2025-02-04T12:00:56-05:00 2024-09-30 382088116 BRICKLEY DELONG PC PO BOX 999 MUSKEGON MI 494430999 990 2023-10-01 382033822 AGEWELL SERVICES OF WEST MICHIGAN AGEW 2317338640 275 WEST CLAY AVENUE SUITE 100 MUSKEGON MI 49440 KRIS VANDERSTELT EXECUTIVE DIRECTOR 2317550434 2025-01-13 true false JENNIFER L WHEELER CPA P01268264 2317265800 2025-01-20 2023 2025-03-06 01:10:19Z KRIS VANDERSTELT 275 W CLAY AVE 100 MUSKEGON MI 49440 4718186 false X WWW.AGEWELLSERVICES.ORG X 1974 MI AGEWELL SERVICES MISSION IS TO PROMOTE HEALTHY AGING AND MAXIMIZE INDEPENDENCE THROUGH NUTRITION, WELLNESS, AND SUPPORTIVE SERVICES IN THE COMMUNITY. 9 9 137 299 10097 3793031 3719095 814098 830678 37172 14322 54582 45538 4698883 4609633 0 0 2474164 2429226 61080 90522 304685 2519760 2502874 5055004 5022622 -356121 -412989 1600514 1519801 408554 716821 1191960 802980 X AGEWELL SERVICES MISSION IS TO PROMOTE HEALTHY AGING AND MAXIMIZE INDEPENDENCE THROUGH NUTRITION, WELLNESS, AND SUPPORTIVE SERVICES IN THE COMMUNITY. false false 1998904 133609 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 148,499. 735098 119874 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 61,126. 417557 67949 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 10,197 PARTICIPANTS IN FY 2024. 1509975 509246 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 221 AND TOTAL MEALS SERVED ARE 59,562. MISCELLANEOUS SERVICES - TO PROMOTE WELLNESS AND ENRICHMENT TO SENIORS. THIS INCLUDES WELLNESS, FULL PAY, ELDER ABUSE, TRANSPORTATION, PATH, MATTER OF BALANCE AND OTHER ACTIVITIES. 1509975 509246 4661534 true true false false false false false false false true true false false true true true true false false false false false false true true false false false false false false false false false false false false false true false false false false false false false false true 12 0 true 137 true true true false false false false false false false false false false false false false X 9 9 false false false false false false false true true false true true true true true true true true true false false MI X X X KATHERINE KASPRZYK-HAYES 2316832638 275 W CLAY AVE SUITE 100 MUSKEGON MI 49440 TONY JOHNSON CHAIR 1.00 X X 0 0 0 KAYLA KOLBE VICE CHAIR 1.00 X X 0 0 0 RICK SNELLENBERGER TREASURER 1.00 X X 0 0 0 LORENA FREDERICK SECRETARY 1.00 X X 0 0 0 UVETT BROWN EX-OFFICIO 1.00 X 0 0 0 CHARLES CHAZ KOOP DIRECTOR 1.00 X 0 0 0 GWEN MOEGGENBORG DIRECTOR 1.00 X 0 0 0 LUKE REYNOLDS DIRECTOR 1.00 X 0 0 0 DELORES DEE WHITTAKER DIRECTOR 1.00 X 0 0 0 BARB VUKITS DIRECTOR 1.00 X 0 0 0 KRIS VANDERSTELT EXECUTIVE DI 40.00 X 118176 0 7149 118176 7149 1 false false false 20823 2504230 1194042 26213 3719095 CONTRACTED SERVICES 438343 438343 HOME DELIVERED MEALS 133609 133609 CONGREGATE MEALS 119874 119874 WELLNESS PROGRAM 70903 70903 PRIVATE PAY MEALS 67949 67949 830678 12311 12311 2011 2011 2011 2011 87042 20823 71268 15774 64200 37285 26915 16818 10097 MISCELLANEOUS 2849 2849 2849 4609633 852356 10097 12311 146023 141428 1959 2636 1952605 1891172 26199 35234 176272 171918 1908 2446 154326 150470 1688 2168 31015 31015 90522 90522 1413 1413 175284 189588 331 -14635 65086 45654 7376 12056 162526 113136 2630 46760 787 340 356 91 371826 368738 3088 248258 240341 1759 6158 49 49 74238 74238 84380 84361 19 FOOD COSTS 986817 887808 99009 SUPPLIES 158501 145924 1144 11433 SMALL EQUIPMENT AND REPAI 73979 71748 157 2074 OTHER MISCELLANEOUS 61420 46311 6395 8714 7295 7295 5022622 4661534 56403 304685 923582 359629 193884 425178 106024 101239 78000 100936 60413 63363 1991230 1790998 224705 200232 13906 269224 1600514 1519801 388955 441066 15193 20058 4406 255697 408554 716821 X 1144916 758296 47044 44684 1191960 802980 1600514 1519801 X -412989 24389 -3791 3411 X false true X true true true X 3254696 3484755 4579409 3793031 3719095 18830986 3254696 3484755 4579409 3793031 3719095 18830986 18830986 7391 6315 8332 33732 12311 68081 5781 6172 8351 16648 10090 47042 9158 373237 4823 3650 2849 393717 19339826 4849763 0.97370 0.97010 X PART II, LINE 10 MISCELLANEOUS 393,717 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 214887 350 54236 1413 268060 218633 1195 31885 35106 1720 214887 281071 350 -49474 11446 1868 218633 232830 850 47391 281071 215890 975 15965 232830 1.00000 true false 1135755 1102140 33615 828981 667391 161590 26494 21467 5027 200232 ROU ASSET 251906 BENEFICIAL INTEREST IN ASSETS HELD B 17318 269224 LEASE LIABILITIES 255697 255697 X 4796615 24382 52042 111971 188395 4608220 1413 1413 4609633 5183227 52042 109976 162018 5021209 1413 1413 5022622 SCHEDULE D, PAGE 2, PART V, LINE 4 THE AGEWELL SERVICES/MEALS ON WHEELS OF WEST MICHIGAN ENDOWMENT FUND (ENDOWMENT FUND) WAS ESTABLISHED IN 2011 BY AGEWELL PRIMARILY TO TRANSFER OPERATIONAL SURPLUSES, TO FUND ANY OPERATIONAL DEFICIENCIES AND TO RECEIVE FUND CONTRIBUTIONS. THE AGREEMENT WITH THE COMMUNITY FOUNDATION ALLOWS THE USE OF THE FUND INCOME AND PRINCIPAL TO BE USED FOR AGEWELL GENERAL OPERATIONS. THE AGEWELL SERVICES CAMPAIGN FUND (CAMPAIGN FUND) WAS ESTABLISHED IN 2018 BY AGEWELL TO SUPPORT THE CONSTRUCTION OF THE DOWNTOWN MUSKEGON OFFICES AND CAFE. THE AGREEMENT WITH THE COMMUNITY FOUNDATION ALLOWS THE USE OF THE CAMPAIGN FUNDS INCOME AND PRINCIPAL TO BE USED FOR DOWNTOWN MUSKEGON CONSTRUCTION. SCHEDULE D, PAGE 3, PART X IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE OR FOUR YEARS. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSES 71,268 COST OF GOODS SOLD 37,292 GAIN FROM BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 3,411 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES 71,268 COST OF GOODS SOLD 37,292 GAAP VS TAX LEASE COST DIFFERENCE 1,423 ROUNDING -7 X true LAUTMAN MASKA NEILL & CO 1730 RHODE ISLAND AVE NW SUITE 30 WASHINGTON DC 20036 DIRECT MAI false 260502 90522 169980 260502 90522 169980 MI HEELS FOR MEALS 85053 16529 68524 15250 10541 34953 PARTIES IN THE 18518 18518 10524 103571 16529 87042 15250 10541 45477 71268 15774 X 1 5183 FAIR MARKET VALUE X AUCTION ITEMS 95 21030 FAIR MARKET VALUE false true false FORM 990, PAGE 2, PART III, LINE 4D 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 221 AND TOTAL MEALS SERVED ARE 59,562. MISCELLANEOUS SERVICES - TO PROMOTE WELLNESS AND ENRICHMENT TO SENIORS. THIS INCLUDES WELLNESS, FULL PAY, ELDER ABUSE, TRANSPORTATION, PATH, MATTER OF BALANCE AND OTHER ACTIVITIES. FORM 990, PAGE 6, PART VI, LINE 11B A BRICKLEY DELONG REPRESENTATIVE WILL PRESENT THE FINANCIAL AUDIT, FEDERAL SINGLE AUDIT AND FOR 990 TO THE BOARD FOR THEIR REVIEW AND PRIOR APPROVAL PRIOR TO ANY OF THESE DOCUMENTS BEING FINALIZED. FORM 990, PAGE 6, PART VI, LINE 12C HUMAN RESOURCES REQUIRES EMPLOYEES AND BOARD OF DIRECTORS TO COMPLETE A CONFLICT OF INTEREST POLICY. SUPERVISORS REVIEW IT ANNUALLY FOR UPDATES AND DOCUMENT THIS WITH EACH EMPLOYEE. THIS FORM IS KEPT IN THEIR PERSONNEL FILE. THE EXECUTIVE DIRECTOR GETS FORMS COMPLETED AND UPDATED BY THE BOARD ANNUALLY. A COMPILATION REVIEW OF THE FORMS ARE PRESENTED TO THE PERSONNEL COMMITTEE ANNUALLY FOR REVIEW AND A REPORT GIVEN TO THE BOARD FOR DISCUSSION AND ACCEPTANCE. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS PERSONNEL COMMITTEE WILL USE THE NON-PROFIT SALARY SURVEY FOR WEST MICHIGAN AND IN ADDITION, REQUEST FROM 3-5 OTHER NON- PROFITS THEIR EXECUTIVE DIRECTOR INFORMATION TO USE FOR COMPARISON. UPON REVIEW AND DISCUSSION, THE PERSONNEL COMMITTEE WILL REPORT TO THE BOARD OF DIRECTORS TO ENSURE THE EXECUTIVE DIRECTOR IS COMPENSATED FAIRLY AND NOT IN EXCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE LAST THREE YEARS OF AUDIT FINANCIALS ARE ON THE AGEWELLSERVICES.ORG WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ON THE WEBSITE, BUT ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 GAIN FROM BENEFICIAL INTEREST IN ASSETS HELD BY OT 3,411