Pima Council on Aging Annual Report FY2011-12

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.

Pima Council on Aging is dedicated to improving the lives

of older adults by providing appropriate advocacy, accurate

information and timely assistance, access to affordable direct

services, and funding to the Community Services System,

the local network of human service agencies.

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 benefit programs,

housing, consumer fraud, elder abuse,

personal financial management,

Medicare, Social security, and many

other issues.

With public policy: PCOA staff 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 1,000 active volunteers,

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), serve

elders, families and children in many

different community settings—more

than 80 in all.

Neighbors Care Alliance Program

volunteers enable older adults to

remain at home independently. These

grassroots groups provide home visits,

shopping, transportation for health

care visits, and more.

Through the Ambassador Program,

more than 100 community-based

trained volunteers provide information

and referrals to older adults and their

caregivers in over 220 locations across

Pima County.

Promoting Dignity and Respect for AgingCaring for People and Community

Generations of ServiceWho We ArePCOA has led the way on behalf of older adults in our community

for over 46 years. Pima Council on Aging (PCOA) is an Arizona nonprofit

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 first 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, and funding 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.

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 PCC Performing Arts

Building at 1250 W. Continental Rd.

in Green Valley.

Services Pima Meals on Wheels delivers a thousand meals a day, helping older adults stay nourished in their homes.

Congregate Meals offer affordable meals at 12 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 plan.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 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 – Living Well is a series of three evidence-based health promotion programs for adults 60+ about managing one’s personal health, staying fit, and maintaining 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 partnersJuly 1, 2011 through June 30, 2012 Services Provided Units Individuals Delivered Served

PCOA Helpline/Intake 11,792 client contacts 8,223

Home Delivered Meals 245,973 meals 1,469

Congregate Meals 97,595 meals 2,166

Nursing Clinics 2,539 client contacts 342

General Transportation 17,304 one-way rides 96

Minor Home Repair 259 repairs 170

Major Home Repair 571 repairs 305

Legal Services 463 hours 199

Lifeline 4,709 hours 458

Caregiver: Information & Referral 2,277 client contacts 1,226 Grandparents Raising Grandchildren Information & Assistance 3,797 client contacts 439 Support Groups 4,246 hours 343 Family Facilitation for Elderly 8 hours 9 Support Groups for Elderly 467 hours 87 Supplemental Services 46 jobs 20 Respite 9,963 hours 80

Case Management 15,847 hours 1,550

Housekeeping 25,837 hours 529

Personal Care 827 hours 5

Attendant Care 127,394 hours 746

Adult Day Care 2,886 hours 10

Visiting Nurse 41 hours 2

Shopping 2,381 hours 83

Elder Rights & Benefits 4,029 client contacts 2,495(formerly Ombudsman)

Medicare/Insurance Counseling 12,180 client contacts 3,819

Personal Budgeting Assistance 1,314 volunteer hours 99

Long Term Care – Ombudsman 793 complaint resolutions NA

Retired/Senior Volunteer Program 72,221 volunteer hours 378

Ambassadors Volunteer Program 1,562 volunteer hours 50

Neighbors Care Alliance Programs 60,242 volunteer hours 2,206

Distribution of Donated Products 19,017 products 249

Enhance Fitness 10 classes (3 x week on-going) 293

A Matter of Balance 13 classes 142

Chronic Disease Self-Management Program 8 classes 102

Behavioral Health–Suicide Prevention Trainings 14 classes 275

Individuals could be receiving one or more services

A Caring CommunityWho Gives Support

$250 - $499

Pat & C. Briggs AckertDebra AdamsEric & Sheree AndersonCharles & Jean AresThomas BanasiakBarbara BergesenBetsy BoldingDaniel & Mary BoonePeter & Joyce BoyleJames J. Britt IIICol. Donald G. BuchholzScott E. & Sue Ann BulauBruce & Melinda BurkeRoger & Ellen CaldwellJoan Kaye & Bob CauthornDiana P. & Jerry CederquistDean Christoffel & Teresa WellbornNathan ClarkJohn F. Coffin III & Karen E. CoffinRoger & Dawn ColeCarolyn CortesiMargaret CraryClyde C. Cross III & Ann StrineThomas & Lois CurtiSue & Ron DetrickEugene W. & Vera L. DooleyDebra DriggsPatricia DunkelCatherine DunlapDavid G. & Joan H. EbertRebecca EdmondsGerard L. & Bette L. ErvinMr. & Mrs. John Escher IIIRuss & Edie FerrellDolph & Jean FiorinaKen FlowerRoger & Gisele ForresterRon & Paula Jones FullerBetty B. GeehanDr. John & Mrs. Teri Geiger

James J. & Louise GlasserSally GormanStewart GrabelScott HaileMichael & Kathryn HardOrville HartBeverly HeasleyD. L. & M. C. HerkLeslie HunterAnn L. IrelandKathy JacobsPeter & Ann JohnsonDr. Anna JolivetBrian KahnMorris & Janet KenigsbergDr. Daniel & Mrs. Adaline KlemmedsonAmy Jean KnorrHenry KofflerDonald KretGloria KrierMr. & Mrs. George LambSteven & Megan LightmanDaniel LonganeckerMarian LupuCarol J. LyonsNeil H. MacDonaldGeorge & Nancy MairsJeannie MaldonadoGaston & Penny MarchandFrances MartinMr. & Mrs. Stephen MartinekAndrea MateEllen & Caroline MayeRichard MayersRichard & Mary Belle McCorkleNancy M. MielinisSuzanne MilesGladys MillerAnne MorrisonAlbert & Jeannie MuellerBarbara NorranderMr. & Mrs. William PageJohn & Judith ParkerChandubhai & Vasumati PatelBrian PeasleyCharles & Patricia PettisRuthann & Louis PozezArthur & Janine PrewittPat QuitonWilliam & Ann RemersMark RobinRachel M. RoblesLorraine RodriguezDr. & Mrs. Alan K. RogersLowell & Anne RothschildEdward Schechner & Lucy WilsonPeter G. Schmerl, Attorney

Gifts for Fiscal Year Ending June 30, 2012Partnerships with organizations from all sectors of the community and the generosity of thousands of individuals, businesses, clubs, and foundations in 2011-12 enabled PCOA to excel. We acknowledge and thank everyone for their outstanding services, in-kind donations and sustained charitable support. Among them:

Maria SerranoRoland & Pamela ShackRobert R. ShannonMr. & Mrs. Donald ShropshireHarriet SilvermanBruce SimonVail B. SmithHarold & Kathleen SnyderKaren SparksRoy G. Spece Jr. & Rose Marie Ibanez SpeceRobert & Joan StapletonRon StaubSteven K. & Sue Carol StenselArlene E. & James D. V. Stevenson-BoothDr. Rachel StoverRuth StroudDr. James & Mrs. Joann SumwaltEdwina SwopeJay TateCharles & Eunice ThomasSteven & Danielle ThuJanet TurnerMr. & Mrs. Thomas Van AttaJodie VanscoykPaula Vaughn, CSANanette Warner, JDDavid WeeksDr. Ronald & Mrs. Mary WeinsteinGene I. & Marvyl M. WendtSherry WerstleinEllen K. WheelerWilliam O. & Martha WillsLoren WoernerSMSGT Willie & Mrs. Isidora WrightBernard YoungRonald Zack, Attorney at Law

$500 - $999

Terry & Sharon AllenPaul B. Bartlett, JDMary Ellen BeaurainBernie BennettRobert Beren, MDGlenn & Wini BowenRaymond Brouchard & Michael GleesonRussell BurnsCarol Des CognetsJohn Donahue Jr. & Mary Jayne D. SmithBruce & Katie DusenberryDr. Palmer & Mrs. Sally EvansBrian & Maxine GoldsteinLinda GoodeDonald L. & Julia B. GrafEric & Karen GustafsonPat HarrisLorayne HimebaughDarrel D. & Mary Hund

L. Jean KendallWilliam Robert KirkpatrickElizabeth KrebsWilliam T. LincolnKenneth Marsh & Penny SimmsSenator John & Mrs. Cindy McCainDonn & Sarita McCannAlthea McClureJanet MooreMr. & Mrs. Paul MorrisBob & Judy PatrickDr. Jessie V PergrinSteven W. & Jenny P. PhillipsRobin Klaehn Quilliam & Cole QuilliamTerry ReardonJonathan W. ReichSeymour & Elinor ReichlinPhyllis J. RiggWilliam & Alice RoePatricia C. RoedigerPatrice M. Ryan, JDMillicent Jean SamesAnne B. SappSuzanne SeayJoseph V. & Shirley SpitlerMark & Barbara L. SterlingAnne SunderlandMr. & Mrs. Peter TaussigWarren TisdaleRosi VogelHarriet WardDr. Neil & Mrs. Carol West

$1000 - $4999

ABCO Solar CompanyAdult Care Home Placement Service, LLCArizona CFCArizona LotteryMr. Paul Lindsey & Ms. Kathy AlexanderPeter & Marty AlmquistAmber LightsArcadia Heallth Care Malcor, LLCPatty AridaPaul L. & Alice BakerBanker’s Life & CasultyBayada NursesBuffalo ExchangeJulie BubulCasa De La Luz, LLCCatalina In-Home ServicesJim Click Family FoundationCommunity Foundation for Southern ArizonaPaul & June Converse Family TrustDeconcini Mcdonald Yetwin LacyDependable Health ServicesDesert Diamond Casinos & EntertainmentDonald & Joan DiamondDarryl & Mary Ann DobrasCatherine DorganMartha Elkind

The Emerald Isle SocietyExcel Mechanical, Inc.Fairwinds – Desert PointFellowship Square – TucsonMartin & Char GalaidDr. & Mrs. Arthur M. GoldbergGreen Valley Assistance ServicesJohn GuilbertHandmaker Jewish Geriatric CenterMary HarbourChris & Donna HelmsHolualoa Arizona, Inc.The Hudson FoundationHumana, Inc.La Frontera CenterDr. Alan I. LevensonDr. & Mrs. Martin R. LevyMed-Tech SystemsLena MellarsThomas MendozaMesch, Clark & RothschildJim MsharJim & Connie MurphyNorthwest HospitalSusan NuhnOdyssey Healthcare, Inc.Ordinary Bike ShopO’Rielly Motor CompanyJohn & Diana OsborneMarcia PiercePima CountyPima County GovernmentPSI Travel and CruisePyramid Federal Credit UnionRadiology, LTDRaskob Kambourian Financial Advisors, LTDResearch CorporationLaw Office Kay RichterRincon Country RV ResortsGeorge & Bobbe RosenbergJim & Dee Ann SakrisonSCAN Health Plan ArizonaSCF ArizonaDrs. John & Helen SchaeferJerry & Paula SimsBeverly SladekGladys Sorensen, Ph.D.Solatube – Sunshine Industries, Inc.Soreo Home Care ServicesSplendido at Rancho VistosoState of Arizona EmployeesSt. Mark’s United Methodist ChurchThe Sundt FoundationJoell T. & Mary Jane B. TurnerUniversity of Arizona FoundationUniversity Physicians HealthcareValley Services, Inc.Vantage West Credit UnionVilla De Amistad, LLCWhite Elephant, Inc.Dr .Harold & Mrs Nancy Willingham Charitable FundMarlen Yoder

$5000 - $9999

Camping World RV SalesCaremore Medical EnterprisesJohn & Laura AlmquistJim Click Automotive TeamArlene CumberlandHorizon Moving SystemsMarshall FoundationBlue Cross Blue Shield of ArizonaAbsolon FoundationCommunity Partnership of Southern ArizonaThe Providence Service CorporationBroadway ProperTMC Communications Team

$10,000 and Greater

Armory Park FoundationBank of AmericaThe Hazel M. Battiste TrustHealth Net of Arizona, Inc.Lazy Days MotorhomesSouthwest Catholic HealthSouthwest Gas CorporationTucson Electric PowerThe Lucille E. Williams FoundationEliot Spalding Foundation

In-Kind

Arizona Daily StarArizona Public MediaBrady Transport, Inc. Frances Chiasson City of Tucson Godat Design, Inc.Susan Joachin Lori Lieber Graphic Design, Inc. Cordelia Lundquist Med-Tech Systems Katherine Moreno Paradise Bakery and Café Personally Delivered LLC, Lauri & Tom Privett Kathy & Tony Poggi Sir Speedy Southwest Gas Corp St. Patrick Termite & Pest ControlTucson LifestyleTuller Trophy and AwardsVilla Feliz Flowers Walgreens

Connectedness

is developing and maintaining

close ties with others and with

the larger community.

Financials and FundingHow We Do It

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

Fiscal Year Ending June 30, 2012

Government Grants – $8,095,665

United Way of Tucson and Southern Arizona – $79,750

Membership Dues – $82,881

Miscellaneous – $40,728

Investment Income – $7,275

Contributions-Fundraisingand Donations – $576,802

Combined Statement of Activities

ExPENSES

1%

1%

1%

6%

0%

91%

Program Services7,678,486 – 87%

Support Services1,178,426 – 13%

Total Revenue and Support

$8,883,101 – 100%

Total Expenses

$8,856,912 – 100%

REVENUE AND SUPPORT

Area Agency on Aging Services – $6,877,040

78%Retired & Senior Volunteer

Program – $94,485

Senior Community Services Employment – $314,759

Volunteer Transit Program – $217,872

Ambassadors/Neighbors Care Alliance – $119,896

1%

4%

2%

1%

1%

9%

4%

Other Programs – $54,434

Administration – $783,580

Fundraising – $394,846Net Assets, July 1, 2011 $ 2,524,898Net Assets, June 30, 2012 $ 2,551,087Increase in Net Assets $ 26,189

Major Funding Provided By

Older Americans Act – U.S. Department of Health and Human Services, Arizona Department of Economic Security, Division of Aging & Adult ServicesFederal Social Service Block Grant, Arizona Department of Economic Security, Division of Aging and Adult Services State of Arizona, Arizona Department of Economic Security, Division of Aging & Adult ServicesCenter for Medicare and Medicaid Services, Arizona Department of Economic Security, Division of Aging and Adult ServicesArizona Department of Health Services (ADHS) Grant FundsCity of Tucson Pima County GovernmentUnited Way of Tucson and Southern ArizonaPima Association of Governments, Regional Transportation AuthorityCommunity Partnership of Southern ArizonaArizona Long Term Care System (ALTCS) through Mercy Care and EvercareCorporation for National and Community ServiceIndividual, business and faith community contributions through memberships, donations and bequestsFoundations/Corporations including: Armory Park Foundation, Bank of America, Elliot Spalding Foundation, Carondelet Health Network and Mercy Care Plan, Southwest Gas Corporation, The Hazel M. Battiste Trust, The Lucille E. Williams Foundation, Tucson Electric PowerSpecial Fundraising Events: Absolon Foundation, Blue Cross Blue Shield, Broadway Proper, Camping World RV Sales, Caremore Medical Enterprises, Community Partnership of Southern Arizona, Healthnet of Arizona, Inc., Horizon Moving Systems, Jim Click Automotive Team, Lazy Days Motorhomes, Marshall Foundation, Southwest Gas Corporation, The Providence Service Corporation, TMC Communications Team, Tucson Electric Power

Community Subcontracted Agencies

Accent CareAires, Inc.AristocareArcadia Health CareArizona Children’s AssociationArizona Consumer Direct Personal CareBayada NursesCatholic Community ServicesCity of Tucson Community & Housing ServicesCity of Tucson Parks & Recreation DepartmentComfort KeepersCommunity Home Repair Projects of Southern ArizonaDependable Nurses, Inc.DIRECT Center for IndependenceHandmaker Jewish Services for the Aging

Health Core NursingLa Posada at Park CentreLutheran Social Services of the SouthwestMy House Senior LivingNSI Nursing Service, Inc.NurseCoreOur Family ServicesPhilips LifelinePima County Health DepartmentReliable NursesResCare Home CareSoreo In-Home Support ServicesSouthern Arizona Legal AidSouthern Arizona Family ServicesTucson International Alliance of Refugee CommunitiesTucson Urban LeagueWatermark at Home of Southern Arizona

Contributions-Fundraisingand Donations – $576,802

PCOA PeopleLeading the WayBoard of Directors Fiscal Year 2011-2012 Officers

Alan I. Levenson, MD ChairmanPalmer Evans, MD First Vice ChairmanLeslie Hunter Second Vice ChairmanRev. Robin Klaehn Quilliam Secretary Terrence H. Allen Treasurer

Members

Daniel R. Boone, PhD ParliamentarianMichael DaranyiRichard Elias Pima County Board of Supervisors Augustine “Augie” Garcia Arthur Goldberg, MD Maxine GoldsteinBeverly HeasleyAnna Jolivet, EdD Del JonesGeorge McFerron Jessie Pergrin, PhD, RN Marilyn Peskin-Kaufman Shirley Scott City of Tucson Council Member, Ward 4Gladys Sorensen, EdD, RNKaren SparksCarol M. SwangoFrank Watts, Jr.

Title III Programs Advisory Council

Officers

Maxine Goldstein ChairmanPatricia Finger Vice Chairman

Members Demetrius Bean Paula Bressler Roger Fulton Lea Goodwine-Cesarec Donald KretAmy W. Levin George MairsElsie Morales Paul Morris Lucy Read Fay Roos Gayle Way Pima Council on AgingFoundation Board

Officers

Chris Helms President Martin R. Levy, PhD Vice President

Members Palmer Evans, MD (PCOA Board Liaison) Adaline KlemmedsonAlan Levenson, MD Jenny Phillips Jeff Ronstadt Pat Simmons Steve Bordon Paula Vaughn, CSA Jim Murphy, President & CEO

Debra AdamsLeon Bennet-AlderLinda AldersonCarol AndersonGeorge AndrelaJan BakerLydia H. BakerJohn BarnesMelissa BartaloneMaria BenavidezBernard BennettCarol A. BjellandSuzy BourqueDavid A. BrolsmaJulie BubulDonna BurrowsSharon G. CarlisleShannon CarlossCarolyn CortesiLester CraigBernardino CuccariJennie CunninghamSandy DavenportPatricia A. DorganMelinda DorlingRachelle EncinasAntonio EstradaArmando FernandezBea FrenchPenny GassanEdie GoetzStew GrabelJaya GreenJennifer HaganJanet M. HelmsMargaret E. HigginsJane HowellJulie HuntingtonRosa JacksonVernell L. JonesPeter KangKerry KempCielo KenngottRobert KirkpatrickMaria KneppKathleen KuczynskiMaria KukielaSarah Lahiff

Noemi LaytonCarol LeeSusan LemmonMara LevinCarole LewisJean M. MaldonadoRich MarshallGail MartinMarco MartinezPatricia MartinezPatricia MeyersLaura J. MichaelsGladys MillerKim D. MirandaCharity MuellerJames J. MurphyDiane R. NelsonFrances OrmanKathron PallijaBrandon RawlsShannon ReedAngelina W. RicherKaren RingLupe SalasCecilia SalazSylvia SanoraEdith SansomDale SchmeddingYolanda SevillanoSeiko SnedekerAbbie StoneAstra StrumMary TrejoIris VazquezJennifer J. WalkerSarah J. WallTim WallMargaret WatsonPamela WesselShelley WhitlatchKim WickhamValerie F. WilkinsAdina R. WingateIrina YevzerovaAnn Zaha

Pima Council on Aging Foundation Commission Members

Pima Council on Aging Staff

Melissa Amado Allan BogutzThe Hon. Katie DusenberryConnie HowardSchuyler Lininger

Linda LohseHelen S. Schaefer, PhDKirk SaundersGladys Sorensen, EdD, RNEsther Tang

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 fi t, and maintain

or improve quality of life.