2018-04-06T16:16:09-05:00 2017-09-30 383635706 Rehmann Robson LLC Milliken Place 107 S Cass Ste A Traverse City MI 49684 990 2016-10-01 382056710 Northwest Senior Resources Inc NORT 2319478920 PO Box 5946 Traverse City MI 49696 ROBERT SCHLUETER EXECUTIVE DIRECTOR 2319478920 2018-03-19 1 Kerry J Nelson CPA P00932757 2319463230 2018-03-19 75.129.83.126 2018-03-19 17:18:43 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C97DB91CA473E2B79A89F46DCE64EDF7242E43CB 2016 2021-01-29 14:40:06Z ROBERT SCHLUETER PO BOX 5946 TRAVERSE CITY MI 49696 13043534 0 X WWW.AAANM.ORG X 1973 MI TO SERVICE OLDER ADULTS AND CERTAIN PERSONS WITH DISABILITIES BY COORDINATING SERVICES THAT ADDRESS THEIR NEEDS AND THAT SUPPORT THEIR INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE. STRIVE TO BE AN EFFECTIVE ADVOCATE FOR OUR COMMUNITY. 15 15 41 36 0 0 11922356 12902148 96382 113382 27062 28004 0 0 12045800 13043534 1534192 1139737 0 0 2546173 2566000 0 0 0 7879599 9417195 11959964 13122932 85836 -79398 3746666 3813671 799395 943066 2947271 2870605 TO SERVICE OLDER ADULTS AND CERTAIN PERSONS WITH DISABILITIES BY COORDINATING SERVICES THAT ADDRESS THEIR NEEDS AND THAT SUPPORT THEIR INDEPENDENCE, DIGNITY AND QUALITY OF LIKE. AND STRIVE TO BE AN EFFECTIVE ADVOCATE FOR OUR COMMUNITY. 0 0 8575236 508081 113382 COORDINATED PURCHASES OF SENIOR IN HOME SERVICES THROUGH TITLE IIIB, CARE MANAGEMENT, TCM, MI-CHOICE WAIVER PROGRAM, MMAP, OTHER GRANTS AND CONTRACTED SENIOR SERVICES FOR 10 COUNTY AREA.EMPHASIS PLACED ON MANAGING CHRONIC CONDITIONS SUCH AS PAIN, DIABETES, PREVENTING FALLS AND SUPPORTING CAREGIVERS. OUTCOME DATA COLLECTED THROUGH GRANT ACTIVITIES HAS DEMONSTRATED THESE WORKSHOPS POSITIVELY IMPACT OVERALL HEALTH. DURING THE FISCAL YEAR, 378 OLDER ADULTS PARTOOK OF THESE OFFERINGS. 1537283 631656 CONTRACTED SENIOR SERVICES, INCLUDING CONTRACTED MEALS, LEGAL SERVICES AND ADULT DAY CARE THROUGH IIIB, IIIC, VII, NSIP, STATE FUNDING OTHER SENIOR SERVICES 108847 Medicare/Medicaid Assistance Program and Evidence Based Healthy Aging Programs through Mippa-ADRC, MIPPA, SMP II, MMAP, Title IIID, Title IIIB, and the Michigan Health Fund 2305552 2305552 12526918 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 91 0 1 41 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X MICHELLE CRONIN 2319478920 PO BOX 5946 TRAVERSE CITY MI 49696 DON SCHUITEMAN PRESIDENT 2.00 X X 0 0 0 KAREN BARGY TRUSTEE 2.00 X 0 0 0 VICTOR PATRICK SECRETARY 2.00 X X 0 0 0 Toni Drier TRUSTEE 2.00 X 0 0 0 PATTY COX TRUSTEE 2.00 X 0 0 0 REBECCA BARR TRUSTEE 2.00 X 0 0 0 ERIC LIND VICE PRESIDENT 2.00 X X 0 0 0 MARK BERGSTROM TRUSTEE 2.00 X 0 0 0 PAM NIEBRZYDOWSKI TRUSTEE 2.00 X 0 0 0 LESTER BARNES TREASURER 2.00 X X 0 0 0 GARY TAYLOR TRUSTEE 2.00 X 0 0 0 KORY HANSEN TRUSTEE 2.00 X 0 0 0 GEORGE LASATER TRUSTEE 2.00 X 0 0 0 ROGER GRINER TRUSTEE 2.00 X 0 0 0 MARY TONNEBERGER TRUSTEE 2.00 X 0 0 0 ROBERT SCHLUETER EXECUTIVE DIRECTOR 40.00 X 91082 0 27067 MICHELLE CRONIN FINANCE DIRECTOR 40.00 X 75752 0 21757 DENISE PLAKMEYER DEPUTY DIRECTOR 40.00 X 87887 0 17025 254721 0 65849 0 0 0 0 COMFORT KEEPERS 1107 E 8TH STREET TRAVERSE CITY MI 49686 INHOME SERVICE 459610 Real Life Living Services Inc 3840 Packard Rd 270 Ann Arbor MI 48108 INHOME SERVICE 415407 HARBOR CARE ASSOCIATES LLC 3101 PRAIRIE STREET SW GRANDVILLE MI 49418 INHOME SERVICE 359995 MONARCH HOME HEALTH SERVICE LLC 697 HANNAH AVE SUITE D TRAVERSE CITY MI 49686 INHOME SERVICE 254371 Leelin Home Health Care Inc 352 E Houghton Ave West Branch MI 48661 iNHOME SERVICE 172700 24 12897779 4369 12902148 PROGRAM INCOME 624210 113382 113382 113382 28004 28004 13043534 113382 0 28004 1139737 1139737 346553 269790 76763 1438145 1119589 318556 186302 150814 35488 454802 371374 83428 140198 109244 30954 15899 12915 2984 7862 7862 75328 71552 3776 1362 1127 235 54994 47542 7452 8101 6524 1577 50765 40969 9796 138542 131631 6911 40173 40173 PURCHASED SERVICES 8972782 8972782 MISCELLANEOUS 51387 41155 10232 13122932 12526918 596014 0 1753643 1738639 29603 26465 891685 886333 101268 194142 827823 485198 369826 342625 600641 625467 3746666 3813671 799395 943066 799395 943066 X 2922340 2853490 24931 17115 2947271 2870605 3746666 3813671 -79398 2732 0 X X 0 1 X 1 1 1 X 9712388 9373660 10935679 11922356 12902148 54846231 9712388 9373660 10935679 11922356 12902148 54846231 54846231 99641 7735 25848 27062 28004 188290 55034521 0.99660 0.99430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 630244 21688 651932 606972 23272 630244 613462 -6490 606972 156848 449574 7040 613462 154041 2807 156848 1.00000 0 0 642276 331830 310446 185547 153368 32179 342625 INVESTMENTS 625467 C 625467 X 13109904 2732 71500 74232 13035672 7862 7862 13043534 13186570 71500 71500 13115070 7862 7862 13122932 Part X, Line 2: The Agency has evaluated its income tax filing positions for fiscal years 2014 through 2017, the years which remain subject to examination as of September 30, 2017. The Agency concluded that there are no significant uncertain tax positions requiring recognition in the Agency's financial statements. The Agency does not expect the total amount of unrecognized tax benefits ("UTB") (e.g. tax deductions, exclusions, or credits claimed or expected to be claimed) to significantly change in the next twelve months. The Agency does not have any amounts accrued for interest and penalties related to UTBs at September 30, 2017 or 2016, and is not aware of any claims for such amounts by federal or state income tax authorities. 1 ANTRIM COUNTY COMMUNITY ON AGING PO BOX 614 BELLAIRE MI 49615 386000098 99061 IN HOME SERVICE - MEALS AREA AGENCY ON AGING OF NORTHWEST MI 1609 PARK DR TRAVERSE CITY MI 49686 382056710 12500 ELDER ABUSE & OMBUDS BENZIE COUNTY COMMUNITY ON AGING 10542 S MAIN STREET HONOR MI 49640 061673002 80684 IN HOME SERVICE - MEALS CHARLEVOIX COUNTY COMMUNITY ON AGING 218 W GARFIELD STREET CHARLEVOIX MI 49720 386004840 98305 ADULT DAY CARE/MEALS CHILD AND FAMILY SERVICES 3785 VETERANS DR TRAVERSE CITY MI 49684 382534222 9000 KINSHIP SERVICES FRIENDSHIP CENTER OF PET & EMMET COUNTY 1322 ANDERSON PETOSKY MI 49770 237000317 128749 IN HOME SERVICE - MEALS GRAND TRAVERSE PAVILLIONS 1000 PAVILIONS CIRCLE TRAVERSE CITY MI 49684 386004852 11667 ADULT DAY CARE & OUT OF HOME RESPITE KALKASKA COUNTY COMMISSION ON AGING PO BOX 28 KALKASKA MI 49646 386004861 82990 IN HOME SERVICE - MEALS LEGAL SERVICES OF NORTHERN MICHIGAN INC PO BOX 710 SAULT STE MARIE MI 49783 381817336 31125 LEGAL SERVICES NORTHWEST MI COMMUNITY ACTION AGENCY 3963 THREE MILE ROAD TRAVERSE CITY MI 49686 382027389 549072 MEALS VITALCARE INC 761 LAFAYETTE AVENUE CHEBOYGAN MI 49721 382527255 18292 ADULT DAY CARE WEXFORD COUNTY COUNCIL ON AGING 117 W CASS STREET CADILLAC MI 49601 382081565 18292 IN HOME SERVICE - ADULT DAY CARE/MEALS Form 990, Part VI, Section B, line 11b A COPY OF THE 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING ALLOWING AMPLE TIME FOR QUESTIONS AND COMMENTS. Form 990, Part VI, Section B, line 12c THE CONFLICT OF INTEREST IS PRESENTED TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE CONFLICT OF INTEREST STATEMENT IS ALSO AN AGENDA ITEM AND MEMBERS ARE ASKED OF ANY CONFLICTS OF INTEREST PRIOR TO EACH MEETING. THE POLICY IS ALSO PART OF THE EMPLOYEE HANDBOOK. Form 990, Part VI, Section B, line 15a THE EXECUTIVE DIRECTOR IS A CONTRACT EMPLOYEE HIRED BY THE BOARD OF DIRECTORS. HIS CONTRACT IS REVIEWED ANNUALLY AND AMENDED WHEN NECESSARY EVERY THREE YEARS. AN EVALUATION IS PERFORMED PURSUANT TO THE EMPLOYEE HANDBOOK AND AGENCY STANDARDS. THE DEPUTY DIRECTOR AND FINANCE DIRECTOR ARE DIRECTLY SUPERVISED BY THE EXECUTIVE DIRECTOR AND FOLLOW THE SAME STANDARDS AND PROCeDuRES IN REGARDS TO LONGEVITY AND SALARY SCHEDULE REQUIREMENTS. Form 990, Part VI, Section C, line 19 ALL POLICIES, PROCEDURES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. Form 990, Part XII, Line 1: MODIFIED METHOD OF ACCOUNTING Form 990, Part XII, Line 2c: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.