BETA

AREA AGENCY ON AGING OF WESTERN MICHIGAN INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
AREA AGENCY ON AGING OF WESTERN MICHIGAN INC (EIN 38-2058542)
Tax period
2020-10-01 to 2021-09-30
Filed
2022-08-15
IRS object ID
202212279349301801
Schema version
2020v4.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2022-08-15T09:33:31-05:00ReturnTs
Tax Period End2021-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN382492570PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BEENE GARTERBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line156 GRANDVILLE AVE SW STE 100AddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP49503ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-10-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382058542EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1AREA AGENCY ON AGINGBusinessNameLine1Txt
Business Name Line2OF WESTERN MICHIGAN INCBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlAREABusinessNameControlTxt
Phone6164565664PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13215 EAGLECREST DR NEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP495257005ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJACKIE O'CONNORPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone6164565664PhoneNum
Signature2022-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJACKIEPersonFirstNm
Person LastOCONNORPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROXANNE M PAGE CPAPreparerPersonNm
PTINP00292926PTIN
Phone6162355200PhoneNum
Preparation2022-08-11PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJACKIE O'CONNORPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13215 EAGLECREST DR NEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP495257005ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$55,691,217GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.AAAWM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTHE PURPOSE OF THE AREA AGENCY ON AGING OF WESTERN MICHIGAN IS TO PROVIDE OLDER PERSONS AND PERSONS WITH DISABILITIES, INCLUDING THOSE IN THE GREATEST SOCIAL AND ECONOMIC NEED, WITH AN ARRAY OF HUMAN SERVICES DESIGNED TO MAINTAIN INDEPENDENCE AND DIGNITY IN THEIR HOMES AND COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent20VotingMembersIndependentCnt
Total Employee126TotalEmployeeCnt
Total Volunteers50TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$38,763,988PYContributionsGrantsAmt
CY Contributions Grants$42,951,911CYContributionsGrantsAmt
PY Program Service Revenue$11,079,069PYProgramServiceRevenueAmt
CY Program Service Revenue$12,739,277CYProgramServiceRevenueAmt
PY Investment Income$131,637PYInvestmentIncomeAmt
CY Investment Income$29CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$49,974,694PYTotalRevenueAmt
CY Total Revenue$55,691,217CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$7,811,147PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,837,515CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$43,215,716PYOtherExpensesAmt
CY Other Expenses$45,734,831CYOtherExpensesAmt
PY Total Expenses$51,026,863PYTotalExpensesAmt
CY Total Expenses$53,572,346CYTotalExpensesAmt
PY Revenues Less Expenses-$1,052,169PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,118,871CYRevenuesLessExpensesAmt
Total Assets BOY$20,780,138TotalAssetsBOYAmt
Total Assets EOY$20,743,900TotalAssetsEOYAmt
Total Liabilities BOY$7,410,852TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,255,743TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$13,369,286NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,488,157NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE PURPOSE OF THE AREA AGENCY ON AGING OF WESTERN MICHIGAN IS TO PROVIDE OLDER PERSONS AND PERSONS WITH DISABILITIES, INCLUDING THOSE IN THE GREATEST SOCIAL AND ECONOMIC NEED, WITH AN ARRAY OF HUMAN SERVICES DESIGNED TO MAINTAIN INDEPENDENCE AND DIGNITY IN THEIR HOMES AND COMMUNITIES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$51,639,045ExpenseAmt
Revenue$12,739,277RevenueAmt
DescTHE AGENCY PROVIDES OLDER PERSONS AND PERSONS WITH DISABILITIES IN SOCIAL AND ECONOMIC NEED WITH SERVICES DESIGNED TO MAINTAIN INDEPENDENCE AND DIGNITY THROUGH PLANNING RESOURCE USE, FUNDING AND COORDINATING SUPPORT SERVICES, ADVOCATING ON BEHALF OF OLDER ADULTS, AND EDUCATING COMMUNITIES ABOUT AGING ISSUES.Desc
Total Program Service Expenses$51,639,045TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document162IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee126EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member20IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1JACKIE O'CONNORBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6164565664PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13215 EAGLECREST DR NEAddressLine1Txt
CityGRAND RAPIDSCityNm
State AbbreviationMIStateAbbreviationCd
ZIP495257005ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
BILL ROUTLEY
CHAIRPERSON4.00Yes (X)Yes (X)$0$0$0
MARILYN BURNS
VICE CHAIRPERSON2.00Yes (X)Yes (X)$0$0$0
RICHARD KARNS
SECRETARY2.00Yes (X)Yes (X)$0$0$0
CAROL HENNESSY
TREASURER2.00Yes (X)Yes (X)$0$0$0
CINDY LABELLE
BOARD MEMBER (MEMBER-AT-LA2.00Yes (X)$0$0$0
STUART PEET
BOARD MEMBER1.00Yes (X)$0$0$0
DAVID HODGES
BOARD MEMBER1.00Yes (X)$0$0$0
BETTY DERMYER
BOARD MEMBER1.00Yes (X)$0$0$0
SHARON BONGARD
BOARD MEMBER1.00Yes (X)$0$0$0
TIM MITCHELL
BOARD MEMBER1.00Yes (X)$0$0$0
NANCY NIELSEN
BOARD MEMBER1.00Yes (X)$0$0$0
JANE DEVRIES
BOARD MEMBER1.00Yes (X)$0$0$0
DENNIS SITZER
BOARD MEMBER1.00Yes (X)$0$0$0
RON BACON
BOARD MEMBER1.00Yes (X)$0$0$0
LINDA WEGER
BOARD MEMBER1.00Yes (X)$0$0$0
RICK CAIN
BOARD MEMBER1.00Yes (X)$0$0$0
KIM HALLADAY
BOARD MEMBER1.00Yes (X)$0$0$0
MICHAEL BEACH
BOARD MEMBER1.00Yes (X)$0$0$0
KEN DELAAT
BOARD MEMBER1.00Yes (X)$0$0$0
MILINDA YSASI
BOARD MEMBER1.00Yes (X)$0$0$0
LARRY TIEJEMA
FORMER BOARD MEMBER DURING THE YEAR1.00Yes (X)$0$0$0
LARRY EMIG
FORMER BOARD MEMBER DURING THE YEAR1.00Yes (X)$0$0$0
PEGGY DITTMER
FORMER BOARD MEMBER DURING THE YEAR1.00Yes (X)$0$0$0
BETTY KELLENBERGER
FORMER BOARD MEMBER DURING THE YEAR1.00Yes (X)$0$0$0
JACKIE O'CONNOR
EXECUTIVE DIRECTOR40.00Yes (X)$127,858$0$20,633
DAN TRAVIS
FINANCE DIRECTOR40.00Yes (X)$94,827$0$20,308
SUZANNE FILBY-CLARK
DEPUTY DIRECTOR40.00$101,573$0$24,676Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$324,258TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$65,617TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
MEALS ON WHEELS WESTERN MICHIGAN
2900 WILSON AVENUE SW SUITE 500GRANDVILLEMI49418HOME DELIVERED AND CONGREGATE MEALS$4,784,987
ELDERS HELPERS LLC
500 CHERRY ST SEGRAND RAPIDSMI49503HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT$2,723,667
COMFORCARE SENIOR SERVICES MID-MI DBA S
129 E MAIN STSTANTONMI48888HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT$2,581,249
SENIOR NEIGHBORS INC
678 FRONT AVE NW STE 205GRAND RAPIDSMI49504HOME CHORE, TRANSPORTATION, SENIOR CENTE$1,783,925
GT INDEPENDENCE
215 BROADUS STSTURGISMI49091HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT$1,689,328
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K78CntrctRcvdGreaterThan100KCnt
Government Grants$42,922,013GovernmentGrantsAmt
All Other Contributions$29,898AllOtherContributionsAmt
Total Contributions$42,951,911TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SENIOR MILLAGE AND OTHER LOCAL SO624100$12,691,031$12,691,031
PROGRAM624100$48,246$48,246
FieldValueIRS element (for citing)
Total Program Service Revenue$12,739,277TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$29TotalRevenueColumnAmt
Exclusion$29ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$55,691,217TotalRevenueColumnAmt
Related Or Exempt Func Income$12,739,277RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$29ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$271,849TotalAmt
Management And General$271,849ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,610,880TotalAmt
Program Services$4,622,076ProgramServicesAmt
Management And General$988,804ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$546,359TotalAmt
Program Services$450,496ProgramServicesAmt
Management And General$95,863ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$936,257TotalAmt
Program Services$781,490ProgramServicesAmt
Management And General$154,767ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$472,170TotalAmt
Program Services$372,383ProgramServicesAmt
Management And General$99,787ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,150TotalAmt
Program Services$127ProgramServicesAmt
Management And General$30,023ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$443,163TotalAmt
Program Services$347,834ProgramServicesAmt
Management And General$95,329ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$25,778TotalAmt
Program Services$20,776ProgramServicesAmt
Management And General$5,002ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$354,888TotalAmt
Program Services$286,152ProgramServicesAmt
Management And General$68,736ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$144,103TotalAmt
Program Services$100,739ProgramServicesAmt
Management And General$43,364ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$83,315TotalAmt
Program Services$66,853ProgramServicesAmt
Management And General$16,462ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$116,496TotalAmt
Program Services$80,240ProgramServicesAmt
Management And General$36,256ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUBCONTRACTORS$44,509,507$44,509,507
ADVOCACY$27,431$372$27,059

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$53,572,346TotalAmt
Program Services$51,639,045ProgramServicesAmt
Management And General$1,933,301ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$175BOYAmt
EOY$175EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$11,831,473BOYAmt
EOY$10,956,925EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$5,720,541BOYAmt
EOY$6,479,191EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$345,109BOYAmt
EOY$467,401EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$131,585BOYAmt
EOY$175,215EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,584,781LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$919,788LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,751,255BOYAmt
EOY$2,664,993EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$20,780,138BOYAmt
EOY$20,743,900EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$6,000,200BOYAmt
EOY$5,255,743EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$1,410,652BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$7,410,852BOYAmt
EOY$5,255,743EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,278,708BOYAmt
EOY$15,387,086EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$90,578BOYAmt
EOY$101,071EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$13,369,286BOYAmt
EOY$15,488,157EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$20,780,138BOYAmt
EOY$20,743,900EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$2,118,871ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,570,991CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,564,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,049,696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,763,988CurrentTaxYearMinus1YearAmt
Current Tax Year$42,927,493CurrentTaxYearAmt
Total$180,876,216TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,570,991CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$33,564,048CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$34,049,696CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$38,763,988CurrentTaxYearMinus1YearAmt
Current Tax Year$42,927,493CurrentTaxYearAmt
Total$180,876,216TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$180,876,216PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$81,908CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$145,994CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$220,049CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$131,637CurrentTaxYearMinus1YearAmt
Current Tax Year$29CurrentTaxYearAmt
Total$579,617TotalAmt
FieldValueIRS element (for citing)
Total Support$181,455,833TotalSupportAmt
Gross Receipts Rltd Activities$57,246,748GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99680PublicSupportCY170Pct
Public Support PY1700.99610PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$586,625OtherCostOrOtherBasisAmt
Book Value$586,625BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,998,156OtherCostOrOtherBasisAmt
Depreciation$919,788DepreciationAmt
Book Value$2,078,368BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,664,993TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$55,691,217TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$55,691,217RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$55,691,217TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$53,572,346TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$53,572,346ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$53,572,346TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE INTERNAL REVENUE SERVICE HAS DETERMINED THE AGENCY IS EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF CODE SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE AGENCY CURRENTLY HAS NO UNRELATED BUSINESS ACTIVITY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. IN ADDITION, THE AGENCY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). TAX POSITIONS TAKEN ARE ASSESSED FOR UNCERTAINTY AND A PROVISION MAY BE RECORDED IF A TAX POSITION IS NOT LIKELY TO BE SUSTAINED UPON EXAMINATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE AGENCY PROVIDES A COPY OF THE 990 TO THE GOVERNING BODY BEFORE ITS SUBMISSION UPON COMPLETION OF FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CHUMAN RESOURCES COLLECTS CONFLICT OF INTEREST STATEMENTS FROM STAFF EVERY THREE YEARS AND EVERY YEAR FROM BOARD MEMBERS. NEW STAFF DURING THIS THREE YEAR PERIOD SIGN A STATEMENT AS PART OF ORIENTATION. THE MANAGEMENT TEAM REVIEWS AND DECIDES ON POTENTIAL ISSUES THAT ARISE.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION OF THE EXECUTIVE DIRECTOR AND THE FINANCE DIRECTOR IS APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL PERIODICALLY RECEIVE SURVEYS OF OTHER AREA AGENCIES ON AGING IN MICHIGAN AND COMPENSATION STUDIES OF OTHER SERVICE AGENCIES IN WEST MICHIGAN FOR THEIR DETERMINATION OF COMPENSATION.
FORM 990, PART VI, SECTION C, LINE 19THE AGENCY PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:THE EXECUTIVE COMMITTEE WILL REVIEW THE FINANCIAL STATEMENTS WITH THE ACCOUNTANTS AND ACCEPT THE AUDIT. THE EXECUTIVE COMMITTEE WILL ALSO RECOMMEND THE AUDITORS FOR FULL BOARD APPROVAL.

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