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Nonprofiteer
← REGION VII AREA AGENCY ON AGING INC

Form 990 for tax year 2022

Filed by REGION VII AREA AGENCY ON AGING INC.

Totals

Total revenue
$47,405,658
Total expenses
$49,419,140
Contributions and grants received
$10,586,660
Grants paid
$0
Program service revenue
$36,486,865
Investment income
$332,133
Other revenue
$0
Total assets, end of year
$24,793,730
Total liabilities, end of year
$5,406,205
Net assets or fund balances, end of year
$19,387,525
Program services expenses (Part IX)
$44,692,641
Management and general expenses
$4,726,499
Fundraising expenses
$0
Program service expenses (Part III)
$44,692,641

Program services were 90.4% 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.

  • 1b · Membership dues

    $42,000

  • 1e · Government grants (contributions)

    $10,423,978

  • 1f · All other contributions, gifts and grants

    $120,682

  • 1g · Noncash contributions included above

    $6,265

  • 2a · Program service revenue: MEDICAID WAIVER PROGRAM

    total $31,343,465 · related or exempt $31,343,465

  • 2b · Program service revenue: PACE PROGRAM

    total $5,139,732 · related or exempt $5,139,732

  • 2c · Program service revenue: OTHER SERVICE FEES

    total $3,668 · related or exempt $3,668

  • 3 · Investment income

    total $332,133 · excluded $332,133

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $567,186 · program services $435,180 · management and general $132,006

  • 7 · Other salaries and wages

    total $8,702,226 · program services $6,658,993 · management and general $2,043,233

  • 8 · Pension plan contributions

    total $469,909 · program services $365,774 · management and general $104,135

  • 9 · Other employee benefits

    total $3,141,457 · program services $2,507,934 · management and general $633,523

  • 10 · Payroll taxes

    total $706,800 · program services $546,152 · management and general $160,648

  • 11b · Fees: legal

    total $125,124 · program services $38,385 · management and general $86,739

  • 11c · Fees: accounting

    total $29,964 · program services $23,909 · management and general $6,055

  • 11d · Fees: lobbying

    total $9,385 · program services $9,385

  • 11g · Fees: other

    total $32,181,432 · program services $32,125,874 · management and general $55,558

  • 12 · Advertising and promotion

    total $56,002 · program services $39,485 · management and general $16,517

  • 13 · Office expenses

    total $147,807 · program services $91,257 · management and general $56,550

  • 14 · Information technology

    total $262,101 · program services $183,471 · management and general $78,630

  • 16 · Occupancy

    total $486,963 · program services $150,346 · management and general $336,617

  • 17 · Travel

    total $532,539 · program services $428,683 · management and general $103,856

  • 19 · Conferences, conventions and meetings

    total $51,213 · program services $24,041 · management and general $27,172

  • 22 · Depreciation, depletion and amortization

    total $418,691 · program services $314,018 · management and general $104,673

  • 24a · Other expenses: EQUIPMENT & MAINTENANCE

    total $647,719 · program services $57,683 · management and general $590,036

  • 24b · Other expenses: MISCELLANEOUS EXPENSES

    total $562,665 · program services $491,325 · management and general $71,340

  • 24c · Other expenses: SUPPLIES

    total $319,957 · program services $200,746 · management and general $119,211

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,614,078 · end of year $7,130,150

  • 2 · Savings and temporary cash investments

    beginning of year $2,785,907 · end of year $4,177,600

  • 3 · Pledges and grants receivable

    beginning of year $3,475,425 · end of year $2,501,754

  • 4 · Accounts receivable

    beginning of year $5,581 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $596,854 · end of year $738,903

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

    $12,459,682

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

    $2,256,081

  • 10c · Land, buildings and equipment, net

    beginning of year $10,134,477 · end of year $10,203,601

  • 15 · Other assets

    beginning of year $0 · end of year $41,722

  • 17 · Accounts payable and accrued expenses

    beginning of year $6,058,651 · end of year $5,078,867

  • 19 · Deferred revenue

    beginning of year $152,664 · end of year $285,616

  • 25 · Other liabilities

    beginning of year $0 · end of year $41,722

  • 27 · Net assets without donor restrictions

    beginning of year $21,401,007 · end of year $19,387,525

Mission and programs · 2022

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 $44,199,426 · Revenue $31,343,465

  • 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.

    Expenses $439,683

  • TITLE IIIC-1 AND IIIC-2 NUTRITION PROGRAMS: CONGREGATE AND HOME DELIVERED MEALS, INCLUDING NSIP, TO SENIORS AGED 60 AND OLDER.

  • 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 $53,532 · Revenue $5,143,400

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

Listed in Part VII

  • Dan Glaza

    MEMBER

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

  • Darryl E Thomas

    MEMBER/VICE CHAIR

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

  • Christine J Lee

    MEMBER

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

  • Brenda Moore

    MEMBER

    Total calculated
    $1,560
    From this org
    $1,560
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Yvonne Corbat

    MEMBER

    Total calculated
    $1,620
    From this org
    $1,620
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Joseph Sowmick

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Mike Tobin

    MEMBER

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

  • Joel Vernier

    MEMBER

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

  • William Sanders

    CHAIR

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

  • Corinne Corey Netzley

    VICE CHAIR/MEMBER

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

  • William Walters

    SECRETARY

    Total calculated
    $3,005
    From this org
    $2,400
    From related orgs
    $605
    Other
    $0
    Hours/week
    1 + 1 related

  • Patrick Benson

    TREASURER

    Total calculated
    $1,860
    From this org
    $1,860
    From related orgs
    $0
    Other
    $0
    Hours/week
    2

  • Geoff Malicoat

    MEMBER

    Total calculated
    $0
    Hours/week
    2

  • Bob Brown

    EXECUTIVE DIRECTOR

    Total calculated
    $286,639
    From this org
    $262,777
    From related orgs
    $0
    Other
    $23,862
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $262,777
    Bonus
    $0
    Other
    $0
    Deferred
    $12,898
    Nontaxable benefits
    $10,964
    Filer's total
    $286,639

  • Lisa Pijaszek

    CFO (ENDED 03/23)

    Total calculated
    $129,116
    From this org
    $106,760
    From related orgs
    $0
    Other
    $22,356
    Hours/week
    37.5 + 1 related

  • Sue Gittins

    DEPUTY DIRECTOR

    Total calculated
    $159,587
    From this org
    $154,488
    From related orgs
    $0
    Other
    $5,099
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $154,488
    Bonus
    $0
    Other
    $0
    Deferred
    $2,704
    Nontaxable benefits
    $2,395
    Filer's total
    $159,587

  • Nathaniel Bergman

    PHARMACIST

    Total calculated
    $167,259
    From this org
    $129,181
    From related orgs
    $0
    Other
    $38,078
    Hours/week
    37.5

    Schedule J breakdown matched by us

    Base
    $129,181
    Bonus
    $0
    Other
    $0
    Deferred
    $8,391
    Nontaxable benefits
    $29,687
    Filer's total
    $167,259

  • Monica Freier

    CHIEF OPERATING OFFICER

    Total calculated
    $139,855
    From this org
    $104,253
    From related orgs
    $0
    Other
    $35,602
    Hours/week
    37.5 + 1 related

  • Nanette Myers

    MEDICAL DIRECTOR

    Total calculated
    $197,612
    From this org
    $181,106
    From related orgs
    $0
    Other
    $16,506
    Hours/week
    37.5 + 1 related

    Schedule J breakdown matched by us

    Base
    $181,106
    Bonus
    $0
    Other
    $0
    Deferred
    $8,453
    Nontaxable benefits
    $8,053
    Filer's total
    $197,612

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

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
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202442289349300544

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