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← REGION II COMMISSION ON SERVICES TO THE AGING

Form 990 for tax year 2023

Filed by REGION II COMMISSION ON SERVICES TO THE AGING.

Totals

Total revenue
$27,546,028
Total expenses
$27,773,070
Contributions and grants received
$5,175,482
Grants paid
$2,875,785
Program service revenue
$22,023,394
Investment income
$347,152
Other revenue
$0
Total assets, end of year
$18,825,460
Total liabilities, end of year
$3,838,909
Net assets or fund balances, end of year
$14,986,551
Program services expenses (Part IX)
$25,913,202
Management and general expenses
$1,789,288
Fundraising expenses
$70,580
Program service expenses (Part III)
$25,913,202

Program services were 93.3% 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.

  • 1e · Government grants (contributions)

    $5,106,923

  • 1f · All other contributions, gifts and grants

    $68,559

  • 2a · Program service revenue: MEDICAID WAIVER

    total $21,887,107 · related or exempt $21,887,107

  • 2b · Program service revenue: FEES FOR SERVICES

    total $136,287 · related or exempt $136,287

  • 3 · Investment income

    total $347,152 · excluded $347,152

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $2,778,085 · program services $2,778,085

  • 2 · Grants to domestic individuals

    total $97,700 · program services $97,700

  • 5 · Compensation of officers, directors and key employees

    total $187,559 · program services $17,082 · management and general $170,477

  • 7 · Other salaries and wages

    total $4,089,497 · program services $3,293,880 · management and general $755,367 · fundraising $40,250

  • 9 · Other employee benefits

    total $1,369,817 · program services $1,128,443 · management and general $225,893 · fundraising $15,481

  • 10 · Payroll taxes

    total $309,662 · program services $243,923 · management and general $65,739

  • 11b · Fees: legal

    total $7,421 · management and general $7,421

  • 11c · Fees: accounting

    total $29,400 · management and general $29,400

  • 11g · Fees: other

    total $534,580 · program services $303,231 · management and general $231,349

  • 12 · Advertising and promotion

    total $61,849 · program services $16,807 · management and general $44,692 · fundraising $350

  • 13 · Office expenses

    total $157,820 · program services $125,335 · management and general $31,780 · fundraising $705

  • 14 · Information technology

    total $287,418 · program services $217,577 · management and general $65,661 · fundraising $4,180

  • 16 · Occupancy

    total $137,851 · program services $117,085 · management and general $20,766

  • 17 · Travel

    total $78,550 · program services $57,764 · management and general $20,334 · fundraising $452

  • 19 · Conferences, conventions and meetings

    total $56,578 · program services $15,857 · management and general $40,721

  • 22 · Depreciation, depletion and amortization

    total $283,852 · program services $273,350 · management and general $10,502

  • 23 · Insurance

    total $46,161 · program services $40,233 · management and general $5,928

  • 24a · Other expenses: CONTRACTED PROGRAM SVCS

    total $17,059,164 · program services $17,035,903 · management and general $23,261

  • 24b · Other expenses: EMERGENCY HOUSING

    total $94,239 · program services $94,239

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $52,303 · program services $23,348 · management and general $28,697 · fundraising $258

  • 24d · Other expenses: CREDIT LOSSES

    total $31,854 · program services $31,854

  • 24e · All other expenses

    total $21,710 · program services $1,506 · management and general $11,300 · fundraising $8,904

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year -$171,317 · end of year -$38,792

  • 2 · Savings and temporary cash investments

    beginning of year $7,670,402 · end of year $8,633,881

  • 3 · Pledges and grants receivable

    beginning of year $910,226 · end of year $1,332,183

  • 4 · Accounts receivable

    beginning of year $124,132 · end of year $177,806

  • 9 · Prepaid expenses and deferred charges

    beginning of year $88,910 · end of year $89,544

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

    $8,683,028

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

    $352,190

  • 10c · Land, buildings and equipment, net

    beginning of year $8,525,585 · end of year $8,330,838

  • 12 · Investments: other securities

    beginning of year $300,000 · end of year $300,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,973,992 · end of year $2,449,629

  • 18 · Grants payable

    beginning of year $260,353 · end of year $502,858

  • 19 · Deferred revenue

    end of year $723,712

  • 25 · Other liabilities

    beginning of year $0 · end of year $162,710

  • 27 · Net assets without donor restrictions

    beginning of year $15,022,889 · end of year $14,651,766

  • 28 · Net assets with donor restrictions

    beginning of year $190,704 · end of year $334,785

Mission and programs · 2023

Mission

THE AREA AGENCY ON AGING'S MISSION IS TO IMPROVE CONDITIONS AFFECTING THE LIVES OF THE OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES IN THE REGION BY: IDENTIFYING CONCERNS OF THOSE PEOPLE AND DEVELOPING A COMPREHENSIVE AND COORDINATED NETWORK OF SERVICES IN HILLSDALE, JACKSON AND LENAWEE COUNTIES THAT WILL ENABLE OLDER PERSONS AND INDIVIDUALS WITH DISABILITIES TO FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THEIR HOMES AND COMMUNITIES; PROVIDING ADVOCACY, INFORMATION, PLANNING, PROGRAM DEVELOPMENT, CONTRACTING AND THE FUNDING NECESSARY TO ACCOMPLISH THIS PURPOSE.

Activities or mission (Part I)

TO PROVIDE LOCAL SERVICES FOR THE BENEFIT OF OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES.

  • ADMINISTERED SOCIAL WORK, NURSING AND OTHER HUMAN SERVICES UNDER THE MI CHOICE MEDICAID WAIVER PROGRAM FOR PERSONS 65 AND OLDER AND ADULTS WITH DISABILITIES. WELLWISE SERVICES SERVED 836 PARTICIPANTS IN OUR THREE COUNTY AREA. THE WAIVER PROGRAM IS INTENDED FOR SENIORS AND DISABLED INDIVIDUALS WHO REQUIRE A LEVEL OF CARE CONSISTENT WITH THAT WHICH IS PROVIDED IN A NURSING HOME, BUT WHO WISH TO REMAIN LIVING AT HOME OR IN THE COMMUNITY.

    Expenses $20,558,597 · Revenue $21,887,107

  • PROVIDED FUNDING AND OVERSIGHT FOR HOME DELIVERED MEAL PROGRAMS IN OUR THREE COUNTY AREA FOR ADULTS AGED 60 AND OVER, UNDER USDA TITLE III-C AND STATE FUNDING PROGRAMS. COLLECTIVELY, 571,388 MEALS WERE DELIVERED DURING THE FISCAL YEAR.

    Expenses $1,365,887 · Grants $1,365,887

  • PROVIDED CARE MANAGEMENT SERVICES, INCLUDING ASSESSMENT, CARE PLAN DEVELOPMENT, AND COORDINATION OF IN-HOME AND OTHER SUPPORTIVE SERVICES FOR 464 INDIVIDUALS AGED 60 AND OVER.

    Expenses $410,074

  • OTHER PROGRAMS INCLUDE CONGREGATE MEALS, ELDER ABUSE PREVENTION, LEGAL AID, COMMUNITY EDUCATION, AND VARIOUS OTHER SERVICES TO IMPROVE THE LIVES OF SENIORS, DISABLED ADULTS AND THEIR CAREGIVERS.

    Expenses $3,578,644 · Grants $1,509,898 · Revenue $136,287

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Ken Wyatt

    BOARD MEMBER

    Total calculated
    $540
    From this org
    $540
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Curtis Gale

    BOARD MEMBER

    Total calculated
    $1,950
    From this org
    $1,950
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Deborah Shepard

    BOARD MEMBER

    Total calculated
    $970
    From this org
    $970
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Chris Wittenbach

    BOARD MEMBER

    Total calculated
    $1,350
    From this org
    $1,350
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Megan Kiser End Apr 2023

    BOARD MEMBER

    Total calculated
    $1,230
    From this org
    $1,230
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Tony Bair

    BOARD TREASURER

    Total calculated
    $240
    From this org
    $240
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Keith Williams

    BOARD VICE CHAIR

    Total calculated
    $2,840
    From this org
    $2,840
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Aimrie Ream-Taylor Beg Jan 2024

    BOARD MEMBER

    Total calculated
    $180
    From this org
    $180
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Brent Leininger

    BOARD CHAIR

    Total calculated
    $360
    From this org
    $360
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Bill Richardson End Apr 2024

    BOARD TREASURER

    Total calculated
    $1,400
    From this org
    $1,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Bob Harvey Beg May 2024

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Cynthia Richardson Beg May 2024

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Marcia Boynton End Aug 2023

    BOARD MEMBER

    Total calculated
    $450
    From this org
    $450
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Stephen Rajzer End May 2023

    BOARD MEMBER

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Julie Wetherby

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $168,651
    From this org
    $129,642
    From related orgs
    $0
    Other
    $39,009
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,642
    Bonus
    $2,000
    Other
    $0
    Deferred
    $10,150
    Nontaxable benefits
    $28,859
    Filer's total
    $168,651

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

Answered no

  • 4a · Severance or change-of-control payment
  • 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

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

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
2023
Filed
29 July 2025
IRS schema version
2023v6.0
Source object
202542119349300109

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