AGECONNECT LLC 1366 EAST THOMAS RD PHOENIX AZ 85014 811081915 CASE MANAGEMENT PROGRAM AZ 125300 125268 AREA AGENCY ON AGING REGION ONE INC AGEWORKS LLC 1366 EAST THOMAS RD PHOENIX AZ 85014 900182993 SENIOR EMPLOYMENT PROGRAM AZ 424962 85891 AREA AGENCY ON AGING REGION ONE INC ANTIGUA LLC 1366 EAST THOMAS RD PHOENIX AZ 85014 481260755 OWNS BUILDING/BUILDING MANAGEMENT AZ 507277 2022179 AREA AGENCY ON AGING REGION ONE INC LOS ANCIANOS LLC 1366 EAST THOMAS RD PHOENIX AZ 85014 481271201 SENIOR STIPENDS PROGRAM AZ 124165 54742 AREA AGENCY ON AGING REGION ONE INC ELDERFRIENDS A FOUNDATION FOR ADULTS 1366 EAST THOMAS ROAD SUITE 108 PHOENIX AZ 85014 861028945 FUNDRAISING AZ 501(C)(3) LINE 7 N/A 0 DOVES INC 1366 EAST THOMAS ROAD SUITE 108 PHOENIX AZ 85014 820586529 MANAGEMENT AZ 501(C)(3) LINE 7 N/A 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 1 0 0