2026-06-17T13:35:12-04:00 2025-09-30 383205662 LEWIS & KNOPF CPAS 5206 GATEWAY CENTRE SUITE 100 FLINT MI 48507 990 2024-10-01 382056710 NORTHWEST SENIOR RESOURCES INC NORT 2314219637 PO BOX 5946 TRAVERSE CITY MI 49696 KANDI LANNEN CEO 2314219637 2025-05-11 true false JEFF SABOLISH P01314978 8102384617 2026-06-16 2024 2025-03-06 01:10:19Z AREA AGENCY ON AGING - NORTHWEST MI KANDI LANNEN PO BOX 5946 TRAVERSE CITY MI 49696 20438023 false X WWW.AAANM.ORG X TO SERVE AND ADVOCATE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE. 11 11 47 0 18261642 20249851 895 695 42772 62846 124631 18305309 20438023 1930918 1749926 0 3577872 3628554 0 0 12958832 12670966 18467622 18049446 -162313 2388577 6686010 8950292 2357998 2273697 4328012 6676595 TO SERVE AND ADVOCATE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE. false false 13719882 23974 473 INDIVIDUALS WERE SERVED VIA THE MI CHOICE WAIVER PROGRAM THAT COORDINATES A PLAN THAT SUPPORTS ADULTS 18 YEARS AND OLDER WHO ARE ELIGIBLE TO HAVE MEDICAID PAY FOR LONG TERM CARE IN COMMUNITY SETTING. 1148848 THROUGH THE CARE MANAGEMENT PROGRAM, AAANM GUIDES ADULTS 60 YEARS AND OLDER WHO HAVE LONG TERM CARE NEEDS TO RESOURCES THAT HELP SUPPORT CARE IN THE COMMUNITY. SERVICES PURCHASED ON BEHALF OF THESE INDIVIDUALS INCLUDE ADULT DAY HEALTH, COMMUNITY LIVING SUPPORTS, HOME DELIVERED MEALS, HOMEMAKING, PERSONAL CARE, PRIVATE DUTY NURSING, RESPITE CARE AND TRANSPORTATION. SERVICED 277 PARTICIPANTS THROUGH ITS CARE MANAGEMENT AND CASE COORDINATION & SUPPORT PROGRAMS. 1749926 1749926 CONTRACTED SERVICED: AAANM CONTACTS FEDERAL AMERICANS ACT AND STATE OLDER MICHIGANIANS ACT FUNDING TO ORGANIZATIONS THAT SERVICE THE 10 COUNTY REGION.CONTRACTED SERVICE INCLUDE: ADULT DAY HEALTH, KINSHIP CAREGIVER SUPPLEMENTAL SERVICES, CONGREGATE MEALS, HOME DELIVERED MEALS AND LEGAL ASSISTANCE. MONEY WAS DISTRIBUTED TO ALL 10 COUNTIES TO PROVIDE THE CONTRACTED SERVICES NOTED ABOVE. 16618656 true false false false false false false false false true true true false false false true true false false false false false false false false false false true false false false false false false false false false false false false false false false false false false false true 72 0 true 47 true false false false false false false false false X 11 11 false false false false false false false true true false false true true true true true true true true false MI X KATHY KIMMEL 2319478920 1609 PARK DRIVE PO BOX 5946 1609 PARK DRIVE PO BOX 5946 TRAVERSE CITY MI 49696 KANDI LANNEN CEO 40.00 X X 82258 0 0 KATHLEEN KIMMEL FINANCE DIRE 40.00 X X 64657 0 0 GWENNE ALLGAIER TRUSTEE 1.00 X 0 0 0 ERIN BROTHERTON TRUSTEE 1.00 X 0 0 0 ROBERT JESS TRUSTEE 1.00 X 0 0 0 JANICE MCCRANER TRUSTEE 1.00 X 0 0 0 JACK MESSER DIRECTOR 1.00 X X 0 0 0 PAM NIEBRZYDOWSKI TREASURER 1.00 X X 0 0 0 CHERYL PATTON TRUSTEE 1.00 X 0 0 0 DAVID PERSONS TRUSTEE 1.00 X 0 0 0 BOB ROELOFS TRUSTEE 1.00 X 0 0 0 ASHLEA WALTER SECRETARY 1.00 X X 0 0 0 DAVID WHITE DIRECTOR 1.00 X X 0 0 0 146915 false false false PHOENIX HOME CARE INC 2785 GARFIELD RD N SUITE C TRAVERSE CITY MI 49686 INHOME SERVICE 875153 ADVISACARE HEALTHCARE SOLUTIONS 4234 CASCADE RD SE GRAND RAPIDS MI 49546 INHOME SERVICE 429026 MAPLE RIDGE LIVING CENTER LLC - LAKE 8799 LAMPLIGHTER LN CADILLAC MI 49601 INHOME SERVICE 414182 REAL LIFE LIVING SERVICES INC 1027 N MITCHELL ST STE 3 CADILLAC MI 49601 INHOME SERVICE 390126 MAPLE RIDGE LIVING CENTER OF CADILL 8799 LAMPLIGHTER LN CADILLAC MI 49601 INHOME SERVICE 369416 14 20249851 20249851 PROGRAM INCOME 900099 695 695 695 62846 62846 101352 101352 101352 101352 MISCELLANEOUS REVENUE 900099 23279 23279 23279 20438023 23974 164198 1749926 1749926 146915 146915 2487776 2130890 356886 131515 107173 24342 657393 535717 121676 204955 164768 40187 98988 13731 85257 212074 29418 182656 244704 33944 210760 75152 42088 33064 39128 22394 16734 129465 73050 56415 77043 16220 60823 64111 51649 12462 33051 26627 6424 26491 26491 46744 9841 36903 PURCHASE OF SERVICES 11598354 11598354 DUES AND SUBSCRIPTIONS 22607 12756 9851 MISCELLANEOUS EXPENSE 3054 110 2944 18049446 16618656 1430790 0 5360558 6121940 350507 1850893 61569 59397 843945 654601 209948 189344 703428 728718 6686010 8950292 2286557 2253091 71441 20606 2357998 2273697 X 4328012 6676595 4328012 6676595 6686010 8950292 2388577 -39994 X false true X true true true X 18154044 19242407 18261642 17923063 20249851 93831007 18154044 19242407 18261642 17923063 20249851 93831007 93831007 24794 30176 42772 43359 164198 305299 53968 53968 94190274 23974 0.99620 0.99740 X PART II, LINE 10 53,968 703428 25290 728718 641831 61597 703428 610603 31228 641831 690861 -80258 610603 653754 37107 690861 1.00000 false false 381191 350456 30735 323215 168905 154310 139539 135240 4299 189344 INVESTMENTS 728718 F 728718 X 20398029 -39994 -39994 20438023 20438023 18049446 18049446 18049446 SCHEDULE D, PAGE 3, PART X A COPY OF THE 990 IS PROVIDED TO THE FINANCE COMMITTEE AND FULL BOARD FOR REVIEW PRIOR TO FILING ALLOWING AMPLE TIME FOR QUESTIONS AND COMMENTS. SCHEDULE D, PAGE 4, PART XIII THE AGENCY HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR YEARS 2021 THROUGH 2025, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF SEPTEMBER 30, 2025. 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 UTB AT SEPTEMBER 30, 2025 OR 2024, AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. false ANTRIM COUNTY COMMUNITY ON AGING PO BOX 614 BELLAIRE MI 49615 386000098 GOV 179946 SENIOR NUTRITION PRO BENZIE COUNTY COMMUNITY ON AGING 10542 S MAIN STREET HONOR MI 49640 061673002 501C3 165760 SENIOR NUTRITION PRO CHARLEVOIX COUNTY COMMUNITY ON AGIN 218 W GARFIELD STREET CHARLEVOIX MI 49720 386004840 GOV 174929 SENIOR NUTRITION PRO CHILD AND FAMILY SERVICES 3785 VETERANS DR TRAVERSE CITY MI 49684 382534222 501C3 10852 KINGSHIP CAREGIVER S FRIENDSHIP CENTER OF EMMET COUNTY 1322 ANDERSON PETOSKY MI 49770 237000317 501C3 169301 SENIOR NUTRITION PRO KALKASA COUNTY COMMISSION ON AGING PO BOX 28 KALKASKA MI 49646 386004861 GOV 146824 SENIOR NUTRITION PRO LEGAL SERVICES OF NORTHERN MICHIGAN PO BOX 170 SAULT STE MARIE MI 49783 381817336 501C3 30000 LEGAL ASSISTANCE MAINSTEE COUNTY COUNCIL ON AGING 260 ST MARYS PARKWAY MAINSTEE MI 49660 381949993 501C3 130966 SENIOR NUTRITION PRO NORTHWEST MI COMMUNITY ACTION AGENC 3963 THREE MILE RD TRAVERSE CITY MI 49686 382027389 501C3 663810 SENIOR NUTRITION PRO WEXFORD COUNTY COUNCIL ON AGING 117 W CLASS STREET CADILLAC MI 49601 382081565 501C3 69638 ADULT DAY SERVICES, MISSAUKEE COUNTY COMMISSION ON AGIN 2170 S MOREY RD LAKE CITY MI 49651 473163759 501C3 7900 MIPPA ADR 11 FORM 990, PAGE 6, PART VI, LINE 11B A COPY OF THE 990 IS PROVIDED TO THE FINANCE COMMITTEE AND FULL BOARD FOR REVIEW PRIOR TO FILING ALLOWING AMPLE TIME FOR QUESTIONS AND COMMENTS. FORM 990, PAGE 6, PART VI, LINE 12C THE CONFLICT OF INTEREST IS PRESENTED TO THE BOARD OF DIRECTORS ON AN ANNUAL BASIS. THE CONFLICT OF INTEREST STATEMENT IS ALSO AN AGENDA ITEM AND MEMBERS ARE ASKED OF ANY CONFLICTS OF INTEREST PRIOR TO EACH MEETING. THE POLICY IS ALSO PART OF THE EMPLOYEE HANDBOOK. FORM 990, PAGE 6, PART VI, LINE 15A THE EXECUTIVE DIRECTOR IS A CONTRACT EMPLOYEE HIRED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR CONTRACT IS REVIEWED ANNUALLY AND AMENDED, WHEN NECESSARY, AT THE DISCRETION OF THE BOARD OF DIRECTORS. AN EVALUATION IS PERFORMED PURSUANT TO THE EMPLOYEE HANDBOOK AND AGENCY STANDARDS. FORM 990, PAGE 6, PART VI, LINE 15B THE EXECUTIVE DIRECTOR IS A CONTRACT EMPLOYEE HIRED BY THE BOARD OF DIRECTORS. THE EXECUTIVE DIRECTOR CONTRACT IS REVIEWED ANNUALLY AND AMENDED, WHEN NECESSARY, AT THE DISCRETION OF THE BOARD OF DIRECTORS. AN EVALUATION IS PERFORMED PURSUANT TO THE EMPLOYEE HANDBOOK AND AGENCY STANDARDS. FORM 990, PAGE 6, PART VI, LINE 19 ALL POLICIES, PROCEDURES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.