2025-06-24T12:00:27-05:00 2024-09-30 994260840 DOEREN MAYHEW 56 CESAR E CHAVEZ AVE SW STE 100 GRAND RAPIDS MI 49503 990 2023-10-01 382058542 AREA AGENCY ON AGING OF WESTERN MICHIGAN INC AREA 6164565664 3215 EAGLECREST DR NE GRAND RAPIDS MI 495257005 KENDRICK HEINLEIN CHIEF EXECUTIVE OFFICER 6164565664 2025-06-20 1 0 JUSTIN D HAWKES CPA P01807304 6162355200 2025-06-04 2023 2025-03-06 01:10:19Z KENDRICK HEINLEIN 3215 EAGLECREST DR NE GRAND RAPIDS MI 495257005 67267561 0 X WWW.AAAWM.ORG X 1974 MI THROUGH INTERNAL EXPERTISE, EXTERNAL PARTNERSHIPS, AND ADVOCACY, THE AREA AGENCY ON AGING OF WESTERN MICHIGAN PROVIDES OLDER ADULTS, ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS EQUITABLE ACCESS TO SERVICES THAT PROMOTE INDEPENDENCE AND DIGNITY IN THEIR COMMUNITIES. 20 20 133 35 0 0 45927149 50169285 14740630 16237000 353067 861276 0 0 61020846 67267561 0 0 0 0 9313013 10061514 0 0 0 54703470 59687177 64016483 69748691 -2995637 -2481130 19037669 17530845 6669839 7571051 12367830 9959794 THROUGH INTERNAL EXPERTISE, EXTERNAL PARTNERSHIPS, AND ADVOCACY, THE AREA AGENCY ON AGING OF WESTERN MICHIGAN PROVIDES OLDER ADULTS, ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS EQUITABLE ACCESS TO SERVICES THAT PROMOTE INDEPENDENCE AND DIGNITY IN THEIR COMMUNITIES. 0 0 66834764 16237000 THE AGENCY PROVIDES OLDER PERSONS AND PERSONS WITH DISABILITIES IN SOCIAL AND ECONOMIC NEED WITH SERVICES DESIGNED TO MAINTAIN INDEPENDENCE AND DIGNITY THROUGH PLANNING RESOURCE USE, FUNDING AND COORDINATING SUPPORT SERVICES, ADVOCATING ON BEHALF OF OLDER ADULTS, AND EDUCATING COMMUNITIES ABOUT AGING ISSUES. 66834764 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 184 0 1 133 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 1 1 0 MI X KENDRICK HEINLEIN 6164565664 3215 EAGLECREST DR NE GRAND RAPIDS MI 495257005 BILL ROUTLEY CHAIRPERSON 4.00 X X 0 0 0 MARILYN BURNS BOARD MEMBER-AT-LARGE 2.00 X X 0 0 0 CAROL HENNESSY CO-CHAIRPERSON 2.00 X X 0 0 0 RON BACON SECRETARY 2.00 X X 0 0 0 NANCY NIELSEN BOARD MEMBER-AT-LARGE 2.00 X 0 0 0 STUART PEET BOARD MEMBER 1.00 X 0 0 0 SHARON BONGARD BOARD MEMBER 1.00 X 0 0 0 TIM MITCHELL BOARD MEMBER 1.00 X 0 0 0 LARRY TIEJEMA BOARD MEMBER 1.00 X 0 0 0 JANE DEVRIES BOARD MEMBER 1.00 X 0 0 0 CHUCK HAZEKAMP TREASURER 2.00 X 0 0 0 KIM HALLADAY FORMER BOARD MEMBER 1.00 X 0 0 0 KEN DELAAT BOARD MEMBER 1.00 X 0 0 0 KRISTINE RAYMOND BOARD MEMBER 1.00 X 0 0 0 EDNA ALBERT BOARD MEMBER 1.00 X 0 0 0 MARK DEYOUNG BOARD MEMBER 1.00 X 0 0 0 RICHARD FITZPATRICK BOARD MEMBER 1.00 X 0 0 0 LISA KNIGHT BOARD MEMBER 1.00 X 0 0 0 RON BAKER BOARD MEMBER 1.00 X 0 0 0 DAWN MONTEGUE BOARD MEMBER 1.00 X 0 0 0 KENDRICK HEINLEIN CHIEF EXECUTIVE OFFICER 40.00 X 115644 0 33009 SCOTT RUSSETT CHIEF FINANCIAL OFFICER 40.00 X 87909 0 12917 SUZANNE FILBY-CLARK CHIEF OPERATING OFFICER 40.00 X 111590 0 31060 LAURA DOBRZELEWSKI VP OF CARE MANAGEMENT 40.00 X 104623 0 14156 419766 0 91142 3 0 0 0 ELDERS HELPERS LLC 500 CHERRY ST SE GRAND RAPIDS MI 49503 HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT 6155754 MEALS ON WHEELS WESTERN MICHIGAN 2900 WILSON AVENUE SW SUITE 500 GRANDVILLE MI 49418 HOME DELIVERED AND CONGREGATE MEALS 5580092 COMFORCARE SENIOR SERVICES MID-MI DBA S 129 E MAIN ST STANTON MI 48888 HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT 4009427 SENIOR NEIGHBORS INC 678 FRONT AVE NW STE 205 GRAND RAPIDS MI 49504 HOME CHORE, TRANSPORTATION, SENIOR CENTE 2771235 RELIANCE COMMUNITY CARE PARTNERS 2100 RAYBROOK SE STE 203 GRAND RAPIDS MI 49546 HOMEMAKER, PERSONAL CARE, IN-HOME RESPIT 2655607 106 50090854 78431 50169285 SENIOR MILLAGE AND OTHER LOCAL SO 624100 16189468 16189468 PROGRAM 624100 47532 47532 16237000 861276 861276 67267561 16237000 0 861276 537543 537543 6923302 5577844 1345458 665791 540805 124986 1337408 1093663 243745 597470 451825 145645 9736 1478 8258 64083 8718 55365 520061 376317 143744 35526 27633 7893 276056 162848 113208 189277 164506 24771 244274 157312 86962 139059 119247 19812 SUBCONTRACTORS 58164917 58133265 31652 ADVOCACY 44188 19303 24885 69748691 66834764 2913927 0 175 175 5617926 5452263 4298484 3591907 265720 321891 196091 229419 3852534 1311064 2586180 2541470 6073093 5393720 19037669 17530845 6669839 7571051 6669839 7571051 X 12266743 9850235 101087 109559 12367830 9959794 19037669 17530845 -2481130 73094 0 X X 0 1 X 1 1 1 X 38763988 42927493 43658411 45927149 50169285 221446326 38763988 42927493 43658411 45927149 50169285 221446326 221446326 131637 29 190 353067 861276 1346199 222792525 68249020 0.99400 0.99660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 586625 586625 3265909 1311064 1954845 2541470 X 67340655 73094 73094 67267561 0 67267561 69748691 0 69748691 0 69748691 PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THE AGENCY IS EXEMPT FROM INCOME TAXES UNDER PROVISIONS OF CODE SECTION 501(C)(3) WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 509(A)(1) OF THE CODE, IS SUBJECT TO FEDERAL INCOME TAX. THE AGENCY CURRENTLY HAS NO UNRELATED BUSINESS ACTIVITY. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN RECORDED. IN ADDITION, THE AGENCY QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). TAX POSITIONS TAKEN ARE ASSESSED FOR UNCERTAINTY AND A PROVISION MAY BE RECORDED IF A TAX POSITION IS NOT LIKELY TO BE SUSTAINED UPON EXAMINATION. X X X 0 0 0 0 0 0 0 0 0 SUZANNE FILBY-CLARK CHIEF OPERATING OFFICER 111590 0 0 0 0 0 0 0 31060 0 142650 0 0 0 LAURA DOBRZELEWSKI VP OF CARE MANAGEMENT 104623 0 0 0 0 0 0 0 14156 0 118779 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE AGENCY PROVIDES A COPY OF THE 990 TO THE GOVERNING BODY BEFORE ITS SUBMISSION UPON COMPLETION OF FORM 990. FORM 990, PART VI, SECTION B, LINE 12C HUMAN RESOURCES COLLECTS CONFLICT OF INTEREST STATEMENTS FROM STAFF EVERY THREE YEARS AND EVERY YEAR FROM BOARD MEMBERS. NEW STAFF DURING THIS THREE YEAR PERIOD SIGN A STATEMENT AS PART OF ORIENTATION. THE MANAGEMENT TEAM REVIEWS AND DECIDES ON POTENTIAL ISSUES THAT ARISE. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION OF THE CHIEF EXECUTIVE OFFICER AND THE CHIEF FINANCIAL OFFICER IS APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL PERIODICALLY RECEIVE SURVEYS OF OTHER AREA AGENCIES ON AGING IN MICHIGAN AND COMPENSATION STUDIES OF OTHER SERVICE AGENCIES IN WEST MICHIGAN FOR THEIR DETERMINATION OF COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE AGENCY PROVIDES GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE EXECUTIVE COMMITTEE WILL REVIEW THE FINANCIAL STATEMENTS WITH THE ACCOUNTANTS AND ACCEPT THE AUDIT. THE EXECUTIVE COMMITTEE WILL ALSO RECOMMEND THE AUDITORS FOR FULL BOARD APPROVAL.