2024-08-08T07:24:45-05:00 2023-09-30 383635706 REHMANN ROBSON LLC 675 ROBINSON RD JACKSON MI 49203 990 2022-10-01 382056030 REGION II COMMISSION ON SERVICES TO THE AGING REGI 5175921681 107 CHICAGO ST PO BOX 189 BROOKLYN MI 49230 JULIE WETHERBY CHIEF EXECUTIVE OFFICER 5175921681 2024-08-06 1 0 LAURA E COSTON CPA P01750862 5177876503 2024-08-06 2022 2024-08-08 14:25:15Z WELLWISE SERVICES AREA AGENCY ON AGING JULIE WETHERBY 107 CHICAGO ST PO BOX 189 BROOKLYN MI 49230 24959599 0 X WWW.WELLWISESERVICES.ORG X 1974 MI TO PROVIDE LOCAL SERVICES FOR THE BENEFIT OF OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES. 10 10 77 67 0 0 4420978 4786675 19243039 19253906 88557 213951 0 0 23752574 24254532 2827844 3005969 0 0 4951995 5376988 0 0 19466 14249680 15443664 22029519 23826621 1723055 427911 17635120 17447938 2849438 2234345 14785682 15213593 X 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. 0 0 17067431 0 19089787 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 768 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. 1313015 1313015 0 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, 567,948 MEALS WERE DELIVERED DURING THE FISCAL YEAR. 627185 0 0 PROVIDED CARE MANAGEMENT SERVICES, INCLUDING ASSESSMENT, CARE PLAN DEVELOPMENT, AND COORDINATION OF IN-HOME AND OTHER SUPPORTIVE SERVICES FOR 413 INDIVIDUALS AGED 60 AND OVER. 3068973 1692954 164119 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. 3068973 1692954 164119 22076604 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 73 0 1 77 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X BILL DESMET CFO 5175921681 107 CHICAGO ST BROOKLYN MI 49230 KEN WYATT BEG JUN 2023 BOARD MEMBER 2.00 X 0 0 0 CURTIS GALE BOARD MEMBER 2.00 X 2350 0 0 DEBORAH SHEPARD BOARD MEMBER 2.00 X 850 0 0 CHRIS WITTENBACH BOARD MEMBER 2.00 X 0 0 0 MEGAN KISER BOARD MEMBER 2.00 X 1150 0 0 TONY BAIR BOARD MEMBER 2.00 X 0 0 0 KEITH WILLIAMS BOARD VICE CHAIR 2.00 X X 3950 0 0 MARCIA BOYNTON END AUG 2023 BOARD MEMBER 2.00 X 700 0 0 BRENT LEININGER BOARD CHAIR 2.00 X X 0 0 0 BILL RICHARDSON BOARD TREASURER 2.00 X X 600 0 0 STEPHEN RAJZER END MAY 2023 BOARD VICE CHAIR 2.00 X X 2200 0 0 JULIE WETHERBY CHIEF EXECUTIVE OFFICER 40.00 X 125689 0 37583 137489 0 37583 1 0 1 0 LAJOY FI LLC 32520 SCHOOLCRAFT ROAD LIVONIA MI 48150 FISCAL AGENT-SELF DIRECTED CAREGIVERS 3158168 ELDER CARE MICHIGAN LLC 4727 BENNETT ROAD JACKSON MI 49201 HOME HEALTH SERVICES 1280217 JLC SERVICES DBA COMFORCARE 1155 W BEECHER ST ADRIAN MI 49221 HOME HEALTH SERVICES 637092 GUARDIAN TRAC FINANCIAL SERVICES 215 BROADUS ST STURGIS MI 49091 FISCAL AGENT-SELF DIRECTED CAREGIVERS 583596 ELARA 900 COOPER ST JACKSON MI 49202 HOME HEALTH SERVICES 452556 30 4722706 63969 4786675 MEDICAID WAIVER 621610 19089787 19089787 FEES FOR SERVICES 621610 164119 164119 19253906 293414 293414 625604 705067 -79463 -79463 -79463 24254532 19174443 0 293414 2899415 2899415 106554 106554 175002 16385 158617 3639659 2936385 700335 2939 1282694 1048302 233343 1049 279633 217744 61889 4015 342 3673 28000 28000 499779 272496 218564 8719 81788 24964 56804 20 157704 120191 37484 29 254591 199306 52436 2849 140871 106238 34633 63367 40596 22395 376 47160 7581 37159 2420 81675 78653 3022 38238 29941 8297 CONTRACTED PROGRAM SVCS 13905847 13869071 36776 EMERGENCY HOUSING 77830 77830 DUES AND SUBSCRIPTIONS 48175 24610 23565 MISCELLANEOUS 14624 13559 1065 23826621 22076604 1730551 19466 5189045 -171317 7131582 7670402 1298709 910226 103168 124132 56465 88910 8593935 68350 3556151 8525585 300000 300000 17635120 17447938 2210314 1973992 639024 260353 100 2849438 2234345 X 14559713 15022889 225969 190704 14785682 15213593 17635120 17447938 427911 0 X X 0 1 X 1 1 1 X 3248125 3955243 5124752 4420978 4786675 21535773 3248125 3955243 5124752 4420978 4786675 21535773 21535773 170447 144051 24323 88557 293414 720792 22256565 96103106 0.96760 0.97370 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 154018 154018 7837473 49396 7788077 170589 3531 167058 431855 15423 416432 8525585 X 24388725 8759 125434 134193 24254532 0 24254532 23960814 8759 125434 134193 23826621 0 23826621 PART X, LINE 2: THE AGENCY IS A NOTFORPROFIT ORGANIZATION EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM SIMILAR STATE AND LOCAL TAXES. ALTHOUGH THE AGENCY WAS GRANTED AN INCOME TAX EXEMPTION BY THE INTERNAL REVENUE SERVICE, SUCH EXEMPTION DOES NOT APPLY TO "UNRELATED BUSINESS TAXABLE INCOME". THE AGENCY ANALYZES ITS INCOME TAX FILING POSITIONS IN THE FEDERAL AND STATE JURISDICTIONS WHERE IT IS REQUIRED TO FILE INCOME TAX RETURNS, FOR ALL OPEN TAX YEARS IN THESE JURISDICTIONS, TO IDENTIFY POTENTIAL UNCERTAIN TAX POSITIONS. THE AGENCY TREATS INTEREST AND PENALTIES ATTRIBUTABLE TO INCOME TAXES, AND REFLECTS ANY CHARGES FOR SUCH, TO THE EXTENT THEY ARISE, AS A COMPONENT OF ITS SUPPORTING SERVICES EXPENSES. THE AGENCY HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR FISCAL YEARS 2020 THROUGH 2023, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION AS OF SEPTEMBER 30, 2023. THE AGENCY CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS REQUIRING RECOGNITION IN THE AGENCY'S FINANCIAL STATEMENTS. THE AGENCY DOES NOT EXPECT THE TOTAL AMOUNT OF UNRECOGNIZED TAX BENEFITS ("UTB") (E.G. TAX DEDUCTIONS, EXCLUSIONS, OR CREDITS CLAIMED OR EXPECTED TO BE CLAIMED) TO SIGNIFICANTLY CHANGE IN THE NEXT TWELVE MONTHS. THE AGENCY DOES NOT HAVE ANY AMOUNTS ACCRUED FOR INTEREST AND PENALTIES RELATED TO UTBS AT SEPTEMBER 30, 2023, AND IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INDIRECT EXPENSES INCLUDED AS INVESTMENT RETURN IN FINANCIAL STATEMENTS 125,434. PART XII, LINE 2D - OTHER ADJUSTMENTS: INDIRECT EXPENSES INCLUDED AS INVESTMENT RETURN IN FINANCIAL STATEMENTS 125,434. 1 CATHOLIC CHARITIES OF JACKSON 3425 FRANCIS ST JACKSON MI 49203 381818593 501C3 35816 0 TRANSPORTATION SERVICES COUNTY OF JACKSON MICHIGAN DEPT ON AGING 1715 LANSING AVE STE 672 JACKSON MI 49202 386004845 GOVERNMENT 1294025 0 CARE SERVICES FOR OLDER ADULTS HILLSDALE COUNTY SENIOR SERVICES CENTER INC 320 BACON ST HILLSDALE MI 49242 382476724 501C3 358308 0 CARE SERVICES FOR OLDER ADULTS LENAWEE COUNTY DEPARTMENT ON AGING 1040 S WINTER ST ADRIAN MI 49221 386005798 GOVERNMENT 1105143 0 CARE SERVICES FOR OLDER ADULTS MICHIGAN ADVOCACY PROGRAM 15 S WASHINGTON ST YPSILANTI MI 48197 381845444 501C3 105123 0 LEGAL SERVICES ASSISTANCE TO VICTIMS OF ELDER ABUSE 35 106554 MARKET VALUE TEMPORARY HOUSING, FOOD, AND RELOCATION EXPENSES PAID FOR VICTIMS OF ELDER ABUSE PART I, LINE 2: DETAILED RECORDS ARE MAINTAINED BY INDIVIDUAL TO TRACK ANY GRANT FUNDED ASSISTANCE. X X X 0 0 0 0 0 0 0 0 0 JULIE WETHERBY CHIEF EXECUTIVE OFFICER 119789 0 5900 0 0 0 9501 0 28082 0 163272 0 0 0 FORM 990, PART VI, SECTION A, LINE 3 CFO POSITION IS CONTRACTED TO FINANCIAL ONE, INC. FORM 990, PART VI, SECTION B, LINE 11B THE CEO AND THE CFO REVIEW THE DRAFT 990 AND RECOMMEND ANY NECESSARY CHANGES. A DRAFT COPY IS THEN FURNISHED AND PRESENTED TO MEMBERS OF THE BOARD FINANCE COMMITTEE AND THE FULL BOARD FOR REVIEW. ANY RECOMMENDED CHANGES ARE MADE BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES AND BOARD MEMBERS SIGN A CONFLICT OF INTEREST FORM ANNUALLY WHEREBY RELATIONSHIPS, IF ANY, ARE DISCLOSED. FORM 990, PART VI, SECTION B, LINE 15 THE PERSONNEL COMMITTEE RECOMMENDS CEO COMPENSATION AFTER COMPARING WITH CEO COMPENSATION OF COMPARABLE ORGANIZATIONS. THEIR RECOMMENDATION IS THEN PRESENTED TO THE FULL BOARD FOR APPROVAL. ALL EMPLOYEE SALARIES ARE RECOMMENDED BY THE CEO AND THEN PRESENTED TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS FOR SELECTING AND OVERSEEING THE INDEPENDENT AUDITOR HAS NOT CHANGED FROM THE PRIOR YEAR. CASCADE PACE INC 2282 SPRINGPORT RD JACKSON MI 49202 465362872 ALL-INCLUSIVE MEDICAL CARE MI 501(C)(3) 509(A)(3) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SCHEDULE R, PART II THE AGENCY IS ONE OF TWO MEMBERS IN CASCADE PACE, INC. ("PACE"), A MICHIGAN NOTFORPROFIT CORPORATION. PACE FULFILLS A WIDE RANGE OF HEALTHCARE NEEDS OF THE ELDERLY RESIDING IN JACKSON, LENAWEE, AND HILLSDALE COUNTIES WITHIN THEIR OWN HOMES AND COMMUNITY. DURING FISCAL YEAR 2015, THE AGENCY CONTRIBUTED $100,000 FOR A 20% MEMBERSHIP INTEREST IN PACE. ADDITIONAL CONTRIBUTIONS OF $100,000 WERE MADE IN FISCAL YEARS 2016 AND 2017 AND NO CONTRIBUTIONS WERE MADE IN FISCAL YEARS 2021, 2022, AND 2023 RESULTING IN A TOTAL INVESTMENT IN PACE OF $300,000 AS OF SEPTEMBER 30, 2023. THE AGENCY ACCOUNTS FOR ITS INVESTMENT IN PACE AT THE AMOUNT CONTRIBUTED DUE TO THE NATURE OF PACE'S ORGANIZATION (NOTFORPROFIT) AND THE PURPOSE FOR WHICH IT WAS FORMED.