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Nonprofiteer
← AGEWELL SERVICES OF W MICHIGAN

Form 990 for tax year 2022

Filed by AGEWELL SERVICES OF W MICHIGAN.

Totals

Total revenue
$4,698,883
Total expenses
$5,055,004
Contributions and grants received
$3,793,031
Grants paid
$0
Program service revenue
$814,098
Investment income
$37,172
Other revenue
$54,582
Total assets, end of year
$1,600,514
Total liabilities, end of year
$408,554
Net assets or fund balances, end of year
$1,191,960
Program services expenses (Part IX)
$4,772,157
Management and general expenses
$83,840
Fundraising expenses
$199,007
Program service expenses (Part III)
$4,772,157

Program services were 94.4% 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.

  • 1c · Fundraising events

    $22,112

  • 1e · Government grants (contributions)

    $2,366,499

  • 1f · All other contributions, gifts and grants

    $1,404,420

  • 1g · Noncash contributions included above

    $22,636

  • 2a · Program service revenue: CONTRACTED SERVICES

    total $312,441 · related or exempt $312,441

  • 2b · Program service revenue: HOME DELIVERED MEALS

    total $257,731 · related or exempt $257,731

  • 2c · Program service revenue: CONGREGATE MEALS

    total $136,849 · related or exempt $136,849

  • 2d · Program service revenue: WELLNESS PROGRAM

    total $59,185 · related or exempt $59,185

  • 2e · Program service revenue: PRIVATE PAY MEALS

    total $47,892 · related or exempt $47,892

  • 3 · Investment income

    total $33,732 · excluded $33,732

  • 7a · Gross sales of assets other than inventory

    securities $1,386 · other assets $2,054

  • 7c · Gain or loss

    securities $1,386 · other assets $2,054

  • 7d · Net gain or loss

    total $3,440 · related or exempt $3,440

  • 8a · Fundraising events: gross income

    $69,830

  • 8a · Fundraising events: contributions included on line 1c

    $22,112

  • 8b · Fundraising events: direct expenses

    $57,856

  • 8c · Net income from fundraising events

    total $11,974

  • 10a · Gross sales of inventory

    $79,918

  • 10b · Cost of goods sold

    $40,960

  • 10c · Net income from sales of inventory

    total $38,958 · related or exempt $22,310 · unrelated business $16,648

  • 11a · Other revenue: MISCELLANEOUS

    total $3,650 · related or exempt $3,650

  • 11e · Other revenue, total

    $3,650

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $109,803 · program services $106,444 · management and general $1,122 · fundraising $2,237

  • 7 · Other salaries and wages

    total $2,007,075 · program services $1,945,684 · management and general $20,514 · fundraising $40,877

  • 9 · Other employee benefits

    total $200,281 · program services $195,073 · management and general $1,620 · fundraising $3,588

  • 10 · Payroll taxes

    total $157,005 · program services $152,899 · management and general $1,284 · fundraising $2,822

  • 11c · Fees: accounting

    total $30,670 · program services $30,670

  • 11e · Fees: professional fundraising services

    total $61,080 · fundraising $61,080

  • 11f · Fees: investment management

    total $1,720 · management and general $1,720

  • 11g · Fees: other

    total $249,089 · program services $213,439 · management and general $31,839 · fundraising $3,811

  • 12 · Advertising and promotion

    total $21,590 · program services $5,648 · management and general $11,381 · fundraising $4,561

  • 13 · Office expenses

    total $177,932 · program services $112,969 · management and general $1,687 · fundraising $63,276

  • 14 · Information technology

    total $4,776 · program services $4,231 · management and general $428 · fundraising $117

  • 16 · Occupancy

    total $333,245 · program services $330,347 · management and general $2,148 · fundraising $750

  • 17 · Travel

    total $223,690 · program services $221,581 · management and general $1,326 · fundraising $783

  • 20 · Interest

    total $5,044 · program services $4,667 · management and general $377

  • 22 · Depreciation, depletion and amortization

    total $68,945 · program services $68,945

  • 23 · Insurance

    total $86,217 · program services $86,199 · fundraising $18

  • 24a · Other expenses: FOOD COSTS

    total $1,051,258 · program services $1,051,258

  • 24b · Other expenses: SUPPLIES

    total $169,571 · program services $168,294 · fundraising $1,277

  • 24c · Other expenses: SMALL EQUIPMENT AND REPAI

    total $55,180 · program services $55,178 · management and general $2

  • 24d · Other expenses: OTHER MISCELLANEOUS

    total $35,709 · program services $13,507 · management and general $8,392 · fundraising $13,810

  • 24e · All other expenses

    total $5,124 · program services $5,124

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $399,675 · end of year $923,582

  • 3 · Pledges and grants receivable

    beginning of year $1,157,883 · end of year $193,884

  • 4 · Accounts receivable

    beginning of year $58,626 · end of year $106,024

  • 8 · Inventories for sale or use

    beginning of year $59,355 · end of year $78,000

  • 9 · Prepaid expenses and deferred charges

    beginning of year $56,359 · end of year $60,413

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

    $1,961,645

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

    $1,736,940

  • 10c · Land, buildings and equipment, net

    beginning of year $223,643 · end of year $224,705

  • 15 · Other assets

    beginning of year $42,457 · end of year $13,906

  • 17 · Accounts payable and accrued expenses

    beginning of year $446,692 · end of year $388,955

  • 19 · Deferred revenue

    beginning of year $12,530 · end of year $15,193

  • 25 · Other liabilities

    end of year $4,406

  • 27 · Net assets without donor restrictions

    beginning of year $1,498,699 · end of year $1,144,916

  • 28 · Net assets with donor restrictions

    beginning of year $40,077 · end of year $47,044

Mission and programs · 2022

Mission

AGEWELL SERVICES MISSION IS TO PROMOTE HEALTHY AGING AND MAXIMIZE INDEPENDENCE THROUGH NUTRITION, WELLNESS, AND SUPPORTIVE SERVICES IN THE COMMUNITY.

  • HOME DELIVERED - SERVE MEALS IN HOMES OF PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. THERE WERE NO MATERIAL CHANGES IN THE SERVICE. TOTAL MEALS SERVED ARE 205,917.

    Expenses $2,276,835 · Revenue $257,731

  • CONGREGATE - SERVE AT CONGREGATE LUNCH AND ACTIVITY MEAL SITES TO PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. ACLS STANDARDS WERE UPDATED TO REMOVE TO GO MEALS AS AN OPTION EFFECTIVE IN JANUARY 2023. TOTAL MEALS SERVED WAS 72,341.

    Expenses $778,044 · Revenue $136,849

  • WELLNESS WHILE BASED IN TANGLEWOOD PARK, THE PROGRAM IS OUTREACHING INTO THE COMMUNITY AND PROVIDES OPPORTUNITIES TO STAY HEALTHY AND INDEPENDENT BY ENCOMPASSING ALL DIMENSIONS OF WELLNESS. THERE WERE 14,720 PARTICIPANTS IN 2023.

    Expenses $406,686 · Revenue $59,815

  • MEDICAID WAIVER - HOME DELIVERED AND CONGREGATE MEALS TO PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. THERE WERE NO MATERIAL CHANGES IN THE SERVICE. TOTAL PARTICIPANTS SERVED ARE 226 AND TOTAL MEALS SERVED ARE 52,616. MISCELLANEOUS SERVICES - TO PROMOTE WELLNESS AND ENRICHMENT TO SENIORS. THIS INCLUDES WELLNESS, FULL PAY, ELDER ABUSE, TRANSPORTATION, PATH, MATTER OF BALANCE AND OTHER ACTIVITIES.

    Expenses $1,310,592 · Revenue $359,703

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Tony Johnson

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Lorena Frederick

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Rick Snellenberger

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Latonya Beene

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Karla Betten

    EX-OFFICIO

    Total calculated
    $0
    Hours/week
    1

  • Diane Cunningham

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kayla Kolbe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Delores Dee Whittaker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Charles Chaz Koop

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • D'Erika Nichols-Woods

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Kris Collee

    EXECUTIVE DI

    Total calculated
    $90,713
    From this org
    $84,857
    From related orgs
    $0
    Other
    $5,856
    Hours/week
    40

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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
19 March 2024
IRS schema version
2022v5.0
Source object
202440809349300529

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

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