2024-08-14T09:12:31-04:00 2023-09-30 383205662 LEWIS & KNOPF CPAS 5206 GATEWAY CENTRE SUITE 100 FLINT MI 48507 990 2022-10-01 383013931 REGION 3B AREA AGENCY ON AGING REGI 2699662450 200 W MICHIGAN AVENUE SUITE 102 BATTLE CREEK MI 49017 STACY WINES CHIEF EXECUTIVE OFFI 2699662450 2024-08-01 true false AKSHAY KAPOOR P01393935 8102384617 2024-08-05 2022 2024-08-08 14:25:15Z CAREWELL SERVICES SOUTHWEST STACY WINES 200 W MICHIGAN AVE SUITE 102 BATTLE CREEK MI 49017 21507638 false X WWW.CAREWELLSERVICES.ORG X 1990 MI OUR MISSION IS TO PROMOTE HEALTH, INDEPENDENCE AND CHOICE 12 12 65 15 0 3246791 3725663 17218030 17607388 -8968 157313 13603 17274 20469456 21507638 11302611 12136771 0 3242034 3872686 0 0 7427648 6956482 21972293 22965939 -1502837 -1458301 10818703 9559651 1446753 1646002 9371950 7913649 PROMOTE HEALTH, INDEPENDENCE AND CHOICE false false 14599875 12136771 14971410 PROVIDED 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 313,274 DAYS OF CARE SERVING 1,677 CLIENTS PURCHASING SERVICES VALUED AT 12,136,771. PROVIDED 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. 8011451 2635978 FUNDING OF OTHER COMMUNITY BASED SERVICES TO OLDER ADULTS SERVICED BY AREA AGENCIES 22611326 true true false false false false false false false false true false false false false false true false false false false false false false false false false false true true false false false false false false false true false false false false false false false false false true 88 0 true 65 true false false false false false false false false false false false false X 12 12 false false false false false false false true true false false true true true true true true true true false MI X JOHN GELLETICH 2694410926 200 WEST MICHIGAN AVE SUITE 102 BATTLE CREEK MI 49017 JIM BALDWIN CHAIR FINANC 1.00 X 0 0 0 NANCY MULLETT SECRETARY/TR 1.00 X X 0 0 0 LINDA WHITFIELD DIRECTOR 1.00 X 0 0 0 LYN BRIEL DIRECTOR 1.00 X 0 0 0 CORALLY O'DELL DIRECTOR 1.00 X 0 0 0 ALLEN BYAM DIRECTOR 1.00 X 0 0 0 JOSE OROZCO JR DIRECTOR 1.00 X 0 0 0 BARB FREDERICK DIRECTOR 1.00 X 0 0 0 SHERII SHERBAN DIRECTOR 1.00 X 0 0 0 STEVE MARZOLF BOARD CHAIR 1.00 X X 0 0 0 DEANA SPENCER DIRECTOR 1.00 X 0 0 0 THOMAS J UNGER DIRECTOR 1.00 X 0 0 0 STACY WINES CHIEF EXECUT 40.00 X 141154 0 14073 GLIN WINSOR CHIEF FINANC 40.00 X 108051 0 2814 249205 16887 3 false true false GT FINANCIAL 215 BROADUS STREET STURGIS MI 49091 SERVICE TO SENI 2482916 SENIOR SERVICES 918 JASPER STREET KALAMAZOO MI 49001 SERVICE TO SENI 1281675 HOME SWEET HOME IN-HOME CARE 3902 STONEGATE PARK ST JOSEPH MI 49085 SERVICE TO SEN 1168696 QUALITY NURSING SERVICES PO BOX 2118 BATTLE CREEK MI 49016 SERVICE TO SEN 1038808 HOME CARE TRANSITIONS 5350 E BECKLY RD BATTLE CREEK MI 49015 SERVICE TO SEN 832986 39 1769526 1876441 79696 3725663 MEDICAID WAIVER PROGRAM 624100 14971410 14971410 MERIDIAN PROGRAM 624100 2463089 2463089 OTHER PROGRAMS 172889 172889 17607388 157313 157313 OTHER REVENUE 624100 17274 17274 17274 21507638 17624662 157313 12136771 12136771 354613 354613 2632564 2632564 640260 640260 245249 245249 120382 120382 102326 102326 171082 171082 36802 36802 318559 318559 77982 77982 56327 56327 21527 21527 PURCHASED SERVICES 3296937 3296937 CONTRACTED SERVICES 2449519 2449519 MISCELLANEOUS 152256 152256 EQUIPMENT & ROOM RENTALS 68697 68697 84086 84086 22965939 22611326 354613 0 3022989 4350976 5694915 3665448 1576758 1009717 93012 92966 911317 579026 334546 332291 96483 108253 10818703 9559651 1446753 1646002 1446753 1646002 X 9183766 7831461 188184 82188 9371950 7913649 10818703 9559651 -1458301 X false true X true true true X 2319050 2850391 2534616 2261942 3725663 13691662 608260 697737 789195 984849 3080041 2927310 3548128 3323811 3246791 3725663 16771703 16771703 26600 25039 26476 157313 235428 17007131 69619773 0.98620 0.99380 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 434417 134577 299840 476900 444449 32451 332291 21507638 21507638 21507638 22965939 22965939 22965939 true HOME AND COMMUNITY BASED 1677 12136771 SCHEDULE I, PAGE 1, PART I, LINE 2 A NEEDS ASSESSMENT IS CONDUCTED FOR EACH CLIENT TO DETERMINE WHICH SERVICES ARE NEEDED TO MEET HIS OR HER NEEDS. SERVICES ARE PROVIDED BASED UPON THIS ASSESSMENT WHICH IS REEVALUATED ON AN ANNUAL BASIS. false false false false false false false false false STACY WINES CHIEF EXECUTIVE OFFI 141154 14073 155227 THOMAS UNGER DIRECTOR 832986 IN HOME SERVICES false SHERII SHERBAN DIRECTOR 16122 ADVERTISING false SCHEDULE L, PART V SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERSTED PERSONS: (A)NAME OF PERSONS: THOMAS UNGER,SHERII SHERBAN (B)RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: BOARD MEMBERS ARE THE OWNERS OF AN ENTITY THAT PROVIDES SERVICES (D)DESCRIPTION OF TRANSACTION: IN HOME SERVICES FOR PARTICIPANTS, ADVERTISING 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.