Civic Intelligence

Region 3B Area Agency on Aging

EIN 38-3013931 • 501(c)3 • Battle Creek, MI

Profile

Promote health, independence and choice

200 W Michigan Avenue Suite 102Battle Creek, MI 49017

www.carewellservices.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.23x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

30th percentile

0.09x

Higher debt load relative to revenue than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

28th percentile

-2.8%

Higher net margin than 28% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

34th percentile

$142,460

Higher top officer pay than 34% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

30th percentile

-0.9%

Faster asset growth than 30% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

56th percentile

10%

Faster revenue growth than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Assets

Down

$9,469,559

Down $90,092 (-0.9%) from 2023

Liabilities

Up

$2,219,971

Up $573,969 (+35%) from 2023

Net Assets

Down

$7,249,588

Down $664,061 (-8.4%) from 2023

Revenue

Up

$23,703,243

Up $2,195,605 (+10%) from 2023

Expenses

Up

$24,367,304

Up $1,401,365 (+6.1%) from 2023

Net Income

Up

-$664,061

Up $794,240 (+54%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2010: $3,713,667Liabilities 2010: $1,982,288Net Assets 2010: $1,731,3792010Assets 2011: $4,539,425Liabilities 2011: $1,941,871Net Assets 2011: $2,597,5542011Assets 2012: $5,551,115Liabilities 2012: $2,263,241Net Assets 2012: $3,287,8742012Assets 2013: $8,288,135Liabilities 2013: $4,243,099Net Assets 2013: $4,045,0362013Assets 2014: $8,952,538Liabilities 2014: $3,490,704Net Assets 2014: $5,461,8342014Assets 2015: $8,732,674Liabilities 2015: $1,576,339Net Assets 2015: $7,156,3352015Assets 2016: $9,407,905Liabilities 2016: $1,426,577Net Assets 2016: $7,981,3282016Assets 2017: $9,566,287Liabilities 2017: $1,318,680Net Assets 2017: $8,247,6072017Assets 2018: $9,830,150Liabilities 2018: $1,376,287Net Assets 2018: $8,453,8632018Assets 2019: $9,990,146Liabilities 2019: $1,285,257Net Assets 2019: $8,704,8892019Assets 2020: $10,815,277Liabilities 2020: $1,616,568Net Assets 2020: $9,198,7092020Assets 2021: $12,282,051Liabilities 2021: $1,772,202Net Assets 2021: $10,509,8492021Assets 2022: $10,453,792Liabilities 2022: $1,446,780Net Assets 2022: $9,007,0122022Assets 2023: $9,559,651Liabilities 2023: $1,646,002Net Assets 2023: $7,913,6492023Assets 2024: $9,469,559Liabilities 2024: $2,219,971Net Assets 2024: $7,249,5882024

Highlighted filing

2024

Assets$9,469,559
Liabilities$2,219,971
Net Assets$7,249,588

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $13,469,0302010Expenses 2011: $14,472,4432011Expenses 2012: $15,249,0752012Revenue 2013: $15,552,027Expenses 2013: $14,794,865Net Income 2013: $757,1622013Revenue 2014: $16,116,883Expenses 2014: $14,700,085Net Income 2014: $1,416,7982014Revenue 2015: $17,672,709Expenses 2015: $15,978,208Net Income 2015: $1,694,5012015Revenue 2016: $18,672,203Expenses 2016: $17,847,210Net Income 2016: $824,9932016Revenue 2017: $18,857,729Expenses 2017: $18,591,450Net Income 2017: $266,2792017Revenue 2018: $19,410,718Expenses 2018: $19,204,462Net Income 2018: $206,2562018Revenue 2019: $18,934,887Expenses 2019: $18,683,861Net Income 2019: $251,0262019Revenue 2020: $20,457,056Expenses 2020: $19,963,236Net Income 2020: $493,8202020Revenue 2021: $21,229,876Expenses 2021: $19,918,736Net Income 2021: $1,311,1402021Revenue 2022: $20,469,456Expenses 2022: $21,972,293Net Income 2022: -$1,502,8372022Revenue 2023: $21,507,638Expenses 2023: $22,965,939Net Income 2023: -$1,458,3012023Revenue 2024: $23,703,243Expenses 2024: $24,367,304Net Income 2024: -$664,0612024

Highlighted filing

2024

Revenue$23,703,243
Expenses$24,367,304
Net Income-$664,061

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.47$2.22$7.25$23.7$24.4$0.66
2023Detailed filing. Detailed filing data is available for this year.$9.56$1.65$7.91$21.5$23.0$1.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.5$1.45$9.01$20.5$22.0$1.50
2021Detailed filing. Detailed filing data is available for this year.$12.3$1.77$10.5$21.2$19.9$1.31
2020Detailed filing. Detailed filing data is available for this year.$10.8$1.62$9.20$20.5$20.0$0.49
2019Detailed filing. Detailed filing data is available for this year.$9.99$1.29$8.70$18.9$18.7$0.25
2018Detailed filing. Detailed filing data is available for this year.$9.83$1.38$8.45$19.4$19.2$0.21
2017Detailed filing. Detailed filing data is available for this year.$9.57$1.32$8.25$18.9$18.6$0.27
2016Detailed filing. Detailed filing data is available for this year.$9.41$1.43$7.98$18.7$17.8$0.82
2015Detailed filing. Detailed filing data is available for this year.$8.73$1.58$7.16$17.7$16.0$1.69
2014Detailed filing. Detailed filing data is available for this year.$8.95$3.49$5.46$16.1$14.7$1.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.29$4.24$4.05$15.6$14.8$0.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.55$2.26$3.29$15.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.54$1.94$2.60$14.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.71$1.98$1.73$13.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Aug 6, 2025
Return Version
2023v6.0
Gross Receipts
$23,703,243
Mission and Program Overview

Mission

Promote health, independence and choice.

Our mission is to promote health, independence and choice

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$3,665,448$4,828,258▲ $1,162,810
Cash and Non-Interest-Bearing Accounts$4,350,976$3,004,559▼ $1,346,417
Pledges and Grants Receivable$1,009,717$1,064,170▲ $54,453
Land, Buildings, and Equipment, Net$332,291$277,413▼ $54,878
Prepaid Expenses and Deferred Charges$92,966$163,895▲ $70,929
Investments Other Securities$108,253$131,264▲ $23,011
Total Assets$9,559,651$9,469,559▼ $90,092
Liabilities
Accounts Payable and Accrued Expenses$1,646,002$2,219,971▲ $573,969
Total Liabilities$1,646,002$2,219,971▲ $573,969
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,831,461$6,879,542▼ $951,919
Net Assets With Donor Restrictions$82,188$370,046▲ $287,858
Total Net Assets Fund Balance$7,913,649$7,249,588▼ $664,061
Total Liabilities and Net Assets / Fund Balance$9,559,651$9,469,559▼ $90,092

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$19,915$456,985$476,900
Leasehold Improvements$257,498$176,919$434,417
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Stacy WinesChief ExecutFT$128,175$14,285$142,460
Glin WinsorChief FinancFT$113,285$4,914$118,199

Board Members and Trustees

NameTitle
Jim BaldwinChair Financ
Allen ByamVice Chair
CORALLY O'DELLDirector
Clare TannerDirector
Jose Orozco JrDirector
Linda MaupinDirector
Linda WhitfieldDirector
Mary FrisbyDirector
Meg FairchildDirector
Sherii SherbanDirector
Shirley TuggleDirector
Deana SpencerSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Gt FinancialService To Seni215 BROADUS STREET, Sturgis, MI 49091$2,671,260
Home Sweet HomeService To Sen3902 STONEGATE PARK, St Joseph, MI 49085$1,291,398
Senior ServicesService To Seni918 JASPER STREET, Kalamazoo, MI 49001$1,082,211
Home Care TransitionsService To Sen5350 E BECKLY RD, Battle Creek, MI 49015$1,043,363
Quality Nursing ServicesService To SenPO BOX 2118, Battle Creek, MI 49016$1,038,818
Revenue and Support

Revenue Composition

Contributions and Grants
$4,192,460
Program Service Revenue
$19,220,003
Investment Income
$275,014
Other Revenue
$15,766
All Other Contributions
$277,348
Change in Net Assets
$-664,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,703,243
Total Revenue per Audited Statements
$23,703,243
Total Revenue per Form 990
$23,703,243
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$13,280,474
Other Expenses$6,685,328
Salaries, Compensation, and Employee Benefits$4,401,502
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$13,280,474--$13,280,474
Other Salaries and Wages$3,107,349--$3,107,349
Other Employee Benefits$896,624--$896,624
Current Officers, Directors, Trustees, and Key Employees-$397,529-$397,529
Occupancy$313,251--$313,251
Fees for Services Other$132,249--$132,249
Travel$128,738--$128,738
Office Expenses$117,498--$117,498
Advertising$101,144--$101,144
Other Expenses$84,019--$84,019
All Other Expenses$56,626--$56,626
Depreciation Depletion$54,878--$54,878
Insurance$25,615--$25,615
Information Technology$21,370--$21,370
Total Functional Expenses$23,969,775$397,529$0$24,367,304

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,367,304
Total Expenses per Audited Statements$24,367,304
Total Expenses per Form 990$24,367,304
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Thomas UngerDirectorIn Home ServicesNo$1,043,363
Sherii SherbanDirectorAdvertisingNo$13,524
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 35% controlled entity
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
Yes
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 tax return is reviewed by management and a copy is provided to the board before filing

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

The chief financial and compliance officer, in conjunction with human resources monitors compliance through disclosure statements annually with employeess as well as upon hire. The policy board and advisory council members complete a disclosure statement annually

Form 990, Page 6, Part VI, Line 15A

Ceo's compensation is reviewed by the executive committee of the policy board. They use a compensation survey compiled by area agency on aging association of michigan. Their recommendations is then voted on by the policy board and the board chairperson then signs the "employee change" form indicating the changes in compensation.

Form 990, Page 6, Part VI, Line 15B

For other key employees the agency's standard performance appraisal is used and complted by the ceo.

Form 990, Page 6, Part VI, Line 19

The agency makes its governing documents, conflicts of interest policy and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Region 3b Area Agency on Aging
EIN
38-3013931
Phone
2699662450
Address
200 W MICHIGAN AVENUE SUITE 102, BATTLE CREEK, MI 49017
Doing Business As
Carewell Services Southwest

Signing Officer

Name
Stacy Wines
Title
Chief Executive Offi
Phone
2694410926
Signed
2025-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Stacy Wines
Formed
1990
Legal Domicile
Mi
Voting Board Members
12
Independent Board Members
12
Employees
66
Volunteers
10

Preparer

Firm
Lewis & Knopf Cpas
Address
5206 GATEWAY CENTRE SUITE 100, FLINT, MI 48507
Preparer
Akshay Kapoor
Phone
8102384617
Raw XML AppendixShowing 400 of 511 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/BOYAmt01646002
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02219971
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0OUR MISSION IS TO PROMOTE HEALTH, INDEPENDENCE AND CHOICE
IRS990/AdvertisingGrp/ProgramServicesAmt0101144
IRS990/AdvertisingGrp/TotalAmt0101144
IRS990/AllOtherContributionsAmt0277348
IRS990/AllOtherExpensesGrp/ProgramServicesAmt056626
IRS990/AllOtherExpensesGrp/TotalAmt056626
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0JOHN GELLETICH
IRS990/BooksInCareOfDetail/PhoneNum02694410926
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 WEST MICHIGAN AVE SUITE 102
IRS990/BooksInCareOfDetail/USAddress/CityNm0BATTLE CREEK
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd049017
IRS990/BusinessRlnWith35CtrlEntInd0true
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt04350976
IRS990/CashNonInterestBearingGrp/EOYAmt03004559
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt039
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0397529
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0397529
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt02671260
IRS990/ContractorCompensationGrp/CompensationAmt11291398
IRS990/ContractorCompensationGrp/CompensationAmt21082211
IRS990/ContractorCompensationGrp/CompensationAmt31043363
IRS990/ContractorCompensationGrp/CompensationAmt41038818
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0215 BROADUS STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13902 STONEGATE PARK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2918 JASPER STREET
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt35350 E BECKLY RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 2118
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0STURGIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1ST JOSEPH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2KALAMAZOO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3BATTLE CREEK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4BATTLE CREEK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd049091
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd149085
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd249001
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd349015
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd449016
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0GT FINANCIAL
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1HOME SWEET HOME
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2SENIOR SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3HOME CARE TRANSITIONS
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4QUALITY NURSING SERVICES
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine2Txt0IN-HOME CARE
IRS990/ContractorCompensationGrp/ServicesDesc0SERVICE TO SENI
IRS990/ContractorCompensationGrp/ServicesDesc1SERVICE TO SEN
IRS990/ContractorCompensationGrp/ServicesDesc2SERVICE TO SENI
IRS990/ContractorCompensationGrp/ServicesDesc3SERVICE TO SEN
IRS990/ContractorCompensationGrp/ServicesDesc4SERVICE TO SEN
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04192460
IRS990/CYGrantsAndSimilarPaidAmt013280474
IRS990/CYInvestmentIncomeAmt0275014
IRS990/CYOtherExpensesAmt06685328
IRS990/CYOtherRevenueAmt015766
IRS990/CYProgramServiceRevenueAmt019220003
IRS990/CYRevenuesLessExpensesAmt0-664061
IRS990/CYSalariesCompEmpBnftPaidAmt04401502
IRS990/CYTotalExpensesAmt024367304
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt023703243
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ProgramServicesAmt054878
IRS990/DepreciationDepletionGrp/TotalAmt054878
IRS990/Desc0PROVIDED CARE MANAGEMENT AND IN-HOME SERVICES TO SUPPORT OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES IN THEIR GOAL OF REMAINING OR RETURNING TO THEIR OWN HOME THROUGH HOME AND COMMUNITY BASED SERVICES. ASSISTED OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES PREVIOUSLY INSTITUITIONALIZED WITH TRANSITION SUPPORT TO ALLOW THEM TO RETURN TO A COMMUNITY SETTING (THEIR HOME, HOME OF CAREGIVER, AFC, HOME FOR THE AGED). PROVIDED 219,533 DAYS OF CARE SERVING 821 CLIENTS PURCHASING SERVICES VALUED AT 13,280,474.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0CAREWELL SERVICES SOUTHWEST
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt082188
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0370046
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt066
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt015987673
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditPerformedInd0true
IRS990/FederalGrantAuditRequiredInd0true
IRS990/FederatedCampaignsAmt01588237
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0132249
IRS990/FeesForServicesOtherGrp/TotalAmt0132249
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
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/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
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/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1214285
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt134914
IRS990/Form990PartVIISectionAGrp/PersonNm0JIM BALDWIN
IRS990/Form990PartVIISectionAGrp/PersonNm1ALLEN BYAM
IRS990/Form990PartVIISectionAGrp/PersonNm2DEANA SPENCER
IRS990/Form990PartVIISectionAGrp/PersonNm3CORALLY O'DELL
IRS990/Form990PartVIISectionAGrp/PersonNm4JOSE OROZCO JR
IRS990/Form990PartVIISectionAGrp/PersonNm5SHERII SHERBAN
IRS990/Form990PartVIISectionAGrp/PersonNm6LINDA WHITFIELD
IRS990/Form990PartVIISectionAGrp/PersonNm7MARY FRISBY
IRS990/Form990PartVIISectionAGrp/PersonNm8SHIRLEY TUGGLE
IRS990/Form990PartVIISectionAGrp/PersonNm9CLARE TANNER
IRS990/Form990PartVIISectionAGrp/PersonNm10MEG FAIRCHILD
IRS990/Form990PartVIISectionAGrp/PersonNm11LINDA MAUPIN
IRS990/Form990PartVIISectionAGrp/PersonNm12STACY WINES
IRS990/Form990PartVIISectionAGrp/PersonNm13GLIN WINSOR
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/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12128175
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13113285
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/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR FINANC
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY/TR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12CHIEF EXECUT
IRS990/Form990PartVIISectionAGrp/TitleTxt13CHIEF FINANC
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt02326875
IRS990/GrantAmt013280474
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt013280474
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt013280474
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt023703243
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt012
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt021370
IRS990/InformationTechnologyGrp/TotalAmt021370
IRS990/InsuranceGrp/ProgramServicesAmt025615
IRS990/InsuranceGrp/TotalAmt025615
IRS990/InvestmentIncomeGrp/ExclusionAmt0275014
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0275014
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0108253
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0131264
IRS990/IRPDocumentCnt064
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0633904
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0332291
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0277413
IRS990/LandBldgEquipCostOrOtherBssAmt0911317
IRS990/LegalDomicileStateCd0MI
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROMOTE HEALTH, INDEPENDENCE AND CHOICE
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07913649
IRS990/NetAssetsOrFundBalancesEOYAmt07249588
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07831461
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06879542
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt0313251
IRS990/OccupancyGrp/TotalAmt0313251
IRS990/OfficeExpensesGrp/ProgramServicesAmt0117498
IRS990/OfficeExpensesGrp/TotalAmt0117498
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0896624
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0896624
IRS990/OtherExpensesGrp/Desc0PURCHASED SERVICES
IRS990/OtherExpensesGrp/Desc1CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc3EQUIPMENT & ROOM RENTALS
IRS990/OtherExpensesGrp/ProgramServicesAmt03434315
IRS990/OtherExpensesGrp/ProgramServicesAmt12119008
IRS990/OtherExpensesGrp/ProgramServicesAmt296617
IRS990/OtherExpensesGrp/ProgramServicesAmt384019
IRS990/OtherExpensesGrp/TotalAmt03434315
IRS990/OtherExpensesGrp/TotalAmt12119008
IRS990/OtherExpensesGrp/TotalAmt296617
IRS990/OtherExpensesGrp/TotalAmt384019
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt015766
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt015766
IRS990/OtherRevenueTotalAmt015766
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03107349
IRS990/OtherSalariesAndWagesGrp/TotalAmt03107349
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01009717
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt01064170
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt092966
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0163895
IRS990/PrincipalOfficerNm0STACY WINES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0MEDICAID WAIVER PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc1MERIDIAN PROGRAM
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016763725
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12265957
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2190321
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016763725
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12265957
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2190321
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDED MEDICARE/MEDICAID BENEFICIARIES WITH FREE, ONE-ON-ONE COUNSELING RELATED TO THEIR BENEFITS AND AVAILABLE PUBLIC BENEFITS IN BARRY & CALHOUN COUNTIES THROUGH 1390 HOURS OF TIME SPENT BY 15 TRAINED COUNSELORS/VOLUNTEERS.
IRS990/ProgSrvcAccomActy3Grp/Desc0FUNDING OF OTHER COMMUNITY BASED SERVICES TO OLDER ADULTS SERVICED BY AREA AGENCIES
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07982102
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02456278
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt03725663
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt012136771
IRS990/PYInvestmentIncomeAmt0157313
IRS990/PYOtherExpensesAmt06956482
IRS990/PYOtherRevenueAmt017274
IRS990/PYProgramServiceRevenueAmt017607388
IRS990/PYRevenuesLessExpensesAmt0-1458301
IRS990/PYSalariesCompEmpBnftPaidAmt03872686
IRS990/PYTotalExpensesAmt022965939
IRS990/PYTotalRevenueAmt021507638
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-664061
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt016763725
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03665448
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04828258
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04192460
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03725663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02261942
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02534616
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02850391
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt015565072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0275014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0157313
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt026476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt025039
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0483842
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt088855542
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.97390
IRS990ScheduleA/PublicSupportPY170Pct00.98620
IRS990ScheduleA/PublicSupportTotal170Amt018036853
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt0984849
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt0789195
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt0697737
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt02471781
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04192460
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03725663
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03246791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt03323811
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt03548128
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt018036853
IRS990ScheduleA/TotalSupportAmt018520695
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt019915
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0456985
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0476900
IRS990ScheduleD/ExpensesSubtotalAmt024367304
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt0257498
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0176919
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0434417
IRS990ScheduleD/RevenueSubtotalAmt023703243
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0277413
IRS990ScheduleD/TotalExpensesPerForm990Amt024367304
IRS990ScheduleD/TotalRevenuePerForm990Amt023703243
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt023703243
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt024367304
IRS990ScheduleI/GrantRecordsMaintainedInd0true

Document Assets

No mirrored PDF or thumbnail assets are attached yet.