BETA

AREA AGENCY ON AGING OF WESTERN MICHIGAN INC: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
AREA AGENCY ON AGING OF WESTERN MICHIGAN INC (EIN 38-2058542)
Tax period
2019-10-01 to 2020-09-30
Filed
2021-08-10
IRS object ID
202102229349301745
Schema version
2019v5.2
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)
Return2021-08-10T15:17:27-05:00ReturnTs
Tax Period End2020-09-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN381337372PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BEENE GARTER LLPBusinessNameLine1Txt

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 Begin2019-10-01TaxPeriodBeginDt

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
Signature2021-08-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROXANNE M PAGE CPAPreparerPersonNm
PTINP00292926PTIN
Phone6162355200PhoneNum
Preparation2021-08-09PreparationDt
FieldValueIRS element (for citing)
Tax2019TaxYr
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$49,974,694GrossReceiptsAmt
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 Employee118TotalEmployeeCnt
Total Volunteers55TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$34,049,696PYContributionsGrantsAmt
CY Contributions Grants$38,763,988CYContributionsGrantsAmt
PY Program Service Revenue$11,761,459PYProgramServiceRevenueAmt
CY Program Service Revenue$11,079,069CYProgramServiceRevenueAmt
PY Investment Income$220,049PYInvestmentIncomeAmt
CY Investment Income$131,637CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$46,031,204PYTotalRevenueAmt
CY Total Revenue$49,974,694CYTotalRevenueAmt
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$7,218,968PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$7,811,147CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$39,172,793PYOtherExpensesAmt
CY Other Expenses$43,215,716CYOtherExpensesAmt
PY Total Expenses$46,391,761PYTotalExpensesAmt
CY Total Expenses$51,026,863CYTotalExpensesAmt
PY Revenues Less Expenses-$360,557PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,052,169CYRevenuesLessExpensesAmt
Total Assets BOY$18,698,820TotalAssetsBOYAmt
Total Assets EOY$20,780,138TotalAssetsEOYAmt
Total Liabilities BOY$4,277,365TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,410,852TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,421,455NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,369,286NetAssetsOrFundBalancesEOYAmt
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$49,059,056ExpenseAmt
Revenue$11,079,069RevenueAmt
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$49,059,056TotalProgramServiceExpensesAmt
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 Document168IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee118EmployeeCnt
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 (22 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
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
LARRY TIEJEMA
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
LARRY EMIG
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
PEGGY DITTMER
BOARD MEMBER1.00Yes (X)$0$0$0
BETTY KELLENBERGER
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
JACKIE O'CONNOR
EXECUTIVE DIRECTOR40.00Yes (X)$117,708$0$20,025
DAN TRAVIS
FINANCE DIRECTOR40.00Yes (X)$91,035$0$30,622
FieldValueIRS element (for citing)
Total Reportable Comp From Org$208,743TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$50,647TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
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
SENIOR MEALS PROGRAM
2900 WILSON AVENUE SW SUITE 500GRANDVILLEMI49418HOME DELIVERED AND CONGREGATE MEALS$3,909,755
ELDERS HELPERS LLC
500 CHERRY ST SEGRAND RAPIDSMI49503HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT$2,292,310
COMFORCARE SENIOR SERVICES MID-MI DBA S
129 E MAIN STSTANTONMI48888HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT$1,959,300
SENIOR NEIGHBORS INC
678 FRONT AVE NW STE 205GRAND RAPIDSMI49504HOME CHORE, TRANSPORTATION, SENIOR CENTE$1,789,740
GT INDEPENDENCE
215 BROADUS STSTURGISMI49091HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT$1,624,066
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K74CntrctRcvdGreaterThan100KCnt
Government Grants$38,707,502GovernmentGrantsAmt
All Other Contributions$56,486AllOtherContributionsAmt
Total Contributions$38,763,988TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SENIOR MILLAGE AND OTHER LOCAL SO624100$11,032,459$11,032,459
PROGRAM624100$46,610$46,610
FieldValueIRS element (for citing)
Total Program Service Revenue$11,079,069TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$131,637TotalRevenueColumnAmt
Exclusion$131,637ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$49,974,694TotalRevenueColumnAmt
Related Or Exempt Func Income$11,079,069RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$131,637ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$278,614TotalAmt
Management And General$278,614ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$5,653,730TotalAmt
Program Services$4,595,034ProgramServicesAmt
Management And General$1,058,696ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$535,615TotalAmt
Program Services$433,256ProgramServicesAmt
Management And General$102,359ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$874,727TotalAmt
Program Services$723,236ProgramServicesAmt
Management And General$151,491ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$468,461TotalAmt
Program Services$366,891ProgramServicesAmt
Management And General$101,570ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,150TotalAmt
Program Services$2,059ProgramServicesAmt
Management And General$28,091ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$275,786TotalAmt
Program Services$266,439ProgramServicesAmt
Management And General$9,347ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$31,444TotalAmt
Program Services$24,341ProgramServicesAmt
Management And General$7,103ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$348,094TotalAmt
Program Services$245,137ProgramServicesAmt
Management And General$102,957ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$155,181TotalAmt
Program Services$103,794ProgramServicesAmt
Management And General$51,387ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$99,680TotalAmt
Program Services$87,261ProgramServicesAmt
Management And General$12,419ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$115,709TotalAmt
Program Services$78,328ProgramServicesAmt
Management And General$37,381ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
SUBCONTRACTORS$42,123,581$42,123,581$0
ADVOCACY$36,091$9,699$26,392

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$51,026,863TotalAmt
Program Services$49,059,056ProgramServicesAmt
Management And General$1,967,807ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$125BOYAmt
EOY$175EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,575,416BOYAmt
EOY$11,831,473EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,806,265BOYAmt
EOY$5,720,541EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$355,453BOYAmt
EOY$345,109EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$102,298BOYAmt
EOY$131,585EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,554,546LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$803,291LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$2,859,263BOYAmt
EOY$2,751,255EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$18,698,820BOYAmt
EOY$20,780,138EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$4,277,365BOYAmt
EOY$6,000,200EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$4,277,365BOYAmt
EOY$7,410,852EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,329,954BOYAmt
EOY$13,278,708EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$91,501BOYAmt
EOY$90,578EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,421,455BOYAmt
EOY$13,369,286EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$18,698,820BOYAmt
EOY$20,780,138EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$1,052,169ReconcilationRevenueExpnssAmt
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$31,458,712CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,570,991CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,564,048CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,049,696CurrentTaxYearMinus1YearAmt
Current Tax Year$38,763,988CurrentTaxYearAmt
Total$169,407,435TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$31,458,712CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$31,570,991CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$33,564,048CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$34,049,696CurrentTaxYearMinus1YearAmt
Current Tax Year$38,763,988CurrentTaxYearAmt
Total$169,407,435TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$169,407,435PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$82,876CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$81,908CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$145,994CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$220,049CurrentTaxYearMinus1YearAmt
Current Tax Year$131,637CurrentTaxYearAmt
Total$662,464TotalAmt
FieldValueIRS element (for citing)
Total Support$170,069,899TotalSupportAmt
Gross Receipts Rltd Activities$54,495,877GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99610PublicSupportCY170Pct
Public Support PY1700.99630PublicSupportPY170Pct
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$2,967,921OtherCostOrOtherBasisAmt
Depreciation$803,291DepreciationAmt
Book Value$2,164,630BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,751,255TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$49,986,782TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$12,088DonatedServicesAndUseFcltsAmt
Revenue Not Reported$12,088RevenueNotReportedAmt
Revenue Subtotal$49,974,694RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$49,974,694TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$51,038,951TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$12,088DonatedServicesUseFcltsAmt
Expenses Not Reported$12,088ExpensesNotReportedAmt
Expenses Subtotal$51,026,863ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$51,026,863TotalExpensesPerForm990Amt

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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