2024-08-08T15:00:55-05:00 2023-09-30 390758449 WIPFLI LLP 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2022-10-01 381873461 NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY INC NORT 9893563474 2569 US 23 SOUTH ALPENA MI 49707 LISA BOLEN EXECUTIVE DIRECTOR/CEO 9893563474 2024-07-25 1 0 QUINN DUGAN P02267768 6082741980 2024-07-25 2022 2024-08-08 14:25:15Z LISA BOLEN 2569 US 23 SOUTH ALPENA MI 49707 65313317 0 X WWW.NEMCSA.ORG X 1968 MI TO ACT AS THE PRIMARY ADVOCATE FOR THE REDUCTION OF THE CAUSES, CONDITIONS & EFFECTS OF POVERTY WITHIN ITS CONSTITUTIONAL COUNTIES; MOBILIZE PUBLIC & PRIVATE RESOURCES TO PROVIDE SOCIAL & ECONOMIC OPPORTUNITIES THAT FOSTER SELF-SUFFICIENCY FOR LOW INCOME PERSONS; MOTIVATE & PREPARE THE LOW-INCOME, ELDERLY, PERSONS WITH DISABILITIES OR OTHERWISE DISADVANTAGED TO ACHIEVE ECONOMIC INDEPENDENCE THROUGH THE PROVISION OF A WIDE RANGE OF RELEVANT & INNOVATIVE SERVICES IN PARTNERSHIP WITH OTHER AGENCIES & ORGANIZATIONS; DEVELOP A SENSE OF DIGNITY & STRENGTH AMONG THE LOW INCOME, ELDERLY, PERSONS WITH DISABILITIES OR OTHERWISE DISADVANTAGED THROUGH THE PLANNING & PARTICIPATION OF THE LOW-INCOME, ELDERLY OR OTHERWISE DISADVANTAGED, THROUGH THE ELEVEN COUNTY AREA. 31 31 902 1865 0 0 63854968 64350033 256441 496526 4844 218612 360181 248146 64476434 65313317 23160640 21041544 0 0 29806149 32619179 0 0 0 9942531 9756534 62909320 63417257 1567114 1896060 18843429 27002969 4237162 10449265 14606267 16553704 X ENHANCING QUALITY OF LIFE BY EMPOWERING INDIVIDUALS AND STRENGTHENING COMMUNITIES. 0 0 32972094 2485188 12172 EARLY CHILDHOOD PROGRAMS - HEAD START AND GREAT START READINESS SERVED 2,812 CHILDREN AND THEIR FAMILIES BY PROVIDING EDUCATION, HEALTH, DISABILITY, AND SOCIAL SERVICES FOR 3 - 5 YEAR OLDS IN 21 COUNTIES. 13997647 10938693 0 COMMUNITY BASED CARE PROGRAMS - PROVIDED ASSISTANCE TO 864 ELIGIBLE PARTICIPANTS IN THE TWELVE COUNTY SERVICE AREA OF NORTHEAST MICHIGAN. THESE PARTICIPANTS WERE IN NEED OF MEDICAID-COVERED LONG-TERM CARE SERVICES AND SUPPORT IN ORDER TO REMAIN IN THEIR OWN HOME. THIS PROGRAM WORKS WITH ELIGIBLE PERSONS AGED 18 AND OLDER WHO ARE AT-RISK OF NURSING HOME PLACEMENT AND PROVIDES SERVICES THAT ARE DESIGNED TO LOCATE, MOBILIZE AND MANAGE A VARIETY OF HOME CARE AND OTHER SERVICES TO ENSURE THE PARTICIPANTS ARE ABLE TO STAY IN THEIR OWN HOME. 4499109 3186196 0 AGING PROGRAMS - SERVICE DESIGNED TO LOCATE, MOBILIZE AND MANAGE A VARIETY OF HOME CARE AND OTHER SERVICES NEEDED BY FRAIL ELDERLY PERSONS AGED 60 AND OLDER AT HIGH RISK OF ENTERING A NURSING HOME FACILITY. THROUGH SUBCONTRACTING WITH COMMUNITY PARTNERS SUCH AS COUNCILS/COMMISSIONS ON AGING, SERVICES PROVIDED IN THE TWELVE COUNTY SERVICE AREA INCLUDE HOMEMAKING, PERSONAL CARE, RESPITE, LEGAL, CAREGIVER, ADULT DAY CARE, MEDICATION MANAGEMENT, AND NUTRITION PROGRAMS. THESE AGING PROGRAMS SERVED 13,462 PARTICIPANTS. 6140229 4401435 484354 COMMUNITY PROGRAMS - PROVIDED SERVICES TO 5,442 LOW INCOME AND AT-RISK INDIVIDUALS ACROSS A 12 COUNTY REGION. SERVICES INCLUDE: HEATING FUEL AND ENERGY ASSISTANCE, HOMELESS PREVENTION AND RENTAL ASSISTANCE SERVICES, FINANCIAL EMPOWERMENT AND SELF-SUFFICIENCY, FOOD AND COMMODITY SUPPLEMENTAL ASSISTANCE, AND HOME WEATHERIZATION SERVICES. HOME WEATHERIZATION SERVICES ARE COMPRISED OF DUCT SEALING AND REPLACEMENT, WATER HEATER REPLACEMENT, FURNACE REPLACEMENT, FURNACE TUNING AND CLEANING SERVICES, WINDOW SEALING, INSULATION, AND EDUCATION REGARDING ADJUSTMENTS RESIDENTS CAN MAKE THAT WILL CONSERVE ENERGY AND SAVE ON ENERGY RELATED COSTS OVER TIME. 2562038 0 0 YOUTH SERVICES PROGRAMS -SCHOOL SUCCESS PARTNERSHIP PROGRAM PROVIDED SERVICES TO 1,055 STUDENTS FORMALLY AND 3,760 INFORMALLY IDENTIFIED AS AT RISK FOR ACADEMIC FAILURE; SERVICE AREA ENCOMPASSES 10 COUNTIES AND INCLUDES 28 K12 SITES, FOUR ALTERNATIVE EDUCATION SITES, TWO PAROCHIAL ELEMENTARY SCHOOL SITES, AND ONE ADULT EDUCATION SITE. MORE STUDENTS NEEDED SERVICES THAN ANTICIPATED DUE TO RETURNING TO SCHOOL AFTER COVID. 671210 50 0 VOLUNTEER PROGRAMS - CONSISTS OF THREE PROGRAMS - FOSTER GRANDPARENT PROGRAM (FGP); SENIOR COMPANION PROGRAM (SCP); RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP). THE FGP VOLUNTEERS PROVIDE ONE-ON-ONE TUTORING TO STUDENTS. A LOW INCOME PROGRAM (WITHIN 200% OF POVERTY) VOLUNTEERS ALSO NEED TO BE AGED 55 OR OLDER TO PARTICIPATE. SCP PROVIDE INDEPENDENT LIVING SERVICES AND/OR RESPITE SERVICES TO SENIORS WHICH AFFORDS THESE SENIORS THE OPPORTUNITY TO REMAIN INDEPENDENT IN THEIR OWN HOME AND OFFERED INCREASED SOCIAL SUPPORT. THE VOLUNTEER CRITERIA FOR SCP DUPLICATES THAT OF FGP. RSVP ENGAGES THE SKILLS, TALENTS, AND EXPERIENCE OF VOLUNTEERS TO ADDRESS A WIDE RANGE OF COMMUNITY NEEDS. PARTICIPANTS CAN CHOOSE HOW, WHERE, AND WHEN THEY WANT TO SERVE WITH COMMITMENTS RANGING FROM A FEW HOURS TO 40 HOURS PER WEEK. THE RESULT IS A POSITIVE CONTRIBUTION TO THE PARTICIPANTS COMMUNITY, WHILE THEY CAN ALSO EXPERIENCE BETTER HEALTH AND LONGEVITY BY BEING ACTIVE IN THE COMMUNITY. 297718 29982 0 COMMUNITY DEVELOPMENT - THROUGH THE WEATHERIZATION PROGRAM, 86 HOMES (REPRESENTING 172 PEOPLE) RECEIVED SERVICES; THE FOOD PROGRAMS DELIVERED 33,160 BOXES OF FOOD AND 344 PEOPLE WERE ASSISTED THROUGH THE HOUSING PROGRAMS BY RECEIVING 140 BOXES OF SUPPLIES. 9671195 4431467 484354 61140045 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 391 0 902 1 0 0 0 0 0 0 0 0 0 0 0 0 X 31 31 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X KIMBERLEE HINCKA 9893563474 2569 US 23 SOUTH ALPENA MI 49707 KENNETH GLASSER TREAURER (THRU DEC 2022) 4.00 X X 0 0 0 PETE HENNARD PRESIDENT 4.00 X X 0 0 0 SHEILA MALEWSKA TREASURER 4.00 X X 0 0 0 PATRICIA RONDEAU VICE-PRESIDENT 4.00 X X 0 0 0 LISA SALGAT SECRETARY 4.00 X X 0 0 0 LYN BEHNKE BOARD MEMBER 2.00 X 0 0 0 JOHN CHAPPA BOARD MEMBER 2.00 X 0 0 0 CHUCK CORWIN BOARD MEMBER 2.00 X 0 0 0 TERRY DUTCHER BOARD MEMBER 2.00 X 0 0 0 REBECCA ELSTON BOARD MEMBER (THRU NOV 2022) 2.00 X 0 0 0 DENNIS FAY BOARD MEMBER (THRU OCT 2022) 2.00 X 0 0 0 NICK FLORIAN BOARD MEMBER 2.00 X 0 0 0 BURT FRANCISCO BOARD MEMBER (THRU AUG 2023) 2.00 X 0 0 0 DOROTHY FREDERICK BOARD MEMBER 2.00 X 0 0 0 TAMMY FRISBIE BOARD MEMBER 2.00 X 0 0 0 JEAN GARRATT BOARD MEMBER 2.00 X 0 0 0 DAN GAUTHIER BOARD MEMBER (THRU DEC 2022) 2.00 X 0 0 0 DUNCAN GRAY BOARD MEMBER 2.00 X 0 0 0 LISA HILBERG BOARD MEMBER 2.00 X 0 0 0 DAVE KARSCHNICK BOARD MEMBER (THRU APRIL 2023) 2.00 X 0 0 0 JULIE KENDRICK BOARD MEMBER 2.00 X 0 0 0 CHELSEY KREIL BOARD MEMBER 2.00 X 0 0 0 ROBIN LALONDE BOARD MEMBER 2.00 X 0 0 0 LEONARD MARCINIAK BOARD MEMBER 2.00 X 0 0 0 JOHN MORRISON BOARD MEMBER 2.00 X 0 0 0 LLOYD PELTIER BOARD MEMBER 2.00 X 0 0 0 CRYSTAL QUINN BOARD MEMBER 2.00 X 0 0 0 RICHARD SANGSTER BOARD MEMBER 2.00 X 0 0 0 TINA SCHUMACHER BOARD MEMBER 2.00 X 0 0 0 CRAIG SCOTT BOARD MEMBER (THRU DEC 2022) 2.00 X 0 0 0 BRENDA SIMMONS BOARD MEMBER 2.00 X 0 0 0 TERRY SMALL BOARD MEMBER 2.00 X 0 0 0 LEISA SUTTON BOARD MEMBER 2.00 X 0 0 0 DESIREE VANDEBERG BOARD MEMBER (THRU NOV 2022) 2.00 X 0 0 0 CHUCK VARNER BOARD MEMBER 2.00 X 0 0 0 KATHLEEN VICHUNAS BOARD MEMBER (THRU APRIL 2023) 2.00 X 0 0 0 NATHAN WEAVER BOARD MEMBER 2.00 X 0 0 0 CAROL WENZEL BOARD MEMBER 2.00 X 0 0 0 VALERIE WILLIAMS BOARD MEMBER 2.00 X 0 0 0 DANA WINGO BOARD MEMBER 2.00 X 0 0 0 LISA BOLEN EXECUTIVE DIRECTOR/CEO 40.00 X 135161 0 30715 KIMBERLEE HINCKA CFO 40.00 X 88588 0 20980 TRICIA GRIFKA EARLY CHILDHOOL SERVICES D 40.00 X 118936 0 30233 342685 0 81928 2 0 1 0 GT INDEPENDENCE 215 BROADUS STREET STURGIS MI 49091 MI CHOICE HCBS 2181261 NORTHEAST MICHIGAN HOME HEALTH CARE LLC PO BOX 812 AUGRES MI 48703 MI CHOICE HCBS 1209535 LEELIN HOME HEALTH CARE 352 E HOUGHTON AVE WEST BRANCH MI 48661 MI CHOICE HCBS 688419 COMPASSIONATE CARE PO BOX 487 WEST BRANCH MI 48661 MI CHOICE HCBS 635403 SUNRISE SIDE HOME HEALTH CARE PO BOX 495 OSCODA MI 48750 MI CHOICE HCBS 531263 24 64308494 41539 1695809 64350033 COMMUNITY PROGRAMS REVENUE 624200 484354 484354 EARLY CHILDHOOD PROGRAMS REVENUE 624100 12172 12172 496526 191384 191384 27228 0 27228 27228 27228 248146 248146 248146 65313317 496526 0 466758 5439069 5439069 15602475 15602475 275444 275444 22986359 22118055 868304 1517435 1469314 48121 5355790 5154553 201237 2484151 2376156 107995 42000 42000 67450 67450 829996 828210 1786 108356 108356 3694102 3490980 203122 267957 224730 43227 2206205 2148869 57336 622684 573064 49620 346994 318978 28016 412631 293096 119535 184420 159016 25404 PARTICIPANT COSTS 292074 292074 REPAIRS AND MAINTENANCE 75340 46826 28514 DUES AND MEMBERSHIPS 51327 44237 7090 554998 451987 103011 63417257 61140045 2277212 0 7630 9372 10845757 13514255 4829830 3502226 383591 370093 613159 378782 231250 23340 5654930 3277241 1932212 2377689 0 6827212 18843429 27002969 3827710 3493673 409452 128380 0 6827212 4237162 10449265 X 13558391 15455657 1047876 1098047 14606267 16553704 18843429 27002969 1896060 51377 0 X 0 1 X 1 1 1 X 51613111 56556550 60769620 63854968 64350033 297144282 51613111 56556550 60769620 63854968 64350033 297144282 297144282 27570 40690 7616 4844 191384 272104 56731 37063 211208 360181 248146 913329 298329715 1572468 0.99600 0.99720 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115000 115000 449430 177229 272201 2307389 1323985 983404 2783111 1776027 1007084 2377689 RIGHT OF USE ASSET OPERATING LEASE 6827212 6827212 RIGHT OF USE OPERATING LEASE 6827212 6827212 X 65378174 51377 13480 64857 65313317 0 65313317 63430737 13480 13480 63417257 0 63417257 PART X, LINE 2: NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY, INC. (NEMCSA) IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. NEMCSA HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 MID MICHIGAN COMMUNITY ACTION AGENCY INC 1574 EAST WASHINGTON ROAD FARWELL MI 48622 382056236 501(C)(3) 2421229 0 EARLY CHILDHOOD EDUCATION ALCONA COUNTY COMMISSION ON AGING 207 CHURCH STREET LINCOLN MI 48742 382028913 501(C)(3) 182234 0 SERVICES FOR SENIORS ALPENA AREA SENIOR CITIZENS COUNCIL INC 501 RIVER STREET ALPENA MI 49707 381878427 501(C)(3) 322459 0 SERVICES FOR SENIORS SUNRISE SIDE SENIOR SERVICES PO BOX 36 OMER MI 48749 382213493 501(C)(3) 228823 0 SERVICES FOR SENIORS CHEBOYGAN COUNTY COUNCIL ON AGING 1531 SAND ROAD CHEBOYGAN MI 49721 386296274 501(C)(3) 225793 0 SERVICES FOR SENIORS CRAWFORD COUNTY COMMISSION ON AGING 308 LAWNDALE STREET GRAYLING MI 49738 386004907 CRAWFORD COUNTY 191492 0 SERVICES FOR SENIORS IOSCO COUNTY COMMISSION ON AGING INC PO BOX 160 HALE MI 48739 382015470 501(C)(3) 303769 0 SERVICES FOR SENIORS MONTMORENCY COUNTY COMMISSION ON AGING PO BOX 788 ATLANTA MI 49709 382046898 501(C)(3) 181401 0 SERVICES FOR SENIORS OGEMAW COMMISSION ON AGING 1528 SOUTH M-33 WEST BRANCH MI 48661 383381063 501(C)(3) 312054 0 SERVICES FOR SENIORS OSCODA COUNTY COUNCIL ON AGING 429 N MT TOM ROAD MIO MI 48647 382045047 501(C)(3) 153596 0 SERVICES FOR SENIORS OTSEGO COUNTY COMMISSION ON AGING 120 GRANDVIEW BOULEVARD GAYLORD MI 49735 382058876 501(C)(3) 302438 0 SERVICES FOR SENIORS PRESQUE ISLE COUNTY COUNCIL ON AGING 6520 DARGA HIGHWAY POSEN MI 49776 382049370 501(C)(3) 172155 0 SERVICES FOR SENIORS ROSCOMMON COUNTY COMMISSION ON AGING 2625 TOWNLINE ROAD HOUGHTON LAKE MI 48629 383372580 501(C)(3) 411626 0 SERVICES FOR SENIORS LEGAL SERVICES OF NORTHERN MICHIGAN INC 130 WEST SPRUCE STREET PO BOX 710 SAULT STE MARIE MI 49783 381817336 501(C)(3) 30000 0 SERVICES FOR SENIORS 14 0 EARLY CHILDHOOD PROGRAMS ASSISTANCE 2812 63959 COMMUNITY BASED CARE PROGRAMS ASSISTANCE 864 10938693 AGING PROGRAMS ASSISTANCE 13332 168356 COMMUNITY PROGRAMS 5442 2501281 1930186 STATE OF MI VALUE FOOD COMMODITIES PART I, LINE 2: THE ORGANIZATION PERFORMS A DETAILED PROGRAMMATIC AND FISCAL REVIEW ON SITE TO EACH CONTRACTOR ON AN ANNUAL BASIS. UNDERLYING DOCUMENTATION IS ANALYZED AND ADHERENCE TO FEDERAL, STATE AND LOCAL RULES AND REGULATIONS ARE VERIFIED BY MANAGEMENT. ADDITIONALLY, EACH CONTRACTOR IS REQUIRED TO SUBMIT FINANCIAL REPORTS ON A MONTHLY BASIS AND AUDITED FINANCIAL STATEMENTS ON AN ANNUAL BASIS. X X X 0 0 0 0 0 0 0 0 0 LISA BOLEN EXECUTIVE DIRECTOR/CEO 135161 0 0 0 0 0 14115 0 16600 0 165876 0 0 0 X 1 1695809 STATE OF MI VALUE 0 1 0 PART I, COLUMN (B): THE ORGANIZATION REPORTS THE ACTUAL NUMBER OF CONTRIBUTORS OF FOOD INVENTORY. FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM PREPARES THE FORM 990 AND PROVIDES THE AGENCY WITH A DRAFT COPY FOR REVIEW BY THE AUDIT/FINANCE COMMITTEE. ALL BOARD MEMBERS ARE ALSO PROVIDED A COPY OF THE DRAFT FORM 990. AFTER THE COMMITTEE HAS REVIEWED THE DRAFT, THE FORM 990 WITH CHANGES (IF NECESSARY) IS PRESENTED TO THE FULL BOARD OF DIRECTORS FOR APPROVAL. ALL CHANGES ADDRESSED BY EITHER THE COMMITTEE OR THE FULL BOARD ARE THEN SHARED WITH THE CPA FIRM. THE CPA FIRM THEN FINALIZES THE FORM 990, WITH THE CHANGES MADE AND RETURNS THE FINALIZED COPY TO THE AGENCY FOR FINAL REVIEW. AGENCY VERIFIES THE CHANGES AND THE EXECUTIVE DIRECTOR/CEO SIGNS FORM 8879-EO AUTHORIZING THE CPA FIRM TO E-FILE THE FINALIZED FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS EACH BOARD MEMBER IS REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ATTESTING THAT HE/SHE HAS READ AND AGREES TO COMPLY WITH THE AGENCY'S NEPOTISM AND CONFLICT OF INTEREST POLICIES AND FURTHER ATTESTING THAT HE/SHE IS NOT INVOLVED IN ANY ACTIVITIES THAT MAY BE CONSIDERED A CONFLICT, EXCEPT AS IDENTIFIED. THE STATEMENTS ARE DATED AND RETAINED BY THE AGENCY'S BOARD SECRETARY. BOARD MEMBERS EXCLUDE THEMSELVES FROM VOTING ON ANY BOARD ITEMS WHERE A CONFLICT OF INTEREST HAS BEEN DISCLOSED, AS APPLICABLE. IN ADDITION, AT EACH BOARD MEETING, AS AN AGENDA ITEM, THE MEMBERS ARE VERBALLY ASKED IF THERE ARE ANY NEW/CHANGED CONFLICT(S) OF INTEREST WHICH WOULD PRECLUDE THE MEMBER FROM VOTING ON A GIVEN TOPIC. FORM 990, PART VI, SECTION B, LINE 15 THE WAGE AND COMPENSATION COMMITTEE OF THE AGENCY CONDUCTS A WAGE COMPARABILITY STUDY EVERY FIVE (5) YEARS (WITH THE RESULTS PRESENTED TO THE BOARD OF DIRECTORS). ALL POSITIONS/CLASSIFICATIONS ARE REVIEWED AND COMPARED TO LIKE ENTITIES THROUGH STUDIES SUCH AS THE SALARY AND BENEFIT SURVEY FOR HEAD START, MICHIGAN NON-PROFIT AGENCY AS WELL AS INTERNET BASED SERVICES SUCH AS SALARY.COM. IN ADDITION, THE EXECUTIVE DIRECTOR/CEO'S SALARY IS VOTED UPON BY THE BOARD OF DIRECTORS AND THE TERMS AND CONDITIONS ARE CONTRACTUALLY BOUND. OTHER POSITIONS SUCH AS THE CHIEF FINANCIAL OFFICER, AND THE EARLY CHILDHOOD SERVICES DIRECTOR ALSO HAVE CONTRACTS, TERMS OF WHICH ARE NEGOTIATED AND GOVERNED BY THE EXECUTIVE DIRECTOR/CEO. THEIR CONTRACTS USUALLY MIMIC THE INCREASES AFFORDED TO REGULAR EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY, INC.'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE AGENCY'S WEBSITE: WWW.NEMCSA.ORG. THE CONFLICT OF INTEREST POLICY AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.