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Nonprofiteer
← AGING SERVICES INC

Form 990 for tax year 2022

Filed by AGING SERVICES INC.

Totals

Total revenue
$3,527,975
Total expenses
$2,834,988
Contributions and grants received
$888,413
Grants paid
$0
Program service revenue
$2,237,642
Investment income
$401,915
Other revenue
$5
Total assets, end of year
$11,354,344
Total liabilities, end of year
$593,435
Net assets or fund balances, end of year
$10,760,909
Program services expenses (Part IX)
$2,371,579
Management and general expenses
$463,409
Fundraising expenses
$0
Program service expenses (Part III)
$2,371,579

Program services were 83.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • JOHN ALLEN FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PEG BRADKE - BOARD SECRETARY

    (TO 05/22)/BOARD VICE CHAIR (FR 05/22)

    Total calculated
    $5,737
    From this org
    $0
    From related orgs
    $5,388
    Other
    $349
    Hours/week
    1 + 1 related

  • MIKE BRINGOLF FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JOHN BRYANT TO 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • JULIE DAMIANO FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • CHUCK GARDNER TO 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN GLOBOKAR FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL HENRICH FR 0522

    BOARD MEMBER/EXEC VP FINANCE & CFO

    Total calculated
    $478,820
    From this org
    $0
    From related orgs
    $411,994
    Other
    $66,826
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $330,671 related
    Bonus
    $0 + $70,397 related
    Other
    $0 + $10,926 related
    Deferred
    $0 + $55,630 related
    Nontaxable benefits
    $0 + $11,196 related
    Filer's total
    $0 + $478,820 related

  • SHIRLEY HELMRICHS FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ANNE JAHNKE FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BILL JURGENSEN TO 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DONNA KUNDE FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LARRY MAIERS FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BARB MATIAS FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHAEL MCDERMOTT TO 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBERT MCMAHAN TO 0522

    BOARD VICE CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAN MINECK FR 0522

    BOARD SECRETARY/TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • ROBIN MIXDORF FR 0522

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • LORI RATHJE TO 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • NANCY SCHOEBEN TO 0422

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • BRIAN SCOTT FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • DAVE TESDAHL FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MIKE TIERNAN FR 0522

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • PHILIP WASTA

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1 + 1 related

  • MICHELLE NIERMANN FR 0522

    BOARD MEMBER/SLMH PRES/CEO

    Total calculated
    $823,311
    From this org
    $0
    From related orgs
    $700,612
    Other
    $122,699
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $514,622 related
    Bonus
    $0 + $171,213 related
    Other
    $0 + $14,777 related
    Deferred
    $0 + $93,482 related
    Nontaxable benefits
    $0 + $29,217 related
    Filer's total
    $0 + $823,311 related

  • KATHLEEN HORAN

    PRESIDENT & CEO

    Total calculated
    $197,281
    From this org
    $0
    From related orgs
    $183,374
    Other
    $13,907
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $183,374 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $7,564 related
    Nontaxable benefits
    $0 + $6,343 related
    Filer's total
    $0 + $197,281 related

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

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 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 4B
NONQUALIFIED RETIREMENT PLAN CONTRIBUTIONS: THE FOLLOWING INDIVIDUAL(S) PARTICIPATED IN AND RECEIVED CONTRIBUTIONS IN A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN: MICHAEL HEINRICH $40,380 AND MICHELLE NIERMANN $78,232.

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2022
Filed
6 November 2023
IRS schema version
2022v5.0
Source object
202303189349306540

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