2017-02-13T12:19:42-06:00 2016-09-30 383635706 REHMANN ROBSON LLC MILLIKEN PLACE 107 S CASS STE A TRAVERSE CITY MI 49684 990 2015-10-01 382056710 NORTHWEST SENIOR RESOURCES INC NORT 2319478920 PO BOX 5946 TRAVERSE CITY MI 49696 ROBERT SCHLUETER EXECUTIVE DIRECTOR 2319478920 2017-02-09 1 KERRY J NELSON CPA P00932757 2319463230 2017-02-09 2015 2021-01-29 14:40:06Z ROBERT SCHLUETER PO BOX 5946 TRAVERSE CITY MI 49696 12045800 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 52 25 0 0 10935679 11922356 119455 96382 18334 27062 0 0 11073468 12045800 1462469 1534192 0 0 2382430 2546173 0 0 0 6466886 7879599 10311785 11959964 761683 85836 3555837 3746666 697064 799395 2858773 2947271 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 7312191 707638 96382 COORDINATED PURCHASES OF SENIOR IN HOME SERVICES THROUGH TITLE IIIB, CARE MANAGEMENT, TCM, MI-CHOICE WAIVER PROGRAM, MMAP, OTHER GRANTS AND CONTRACTED SENIOR SERVICES. 1592519 826554 CONTRACTED SENIOR SERVICES, INCLUDING CONTRACTED MEALS, LEGAL SERVICES AND ADULT DAY CARE THROUGH IIIB, IIIC, VII, NSIP, STATE FUNDING OTHER SENIOR SERVICES 243222 TITLE V PROGRAM EMPLOYMENT TRAINING 2310865 2310865 11458797 1 1 0 0 0 0 0 0 1 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 93 0 1 52 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 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 BERT NOTESTINE 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 92674 0 26708 MICHELLE CRONIN FINANCE DIRECTOR 40.00 X 76191 0 23805 DENISE PLAKMEYER DEPUTY DIRECTOR 40.00 X 83702 0 19201 252567 0 69714 0 0 0 0 REAL LIFE LIVING SERVICES INC 3840 PACKARD RD 270 ANN ARBOR MI 48108 INHOME SERVICE 466225 HARBOR CARE ASSOCIATES LLC 3101 PRAIRIE STREET SW GRANDVILLE MI 49418 INHOME SERVICE 338162 COMFORT KEEPERS 1107 E 8TH STREET TRAVERSE CITY MI 49686 INHOME SERVICE 312049 MONARCH HOME HEALTH SERVICE LLC 697 HANNAH AVE SUITE D TRAVERSE CITY MI 49686 INHOME SERVICE 311037 LEELIN HOME HEALTH CARE INC 352 E HOUGHTON AVE WEST BRANCH MI 48661 INHOME SERVICE 146961 5 11912382 9974 11922356 PROGRAM INCOME 624210 96382 96382 96382 27062 27062 12045800 96382 0 27062 1534192 1534192 331765 272048 59717 1506458 1235296 271162 163274 133885 29389 404237 331474 72763 140439 116190 24249 15300 15300 5909 5909 66132 59926 6206 5028 4827 201 86060 82618 3442 7979 7660 319 42412 36082 6330 141460 137171 4289 49566 49566 20876 20041 835 PURCHASED SERVICES 7412468 7412468 MISCELLANEOUS 26409 25353 1056 11959964 11458797 501167 0 1743277 1753643 82761 29603 726816 891685 73820 101268 814852 445026 404952 369826 524211 600641 3555837 3746666 675989 799395 21075 697064 799395 X 2822675 2922340 36098 24931 2858773 2947271 3555837 3746666 85836 2662 0 X X 0 1 X 1 1 1 X 9086697 9712388 9373660 10935679 11922356 51030780 9086697 9712388 9373660 10935679 11922356 51030780 51030780 133040 99641 7735 25848 27062 293326 51324106 0.99430 0.99250 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 21074 46241 67315 0 0 606972 23272 630244 613462 -6490 606972 156848 449574 7040 613462 154041 2807 156848 129656 129656 1.00000 0 0 636910 302435 334475 177942 142591 35351 369826 INVESTMENTS 600641 C 600641 X 12106201 2662 63648 66310 12039891 5909 5909 12045800 12017703 63648 63648 11954055 5909 5909 11959964 PART IV, LINE 1B: SERVES AS FUDUCIARY FOR THE BAY AREA SENIORS ADVOCATE GROUP. ACCOUNT WAS TRANSFERRED TO ANOTHER ORGANIZATION AS OF 6/30/16. PART X, LINE 2: THE AGENCY IS A NOT-FOR-PROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL INCOME TAXES. ALTHOUGH THE AGENCY WAS GRANTED INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME." SUCH INCOME, PURSUANT TO THE INTERNAL REVENUE CODE AND RELATED REGULATIONS, INCLUDES INVESTMENT INCOME SUCH AS INTEREST RECEIVED FROM SOURCES. THE AGENCY HAS NOT BEEN CLASSIFIED AS A PRIVATE FOUNDATION. THE AGENCY ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, AS WELL AS ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE AGENCY TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS MANAGEMENT AND GENERAL EXPENSES. THE AGENCY HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2013 THROUGH 2016, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF SEPTEMBER 30, 2016. 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 UTB AT SEPTEMBER 30, 2016 OR 2015, 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 134497 IN HOME SERVICE - MEALS AREA AGENCY ON AGING OF NORTHWEST MI 1609 PARK DR TRAVERSE CITY MI 49686 382056710 5380 ELDER ABUSE & OMBUDS BENZIE COUNTY COMMUNITY ON AGING 10542 S MAIN STREET HONOR MI 49640 061673002 113153 IN HOME SERVICE - MEALS CHARLEVOIX COUNTY COMMUNITY ON AGING 218 W GARFIELD STREET CHARLEVOIX MI 49720 386004840 139870 ADULT DAY CARE/MEALS CHILD AND FAMILY SERVICES 3785 VETERANS DR TRAVERSE CITY MI 49684 382534222 12396 KINSHIP SERVICES FRIENDSHIP CENTER OF PET & EMMET COUNTY 1322 ANDERSON PETOSKY MI 49770 237000317 176156 IN HOME SERVICE - MEALS GRAND TRAVERSE PAVILLIONS 1000 PAVILIONS CIRCLE TRAVERSE CITY MI 49684 386004852 18292 ADULT DAY CARE & OUT OF HOME RESPITE KALKASKA COUNTY COMMISSION ON AGING PO BOX 28 KALKASKA MI 49646 386004861 124171 IN HOME SERVICE - MEALS LEGAL SERVICES OF NORTHERN MICHIGAN INC PO BOX 710 SAULT STE MARIE MI 49783 381817336 34500 LEGAL SERVICES NORTHWEST MI COMMUNITY ACTION AGENCY 3963 THREE MILE ROAD TRAVERSE CITY MI 49686 382027389 721015 MEALS VITALCARE INC 761 LAFAYETTE AVENUE CHEBOYGAN MI 49721 382527255 24971 ADULT DAY CARE WEXFORD COUNTY COUNCIL ON AGING 117 W CASS STREET CADILLAC MI 49601 382081565 29791 IN HOME SERVICE - ADULT DAY CARE/MEALS FORM 990, PART VI, SECTION B, LINE 11 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.