Civic Intelligence

Agewell Services of W Michigan

990 • Fiscal year 2018 • EIN 38-2033822

Oct 01, 2017 to Sep 30, 2018 • Filed on Jan 14, 2019

Organization ProfileWWW.AGEWELLSERVICES.ORG
275 West Clay Avenue Suite 100Muskegon, MI 49440

(231) 733-8643

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.31x

Higher debt load relative to assets than 72% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

44th percentile

0.07x

Higher debt load relative to revenue than 44% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

41st percentile

0.3%

Higher net margin than 41% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

53rd percentile

$70,467

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

65th percentile

6.2%

Faster asset growth than 65% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.9%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$799,297

Up $46,586 (+6.2%) from 2017

Net Assets

Up

$550,008

Up $14,360 (+2.7%) from 2017

Liabilities

Up

$249,289

Up $32,226 (+15%) from 2017

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin41st percentile

Revenue

Up

$3,552,447

Up $259,782 (+7.9%) from 2017

Expenses

Up

$3,543,418

Up $94,308 (+2.7%) from 2017

Net Income

Up

$9,029

Up $165,474 (+106%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,296,597Liabilities 2010: $773,251Net Assets 2010: $1,523,3462010Assets 2011: $2,133,024Liabilities 2011: $671,249Net Assets 2011: $1,461,7752011Assets 2012: $2,013,023Liabilities 2012: $652,800Net Assets 2012: $1,360,2232012Assets 2013: $1,965,975Liabilities 2013: $588,156Net Assets 2013: $1,377,8192013Assets 2014: $1,948,070Liabilities 2014: $416,563Net Assets 2014: $1,531,5072014Assets 2015: $1,910,932Liabilities 2015: $341,154Net Assets 2015: $1,569,7782015Assets 2016: $1,752,096Liabilities 2016: $217,267Net Assets 2016: $1,534,8292016Assets 2017: $752,711Liabilities 2017: $217,063Net Assets 2017: $535,6482017Assets 2018: $799,297Liabilities 2018: $249,289Net Assets 2018: $550,0082018Assets 2019: $876,814Liabilities 2019: $294,830Net Assets 2019: $581,9842019Assets 2020: $1,344,308Liabilities 2020: $716,537Net Assets 2020: $627,7712020Assets 2021: $1,475,473Liabilities 2021: $453,477Net Assets 2021: $1,021,9962021Assets 2022: $1,997,998Liabilities 2022: $459,222Net Assets 2022: $1,538,7762022Assets 2023: $1,600,514Liabilities 2023: $408,554Net Assets 2023: $1,191,9602023Assets 2024: $1,519,801Liabilities 2024: $716,821Net Assets 2024: $802,9802024Assets 2025: $1,269,167Liabilities 2025: $670,517Net Assets 2025: $598,6502025

Highlighted filing

2018

Assets$799,297
Liabilities$249,289
Net Assets$550,008
Open 2018 Filing

Operations Trend

Revenue Growth59th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $2,538,5972010Revenue 2011: $2,460,087Expenses 2011: $2,521,658Net Income 2011: -$61,5712011Expenses 2012: $2,645,6862012Revenue 2013: $2,692,240Expenses 2013: $2,670,496Net Income 2013: $21,7442013Revenue 2014: $2,741,855Expenses 2014: $2,594,785Net Income 2014: $147,0702014Revenue 2015: $2,916,932Expenses 2015: $2,868,375Net Income 2015: $48,5572015Revenue 2016: $3,119,643Expenses 2016: $3,170,947Net Income 2016: -$51,3042016Revenue 2017: $3,292,665Expenses 2017: $3,449,110Net Income 2017: -$156,4452017Revenue 2018: $3,552,447Expenses 2018: $3,543,418Net Income 2018: $9,0292018Revenue 2019: $3,723,750Expenses 2019: $3,697,415Net Income 2019: $26,3352019Revenue 2020: $4,079,956Expenses 2020: $4,044,439Net Income 2020: $35,5172020Revenue 2021: $4,620,320Expenses 2021: $4,250,057Net Income 2021: $370,2632021Revenue 2022: $5,552,119Expenses 2022: $4,982,632Net Income 2022: $569,4872022Revenue 2023: $4,698,883Expenses 2023: $5,055,004Net Income 2023: -$356,1212023Revenue 2024: $4,609,633Expenses 2024: $5,022,622Net Income 2024: -$412,9892024Revenue 2025: $4,412,072Expenses 2025: $4,623,633Net Income 2025: -$211,5612025

Highlighted filing

2018

Revenue$3,552,447
Expenses$3,543,418
Net Income$9,029
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jan 14, 2019
Return Version
2017v2.3
Gross Receipts
$3,617,162
Mission and Program Overview

Mission

Agewell services mission is to promote healthy aging and maximize independence through nutrition, wellness, and supportive services in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$365,661$356,792▼ $8,869
Pledges and Grants Receivable$160,201$184,128▲ $23,927
Accounts Receivable$89,250$67,300▼ $21,950
Land, Buildings, and Equipment, Net$23,965$66,208▲ $42,243
Inventories for Sale or Use$50,836$58,269▲ $7,433
Prepaid Expenses and Deferred Charges$24,906$27,106▲ $2,200
Total Assets$752,711$799,297▲ $46,586
Other Assets Total$37,892$39,494▲ $1,602
Liabilities
Accounts Payable and Accrued Expenses$195,865$211,324▲ $15,459
Deferred Revenue$8,060$28,754▲ $20,694
Mortgage Notes Payable Secured by Investment Property$13,138$9,211▼ $3,927
Total Liabilities$217,063$249,289▲ $32,226
Net Assets / Fund Balance
Unrestricted Net Assets$509,358$526,028▲ $16,670
Temporarily Rstr Net Assets$26,290$23,980▼ $2,310
Total Net Assets Fund Balance$535,648$550,008▲ $14,360
Total Liabilities and Net Assets / Fund Balance$752,711$799,297▲ $46,586

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$6,618$1,041,630$1,048,248
Equipment$40,636$469,777$510,413
Other Land Buildings$18,954$5,460$24,414

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$161,675$26,400▲ $11,301-$198,451
2017$145,731$375▲ $16,319-$161,675
2016$119,705$11,925▲ $14,777-$145,731
2015$93,219$29,193▼ $2,119-$119,705
2014$67,177$20,200▲ $6,276-$93,219
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Kris ColleeExecutive DiFT$67,629$2,838$70,467

Board Members and Trustees

NameTitle
Diane CunninghamChair
Janet HansenVice-chair
America EstradaDirector
Latonya BeeneDirector
Lori BarringerDirector
Matt MillsDirector
Susan ChristensenDirector
Jean Ann MccannSecretary
Phil KellyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,055,884
Program Service Revenue
$1,373,966
Investment Income
$3,154
Other Revenue
$119,443
All Other Contributions
$664,443
Change in Net Assets
$9,029

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,550,919
Revenue Not Reported on Financial Statements
$1,528
Revenue Not Reported on Form 990
$99,346
Total Revenue per Audited Statements
$3,650,265
Total Revenue per Form 990
$3,552,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,792,187
Other Expenses$1,691,503
Total Fundraising Expense$135,612
Professional Fundraising Fees$59,728
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,468,132$14,396$21,763$1,504,291
Occupancy$224,095$8,934-$233,029
Travel$131,263$1,232$375$132,870
Other Employee Benefits$117,382$1,809$389$119,580
Office Expenses$66,694$3,535$46,253$116,482
Payroll Taxes$112,893$1,726$393$115,012
Fees for Services Other$74,643$711-$75,354
Fees for Services Professional Fundraising--$59,728$59,728
Current Officers, Directors, Trustees, and Key Employees$52,238$533$533$53,304
Advertising$13,784$10,484$5,031$29,299
Other Expenses$20,618$5,620$201$26,439
Insurance$21,589$250-$21,839
Fees for Services Accounting$19,140--$19,140
Fees for Services Legal$5,018$5,244-$10,262
Depreciation Depletion$8,868--$8,868
Information Technology$6,720$1,077-$7,797
All Other Expenses$2,421--$2,421
Fees for Service Investment Mgmnt Fees$1,528--$1,528
Interest$485--$485
Total Functional Expenses$3,340,593$67,213$135,612$3,543,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,635,905
Total Expenses per Form 990$3,543,418
Expenses per Audited Statements$3,541,890
Expenses Not Reported on Form 990$94,015
Expenses Not Reported on Financial Statements$1,528
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$59,728
Fundraising Gross Income$58,072
Fundraising Direct Expenses$25,107

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Heels for Meals$60,514$49,918$6,234$43,684
Delivering Hope$7,989$7,989-$7,989
Total Events$68,503$57,907$25,099$32,808
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
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

“The finance director will review the form 990 after it is returned by the cpa firm. It is reviewed for reasonableness. The form 990 is shared and reviewed with the executive director who will sign the e-file signature authorization form.”

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 organization's governing documents and financial statements are available upon request. Contact information is provided on the organization's website. Additionally, the articles of nonprofit incorporation and annual reports are available from michigan dept of energy, labor & economic growth at www.dleg.state.mi.us/bcs_corp. The conflict of interest policy is provided upon request.”

Filing and Contact Details

Filer

Filer Name
Agewell Services of West Michigan
EIN
38-2033822
Phone
2317338643
Address
275 WEST CLAY AVENUE SUITE 100, MUSKEGON, MI 49440

Signing Officer

Name
Kris Collee
Title
Executive Director
Phone
2317550434
Signed
2019-01-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kris Collee
Formed
1974
Legal Domicile
Mi
Voting Board Members
9
Independent Board Members
9
Employees
124
Volunteers
301

Preparer

Firm
Brickley Delong Pc
Address
PO BOX 999, MUSKEGON, MI 49443-0999
Preparer
Brenda K Jacobs
Phone
2317265800
Supplemental Narrative

Additional Explanations

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

“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, Part XI, Line 9

“Gain from beneficial interest in assets held by ot 1,436”

Financial Statement Notes

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.”

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 25,107 cost of goods sold 39,608 gain from beneficial interest in assets held by others 1,436”

Schedule D, Page 4, Part XII, Line 2D

“Direct fundraising expenses 25,107 cost of goods sold 39,608”

Raw XML AppendixShowing 400 of 593 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0195865
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0211324
IRS990/AccountsReceivableGrp/BOYAmt089250
IRS990/AccountsReceivableGrp/EOYAmt067300
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0AGEWELL SERVICES MISSION IS TO PROMOTE HEALTHY AGING AND MAXIMIZE INDEPENDENCE THROUGH NUTRITION, WELLNESS, AND SUPPORTIVE SERVICES IN THE COMMUNITY.
IRS990/AddressChangeInd0X
IRS990/AdvertisingGrp/FundraisingAmt05031
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010484
IRS990/AdvertisingGrp/ProgramServicesAmt013784
IRS990/AdvertisingGrp/TotalAmt029299
IRS990/AllOtherContributionsAmt0664443
IRS990/AllOtherExpensesGrp/ProgramServicesAmt02421
IRS990/AllOtherExpensesGrp/TotalAmt02421
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0ELIZABETH JOHNSON
IRS990/BooksInCareOfDetail/PhoneNum02317338643
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0275 W CLAY AVE SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0MUSKEGON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049440
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt0533
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0533
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt052238
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt053304
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContriRptFundraisingEventAmt010596
IRS990/CostOfGoodsSoldAmt039608
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt02055884
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03154
IRS990/CYOtherExpensesAmt01691503
IRS990/CYOtherRevenueAmt0119443
IRS990/CYProgramServiceRevenueAmt01373966
IRS990/CYRevenuesLessExpensesAmt09029
IRS990/CYSalariesCompEmpBnftPaidAmt01792187
IRS990/CYTotalExpensesAmt03543418
IRS990/CYTotalFundraisingExpenseAmt0135612
IRS990/CYTotalProfFndrsngExpnsAmt059728
IRS990/CYTotalRevenueAmt03552447
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt08060
IRS990/DeferredRevenueGrp/EOYAmt028754
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt08868
IRS990/DepreciationDepletionGrp/TotalAmt08868
IRS990/Desc0CONGREGATE - SERVE AT CONGREGATE MEAL SITES TO PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. MEALS SERVED 84,363
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0124
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0725343
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt019140
IRS990/FeesForServicesAccountingGrp/TotalAmt019140
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05244
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt05018
IRS990/FeesForServicesLegalGrp/TotalAmt010262
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0711
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt074643
IRS990/FeesForServicesOtherGrp/TotalAmt075354
IRS990/FeesForServicesProfFundraising/FundraisingAmt059728
IRS990/FeesForServicesProfFundraising/TotalAmt059728
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt01528
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01528
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt92838
IRS990/Form990PartVIISectionAGrp/PersonNm0DIANE CUNNINGHAM
IRS990/Form990PartVIISectionAGrp/PersonNm1JANET HANSEN
IRS990/Form990PartVIISectionAGrp/PersonNm2PHIL KELLY
IRS990/Form990PartVIISectionAGrp/PersonNm3JEAN ANN MCCANN
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN CHRISTENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5AMERICA ESTRADA
IRS990/Form990PartVIISectionAGrp/PersonNm6LORI BARRINGER
IRS990/Form990PartVIISectionAGrp/PersonNm7LATONYA BEENE
IRS990/Form990PartVIISectionAGrp/PersonNm8MATT MILLS
IRS990/Form990PartVIISectionAGrp/PersonNm9KRIS COLLEE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt967629
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DI
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/Form990TFiledInd0true
IRS990/FormationYr01974
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt010596
IRS990/FundraisingDirectExpensesAmt025107
IRS990/FundraisingGrossIncomeAmt058072
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt01380845
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt03617162
IRS990/GrossSalesOfInventoryAmt0102899
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt09
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01077
IRS990/InformationTechnologyGrp/ProgramServicesAmt06720
IRS990/InformationTechnologyGrp/TotalAmt07797
IRS990/InsuranceGrp/ManagementAndGeneralAmt0250
IRS990/InsuranceGrp/ProgramServicesAmt021589
IRS990/InsuranceGrp/TotalAmt021839
IRS990/InterestGrp/ProgramServicesAmt0485
IRS990/InterestGrp/TotalAmt0485
IRS990/InventoriesForSaleOrUseGrp/BOYAmt050836
IRS990/InventoriesForSaleOrUseGrp/EOYAmt058269
IRS990/InvestmentIncomeGrp/ExclusionAmt03154
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03154
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt022
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01516867
IRS990/LandBldgEquipBasisNetGrp/BOYAmt023965
IRS990/LandBldgEquipBasisNetGrp/EOYAmt066208
IRS990/LandBldgEquipCostOrOtherBssAmt01583075
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0true
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0AGEWELL SERVICES MISSION IS TO PROMOTE HEALTHY AGING AND MAXIMIZE INDEPENDENCE THROUGH NUTRITION, WELLNESS, AND SUPPORTIVE SERVICES IN THE COMMUNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt013138
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt09211
IRS990/NetAssetsOrFundBalancesBOYAmt0535648
IRS990/NetAssetsOrFundBalancesEOYAmt0550008
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt032965
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt027171
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt063291
IRS990/NetIncomeOrLossGrp/UnrelatedBusinessRevenueAmt036120
IRS990/NetUnrelatedBusTxblIncmAmt0-36839
IRS990/NetUnrlzdGainsLossesInvstAmt03895
IRS990/NoncashContributionsAmt022994
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt08934
IRS990/OccupancyGrp/ProgramServicesAmt0224095
IRS990/OccupancyGrp/TotalAmt0233029
IRS990/OfficeExpensesGrp/FundraisingAmt046253
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03535
IRS990/OfficeExpensesGrp/ProgramServicesAmt066694
IRS990/OfficeExpensesGrp/TotalAmt0116482
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt037892
IRS990/OtherAssetsTotalGrp/EOYAmt039494
IRS990/OtherChangesInNetAssetsAmt01436
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0389
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01809
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0117382
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0119580
IRS990/OtherExpensesGrp/Desc0FOOD COSTS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2SMALL EQUIPMENT AND REPAI
IRS990/OtherExpensesGrp/Desc3OTHER MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt0946
IRS990/OtherExpensesGrp/FundraisingAmt1201
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04819
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt16843
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25620
IRS990/OtherExpensesGrp/ProgramServicesAmt0842327
IRS990/OtherExpensesGrp/ProgramServicesAmt1116119
IRS990/OtherExpensesGrp/ProgramServicesAmt234636
IRS990/OtherExpensesGrp/ProgramServicesAmt320618
IRS990/OtherExpensesGrp/TotalAmt0842327
IRS990/OtherExpensesGrp/TotalAmt1121884
IRS990/OtherExpensesGrp/TotalAmt241479
IRS990/OtherExpensesGrp/TotalAmt326439
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt023187
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt023187
IRS990/OtherRevenueTotalAmt023187
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021763
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt014396
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01468132
IRS990/OtherSalariesAndWagesGrp/TotalAmt01504291
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0393
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01726
IRS990/PayrollTaxesGrp/ProgramServicesAmt0112893
IRS990/PayrollTaxesGrp/TotalAmt0115012
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0160201
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0184128
IRS990/PoliciesReferenceChaptersInd0true
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024906
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt027106
IRS990/PrincipalOfficerNm0KRIS COLLEE
IRS990/ProfessionalFundraisingInd0true
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTED SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID WAIVER MEALS
IRS990/ProgramServiceRevenueGrp/Desc2CONGREGATE MEALS
IRS990/ProgramServiceRevenueGrp/Desc3HOME DELIVERED MEALS
IRS990/ProgramServiceRevenueGrp/Desc4WELLNESS PROGRAM
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0679427
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1243814
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2199889
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3185767
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt464352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0679427
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1243814
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2199889
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3185767
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt464352
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME DELIVERED - SERVE MEALS IN HOMES OF PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. MEALS SERVED 159,654
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01202420
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0185767
IRS990/ProgSrvcAccomActy3Grp/Desc0MEDICAID WAIVER - HOME DELIVERED MEALS TO PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. INDIVIDUALS SERVED 252, MEALS SERVED 48,342.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0326598
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0243814
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MISCELLANEOUS SERVICES - TO PROMOTE WELLNESS AND ENRICHMENT TO SENIORS. THIS INCLUDES WELLNESS, FULL PAY, ELDER ABUSE, TRANSPORTATION, PATH, MATTER OF BALANCE AND OTHER ACTIVITIES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01086232
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0744496
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01752107
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04357
IRS990/PYOtherExpensesAmt01646543
IRS990/PYOtherRevenueAmt0112049
IRS990/PYProgramServiceRevenueAmt01424152
IRS990/PYRevenuesLessExpensesAmt0-156445
IRS990/PYSalariesCompEmpBnftPaidAmt01741904
IRS990/PYTotalExpensesAmt03449110
IRS990/PYTotalProfFndrsngExpnsAmt060663
IRS990/PYTotalRevenueAmt03292665
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt09029
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0199889
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0365661
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0356792
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS 78,551
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt02055884
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01752107
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01836876
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01743412
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01577025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08965304
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt03154
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04357
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt09755
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07440
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06149
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt030855
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01500209
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05950
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt014720
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt026615
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt014404
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt016862
IRS990ScheduleA/OtherIncome170Grp/TotalAmt078551
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96070
IRS990ScheduleA/PublicSupportPY170Pct00.94880
IRS990ScheduleA/PublicSupportTotal170Amt08965304
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt02055884
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01752107
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01836876
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01743412
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01577025
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08965304
IRS990ScheduleA/TotalSupportAmt09332166
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt032965
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus1YearAmt025114
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus2YearsAmt021447
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus3YearsAmt084982
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearMinus4YearsAmt092948
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0257456
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0925
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0161675
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt026400
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0198451
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011301
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0750
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0145731
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0375
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0161675
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt016319
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0676
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0119705
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt011925
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0145731
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt014777
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0588
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt093219

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$799,297
Liabilities
$249,289
Net assets
$550,008
Revenue
$3,552,447
Expenses
$3,543,418
Net income
$9,029
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.27$0.67$0.60$4.41$4.62$0.21
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.72$0.80$4.61$5.02$0.41
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.41$1.19$4.70$5.06$0.36
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.46$1.54$5.55$4.98$0.57
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.48$0.45$1.02$4.62$4.25$0.37
2020Detailed filing. Detailed filing data is available for this year.$1.34$0.72$0.63$4.08$4.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.29$0.58$3.72$3.70$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.80$0.25$0.55$3.55$3.54$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.75$0.22$0.54$3.29$3.45$0.16
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.22$1.53$3.12$3.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.91$0.34$1.57$2.92$2.87$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.95$0.42$1.53$2.74$2.59$0.15
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.97$0.59$1.38$2.69$2.67$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.01$0.65$1.36$2.65
2011Summary only. Only limited summary data is available for this year.$2.13$0.67$1.46$2.46$2.52$0.06
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.77$1.52$2.54