Skip to content
Nonprofiteer
← REGION VII AREA AGENCY ON AGING INC

Form 990 for tax year 2024

Filed by REGION VII AREA AGENCY ON AGING INC.

Totals

Total revenue
$64,218,447
Total expenses
$62,335,189
Contributions and grants received
$10,211,890
Grants paid
$0
Program service revenue
$53,645,385
Investment income
$360,022
Other revenue
$1,150
Total assets, end of year
$27,856,351
Total liabilities, end of year
$6,446,402
Net assets or fund balances, end of year
$21,409,949
Program services expenses (Part IX)
$57,258,546
Management and general expenses
$5,076,643
Fundraising expenses
$0
Program service expenses (Part III)
$57,258,546

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1b · Membership dues

    $42,000

  • 1e · Government grants (contributions)

    $9,730,549

  • 1f · All other contributions, gifts and grants

    $439,341

  • 2a · Program service revenue: MEDICAID WAIVER PROGRAM

    total $42,321,407 · related or exempt $42,321,407

  • 2b · Program service revenue: PACE PROGRAM

    total $11,293,381 · related or exempt $11,293,381

  • 2c · Program service revenue: OTHER SERVICE FEES

    total $30,597 · related or exempt $30,597

  • 3 · Investment income

    total $360,022 · excluded $360,022

  • 11a · Other revenue: OTHER REVENUE

    total $1,150 · related or exempt $1,150

  • 11e · Other revenue, total

    $1,150

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $826,972 · program services $644,893 · management and general $182,079

  • 7 · Other salaries and wages

    total $10,183,923 · program services $7,919,442 · management and general $2,264,481

  • 8 · Pension plan contributions

    total $502,409 · program services $418,609 · management and general $83,800

  • 9 · Other employee benefits

    total $3,959,742 · program services $3,165,183 · management and general $794,559

  • 10 · Payroll taxes

    total $803,257 · program services $628,053 · management and general $175,204

  • 11b · Fees: legal

    total $29,482 · program services $16,369 · management and general $13,113

  • 11c · Fees: accounting

    total $38,824 · program services $30,409 · management and general $8,415

  • 11d · Fees: lobbying

    total $9,742 · program services $9,742

  • 11g · Fees: other

    total $42,812,049 · program services $42,406,644 · management and general $405,405

  • 12 · Advertising and promotion

    total $14,382 · program services $9,337 · management and general $5,045

  • 13 · Office expenses

    total $232,972 · program services $163,466 · management and general $69,506

  • 14 · Information technology

    total $307,266 · program services $215,086 · management and general $92,180

  • 16 · Occupancy

    total $568,802 · program services $355,887 · management and general $212,915

  • 17 · Travel

    total $622,992 · program services $543,844 · management and general $79,148

  • 19 · Conferences, conventions and meetings

    total $37,116 · program services $21,808 · management and general $15,308

  • 22 · Depreciation, depletion and amortization

    total $524,367 · program services $393,275 · management and general $131,092

  • 24a · Other expenses: SUPPLIES

    total $418,337 · program services $240,343 · management and general $177,994

  • 24b · Other expenses: EQUIPMENT & MAINTENANCE

    total $275,264 · management and general $275,264

  • 24c · Other expenses: MISCELLANEOUS EXPENSES

    total $167,291 · program services $76,156 · management and general $91,135

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $11,699,099 · end of year $12,608,863

  • 2 · Savings and temporary cash investments

    beginning of year $1,179,104 · end of year $51,696

  • 3 · Pledges and grants receivable

    beginning of year $1,075,529 · end of year $2,292,031

  • 4 · Accounts receivable

    beginning of year $788,773 · end of year $2,125,574

  • 9 · Prepaid expenses and deferred charges

    beginning of year $773,638 · end of year $803,137

  • 10a · Land, buildings and equipment: cost or other basis

    $13,038,750

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,282,587

  • 10c · Land, buildings and equipment, net

    beginning of year $9,866,009 · end of year $9,756,163

  • 15 · Other assets

    beginning of year $32,167 · end of year $218,887

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,853,943 · end of year $6,227,515

  • 19 · Deferred revenue

    beginning of year $1,518 · end of year $0

  • 25 · Other liabilities

    beginning of year $32,167 · end of year $218,887

  • 27 · Net assets without donor restrictions

    beginning of year $19,526,691 · end of year $21,409,949

Mission and programs · 2024

Mission

TO PROVIDE EFFECTIVE AND INNOVATIVE CARE TO IMPROVE THE WELL-BEING OF COMMUNITY RESIDENTS.

  • MI CHOICE MEDICAID WAIVER PROGRAM: PROVIDES PERSONAL CARE, COMMUNITY LIVING SUPPORTS, ADULT DAY CARE, CHORE, PRIVATE DUTY NURSING, TRAINING, HOMEMAKING, ENVIRONMENTAL MODIFICATION, RESPITE CARE, HOME DELIVERED MEALS, TRANSPORTATION, COUNSELING, PERSONAL EMERGENCY RESPONSE SYSTEMS, DURABLE MEDICAL EQUIPMENT, SELF-DETERMINATION, AND OTHER SERVICES.

    Expenses $55,681,319 · Revenue $52,284,838

  • TITLE III-B ADMINISTRATION, TITLE VIIA AND ELDER ABUSE PREVENTION: PROVIDES TRANSPORTATION, OUTREACH, PERSONAL CARE, CASE COORDINATION AND SUPPORT, CHORE, LEGAL ASSISTANCE, HOME REPAIR, ASSISTANCE TO THE DEAF, LONG-TERM CARE OMBUDSMAN, SENIOR CENTER STAFFING, PROGRAM DEVELOPMENT, DISEASE PREVENTION/HEALTH PROMOTION, HEALTH SCREENING, SENIOR CENTER OPERATIONS, INFORMATION AND ASSISTANCE, CARE TRANSITIONS, MEDICATION MANAGEMENT, ASSISTIVE DEVICES, AND ELDER ABUSE PREVENTION FOR SENIORS AGED 60 AND OLDER. TITLE IIIC-1 AND IIIC-2 NUTRITION PROGRAMS: CONGREGATE AND HOME DELIVERED MEALS, INCLUDING NSIP, TO SENIORS AGED 60 AND OLDER.

    Expenses $432,110 · Revenue $423,110

  • SCSEP, STATE FUNDED PROGRAMS, VETERANS DIRECTED, MMAP - PROVIDES TRAINING RESOURCES, COVID19 VACCINATIONS, SOCIAL ISOLATION MITIGATION RESOURCES, SOCIAL ISOLATION OUTREACH OPPORTUNITIES, NURSING FACILITY TRANSITIONS SERVICES, VA SUPPORTS COORDINATION AND RELATED SERVICES, AND MEDICARE/MEDICAID GUIDANCE AND INFORMATION.

    Expenses $1,145,117 · Revenue $938,587

As filed on the 2024 return.

Listed in Part VII

  • Henry Wymore

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Dan Glaza

    MEMBER

    Total calculated
    $1,320
    From this org
    $1,320
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.5 related

  • Corinne Corey Netzley

    MEMBER

    Total calculated
    $1,260
    From this org
    $1,260
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • William Sanders

    MEMBER

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.5 related

  • William Walters

    MEMBER

    Total calculated
    $2,400
    From this org
    $2,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    2 + 0.5 related

  • Brenda Moore

    MEMBER

    Total calculated
    $1,680
    From this org
    $1,680
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Geoff Malicoat

    MEMBER

    Total calculated
    $1,020
    From this org
    $1,020
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Joseph Sowmick

    MEMBER

    Total calculated
    $660
    From this org
    $660
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Mike Tobin

    MEMBER

    Total calculated
    $1,320
    From this org
    $1,320
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Christine J Lee

    SECRETARY

    Total calculated
    $1,680
    From this org
    $1,680
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Joel Vernier

    VICE CHAIR

    Total calculated
    $1,200
    From this org
    $1,200
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Darryl E Thomas

    CHAIR

    Total calculated
    $1,140
    From this org
    $1,140
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Patrick Beson

    TREASURER

    Total calculated
    $1,980
    From this org
    $1,980
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Bob Brown

    EXECUTIVE DIRECTOR (ENDED 10/24)

    Total calculated
    $459,206
    From this org
    $456,682
    From related orgs
    $0
    Other
    $2,524
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $456,682
    Bonus
    $0
    Other
    $0
    Deferred
    $1,667
    Nontaxable benefits
    $857
    Filer's total
    $459,206

  • Elliott Visuri

    CHIEF FINANCIAL OFFICER

    Total calculated
    $210,024
    From this org
    $159,144
    From related orgs
    $0
    Other
    $50,880
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $159,144
    Bonus
    $0
    Other
    $0
    Deferred
    $17,418
    Nontaxable benefits
    $33,462
    Filer's total
    $210,024

  • Dayna Marie Altom

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $169,278
    From this org
    $128,856
    From related orgs
    $0
    Other
    $40,422
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $128,856
    Bonus
    $0
    Other
    $0
    Deferred
    $16,796
    Nontaxable benefits
    $23,626
    Filer's total
    $169,278

  • Monica Freier

    CHIEF OPERATING OFFICER

    Total calculated
    $220,067
    From this org
    $170,432
    From related orgs
    $0
    Other
    $49,635
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $170,432
    Bonus
    $0
    Other
    $0
    Deferred
    $18,624
    Nontaxable benefits
    $31,011
    Filer's total
    $220,067

  • Anthony Stephen Grech

    MEDICAL DIRECTOR

    Total calculated
    $359,373
    From this org
    $299,430
    From related orgs
    $0
    Other
    $59,943
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $299,430
    Bonus
    $0
    Other
    $0
    Deferred
    $29,213
    Nontaxable benefits
    $30,730
    Filer's total
    $359,373

  • Megan Alta Johnson

    CHIEF HUMAN RESOURCE OFFICER

    Total calculated
    $195,911
    From this org
    $148,202
    From related orgs
    $0
    Other
    $47,709
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $148,202
    Bonus
    $0
    Other
    $0
    Deferred
    $16,591
    Nontaxable benefits
    $31,118
    Filer's total
    $195,911

  • Nathaniel Bergman

    CHIEF PHARMACIST

    Total calculated
    $160,452
    From this org
    $116,490
    From related orgs
    $0
    Other
    $43,962
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $116,490
    Bonus
    $0
    Other
    $0
    Deferred
    $12,013
    Nontaxable benefits
    $31,949
    Filer's total
    $160,452

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment

Answered no

  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
ROBERT BROWNAS WAS TERMINATED AS THE EXECUTIVE DIRECTOR IN OCTOBER 2024. THE ORGANIZATION PAID $500,643 UNDER A SEVERANCE AGREEMENT PROVIDING FOR 3 YEARS OF BASE SALARY CONTINUATION FOLLOWING SEPARATION. ALL PAYMENTS UNDER THE ARRANGEMENT WERE COMPLETED DURING THE 9/30/25 FISCAL YEAR.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
7 July 2026
IRS schema version
2024v5.5
Source object
202642039349300119

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.