Publication of Pima Council on Aging, Helping Pima County Age Well Since 1967
Pima Council on Aging 2023-2024 ANNUAL REPORT
A Message from Our Leadership
Dear Friends, Supporters, and Community Partners,
Looking ahead, our vision is to build on this momentum by further enhancing the services we offer and addressing the evolving needs of older adults and their caregivers. As we continue to navigate the challenges of an aging population, we are committed to innovative solutions that foster independence, vitality, and inclusivity for everyone we serve. None of this would be possible without the incredible dedication of our staff, volunteers, and partners. We are deeply grateful to each of you—our donors, supporters, and stakeholders—for standing with us and ensuring that every older adult in Pima County can thrive. Your belief in our mission and your generosity fuels our work every day, and together, we will continue to make a lasting difference. In partnership and with heartfelt thanks,
As we reflect on the past fiscal year at the Pima Council on Aging, we are filled with immense pride and gratitude for all that we have accomplished together. This year has brought its share of challenges, yet it has also illuminated the incredible strength and resilience of our community. Thanks to your unwavering support, we have been able to meet the rising needs of older adults in Pima County, helping them to age with dignity and respect. With the ongoing housing affordability crisis and the end of pandemic-era funding, we have remained steadfast in our commitment to provide crucial resources to the most vulnerable members of our community. We are proud to have worked closely with our partners, both locally and statewide, to advocate for and secure essential funding that ensures the continuation of these life-changing programs.
W. Mark Clark President & CEO
Agnes Poore Chair, Board of Directors
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Executive Summary The 2023-2024 fiscal year has been one of significant growth, innovation, and resilience for PCOA. As we continued to navigate an increasingly complex landscape for older adults, our commitment to providing essential services and support has never been stronger. This year, we reached nearly 20,000 individuals (about the seating capacity of Madison Square Garden) , providing everything from meals and home repairs to caregiver support and advocacy. Key Accomplishments
Home & Community-Based Services (HBCS) More than 4,800 individuals enrolled in our Home and
Community-Based Services (HCBS) programs, receiving essential services such as home-delivered meals and home repair. Caregivers also received respite support through the Family Caregiver Support Program.
Comprehensive Outreach Through our Neighbors Care Alliance affiliates, 13,000+ people received community-based support, while our Senior Companions program served over 600 older adults , providing companionship and reducing social isolation. Dementia & Medicare Support Our Dementia Capable Southern Arizona program reached 645 participants , and 663 individuals attended Medicare presentations to help them navigate their healthcare options.
Long-Term Care Advocacy The Long-Term Care Ombudsman program resolved 1,542 complaints and engaged in 2,656 activities to advocate for the rights and well-being of older adults in care facilities.
Visibility Matters Our program to reduce barriers for LGBTQI+ older adults provided 517 health care professionals with the tools and training needed to create inclusive, supportive care environments.
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About Pima Council on Aging
Mission & Vision The mission of PCOA is to promote dignity and respect for older adults and to advocate for older adults maintaining their independence in Pima County. Our vision is a community where everyone ages well, supported by accessible services and resources that enhance quality of life, regardless of circumstances. History & Background Since its founding in 1967, PCOA has been a trusted resource and advocate for older adults in Pima County. As the designated Area Agency on Aging, we have developed a wide range of programs to support older adults, their families, and caregivers. Our focus is on providing services that empower individuals to age with dignity, maintaining their independence for as long as possible.
Board of Directors Our leadership team includes a dedicated Board of Directors who guide the organization’s strategic direction. For the fiscal year of 2023- 2024, the Board was chaired by Agnes Poore, with W. Mark Clark serving as President & CEO. Together with our executive team and staff, the Board ensures that PCOA remains a dynamic and impactful force in Pima County.
PCOA leadership members from left to right: Sarah Spearman, Vice President, Philanthropy & Communications; Rebekah McGee, Senior Vice President, Business Development and Strategy; W. Mark Clark, President & CEO; Lisa Reams, Vice President, Programs & Services; Jennifer Cain, Vice President, Health & Community Partnerships; John Motowski, Vice President & Chief Financial Officer; Victor Quiros, Vice President, Operations.
The lunch program is a blessing! All of the people are wonderful, and the food is delicious. When I first came, I had lost so much weight that I could not use the riding scooters in the market. But the program let me gain enough weight that I can now. —L.G., Saguaro Community Church lunch participant
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Financial Overview PCOA operated with over $20 million in total revenue this fiscal year, strategically allocated to programs addressing food security, caregiving, healthcare navigation, and wellness. While some programs operated at a net loss, this was a deliberate decision to prioritize impact over surplus. Targeted fundraising efforts, strategic grant applications, and community partnerships bridged funding gaps, ensuring access to critical resources.
PCOA and Subsidiaries As of June 30, 2024 (Unaudited) PCOA
PimaCare at Home $799,774 $714,022 $746,648
CareGiver
TOTAL PCOA
Training Institute
Total Assets
$7,603,130 $1,330,143 $6,272,987
$47,188 $947,937 $34,689
$10,573,902 $2,992,102 $7,581,800
Total Liabilities Total Net Assets
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PCOA PimaCare at Home CareGiver Training Institute TOTAL PCOA
10
8
6
4
2
0
Total Assets
Total Liabilities
Total Net Assets
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Financial Overview Assets Overview: Strengthening Our Foundation
Pima Council on Aging’s financial strength is grounded in a diverse and well-managed portfolio of assets. As of June 30, 2024, total assets reached $10,573,902, reflecting strategic investments and prudent resource management. These assets ensure PCOA’s ability to sustain and expand its mission to support older adults and their caregivers in Pima County.
$ 2,320,077 $ 2,930,658 $ 2,320,077
Cash Investments Accounts/Contracts Receivable Bequest/Pledges Receivable Prepaid Expenses Intercompany Receivable/(Payable) Deposits & Other Assets
$ 484,945
$ 72,380 $ 736,959 $ 21,978 $ 2,338,362
Land, Building & Equipment (Net)
0 $ 500,000 $ 1,000,000 $ 1,500,000 $ 2,000,000 $ 2,500,000 $ 3,000,000
Liabilities Overview: Ensuring Financial Responsibility As of June 30, 2024, Pima Council on Aging’s total liabilities amounted to $2,992,102, reflecting our commitment to meeting financial obligations while maintaining operational sustainability. These liabilities represent a combination of short-term and long-term responsibilities, managed effectively to support the organization’s mission and programs.
Accounts & Contracts Payable Accrued Expenses Deferred Revenue Mortgage Payable & Other Debt Due to Others
$ 213,741
$ 780,810
$ 216,685
$ 1,596,334
$ 184,532
0
$ 500,000
$ 1,000,000
$ 1,500,000
$ 2,000,000
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Financial Overview Program and Financial Impact Overview
The Pima Council on Aging (PCOA) is dedicated to improving the lives of older adults and their caregivers in Pima County. The following breakdown highlights our financial commitments and the impact of each program during FY23-24.
Family Caregiver Support $1,643,053.90 3,398 caregivers served Congregate Meals $1,208,433.37 63,186 meals provided Home Delivered Meals $2,541,226.56 225,654 meals delivered
Advocacy & Educational $1,054,785.99 2,867 individuals assisted Emergency & Crisis Services $305,244 339 cases of urgent assistance provided Medicare $244,349.78 3,221 older adults served Veteran Services $488,827.85 32 veterans supported Intake-Helpline-I&R $555,887.07 27,890 calls and referrals processed
Healthy Living $303,829.34
142 participants in evidence-based classes Home and Community-Based Services $6,419,875.15 1,702 individuals supported
60 % Government Funding & Contributions
10 % Investment & Other
85 % Program Services
15 % Administrative & Fundraising
30 % Program Service Revenue
Program Efficiency 85% of total expenses were spent on direct program services, with 15% on administrative and fundraising costs. Revenue Diversification 60% of revenue came from government and contributions (public funding, donations, and foundations), 30% from program services, and 10% from investments and other income.* * Many of the funds classified as program revenue and contributions originate from federal sources administered through state and local agencies.
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Comprehensive Services for Older Adults and Caregivers
PCOA offers a wide range of programs to support older adults, caregivers, and families across Pima County. From in-home support to healthcare, legal services, and healthy living initiatives, PCOA aims to ensure dignity, independence, and well-being for all. PCOA remains committed to delivering high-quality services that meet the diverse needs of older adults and their caregivers throughout Pima County.
In-Home Support & Caregiving PCOA’s services include programs like
Transportation & Community Engagement
PimaCare at Home, Neighbors Care Alliance (NCA), Home Repair, and Pima Meals on Wheels, offering in-home support, community connection, nutritious meals, safety modifications, and caregiver respite. Health & Wellness PCOA promotes aging well through initiatives including EnhanceFitness ® , A Matter of Balance, Memory Cafés, and the Aging Mastery Program. PCOA offers classes and services at various locations throughout Pima County promoting exercise, social connections, and educational opportunities, ensuring older adults have access to critical resources wherever they are, with the Katie Dusenberry Healthy Aging Center serving as the central hub for
To maintain independence and social connectedness, PCOA’s partners and contractors provide transportation services, community lunch programs and social interaction opportunities. Our Visibility Matters training offers healthcare providers the necessary information to provide inclusive, person-centered care to their clients. Our Aging Well and Housing programs further support older adults in accessing affordable, safe living environments. Advocacy PCOA’s Long-Term Care Ombudsman program helps to protect against abuse and exploitation of assisted living and nursing home residents in Pima County. Advocacy takes additional forms. This year President & CEO, W. Mark Clark visited Arizona’s elected officials in Washington D.C. to discuss funding and expanding the Older Americans Act of 1965. Key PCOA staff also visited with state and local officials to ensure our programs are adequately funded.
many of these activities. Healthcare Support
PCOA’s Senior Medicare Patrol (SMP) and Medicare education programs help individuals navigate complex healthcare systems, while our one-on-one consultations and Healthy Living Classes provide guidance to making informed health decisions. Legal Assistance PCOA offers legal support through programs like FreeWill, and Rights and Benefits advocacy. We also provide end-of-life care planning and legal assistance for long-term security.
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During the 2023-2024 fiscal year, Pima Council on Aging (PCOA) continued to profoundly impact the lives of older adults and their caregivers throughout Pima County. While it can be challenging to quantify the total number of people served, our commitment to providing comprehensive support remains unwavering. From in-home services to community education and referrals, PCOA’s reach is extensive, serving nearly 20,000 individuals this year. Impact and Achievements COMMUNITY IMPACT 19,886 4,800 individuals enrolled in Home & Community-Based Services (HBCS), received direct support including meals and home health care. Caregiver respite was provided through our Family Caregiver Support Program.
unduplicated participants served through our Arizona Department of Economic Security (DAARS) tracked programs, including services like meals, home repairs, respite care, and health education.
600+ older adults supported through the Senior Companions program.
13,000+ people supported by Neighbors Care Alliance affiliates with errands, transportation, and companionship.
645 participants in Dementia Capable Southern Arizona community education sessions.
1,542 complaints Long-Term Care Ombudsman program resolved and engaged in 2,656 activities with assisted living facility residents.
663 participants attended Medicare presentations, helping to navigate complex care decisions.
Volunteer legal clinics helped 104 individuals , and contracted legal services supported another 88 .
145 enrolled in EnhanceFitness® 135 enrolled in A Matter of Balance 44 enrolled in Aging Mastery Healthy Living programs made a tangible difference in helping older adults maintain their health and independence.
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Community Outreach
Advocacy and Educational Programs: Empowering Our Community Advocacy is at the heart of Pima Council on Aging’s mission, supporting both systemic policy changes that benefit all older adults and caregivers, as well as individual advocacy to help navigate complex systems and secure essential resources. In FY23-24, our team worked tirelessly to ensure individuals received personalized support while also amplifying the collective voice of older adults to drive meaningful change at the state and national levels.
INVESTED IN ADVOCACY EFFORTS, primarily supporting individualized guidance and education to help older adults and caregivers access the resources and services they need to thrive.
$ 1,054,786
Never Too Late (NTL): A Trusted Source for Aging Information Our 36-page, bimonthly, full-color newspaper reached 8,500 readers per print issue and an estimated 1,200–1,800 online readers per digital issue. With six issues annually, NTL delivered critical aging services and advocacy resources to over 60,000 combined readers. Copies were strategically placed in libraries, grocery stores, housing facilities, and delivered to Pima Meals on Wheels recipients, ensuring wide access to vital information. Each issue featured timely articles on topics such as Medicare updates, caregiver support, healthy living tips, and opportunities for
Americans Act. These discussions emphasized the importance of sustained funding and support for aging services nationwide. Ombudsman Program: Advocating for Residents in Care Facilities Supported 316 assisted living and skilled nursing facilities, providing residents and families with conflict resolution and advocacy services. • Addressed 1,542 complaints , resolving 1,312 of them to improve living conditions. • Participated in 301 resident council meetings, empowering residents to advocate for themselves without fear of retaliation. • Success Story: Our Ombudsman team facilitated the creation of an independent resident council in one facility, fostering a culture of self-advocacy and mutual support among residents. Education and Community Engagement Through presentations, resource fairs, and events, PCOA engaged directly with 1,300 individuals and reached an additional 10,000 through health fairs and outreach events. These opportunities allowed us to connect with the Pima County community and raise aware- ness about aging services and advocacy.
community engagement. Advocacy Highlights
State-Level Advocacy: Successfully secured $2 million in funding for Arizona’s Area Agencies on Aging, ensuring continued access to essential programs despite challenging state budget conditions. Represented the interests of older adults in legislative discussions, advocating for policy changes that directly impact their lives. National-Level Advocacy: Took Arizona’s concerns to Capitol Hill, leading conversations about the 2024 reauthorization of the Older
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Volunteer Impact Volunteers are at the heart of PCOA’s mission, contributing their time, energy, and compassion to support older adults across Pima County. We know that their impact is immeasurable. From offering companionship and assisting with daily tasks to providing Medicare guidance and more, their dedication helps older adults maintain independence, dignity, and quality of life. Within the Neighbors Care Alliance (NCA), volunteers play a particularly vital role. Last year, NCA volunteers contributed an extraordinary 75,128 hours of service . According to the State of Arizona, each volunteer hour is valued at $30.13, translating to an incredible $2.26 million worth of support. This contribution not only makes a profound difference in the lives of those we serve but also saves Pima County a significant amount in worker hours. Financial Stewardship: Balancing Today and Tomorrow PCOA takes pride in managing financial resources with a dual focus: addressing immediate needs while maintaining the long-term stability of our organization. Our $10.57 million asset base, including $2.93 million in investments, provides a strong financial foundation, ensuring we can respond to urgent challenges and seize opportunities for innovation. By leveraging unrestricted assets to support underfunded but high-impact programs, we meet the needs of today while preserving resources for tomorrow. Thoughtful management of liabilities and strategic use of investment income demonstrate our commitment to fiscal health and organizational longevity. Donors and grantors can trust that their contributions are used not only effectively but also responsibly, enabling us to maintain transparency and accountability across all levels of our work.
75,128 HOURS VOLUNTEERED
$ 30.13 VALUE PER VOLUNTEER HOUR
$ 2.26M WORTH OF SUPPORT
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=
Through tasks like providing transportation, assisting with errands, offering companionship, and much more, our volunteers are essential to ensuring older adults can continue to live safely and with dignity in their homes. This commitment underscores the power of community and the indispensable role volunteers play in aging services. We extend our heartfelt gratitude to every volunteer for making a lasting difference in the lives of thousands of older adults in our community.
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Donor Recognition To our generous donors who have given $1,000 or more, we extend our deepest gratitude for your remarkable commitment to Pima Council on Aging (PCOA). We recognize that every gift—no matter the size—makes a meaningful difference in our community. Your extraordinary generosity, however, amplifies our ability to reach more people and make a deeper, more lasting impact. For that, we are truly grateful. You are an essential part of creating a more vibrant, supportive future for older adults in Pima County.
Ellen Alexander David Apgar and Paula Radmacher Leavitt Arnold John and Barbara Bentley Cayce Blanchard and Stephen Lacy Paul Bryant Smith Foundation Mary P. Carryer The Cowell Family Trust Jacqueline and Douglas Crockett Larry East Harriet A. Edwards Thomas and Jeanne Elmezzi Private Foundation Karl W. Flessa D. Joan Forbes Thomas and Sandra Giannini Louis and Sharon Hekman
Lynn A. Huebner Darrel and Mary Hund Steven and Marta Ketchel Adaline and Daniel Klemmedson Raymond Lopez Gerald and Susan Maggiora Thom and Kathy Mansur Gaston and Penny Marchand
Douglas Roswell Wallace and Linda Rumsey Karen Schwartz Griggs John M. Simpson Foundation Gladys E. Sorenson Trust Southwest Gas Fuel for Life Ronald and Marcia Spark Ronald and Sharon Thomas Susan Von Kersburg Eleanor Weinzapfel Marvyl M. Wendt Stephen R. Wong James and Terri Zarling
Alexandria McCaffery Meals on Wheels of America Alan T. Murray Christina Noz and
Abraham Wu Raquel Otten
Andy and Agnes Poore Shaol and Evelyn Pozez Endowment Fund
Marjorie Reveal Sereta Robinson
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Monthly Donors To our monthly donors, your generosity goes beyond financial support—it represents a lasting partnership in our mission. Your ongoing contributions enable us to make a sustained and meaningful impact in the lives of those we serve. We are profoundly grateful for your trust, commitment, and belief in the work we do. Robert Baker David and Ruth Bear Regina Bohnert Betsy Bolding Sandra Brantley Carolyn Brown and Eric and Morgen Forrest Gale Foster Strauss and Bud Strauss Lester Geisel John and Maureen Gorski Mara Gregory Joanne Mallie Janice Martin
Elizabeth Minno Mary and Susan Morgan-Klaehn Nancy Mortiz Gregory and Leslie Pape Jennifer Rich Eric Scharf David and Angela Schlosser Vikki Spritz Susan Stein Kregar Margaret A. Stephens
Tim Wernette Jennifer Cain Maggie Carrillo
Sharron V. Hannaman Stephan Hannestad Catherine Hazen Mary D. Hilmar Jane Howell Lloyd Hudson George and Yvonne Keane Joseph Ketterle Linda Khumalo Kathy Kristof Jean Lewis Roy Loewenstein and Alana Stubbs Fred and Sandra Luckau
Ken and Sabra Castle Martha Jan Chilcott Nancy S. Cloud James Collins and Loisanne Keller Sharon M. Keown Cooley Juanita H. Corona Nancy Davies
Madison Stevens Thomas P. Stoffel
Joyce Evans Palmer Evans Fangamer, LLC
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Donor Recognition Community Partners
We extend our deepest gratitude to community partners whose generous financial support has been vital to our mission. Their contributions have enabled PCOA to provide essential services to older adults and caregivers throughout Pima County. These partnerships ensure that we can continue to offer programs like home-delivered meals, caregiver support, and advocacy for aging with dignity. Alzheimer’s Association Banner University Community Reinvestment Blue Cross Blue Shield Community Foundation for Southern Arizona Connie Hillman Family Foundation The David and Lura Lovell Foundation The Eliot Spalding Foundation Mercy Care Shaaron Kent Foundation Shurtz Foundation Southwest Gas TMC Foundation Tucson Electric Power United Health Care Foundation United Way Vantage West Credit Union Make a Donation Your donations directly support the essential services we provide to older adults and their caregivers. Contributions of any size help deliver meals, fund home repairs, and offer critical caregiver support. You can also designate your gift for specific programs or make a recurring donation to provide ongoing support. Every dollar makes a difference!
To donate, visit www.pcoa.org/donate or call (520) 790-7573 ext 5042
Ways to Support PCOA Attend Our Events Join us at educational and community events throughout the year. Your participation helps raise awareness and funds to support our mission.
Advocate for Older Adults
Legacy Giving Consider leaving a lasting
Help us amplify the voices of older adults by participating in PCOA’s advocacy efforts. Stay informed, engage with your representatives, and help influence policy changes that benefit our community.
legacy by including PCOA in your estate plans. Planned gifts help sustain our work for generations to come.
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Get Involved with Pima Council on Aging At Pima Council on Aging (PCOA), there are countless ways to support our mission and make a meaningful impact in the lives of older adults in Pima County. Whether you choose to volunteer, donate, or advocate, your involvement helps ensure that everyone in our community can age with dignity and respect. Volunteer Opportunities Volunteers are the heart of PCOA. By sharing your time and talents, you can make a real difference in the lives of older adults and their caregivers. Contact our Volunteer Service Program Manager at (520) 258-5062 for more information about these volunteer opportunities: Long-Term Care Ombudsman
Healthy Living Lead programs like “A Matter of Balance” and “Healthy Living with Chronic Pain” to empower older adults in managing their health. Memory Café Support people with dementia and their caregivers in a welcoming, social environment focused on strengths and connection. Benefits Navigator Assist older adults in applying for benefits such as ALTCS and LIHEAP, helping remove barriers to essential resources.
Advocate for residents in long-term care facilities by visiting assigned sites and supporting residents’ rights. Property Tax Credit (PTC) Help older adults on limited incomes apply for tax credits that provide essential financial support. No tax experience needed. Caregiver Support Group Facilitate caregiver support groups, providing guidance and resources to help caregivers make informed decisions. Administrative Volunteer Help with tasks like filing, data entry, and phone calls to support PCOA’s programs.
Michael found support in the resources and community offered by PCOA. “The support groups rescued me,” he reflected. “They affirmed that I was okay, that I wasn’t alone. I could voice my emotions, my confusion, and feel understood by others who were going through similar experiences.
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facebook.com/pimacouncilonaging instagram.com/pimacouncilonaging
8467 E. Broadway Blvd. Tucson, AZ 85710 (520) 790-0504 Helpline: (520) 790-7262 Email: help@pcoa.org www.pcoa.org
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