2022-11-14T09:25:05-06:00 2021-12-31 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2021-01-01 341620774 WESTERN RESERVE AREA AGENCY ON AGING WEST 2166218010 1700 E 13TH STREET 114 CLEVELAND OH 44114 CHRISTOPHER HALL CFO 2166218010 2022-11-10 1 CHRISTOPHER HALL 999009999 CATHLEEN S LORENZ P00063640 8002291099 2022-11-09 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z CHRISTOPHER HALL 1700 E 13TH STREET 114 CLEVELAND OH 44114 84969707 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 23 362 3 0 0 56854018 63726005 20025739 21189434 1019 1282 253835 52986 77134611 84969707 0 0 0 0 24540883 27891904 0 0 0 51676648 53692430 76217531 81584334 917080 3385373 21602074 22317796 14961633 12291982 6640441 10025814 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 42207547 467800 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. 15490845 20230062 MYCARE OHIO PROGRAM PROVIDES INTEGRATED AND MANAGED CARE SERVICES FOR THE AGED AND DISABLED POPULATIONS DUALLY ELIGIBLE FOR BOTH MEDICARE AND MEDICAID BENEFITS. 9488228 511409 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 2021, WRAAA PROVIDED APPROXIMATELY 1,072,000 UNITS OF MEALS. 7920823 25959 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 42,000 TRANSPORTATION UNITS FOR LOCAL AGING SERVICES, NATIONAL FAMILY CAREGIVER PROGRAM, AND THE TRADITIONAL OAA TRANSPORTATION SERVICES. 7920823 25959 75107443 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 1 1 1 1 0 0 1 419 0 1 362 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 114 CLEVELAND OH 44114 ANDREW JACKSON PRESIDENT 1.00 X X 0 0 0 SAM THOMAS III ESQ VICE PRESIDENT 1.00 X X 0 0 0 ROBERT L ROYER TREASURER 1.00 X X 0 0 0 GERALDINE FINEBERG-SIEGAL SECRETARY 1.00 X X 0 0 0 TOM THACKER II 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 GEORGIA ANETZBERGER PHD TRUSTEE 1.00 X 0 0 0 WILLIAM B LEAHY ESQ TRUSTEE 1.00 X 0 0 0 ELEANOR STEIGMAN TRUSTEE 1.00 X 0 0 0 HELENE R STONE TRUSTEE 1.00 X 0 0 0 TAYLORIA ANDERSON TRUSTEE 1.00 X 0 0 0 RITA ANDOLSEN TRUSTEE 1.00 X 0 0 0 SUE BIAGIANTI TRUSTEE 1.00 X 0 0 0 FLOSSIE L BRISKER TRUSTEE 1.00 X 0 0 0 JAMES W CAMPBELL TRUSTEE 1.00 X 0 0 0 RICHARD DOERR TRUSTEE 1.00 X 0 0 0 SPENCER KLINE III ESQ TRUSTEE 1.00 X 0 0 0 PAULETTE MCMONAGLE TRUSTEE 1.00 X 0 0 0 KELLY ROSE STALLARD TRUSTEE 1.00 X 0 0 0 KRISTEN WHITEMAN TRUSTEE 1.00 X 0 0 0 HARVEY SHANKMAN 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 350609 0 40948 CHRISTOPHER HALL CHIEF FINANCIAL OFFICER 40.00 X 266422 0 36576 HEATHER KELLY CHIEF INFORMATION OFFICER 40.00 X 150936 0 12690 JUNE TAYLOR CHIEF OF PEOPLE, PERFORMANCE 40.00 X 196450 0 2947 FATIMA PERKINS DIRECTOR OF COMMUNITY OUTR 40.00 X 144986 0 17461 JOSEPH BENNY DIRECTOR OF COMMUNICATIONS 40.00 X 150657 0 2260 MARY LIPOVAN DIRECTOR OF PUBLIC HEALTH AND TRANSITIONAL CARE 40.00 X 149622 0 18761 THERESA FOSTER DIRECTOR OF AGING, DISABIL 40.00 X 141371 0 17044 SHEILA DESSAU-IVEY FORMER SENIOR DIRECTOR OF PROGRAMS 40.00 X 105975 0 6748 1657028 0 155435 16 0 1 0 GREATER CLEVELAND FOOD BANK 15500 S WATERLOO ROAD CLEVELAND OH 44110 CONGREGATE & HOME DELIVERED MEALS 2723048 BBF IMPACT GROUP 16781 CHAGRIN BLVD 456 SHAKER HEIGHTS OH 44120 CONGREGATE & HOME DELIVERED MEALS 2100538 AMERICAN HEALTHCARE SERVICES INC 1279 E DUBLIN GRANVILLE ROAD COLUMBUS OH 43229 CONGREGATE & HOME DELIVERED MEALS 1709339 THE NUTRITION GROUP 580 WENDEL ROAD IRWIN PA 15642 CONGREGATE & HOME DELIVERED MEALS 999381 CASLEO CORP DBA GLOBAL MEALS 2761 EAST FORTH AVENUE COLUMBUS OH 43219 CONGREGATE & HOME DELIVERED MEALS 955670 131 63709760 16245 63726005 BILLED SERVICES 900099 20192344 20192344 PROGRAM INCOME 900099 511409 511409 CLIENT CO-PAYMENTS 900099 467800 467800 TRAINING/WORKSHOP 900099 17881 17881 21189434 1282 1282 7190 0 7190 7190 MISCELLANEOUS 900099 37718 37718 OTHER GRANTS 900099 8078 8078 45796 84969707 21235230 0 8472 1796588 1473327 323261 20666190 16947710 3718480 467033 382999 84034 3324120 2726009 598111 1637973 1343252 294721 201854 165534 36320 54000 44284 9716 42642 34969 7673 1298616 1064955 233661 1807980 1482669 325311 94221 75518 18703 137383 112664 24719 29906 24525 5381 345688 345688 100322 82271 18051 AGING SERVICES 47472889 47472889 OTHER SERVICE FEES 2010329 1594650 415679 DUES 68502 56176 12326 CONTRACT SERVICES 19374 15888 3486 8724 7154 1570 81584334 75107443 6476891 0 2400 15394 13606228 13393407 4725495 5610641 144 10286 10286 234207 518487 4383139 2689225 1871379 1693914 1000000 1000000 152079 75523 21602074 22317796 7890134 8381002 2234726 3180452 596552 385251 3922650 317571 345277 14961633 12291982 X 6614851 9984979 25590 40835 6640441 10025814 21602074 22317796 3385373 0 X X 0 1 X 1 1 1 X 49288729 49789740 51256675 56854018 63726005 270915167 49288729 49789740 51256675 56854018 63726005 270915167 270915167 533 680 641 1019 1282 4155 29882 33 14848 7190 51953 227751 107438 142245 253835 45796 777065 271748340 94278369 0.99690 0.99680 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. 1338815 503556 835259 1847687 1632175 215512 1196637 553494 643143 1693914 DEFERRED LEASE INCENTIVES 241314 INTERCOMPANY PAYABLE - WRAAAF 103963 345277 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, 2021, 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 350609 0 0 0 0 0 14500 0 26448 0 391557 0 0 0 CHRISTOPHER HALL CHIEF FINANCIAL OFFICER 266422 0 0 0 0 0 12130 0 24446 0 302998 0 0 0 JUNE TAYLOR CHIEF OF PEOPLE, PERFORMANCE 196450 0 0 0 0 0 0 0 2947 0 199397 0 0 0 MARY LIPOVAN DIRECTOR OF PUBLIC HEALTH AND TRANSI 149622 0 0 0 0 0 7102 0 11659 0 168383 0 0 0 HEATHER KELLY CHIEF INFORMATION OFFICER 150936 0 0 0 0 0 1950 0 10740 0 163626 0 0 0 FATIMA PERKINS DIRECTOR OF COMMUNITY OUTR 144986 0 0 0 0 0 6811 0 10650 0 162447 0 0 0 THERESA FOSTER DIRECTOR OF AGING, DISABIL 141371 0 0 0 0 0 6403 0 10641 0 158415 0 0 0 JOSEPH BENNY DIRECTOR OF COMMUNICATIONS 150657 0 0 0 0 0 0 0 2260 0 152917 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 XII, LINE 2C THE PROCESS HAS NOT CHANGED IN THE CURRENT YEAR. FORM 990, PART VIII LINE 1E ON AUGUST 27TH, 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. AS OF SEPTEMBER 30, 2021 THE ORGANIZATION HAD MET THE PERFORMANCE REQUIREMENTS AND THE PAYCHECK PROTECTION PROGRAM LOAN WAS FORGIVEN. THEREFORE, THE AMOUNT HAS BEEN INCLUDED AS REVENUE ON PART VIII LINE 1E . SIGNAL TREE HOLDINGS LLC 2830 COPLEY ROAD COPLEY OH 44321 MEDICAL RELATED BUSINESSES, INCLUDING OPERATION OF HOME HEALTH AGENCY OH -481309 148823 WESTERN RESERVE AREA AGENCY ON AGING 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.