Civic Intelligence

Mecosta County Council on Aging

990 • Fiscal year 2020 • EIN 23-7437416

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 09, 2022

14485 Northland Drive Room 104Big Rapids, MI 49307-2368

(231) 798-4848

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

81st percentile

0.22x

Higher debt load relative to assets than 81% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.02x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

44th percentile

1.6%

Higher net margin than 44% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Assets

$9,295

No earlier filing loaded for comparison.

Net Assets

$7,225

No earlier filing loaded for comparison.

Liabilities

$2,070

No earlier filing loaded for comparison.

Revenue

$120,084

No earlier filing loaded for comparison.

Expenses

$118,198

No earlier filing loaded for comparison.

Net Income

$1,886

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60K$40K$20K$0Assets 2020: $9,295Liabilities 2020: $2,070Net Assets 2020: $7,2252020Assets 2021: $41,098Liabilities 2021: $1,935Net Assets 2021: $39,1632021Assets 2022: $23,584Liabilities 2022: $1,213Net Assets 2022: $22,3712022Assets 2023: $26,931Liabilities 2023: $0Net Assets 2023: $26,9312023Assets 2024: $40,652Liabilities 2024: $1,278Net Assets 2024: $39,3742024

Highlighted filing

2020

Assets$9,295
Liabilities$2,070
Net Assets$7,225

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2020: $120,084Expenses 2020: $118,198Net Income 2020: $1,8862020Revenue 2021: $161,539Expenses 2021: $149,414Net Income 2021: $12,1252021Revenue 2022: $120,860Expenses 2022: $123,334Net Income 2022: -$2,4742022Revenue 2023: $164,665Expenses 2023: $170,379Net Income 2023: -$5,7142023Revenue 2024: $184,703Expenses 2024: $170,383Net Income 2024: $14,3202024

Highlighted filing

2020

Revenue$120,084
Expenses$118,198
Net Income$1,886
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 9, 2022
Return Version
2020v4.0
Gross Receipts
$120,084
Mission and Program Overview

Mission

The council/retired and senior volunteer program is a non-profit, non- political organization that coordinates programs, public and private, to promote and safeguard the indpendence and well-being of senior citizens in the state of michigan counites mecosta, osceola, and lake.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts-$7,366-
Savings and Temporary Cash Investments$3,599$1,611▼ $1,988
Land, Buildings, and Equipment, Net-$318-
Total Assets$3,599$9,295▲ $5,696
Liabilities
Other Liabilities-$2,070-
Total Liabilities$0$2,070▲ $2,070
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,599$7,225▲ $3,626
Total Net Assets Fund Balance$3,599$7,225▲ $3,626
Total Liabilities and Net Assets / Fund Balance$3,599$9,295▲ $5,696

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$318$8,843$9,161
Compensation and Service Providers

Board Members and Trustees

NameTitle
Atty Peter a JordanPresident
Adam SpedoskeBoard Member
Betty KenwardBoard Member
Janice BorowiczSecretary
Janet M WilliamsTreasurer
Gerald W KenwardVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$120,082
Program Service Revenue
$0
Investment Income
$2
Other Revenue
$0
All Other Contributions
$36,778
Change in Net Assets
$1,886
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$72,571
Other Expenses$45,627
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages-$65,500-$65,500
Occupancy$2,996$4,494-$7,490
Payroll Taxes-$5,010-$5,010
Insurance$1,146$1,718-$2,864
Office Expenses$860$1,289-$2,149
Pension Plan Contributions-$1,819-$1,819
Information Technology$283$424-$707
Advertising$300--$300
Other Expenses$279--$279
Other Employee Benefits-$242-$242
Travel$88$133-$221
Depreciation Depletion$206--$206
All Other Expenses$69--$69
Total Functional Expenses$37,569$80,629$0$118,198
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal W/h, Fica$1,268
State W/h$715
Local W/h$87
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

Copy of 990/990-t return is distributed to board members at general board meeting for review. If no additions and/or corrections to the return(s) are required, a vote is called to file the 990/990-t returns.

Form 990, Page 6, Part VI, Line 12C

Board members sign an annual conflict of interest disclosurer statement/agreement that includes a section to list any personal relationships that may pose potential conflicts of interest as well as an agreement to disclose any future potential conflicts of interest should they arise.

Form 990, Page 6, Part VI, Line 19

Requests can be made either in person or by submitting a signed, written request by mail or via an attachment to an email. Rsvp will make every effort to remit copies to the requestor as quickly as possible, but in cases of written requests, may take up to 30 days as well as reserves the right to charge a reasonable copying fee (current irs allowed rate) and postage.

Filing and Contact Details

Filer

Filer Name
Mecosta County Council on Aging
EIN
23-7437416
Phone
2317984848
Address
14485 NORTHLAND DRIVE ROOM 104, BIG RAPIDS, MI 49307-2368
Doing Business As
Retired & Senior Volunteer Program

Signing Officer

Name
Atty Peter a Jordan
Title
President
Phone
2317984848
Signed
2022-03-09

Organization Details

Principal Officer
Atty Peter a Jordan
Formed
1969
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
6
Employees
2
Volunteers
233

Preparer

Firm
BAKER'S MANAGEMENT SERVICE
Address
119 WEST GRAND TRAVERSE, BIG RAPIDS, MI 49307-1331
Preparer
Glen Pepper
Phone
2317963754
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The council/retired and senior volunteer program is a non-profit, non- political organization that coordinates programs, public and private, to promote and safeguard the indpendence and well-being of senior citizens in the state of michigan counites mecosta, osceola, and lake.

Form 990, Page 2, Part III, Line 4A

The retired senior volunteer program enables senior citizens 55 and older the opportunity to participate in community activities while serving their neigbors, agencies, and organizations within mecosta, osceola, and lake counties. There is an informational newsletter mailing twice a year that is a special invitation. Assignments to the volunteers are coordinated and assinged within a radius of 30 miles from their residence aside from medical transportation. Medical emergency transportation, food pantries, kitchens, medicine deliveres were highly active and needs were met by the rsvp volunteers. Volunteers assist with gathering and delivering meals, disaster preparedness, mentoring, literacy, hospice care, nursing homes, homeless shelters, pet therepy, and many more tasks to help those in need. Rsvp partners with the mmap, senior medicate program, and aarp volunteers to prepare low-income individuals tax returns.

Form 990, Page 2, Part III, Line 4D

The retired senior volunteer program enables senior citizens 55 and older the opportunity to participate in community activities while serving their neigbors, agencies, and organizations within mecosta, osceola, and lake counties.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COUNCIL/RETIRED AND SENIOR VOLUNTEER PROGRAM IS A NON-PROFIT, NON- POLITICAL ORGANIZATION THAT COORDINATES PROGRAMS, PUBLIC AND PRIVATE, TO PROMOTE AND SAFEGUARD THE INDPENDENCE AND WELL-BEING OF SENIOR CITIZENS IN THE STATE OF MICHIGAN COUNITES MECOSTA, OSCEOLA, AND LAKE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE RETIRED SENIOR VOLUNTEER PROGRAM ENABLES SENIOR CITIZENS 55 AND OLDER THE OPPORTUNITY TO PARTICIPATE IN COMMUNITY ACTIVITIES WHILE SERVING THEIR NEIGBORS, AGENCIES, AND ORGANIZATIONS WITHIN MECOSTA, OSCEOLA, AND LAKE COUNTIES. THERE IS AN INFORMATIONAL NEWSLETTER MAILING TWICE A YEAR THAT IS A SPECIAL INVITATION. ASSIGNMENTS TO THE VOLUNTEERS ARE COORDINATED AND ASSINGED WITHIN A RADIUS OF 30 MILES FROM THEIR RESIDENCE ASIDE FROM MEDICAL TRANSPORTATION. MEDICAL EMERGENCY TRANSPORTATION, FOOD PANTRIES, KITCHENS, MEDICINE DELIVERES WERE HIGHLY ACTIVE AND NEEDS WERE MET BY THE RSVP VOLUNTEERS. VOLUNTEERS ASSIST WITH GATHERING AND DELIVERING MEALS, DISASTER PREPAREDNESS, MENTORING, LITERACY, HOSPICE CARE, NURSING HOMES, HOMELESS SHELTERS, PET THEREPY, AND MANY MORE TASKS TO HELP THOSE IN NEED. RSVP PARTNERS WITH THE MMAP, SENIOR MEDICATE PROGRAM, AND AARP VOLUNTEERS TO PREPARE LOW-INCOME INDIVIDUALS TAX RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RETIRED SENIOR VOLUNTEER PROGRAM ENABLES SENIOR CITIZENS 55 AND OLDER THE OPPORTUNITY TO PARTICIPATE IN COMMUNITY ACTIVITIES WHILE SERVING THEIR NEIGBORS, AGENCIES, AND ORGANIZATIONS WITHIN MECOSTA, OSCEOLA, AND LAKE COUNTIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY OF 990/990-T RETURN IS DISTRIBUTED TO BOARD MEMBERS AT GENERAL BOARD MEETING FOR REVIEW. IF NO ADDITIONS AND/OR CORRECTIONS TO THE RETURN(S) ARE REQUIRED, A VOTE IS CALLED TO FILE THE 990/990-T RETURNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BOARD MEMBERS SIGN AN ANNUAL CONFLICT OF INTEREST DISCLOSURER STATEMENT/AGREEMENT THAT INCLUDES A SECTION TO LIST ANY PERSONAL RELATIONSHIPS THAT MAY POSE POTENTIAL CONFLICTS OF INTEREST AS WELL AS AN AGREEMENT TO DISCLOSE ANY FUTURE POTENTIAL CONFLICTS OF INTEREST SHOULD THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REQUESTS CAN BE MADE EITHER IN PERSON OR BY SUBMITTING A SIGNED, WRITTEN REQUEST BY MAIL OR VIA AN ATTACHMENT TO AN EMAIL. RSVP WILL MAKE EVERY EFFORT TO REMIT COPIES TO THE REQUESTOR AS QUICKLY AS POSSIBLE, BUT IN CASES OF WRITTEN REQUESTS, MAY TAKE UP TO 30 DAYS AS WELL AS RESERVES THE RIGHT TO CHARGE A REASONABLE COPYING FEE (CURRENT IRS ALLOWED RATE) AND POSTAGE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalEmployeeCnt02
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt080629
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037569
IRS990/TotalFunctionalExpensesGrp/TotalAmt0118198
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt02070
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IRS990/TotalLiabilitiesGrp/EOYAmt02070
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03599
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07225
IRS990/TotalOtherProgSrvcExpenseAmt0206
IRS990/TotalProgramServiceExpensesAmt037569
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120084
IRS990/TotalVolunteersCnt0233
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09295
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IRS990/TravelGrp/ProgramServicesAmt088
IRS990/TravelGrp/TotalAmt0221
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IRS990/USAddress/AddressLine1Txt014485 NORTHLAND DRIVE
IRS990/USAddress/CityNm0BIG RAPIDS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049307
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IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ATTY PETER A JORDAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02317984848
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MECOSTA COUNTY COUNCIL ON AGING
ReturnHeader/Filer/BusinessNameControlTxt0MECO
ReturnHeader/Filer/EIN0237437416
ReturnHeader/Filer/PhoneNum02317984848
ReturnHeader/Filer/USAddress/AddressLine1Txt014485 NORTHLAND DRIVE ROOM 104
ReturnHeader/Filer/USAddress/CityNm0BIG RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0493072368
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0352186555
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAKER'S MANAGEMENT SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0119 WEST GRAND TRAVERSE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BIG RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0493071331
ReturnHeader/PreparerPersonGrp/PhoneNum02317963754
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GLEN PEPPER
ReturnHeader/ReturnTs02022-04-26T07:31:21-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETER A
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JORDAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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