Pima Council on Aging Annual Report FY2014-15

Our mission is to promote dignity and respect for aging, and to advocate for independence in

the lives of Pima County’s older adults and their families, now and for generations to come.

Pima Council on Aging, Inc.Area Agency on Aging, Region II

Serving older adultsand their families livingin cities and townsacross Pima County

Resilience

is the capacity to recover from

acute stressors, to carry on in the

face of chronic diffi culties, to regain

your balance quickly after losing it.

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Pima Council on Aging is dedicated to improving the lives

of older adults by providing appropriate advocacy, accurate

information and timely assistance, and access to affordable

direct services.

Advocacy

PCOA empowers adults of all ages to

be active advocates for elders, helping

elders who require help to solve problems

with health care and benefi t programs,

housing, consumer fraud, elder abuse,

personal fi nancial management,

Medicare, Social security, and many

other issues.

PCOA listens: through daily contact

with individuals and organizations

across the economic and social

spectrum.

PCOA speaks: as a respected authority

on behalf of the needs of older adults

before federal, state and local policy

makers.

PCOA empowers: elders and their

family caregivers are given accurate

information to speak effectively on

their own behalf, through forums,

fact sheets, newsletters, and expert

speakers.

Assistance

With more than 133,130 volunteer hours, we enable older adults to take an active role in supporting the larger community and each other.

Members of the Retired and Senior

Volunteer Program (RSVP) served 334

elders, families and children in many

different community settings.

Neighbors Care Alliance Program

volunteers enabled over 1,232

older adults to remain at home

independently. These grassroots

groups logged 73,165 hours of home

visits, shopping, transportation for

health care visits, and more.

Through the Ambassador Program,

more than 483 hours and scores of

community-based trained volunteers

provided information and referrals to

older adults and their caregivers in

many locations across Pima County.

Promoting Dignity and Respect for AgingCaring for People and Community

direct services.

Photos by Scott Griessel, Creatista

Generations of ServiceWho We Are

PCOA has led the way on behalf of older adults in our community

for over 48 years. Pima Council on Aging (PCOA) is an Arizona nonprofi t

corporation created by and for the older people of Pima County.

Established in 1967, Pima Council on Aging has been and continues to

be ahead of its time. PCOA was the fi rst Council on Aging in the State

of Arizona and served as the model for the national network of Area

Agencies on Aging. PCOA is one of eight Area Agencies on Aging across

the state today.

In its role as a designated Area Agency on Aging (AAA), PCOA is

responsible for planning, coordinating, funding, and offering vital

aging services to assist older persons and their family caregivers to

make informed decisions that allow them to live at home or choose a

viable option; preserve independence by accepting needed help; receive

accurate information and counsel on a range of aging issues of concern.

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As the Area Agency on Aging (AAA),

Region II (Pima County), PCOA is the

umbrella agency for aging issues that

affect the lives of Pima County’s older

residents and their families. PCOA

develops, administers and funds

a system of nutrition and social

services. Many of these services are

provided through contracts with

allied community agencies.

PCOA offers high-quality, affordable

service consultations, by appointment

on weekdays, at the main office at

8467 E. Broadway in Tucson and at

two community offices located on the

Northwest Side and in Green Valley:

Ellie Towne Flowing Wells Community

Center at 1660 W. Ruthrauff Rd. in

Tucson, and the Friends In Deed

at 301 W. Camino Casa Verde in

Green Valley.

Services Pima Meals on Wheels delivers more than 4,100 meals per week, helping older adults stay nourished in their homes.

Congregate Meals offer affordable meals at 13 local centers on weekdays to help older adults be nourished and socialize. Home Repair and Renovation helps low-income elders maintain safer homes.

Transportation assistance means greater mobility with rides to and from congregate meal centers. Elder Care Specialists assist older adults and their families and caregivers.

Family Caregiver Support includes support groups, one-to-one assistance, and training for family caregivers.

Respite Services help family caregivers take a break.

Case Management coordinates and monitors in-home care plans.

Emergency Alert provides emergency response electronic alert services. Housekeeping and Personal Care supports independence in the home. Nursing Clinics provide health education, blood pressure screenings, and medications management. Medicare/Insurance Benefits Assistance specialists meet with individuals and groups and also provide consumer alerts to prevent Medicare fraud, error and abuse, and hold annual Medicare Update seminars for the public to learn about navigating Medicare and insurance plan options. Long Term Care Ombudsmen are frontline advocates for the resident rights of those who are living in elder care facilities.

Legal Assistance helps elders access legal services. Elder Rights Services, formerly known as Ombudsmen Services, help adults resolve complex issues with agencies, businesses, and government. Health Promotion – PCOA offers a series of five evidence-based health promotion programs for adults 60+ about managing one’s personalhealth, staying fit, and maintain or improving quality of life.

Balance

is symmetry in the physical sense

and composure in the psychological

sense characterized by stability,

centeredness, and harmony.

The Lives We TouchWhy We ServeServices provided by Pima Council on Aging, Inc., funding with community partners July 1, 2014 through June 30, 2015. Services Provided Units Individuals Delivered Served

PCOA Helpline/Intake 11,321 client contacts 6,709Home Delivered Meals 214,559 meals 1,452Congregate Meals 88,575 meals 1,987

Nursing Clinics 2,213 client contacts 394

General Transportation 18,682 one-way rides 119 Minor Home Repair 177 repairs 145 Major Home Repair 401 repairs 368 Legal Services 633 hours 136

Family Caregiver Services: Information & Referral 2,879 client contacts 1,050 Support Groups 1,110 hours 194 Caregiver Training 39 classes 108 Supplemental Services 44 jobs 23 Respite 19,028 hours 136Grandparents Raising Grandchildren Information & Assistance 412 client contacts 295 Support Groups 1,003 hours 90

Community-Based Care Transitions 30,829 hours 885Care Coordination/Care Transition 402 hours 75

Case Management 15,274 hours 2,159 Housekeeping 28,186 hours 528 Personal Care 154 hours 1 Attendant Care 123,474 hours 776Adult Day Care 779 hours 4Visiting Nurse 10 hours 1Shopper Service 4,174 hours 146Emergency Alert System 4,521 hours 487

Elder Rights & Benefits 3,915 client contacts 3,117(formerly Ombudsman)

Medicare/Insurance Counseling 40,549 topics discussed 4,032 Personal Budgeting Assistance 527 volunteer hours 54 Long Term Care – Ombudsman 877 complaint resolutions NA

Retired/Senior Volunteer Program 58,959 volunteer hours 334 Ambassador 483 volunteer hours 75Neighbors Care 73,165 volunteer hours 1,397

Buried in Treasure Support Group 1 series (20 classes) 45Enhance Fitness 10 classes (3x week on-going) 305 A Matter of Balance 20 classes 178 Chronic Disease Self-Management Program 1 class 11 Healthy Living with Diabetes 3 classes 36Chronic Pain Self-Management Program 4 classes 61CATCH Healthy Habits 15 classes 231Suicide Prevention Trainings 11 classes 208

Individuals could be receiving one or more services

A Caring CommunityWho Gives Support

$250 - $499Arlene AdamsPaul L. Lindsey & Kathy J. AlexanderDabney R. AltafferPamela AndersonDavid ApgarBill & Beth BarkerJohn P. & Ellen D. Barnes Sandra BarrBruce & Julie BeachDr. Pelagie BeesonJohn BentleyJ. BernettDavid BerwickSusan E. BlommerBetsy BoldingGail BrandtSandra BrantleyNadene H. BrownScott E. & Sue Ann BulauRoger & Ellen CaldwellJerry & Diana P. CederquistRobert & Dee Dee ChandlerDouglas ClarkLuAnn CobbJohn F. Coffin, III & Karen E. CoffinVirginia E. ConantP. CookClyde C. Cross, III & Ann StrineRobert CummingsThomas & Lois CurtiRobert DanielsMichele De la PenaJames H. & Carleen S. DenovchekDr. Anthea Dixon CrowdesPatricia DunkelChuck & Carrie DurhamRoy & Nora DuttonMr. & Mrs. David G. EbertPaula EncinasJulie EricksonMike & Deb EricksonLorraine EspinozaLinda M. FfolliottMontufar FilibertoMr. & Mrs. Harold FrittsJose D. Garcia

Laura GarrisonPat GillisBernice GinJim & Cindy GodwinTyler & Joyce GoodmanBarbara GoodwinDonald L. & Julia B. GrafGordon & Nancy Ann GrahamRobert & Carole HaasTedd & Kay HaasGeorge & Shelby HalversonSally HartJohn & Susan HaushalterTheodora HausmanLaVonne F. HaysKenny Hegland & Barbara SattlerD.L. & M.C. HerkCharles HesterSandra HeywoodLorayne HimebaughMichael HoganGene & Janet HolmanRoy Spece & Rose Marie Spece IbanezMargaret IngrahamAnn L. IrelandDale & August JohnsonDr. & Mrs. Evan KligmanRuth Krall, Ph.D.Donald B. & Theda Mae KretGloria KrierSarah LennartzAmy W. LevinLori Levine & Gary BennaFrank LopezMarilyn J. LudwigNeil H. MacDonaldEllen & Caroline MayeKathie McClellanAlthea McClureBruce & Barbara McDermaidMartin & Kelly MedvecJ.J. & Gladys MillerShirley P. MillerDr. Martha Jane MohlerRobert H. MorganBob & Doris MuckleyEdward & Heather MurphyCharles & Susan OttJames & Candy S. ParkhurstDr. Jessie V. PergrinTamie PowellMr. & Mrs. Stephen PustelnikRobin Klaehn Quilliam & Cole QuilliamMike RaezerAlberto RamirezWilliam & Ann RemersMartha ReyesArlene RieberDon Roberts

Gifts for Fiscal YearEnding June 30, 2015

In 2014-15, the generosity of our caring community made life-changing services possible for thousands of older adults and their families. Pima Council on Aging thanks our community partners from all sectors for their contributions. Thank you for helping older adults in Pima County live healthier, happier, more independent lives.

Rachel M. RoblesDr. & Mrs. Alan K. RogersJim RootJames V. SandrinMary Louise SasseEdward Schechner & Lucy WilsonElizabeth (Liz) SchulmanSuzanne SeayRoger & Barbaranne ShepardEric Jenness & Karen ShieldsBruce SimonCarolyn Y. SkinnerHarry & Joyce SmithRandall SmithKaren SparksRebecca SpencerRobert & Joan StapletonSteven K. & Sue Carol StenselAnn StevensEric & Donna StumbaughBob & Donna SwaimEdwina SwopePatricia TapkeDean & Sandra TaylorSandra TaylorJudith TerlizziWarren & Jane TisdaleFred & Mary TschirleyJanet TurnerMichelle A. VaccaroMr. & Mrs. Thomas Van AttaSuzanne R. Van Ort Ph.D., RNCol. Robert B. & Mrs Lynne S. Van SiceARIELA, LLCDavid VolkDr. Terry H. & Mrs. Pamela J. VondrakNanette Warner, J.D.Robert & Claudia WeigandAngela WeirSteve & Rebecca S. WellmanSherry WerstleinFrank & Linda WilliamsKathleen & Alex WilsonRichard WoodruffWillie & Isidora WrightMarlene YafusoLarry Young

$500 - $999Eric & Sheree AndersonGeorge D. AppletonJill ArowestyColleen BabcockBetty & Bryant BannisterElena BermanPeter & Joyce BoylePaula BresslerJulie BubulSamuel BurnsCandy BurtonLou & Alice CatalliniKimberly ClementsDr. Paul ConsroeDarryl & Mary Ann DobrasHugh L. & Bernice C. DonahueDonal Drayne

Bruce & Lynne DusenberryLarry & Judith EastEvelyn & Johnnie EdmondWilliam ElserDr. Palmer & Mrs. Sally EvansLeland FancherNadine FeigelGene & Sandy GernerBrian & Maxine GoldsteinBeverly HeasleyChris & Donna HelmsWalter L. Henderson, P.C.IAEDP FoundationHerbert JalowskyCarla KeeganMorris & Janet KenigsbergThomas & Jacqueline KinmanAlan & Janice KivelDr. Daniel & Mrs. Adaline KlemmedsonArnold LeavittAlan I. Levenson, M.D.Fiona Levin-SmithAnne Maley-SchaffnerMaryLou & Charles MarkschKenneth Marsh & Penny SimmsMary Margaret MartinMargaret L. Maxwell & Anthony DaykinAlexandra L. MillerGloria Ann MoomawJanet MooreDr. Michael H. MorrellJudy NugentIrving OlsonBob & Judy PatrickCharles & Patricia PettisDonald Pitt Family FoundationJonathan ReichSeymour ReichlinWilliam & Alice RoeGeorge & Bobbe RosenbergRotary Club of TucsonRalph & Ingeborg SilberschlagHarold & Kathleen SnyderDan & Carol SwangoSun City Vistosa Community FoundationLeo WardLoren WoernerCecilia Woods

$1000 - $4999AARP-Arizona Agape HospiceTerry & Sharon AllenAllied MedCor ServicesAllyn Family FoundationJohn & Laura AlmquistSamuel AppelArizona LotteryPaul L. & Alice BakerBanfield Charitable TrustBanner HealthBeachFleischman, PCRobert Bell & Tom BuchananGlenn & Wini BowenSuzanne C. BoydCasa de la Luz Hospice

The Cascades of TucsonCatalina In-Home ServicesFrances Chapin Foundation Philanthropic FundW. Mark Clark & Stacy Parrish-ClarkJim Click Automotive TeamCommunity Foundation for Southern Arizona Copperpoint Insurance CompaniesCorpus Christi Catholic ChurchCountry Fair White Elephant, Inc. Mr. & Mrs. Robert Da SilvaEugene C. and Willetta F. Denton Family Foundation Desert Diamond Casinos & EntertainmentDesert Hills Lutheran ChurchDiamond Family Foundation El Rio Santa Cruz Health Center Martha ElkindEvergreen Mortuary and Cemetery Greater Green Valley CommunityJohn GuilbertEric & Karen GustafsonHabitat for Humanity TucsonDale H. & Celia HalsteadHandmaker Mary HarbourHolualoa Arizona, Inc. Darrel D. & Mary HundJacksonWhite Attorneys at LawLynette JaramilloL. Jean KendallWilliam Robert & Jan KirkpatrickL.E.S. is More Charitable Fund held at the Community Foundation for Southern ArizonaLGBT&S Alliance Fund held at the Community Foundation for Southern Arizona La Frontera Center McCarthy Law FirmMeals on Wheels of AmericaMed-Tech SystemsMr. & Mrs. Paul MorrisSusan NuhnOffice Depot FoundationOro Valley Community Foundation, partner with the Community Foundation for Southern Arizona Shaol & Evie Pozez Endowment Fund at the Jewish Community Foundation of Southern Arizona Reid Park Zoological SocietyRetirement Navigators Kay Richter, J.D.Kenton & Phyllis RiggAl and Joyce RoughtonDrs. John & Helen SchaeferSDB.comServices & Advocacy for GLBT Elders (SAGE)Hussain ShaukatullahCaroline SimpsonJerry P. SimsBeth SmithGladys Sorensen, Ph.D.

Soreo CompaniesSouthwest Gas CorporationDawn SteffenMark & Barbara L. SterlingSue Ann SturtzThe Sundt FoundationTucson Osteopathic Medical FoundationValley Services, Inc.Vantage West Credit UnionVilla at HoughtonWatermark Retirement CommunityJoseph & Geraldine Waymire Fund held at the Central Indiana Community FoundationJanet WebbWest, Elsberry, Longenbaugh & Zickerman, PLLC.White Elephant, Inc. James B. ZarlingZounds Hearing

$5000 - $9999Adult Care Home Placement Services, LLCBayada Home HealthcareBroadway Proper CareMoreCommunity Partnership of Southern Arizona Bruce E. & Katie DusenberryPaula MackowiakMercyCare PlanAgnes & Joseph PooreSt. Alban’s Episcopal ChurchJames & Bridget StithTucson Electric PowerUnited HealthCare

$10,000 and GreaterBank of America Charitable FoundationBlue Cross Blue Shield of Arizona CareFirst/ONECareShaaron Kent Endowment Fund held at the Community Foundation for Southern Arizona Marshall Foundation PimaCare at HomeEliot Spalding Foundation Beatrice Toth EstateTucson Housing Foundation Tucson Medical CenterWells Fargo Foundation Mel & Enid Zuckerman Foundation

In-KindAlphagraphicsAntonio ApodacaArizona LithoBanfield Pet HospitalFisher CompanyKen GodatNancy JensenLori Lieber Graphic Design, Inc.Mister Car WashPersonally Delivered, LLC – Lauri & Tom PrivettSavOn Flowers

Connectedness

is developing and maintaining

close ties with others and with

the larger community.

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Financials and FundingHow We Do It

Pima Council on Aging, Inc. and Pima Council on Aging Foundation

Fiscal Year Ending June 30, 2015

Government Grants – $11,684,649

Other Grants andContracts – $222,094

United Way of Tucson andSouthern Arizona – $88,942

Memberships –$78,947

Program Service Fees – $150,777

Miscellaneous – $ 11,757

Contributions-Fundraisingand Donations – $740,608

Combined Statement of Activities

EXPENSES

90%

2%

1%

0.8%

1%

5%

Program Services – $11,344,913 – 88%

Support Services $12,991,345 – 12%

REVENUE AND SUPPORT

Area Agency on Aging Services – $7,619,852

Retired & Senior Volunteer Program – $110,257

Arizona Living Well – $242,220

Community-Care Transitions – $655,479

Volunteer Transit Program – $196,218

Attendant Care Services – $2,002,987

Ambassadors/Neighbors Care Alliance – $147,126

1%

2%

5%

15%

2%

1%

3%

9%

1%

2%

Other Programs – $370,774

Administration – $1,185,049

Fundraising – $314,610

Special Events – $146,773

Net Assets, July 1, 2014 $ 2,587,785Net Assets, June 30, 2015 $ 2,574,214 Change in Net Assets ( $ 13,571)

0.2%

59%

Total Revenues and Support

$12,977,774 – 100%

Total Expenses$ 12,991,345 –

100%

Major Funding for Programs and Services Provided By

Federal Older Americans Act through Arizona Department of Economic Security, Division of Aging and Adult Services

Federal Social Service Block Grant through Arizona Department of Economic Security, Division of Aging and Adult Services

State of Arizona through Arizona Department of Economic Security, Division of Aging and Adult Services

Center for Medicare and Medicaid Services through Arizona Department of Economic Security, Division of Aging and Adult Services

Grant funds through Arizona Department of Health Services (ADHS)

City of Tucson

Pima County

United Way of Tucson and Southern Arizona

Pima Association of Governments, Regional Transit Authority

Community Partnership of Southern Arizona

Arizona Long Term Care System (ALTCS) through Mercy Care and United Health Care

Corporation for National and Community Service

Individual, business and faith community contributions through memberships, donations and bequests

Foundations/Corporations including: LGBT&S Alliance Fund held at the Community Foundation for Southern Arizona; Bank of America; Blue Cross Blue Shield of Arizona; Community Foundation for Southern Arizona; Country Fair White Elephant, Inc.; Eugene C. and Wiletta F. Denton Family Foundation; IAEDP Foundation; Shaaron Kent Endowment Fund held at the Community Foundation for Southern Arizona; Marshall Foundation; Meals on Wheels Association of America; Office Depot Foundation; Oro Valley Community Foundation, partner with the Community Foundation for Southern Arizona; Donald Pitt Family Foundation; Rotary Club of Tucson; Eliot Spalding Foundation; Subaru; Sun City Vistosa Community Foundation; Sundt Foundation; Tohono O’odham Nation; Tucson Electric Power; Tucson Osteopathic Medical Foundation; Wells Fargo Foundation

Annual Sponsors: Adult Care Home Placement Services – Kim Oden; Blue Cross Blue Shield of Arizona; Broadway Proper; Care1st/ONECare; Mercy Care Plan; Walgreens

Accent CareAiresAlzheimer’s AssociationArcadiaArizona Children’s AssociationArizona Consumer DirectAventasCatholic Social ServicesCity of Tucson (Parks and Recreation)Community Home Repair Projects of Arizona (CHRPA)DependableHandmaker Jewish Services for the Aging

La Posada at Park CenterLutheran Social Services of the SouthwestMy HouseNurse CorePima County Health DepartmentPhilips Lifeline Systems, Inc.RescareSoreoSouthern Arizona Family ServicesSouthern Arizona Legal AidTucson International Alliance of Refugee CommunitiesTucson Urban LeagueUnited Cerebral Palsy

Community Subcontracted Agencies

PCOA PeopleLeading the WayBoard of Directors Fiscal Year 2014-2015

Carol M. Swango Chairman

Augustine “Augie” Garcia First Vice Chairman

Frank Watts, Jr. Second Vice Chairman

Maxine GoldsteinSecretary

Terrence H. Allen Treasurer

Robert Bell Member At Large

Anthea Dixon, MD Richard Elias Deborah Embry Palmer Evans, MD

Immediate Past ChairmanJesus Eleazar Garcia, MDBeverly Heasley Leslie Hunter Del Jones Adaline Klemmedson Alan Levenson, MDAmy Levin

Advisory Council Chairperson Jane Mohler, RN, MPH, PhD Marilyn Peskin-Kaufman Tamie Powell Shirley Scott Robert Van Sice, Jr. Richard Woodruff Ronald Zack

Title III Programs Advisory Council

OfficersAmy W. Levin

ChairpersonRon Meck

Vice Chairperson

MembersPaula BresslerElizabeth DavidsonJohn James DuncanThelma Frankel Roger FultonAllan Gordon Kyle E. KielSondra Match George MairsKathleen McCormackLinda Shmyr

Alternate MemberTwo Bears Council on AgingFoundation Board

OfficersAdaline Klemmedson

President Steve Borden

Vice President W. Mark Clark

Secretary/Treasurer

MembersTerrence H. Allen Ken CarlsonChris HelmsHerbert Hoffman, CPA Sarah Lennartz Jon Magoch Mitch Moen Agnes Poore, RN, BSN, MBA Becky Rebenstorf Beth Smith

Photos by Scott Griessel, Creatista

Debra Adams Veronica AlemanCynthia AlvarezBelinda AranetaBlanca AriasJanet BakerDonna BaremoreJohn BarnesMelissa BartaloneIngrid BaumgartAndrew BenavidezMaria BenavidezSusan BourqueCassandra BracamonteDonna BurrowsW. Mark ClarkNancy CokerMargharite CoppolaCarolyn CortesiLester CraigJennie CunninghamSandra DavenportRachelle EncinasAntonio EstradaBuena FrenchLynn GaudioLaura GodwinEdith GoetzIvonne GonzalezLizette Gonzalez

Jennifer HaganCarol HeilJanet HelmsLynn HeskettMargaret HigginsKimberley HoidalIrene HolguinVernell JonesCatherine KayCielo KenngottJoyce KeylWilliam KirkpatrickMaria KneppKathleen KuczynskiSarah LahiffNoemi LaytonCarol LeeSusan LemmonSusan MarshallMarco MartinezFrancine McgetrickLaura MichaelsGladys MillerAnabeli MirandaCharity MuellerConnie NelsonMaria NietoFrances OrmanKathron PallijaSabrina Plattner

Angela PriorThomas PylmanBillie ReadAngelina RicherKaren RingBridget RoadsKim RosenfeldLupe SalasCecilia SalazEdith SansomYolanda SevillanoElizabeth ShallenbergerEdward SlegerSeiko SnedekerVikki SpritzAngela SytsmaMary TrejoMartha TwichellIris VazquezChristopher VitezJennifer WalkerSarah WallPamela WesselKim WickhamNancy WilkinsValerie WilkinsAdina WingateHarriet Zaha

Council on Aging Foundation Commission Members

Pima Council on Aging Staff

Melissa Amado Allan BogutzKatie DusenberryConnie HowardSchuyler Lininger

Linda LohseHelen SchaeferKirk SaundersGladys Sorensen

8467 E. Broadway Blvd.

Tucson, Arizona 85710-4009

Phone: 520-790-7262

Online: www.pcoa.org

Email: help@pcoa.org

Aging Well: Living a Resilient LifePCOA promotes ways to manage one’s

personal health, stay fit, and maintain

or improve quality of life.