2024-07-08T13:32:50-05:00 2023-09-30 383567911 REHMANN ROBSON LLC MILLIKEN PLACE 107 S CASS STE A TRAVERSE CITY MI 49684 990 2022-10-01 382056710 NORTHWEST SENIOR RESOURCES INC NORT 2319478920 PO BOX 5946 TRAVERSE CITY MI 49696 HEIDI GUSTINE EXECUTIVE DIRECTOR 2319478920 2024-06-27 1 HEIDI GUSTINE 999009999 1 JEFFREY E HERT CPA P00066715 2319463230 2024-06-27 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AREA AGENCY ON AGING OF NORTHWEST MI HEIDI GUSTINE PO BOX 5946 TRAVERSE CITY MI 49696 18305309 0 X WWW.AAANM.ORG X 1973 MI TO SERVE AND ADVOCATE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE. 11 11 53 27 0 0 19242407 18261642 905 895 30176 42772 2014 0 19275502 18305309 2345891 1930918 0 0 3517671 3577872 0 0 0 13690323 12958832 19553885 18467622 -278383 -162313 6411063 5768199 1993546 1524476 4417517 4243723 X TO SERVE AND ADVOCATE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY AND QUALITY OF LIFE. 0 0 10723359 895 463 INDIVIDUALS WERE SERVED VIA THE MICHOICE 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 A COMMUNITY SETTING. $ 10,723,359 WAS EXPENDED ON DIRECT SERVICES. 1081293 60000 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 TRANSPORTION. SERVICED 283 PARTICIPANTS THROUGH ITS CARE MANAGEMENT AND CASE COORDINATION & SUPPORT PROGRAMS. AAANM DISTRIBUTED $1,081,293, IN IN-HOME SERVICE DOLLARS THROUGH THE CARE MANAGEMENT PROGRAM. 1803608 1802708 CONTRACTED SERVICES: AAANM CONTRACTS FEDERAL OLDER AMERICANS ACT AND STATE OLDER MICHIGANIANS ACT FUNDING TO ORGANIZATIONS THAT SERVICE THE 10 COUNTY REGION. CONTRACTED SERVICES INCLUDE: ADULT DAY HEALTH, KINSHIP CAREGIVER SUPPLEMENTAL SERVICES, CONGREGATE MEALS, HOME DELIVERED MEALS AND LEGAL ASSISTANCE. $1.8 MILLION WAS DISTRIBUTED TO ALL 10 COUNTIES TO PROVIDE THE CONTRACTED SERVICES NOTED ABOVE. 2991179 68210 MICHIGAN MEDICARE ASSISTANCE PROGRAM (MMAP) IS A FREE NON-BIAS COUNSELING SERVICE FOR MEDICARE BENEFICIARIES AND THEIR CAREGIVERS. AAANM COORDINATES A REGIONAL MMAP THAT CONSISTS OF 12 VOLUNTEERS AND 22 PAID IN-KIND CERTIFIED COUNSELORS THAT SAVED OLDER ADULTS $2,991,179 IN OUT-OF-POCKET HEALTHCARE COSTS. 2991179 68210 16599439 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 59 0 1 53 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X HEIDI GUSTINE 2319478920 1609 PARK DRIVE TRAVERSE CITY MI 49686 PAM NIEBRZYDOWSKI CHAIR 1.00 X X 0 0 0 REBECCA BARR VICE CHAIR 1.00 X X 0 0 0 DAVID WHITE TREASURER 1.00 X X 0 0 0 ROBERT JESS TRUSTEE 1.00 X 0 0 0 BOB ROELOFS TRUSTEE 1.00 X 0 0 0 BETH WAGNER TRUSTEE 1.00 X 0 0 0 ASHLEA WALTER TRUSTEE AS OF FEBRUARY 1.00 X 0 0 0 JANICE MCCRANER TRUSTEE AS OF FEBRUARY 1.00 X 0 0 0 JEFF SEITING TRUSTEE AS OF FEBRUARY 1.00 X 0 0 0 CANDACE JACQUES TRUSTEE AS OF MARCH 1.00 X 0 0 0 ERIN BROTHERTON TRUSTEE AS OF APRIL 1.00 X 0 0 0 JUDY NICHOLS TRUSTEE THRU JANUARY 1.00 X 0 0 0 KATINA BANKO TRUSTEE THRU JANUARY 1.00 X 0 0 0 ERIC GUSTAD TRUSTEE THRU JANUARY 1.00 X 0 0 0 LAURA FOERSTER TRUSTEE THRU JANUARY 1.00 X 0 0 0 JASON BAUGHAN TRUSTEE THRU MARCH 1.00 X 0 0 0 KORY HANSEN TRUSTEE THRU JULY 1.00 X 0 0 0 HEIDI GUSTINE EXECUTIVE DIRECTOR 40.00 X 106490 0 36317 106490 0 36317 1 0 0 0 ALBRIDGE HOME CARE 3180 RACQUET CLUB DRIVE STE D TRAVERSE CITY MI 49684 INHOME SERVICE 939987 NW MI COMMUNITY ACTION AGENCY 3963 THREE MILE RD TRAVERSE CITY MI 49686 INHOME SERVICE, CONTRACTED MEALS 881245 SERENITY HOME CARE 1766 BEAR RIVER ROAD PETOSKEY MI 49770 INHOME SERVICE 572250 GT INDEPENDENCE 215 BROADUS ST STURGIS MI 49091 FISCAL INTERMEDIARY 525463 REHMANN 5800 GRATIOT RD STE 201 PO BOX 20 SAGINAW MI 48605 ACCOUNTING/FINANCIAL SERVICES 524513 37 18086282 175360 18261642 PROGRAM INCOME 624210 895 895 895 42772 42772 18305309 895 0 42772 1930918 1930918 139207 107543 31664 2494374 1930372 564002 164793 147814 16979 555714 388169 167545 223784 159938 63846 562613 562613 180631 1769 178862 186032 186032 98013 77501 20512 25398 25398 PURCHASED SERVICES 11874815 11827158 47657 MISCELLANEOUS 31330 28257 3073 18467622 16599439 1868183 0 3642973 3701210 1804884 928305 111399 268931 831937 604015 241204 227922 610603 641831 6411063 5768199 1993546 1524476 1993546 1524476 X 4417206 4243723 311 0 4417517 4243723 6411063 5768199 -162313 -11481 0 X X 0 1 X 1 1 1 X 15796210 17014622 18154044 19242407 18261642 88468925 15796210 17014622 18154044 19242407 18261642 88468925 88468925 35408 39951 24794 30176 42772 173101 2014 895 2909 88644935 0.99800 0.99810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 610603 31228 641831 690861 -80258 610603 653754 37107 690861 670367 3387 -20000 653754 650318 20049 670367 1.00000 0 0 698285 470364 227921 133652 133651 1 227922 INVESTMENTS 641831 C 641831 X 18293828 -11481 -11481 18305309 0 18305309 18467622 0 18467622 0 18467622 PART V, LINE 4: THIS IS A BOARD DESIGNATED ENDOWMENT FUND AND TO BE USED AT DISCRETION OF BOARD. PART X, LINE 2: THE AGENCY HAS EVALUATED FISCAL 2020 THROUGH 2023, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF SEPTEMBER 30, 2023, FOR UNCERTAIN TAX POSITIONS. 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 UTBS AT SEPTEMBER 30, 2023 OR 2022, AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. 1 ANTRIM COUNTY COMMUNITY ON AGING PO BOX 614 BELLAIRE MI 49615 386000098 GOVERNMENTAL 199871 0 SENIOR NUTRITION PROGRAMS, MIPPA ADRC BENZIE COUNTY COMMUNITY ON AGING 10542 S MAIN STREET HONOR MI 49640 061673002 GOVERNMENTAL 208754 0 SENIOR NUTRITION PROGRAMS, MIPPA ADRC CHARLEVOIX COUNTY COMMUNITY ON AGING 218 W GARFIELD STREET CHARLEVOIX MI 49720 386004840 GOVERNMENTAL 181732 0 SENIOR NUTRITION PROGRAMS, MIPPA ADRC CHILD AND FAMILY SERVICES 3785 VETERANS DR TRAVERSE CITY MI 49684 382534222 501C3 10000 0 KINSHIP CAREGIVER SUPPORT FRIENDSHIP CENTER OF EMMET COUNTY 1322 ANDERSON PETOSKEY MI 49770 237000317 501C3 178875 0 SENIOR NUTRITION PROGRAMS KALKASKA COUNTY COMMISSION ON AGING PO BOX 28 KALKASKA MI 49646 386004861 GOVERNMENTAL 173989 0 SENIOR NUTRITION PROGRAMS, MIPPA ADRC LEGAL SERVICES OF NORTHERN MICHIGAN INC PO BOX 710 SAULT STE MARIE MI 49783 381817336 501C3 50000 0 LEGAL ASSISTANCE MANISTEE COUNTY COUNCIL ON AGING 260 ST MARYS PARKWAY MANISTEE MI 49660 381949993 GOVERNMENTAL 153055 0 SENIOR NUTRITION PROGRAMS, MIPPA ADRC NORTHWEST MI COMMUNITY ACTION AGENCY 3963 THREE MILE ROAD TRAVERSE CITY MI 49686 382027389 501C3 721165 0 SENIOR NUTRITION PROGRAMS WEXFORD COUNTY COUNCIL ON AGING 117 W CASS STREET CADILLAC MI 49601 382081565 GOVERNMENTAL 33477 0 ADULT DAY SERVICES, MIPPA ADRC MICHIGAN STATE UNIVERSITY-CONTRACT & GRANT ADMINISTRATION 426 AUDITORIUM ROAD ROOM 2 EAST LANSING MI 48824 GOVERNMENTAL 20000 0 DISEASE PREVENTION 11 FORM 990, PART VI, SECTION A, LINE 4 THE BYLAWS WERE AMENDED AND RESTATED AS MAY 5, 2023. THE AMENDMENT COMPLETELY AMENDS AND RESTATES THE ORIGINAL BYLAWS AND ANY AMENDED BYLAWS THEREAFTER, SO A COPY OF THE AMENDED BYLAWS ARE ATTACHED. FORM 990, PART VI, SECTION B, 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, PART VI, SECTION B, 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, PART VI, SECTION B, 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, PART VI, SECTION C, LINE 19 ALL POLICIES, PROCEDURES AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 1: MODIFIED METHOD OF ACCOUNTING FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.