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COUNCIL ON AGING OF SOUTHWESTERN OHIO Organization Name provided in the GuideStar Exchange* as of 09/05/2013: COUNCIL ON AGING OF SOUTHWESTERN OHIO

Organization Name as listed in the IRS Business Master File as of 10/17/2014: COUNCIL ON AGING OF SOUTHWESTERN OHIO

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Cincinnati, OH
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GuideStar Summary

&1002; GuideStar Exchange Committed to transparency ?
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&1002; Registered with IRS Legitimacy information is available
&1002; Financial Data Annual Revenue and Expense data reported
&1002; Forms 990 2013, 2012, and 2011 Forms 990 filed with the IRS
&1002; Mission Objectives Mission Statement is available
&1002; Impact Summary Impact Summary from the nonprofit is available
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Basic Organization Information

COUNCIL ON AGING OF SOUTHWESTERN OHIO Organization Name provided in the GuideStar Exchange* as of 09/05/2013: COUNCIL ON AGING OF SOUTHWESTERN OHIO

Organization Name as listed in the IRS Business Master File as of 10/17/2014: COUNCIL ON AGING OF SOUTHWESTERN OHIO

* The GuideStar Exchange allows nonprofits to regularly update key information directly to GuideStar. It provides richer and broader information about their programs, impact, finances, people and more.
Physical Address: Cincinnati, OH 45246 
EIN: 31-0807186
Web URL: www.help4seniors.org 
NTEE Category: P Human Services
P80 Services to Promote the Independence of Specific Populations
P Human Services
P81 Senior Centers/Services
W Public, Society Benefit
W01 Alliance/Advocacy Organizations
Year Founded: 1970 
Ruling Year: 1972 
Top Funders: Local Government - $39,412,524
Medicaid - $46,843,614
Federal - $7,021,721


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Mission Statement

Mission: Council on Aging's mission is to enhance the lives of adults by assisting them to remain independent at home through a range of quality services. Vision: Every senior adult in our region shall have a choice and a range of services and programs that will assist them to remain independent in their chosen environment.

Legitimacy Information

This organization is registered with the IRS.

This organization is required to file an IRS Form 990 or 990-EZ.

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Annual Revenue & Expenses

(GuideStar Exchange,
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September 2013)

Fiscal Year Starting: October 1, 2011
Fiscal Year Ending: September 30, 2012

Total Revenue $96,710,001
Total Expenses $97,078,796

Revenue & Expenses

(GuideStar Exchange,
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September 2013)

Fiscal Year Starting: October 1, 2011
Fiscal Year Ending: September 30, 2012

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Balance Sheet (IRS Form 990)

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Forms 990 Received from the IRS Additional Information
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Forms 990 Provided by the Nonprofit

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Financial Statements

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Annual Reports

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Leadership

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September 2013)

Mrs. Suzanne Burke

Profile:

Suzanne Burke became Chief Executive Officer of Council on Aging of Southwestern Ohio in 2005. Previously, she was Director of the Hamilton County Department of Job and Family Services (HCJFS) and also served as the Acting Hamilton County Administrator. Ms. Burke began her career in the retirement community industry before moving to Hamilton County government where she worked for 17 years. She held a variety of positions there before becoming leader of HCJFS, the county's largest department. She has a bachelor's degree in Marketing with a minor in Gerontology from Miami University and a master's degree in Business Administration from Xavier University. Ms. Burke is President of the Board of the Ohio Association of Area Agencies on Aging. She also serves on the boards of Every Child Succeeds; the Leadership Council of Human Services Executives; Southwest Ohio Regional Transit Authority; and iTN Greater Cincinnati.

Board Chair (GuideStar Exchange,
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September 2013)

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Board Co-Chair (GuideStar Exchange,
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September 2013)

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Board of Directors (GuideStar Exchange,
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September 2013)

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Board Leadership Practices (GuideStar Exchange,
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September 2013)
?

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Board Orientation & Education ?
Why does this matter? Without clarity around their responsibilities and expectations, board members are not positioned to succeed. They may find themselves challenged to fulfill their governance responsibilities or frustrated by the expectations that the organization has set for them. BoardSource recommends that every new board member participate in a formal orientation process, and that all board members sign a pledge or agreement committing to their board service and to all of the responsibilities and expectations that come with service. Ideally, board members also should participate in a formal governance training program prior to serving on a board.

Does the board conduct a formal orientation for new board members and require all board members to sign a written agreement regarding their roles, responsibilities, and expectations?
Response Not Provided
CEO Oversight ?
Why does this matter? Oversight and management of the chief executive is one of the board’s most important legal responsibilities. The CEO or executive director is the board's single employee, and - just like any other employer/employee relationship - regular and written assessment is critical to ensuring that the chief executive and board are communicating openly about goals and performance. BoardSource recommends that boards conduct formal, written reviews of their chief executives on an annual basis, which should include an in-person discussion with the chief executive and distribution of the written evaluation to the full board.

Has the board conducted a formal, written assessment of the chief executive within the past year?
Response Not Provided
Ethics & Transparency ?
Why does this matter? A commitment to handling conflicts of interests is essential to creating an organizational culture of transparency. Boards should create and follow a policy for identifying and handling conflicts of interest, whether real or perceived. BoardSource recommends that organizations review the conflict-of-interest statement and require signed disclosures from all board members and senior staff on an annual basis.

Have the board and senior staff reviewed the conflict-of-interest policy and completed and signed disclosure statements within the past year?
Response Not Provided
Board Composition ?
Why does this matter? The best boards are composed of individuals who bring a variety of skills, perspectives, backgrounds, and resources to tackle the complex and strategic challenges confronting their organizations. BoardSource recommends that boards commit to diversity and inclusion by establishing written policies and practices, which include strategic and intentional recruitment of diverse board members, continual commitment to inclusivity, and equal access to board leadership opportunities.

Does the board ensure an inclusive board member recruitment process that results in diversity of thought and leadership?
Response Not Provided
Board Performance ?
Why does this matter? Boards need to regularly assess their own performance. Doing so ensures that they are being intentional about how they govern their organization, which is a critical component of effective board leadership. BoardSource recommends that a board conduct a self-assessment of its performance a minimum of once every three years to ensure that it is staying on track with its roles and responsibilities.

Has the board conducted a formal, written self-assessment of its performance within the past three years?
Response Not Provided

Officers for Fiscal Year (IRS Form 990)

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Highest Paid Employees & Their Compensation (IRS Form 990)

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People information was last updated by the nonprofit in September 2013

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Programs

Program: Older Americans Act Services (Meals on Wheels, Transportation, Senior Centers) (GuideStar Exchange,
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September 2013)

Budget:
--
Category:
Aging, Elderly, Senior Citizens
Population Served:
Aging/Elderly/Senior Citizens
None
None

Program Description:

Title III of the federal Older Americans Act is the foundation of Ohio’s aging network. It authorizes funding to states and the Area Agencies on Aging for planning, developing and coordinating home and community-based services. In southwestern Ohio, Council on Aging uses Title III funds to advocate for older adults and help them remain within their own homes and  communities. Money goes to senior centers and service organizations, such as Pro Seniors (legal assistance); and the Cincinnati Recreation Commission (Senior Olympics). COA also leverages Title III dollars with state funds and county tax levies to provide home care services to seniors who are not eligible for PASSPORT. Community services that receive Title III funds... Adult Day Services, Respite, Alzheimer’s Education, Care Management, Caregiver Education, Congregate Meals, Health Promotion, Home-delivered Meals, Homemaker Services, Information and Referral, Legal Assistance, Nutrition Education, Ombudsman Program, Personal Care, Recreation/Socialization, and Transportation.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Ohio Department of Aging

Program Success Examples:

Program: PASSPORT (GuideStar Exchange,
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September 2013)

Budget:
--
Category:
Elderly and/or Disabled
Population Served:
Aging/Elderly/Senior Citizens
Disabled, General or Disability Unspecified
Poor/Economically Disadvantaged, Indigent, General

Program Description:

PASSPORT is Ohio’s in-home alternative to nursing home care. It is a Medicaid waiver program that helps low-income older adults remain safe and independent in their homes. It can delay or prevent nursing home placement. In 2008, more than 3,300 older adults in southwestern Ohio received care in their home - instead of a nursing home - through PASSPORT. This is a 9 percent increase over 2007. About 27,500 Ohioans receive PASSPORT services every day, (nearly 34,000 annually), a six-fold increase in 15 years. As a result, more Ohioans are receiving care in lower cost, independent settings. This is a win-win for seniors and taxpayers. On average, home care through PASSPORT costs taxpayers about $1,100 a month per person, compared to $4,800 for care in a Medicaid nursing home.Without PASSPORT, more older adults would be forced to leave their homes and enter nursing facilities. The typical PASSPORT client is a woman in her late 70s, living alone, in poverty and needing help with basic activities such as bathing and meals. PASSPORT provides services such as home-delivered meals, personal care, home medical equipment and transportation to doctor's appointments, to name a few. PASSPORT clients also have a care manager who advocates for their needs, answers questions, and makes sure they receive the right services. Care managers have their clients' best interests at heart. To qualify for PASSPORT, you must be:  Age 60 or older Eligible for Medicaid (low-income) In need of skilled or intermediate care: hands-on help with dressing, bathing, toileting, grooming, eating or mobility. PASSPORT care is free of charge, or set at an affordable level depending upon income and assets. On average, home care through PASSPORT costs taxpayers about $1,100 a month per person, compared to $4,800 for care in a Medicaid nursing home.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Council on Aging of Southwestern Ohio, Ohio Department of Aging, Ohio Department of Job and Family Services

Program Success Examples:

Program: Elderly Services Program (GuideStar Exchange,
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September 2013)

Budget:
--
Category:
Elderly and/or Disabled
Population Served:
Aging/Elderly/Senior Citizens
Disabled, General or Disability Unspecified
None

Program Description:

The Elderly Services Program (ESP) is a county taxpayer supported program that helps older adults remain safe and independent in their homes. It expands care that may be provided by family and friends. Through services such as meals on wheels, personal care and transportation to medical appointments, ESP can delay or prevent nursing home placement. Clients who are financially able help pay for the cost of their care.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Council on Aging of Southwestern Ohio, boards of county commissioners, volunteer community boards/advisory councils

Program Success Examples:

http://youtu.be/66aPFjCn6Pk

Program: Caregiver Education and Support (GuideStar Exchange,
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September 2013)

Budget:
--
Category:
Elderly and/or Disabled
Population Served:
Aging/Elderly/Senior Citizens
Disabled, General or Disability Unspecified
Adults

Program Description:

Council on Aging's Caregiver Education and Support Program provides free in-home training and support for family or volunteer caregivers. The program works to: reduce caregiver stress, burden and injuries; increase caregiver confidence and knowledge; improve the quality of care; and help caregivers balance their lives and caregiving responsibilities.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Council on Aging of Southwestern Ohio

Program Success Examples:

Program: Assisted Living Waiver (GuideStar Exchange,
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September 2013)

Budget:
--
Category:
Elderly and/or Disabled
Population Served:
Aging/Elderly/Senior Citizens
Disabled, General or Disability Unspecified
None

Program Description:

Through the Assisted Living Waiver program, medicaid-eligible older adults can receive care in approved assisted living facilities. The Assisted Living Waiver is another long-term care option for low-income adults who want to live independently but who need caregiving and financial assistance.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

Program: Care Transitions (GuideStar Exchange,
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September 2013)

Budget:
--
Category:
Aging, Elderly, Senior Citizens
Population Served:
Aging/Elderly/Senior Citizens
None
None

Program Description:

Care Transitions is a health coaching and intervention program in Greater Cincinnati for older adults who have been hospitalized for serious and usually chronic conditions, such as heart failure. It is designed to: Help frail seniors who have been discharged from the hospital avoid future preventable hospital admissions; and help patients access the most appropriate post-acute medical care and home and community-based services (and avoid the more costly nursing facility placements when not necessary).

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Centers for Medicare and Medicaid Services

Program Success Examples:

http://youtu.be/1P6Lvz51pbk

Program: Community Transitions/Home Choice (GuideStar Exchange,
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September 2013)

Budget:
--
Category:
Elderly and/or Disabled
Population Served:
Aging/Elderly/Senior Citizens
Disabled, General or Disability Unspecified
None

Program Description:

Council on Aging Community Transitions Specialists work in area nursing facilities to help families and staff identify patients who might qualify to receive services services in more independent home and community-based settings.

Program Long-Term Success:

Program Short-Term Success:

Program Success Monitored by:

Program Success Examples:

http://youtu.be/irWACVrl61w
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Impact Summary from the Nonprofit

Council on Aging is at the center of our region's age transformation, working in every venue ranging from seniors’ homes, to hospitals, to nursing homes, to community organizations. Council on Aging: Operates the “front door” to our region’s aging and disability resources. COA Aging and Disability Resource Connections: responded to 29,322 requests about help for seniors. Coordinates and manages long-term care services and supports for older and disabled adults. Programs including PASSPORT, the Elderly Services Program and the Assisted Living Waiver enabled 20,459 people in five counties to remain independent in their homes and out of nursing facilities. • 2.1 million hours of in-home care • Nearly 2 million home-delivered meals to 10,011 home-bound older adults Helps seniors get home from the hospital and avoid the need to return. Care Transitions is Council on Aging’s new health coaching program for hospitalized seniors. Five hospitals are participating in the Southwest Ohio Care Transitions Collaborative. As of July, 2012, the average 30-day readmission rate for the five hospitals was 21.7 percent. In contrast, the readmission rate for seniors who participated in the health coaching program was significantly lower, at 14.2 percent. Funds and provides community services such as wellness activities, Alzheimer’s services, legal help, transportation, and outreach. Older Americans Act services included 209,584 congregate meals and 280,047 transportation trips (all funding sources) designed to help seniors stay healthy and active. Outreach: Participated in more than 160 community events and presentations to COA stakeholders. Helps reform Ohio’s long-term care system through non-stop advocacy to increase compassionate and cost-effective options. Advocacy: Included 50 visits by elected officials and candidates to the homes of COA clients; and 62 meetings with elected officials, legislative aides and candidates, individually. All figures for fiscal year ending 9/30/2012
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Reviews

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