2025-07-21T14:59:02-05:00 2024-09-30 382157642 MANER COSTERISAN PC 2425 E GRAND RIVER SUITE 1 LANSING MI 489123291 990 2023-10-01 382056710 NORTHWEST SENIOR RESOURCES INC NORT 2319478920 PO BOX 5946 TRAVERSE CITY MI 49696 KANDI LANNEN EXECUTIVE DIRECTOR 2319478920 2025-07-15 1 1 BRANDY L MIKULA CPA P00645694 5173237500 2025-07-09 2023 2025-03-06 01:10:19Z AREA AGENCY ON AGING OF NORTHWEST MI KANDI LANNEN PO BOX 5946 TRAVERSE CITY MI 49696 18021539 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 47 17 0 0 18261642 17923062 895 1160 42772 28755 0 53958 18305309 18006935 1930918 2297682 0 0 3577872 3451843 0 0 0 12958832 12236031 18467622 17985556 -162313 21379 5768199 6686010 1524476 2357998 4243723 4328012 TO SERVE AND ADVOCATE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE. 0 0 12129343 35366 473 INDIVIDUALS WERE SERVED VIA THE MI CHOICE 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 COMMUNITY SETTING. 2280739 65937 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 TRANSPORTATION. SERVICED 277 PARTICIPANTS THROUGH ITS CARE MANAGEMENT AND CASE COORDINATION & SUPPORT PROGRAMS. 2231745 2231745 CONTRACTED SERVICED: AAANM CONTACTS FEDERAL AMERICANS ACT AND STATE OLDER MICHIGANIANS ACT FUNDING TO ORGANIZATIONS THAT SERVICE THE 10 COUNTY REGION. CONTRACTED SERVICE INCLUDE: ADULT DAY HEALTH, KINSHIP CAREGIVER SUPPLEMENTAL SERVICES, CONGREGATE MEALS, HOME DELIVERED MEALS AND LEGAL ASSISTANCE. MONEY WAS DISTRIBUTED TO ALL 10 COUNTIES TO PROVIDE THE CONTRACTED SERVICES NOTED ABOVE. 16641827 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 72 0 1 47 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X KANDI LANNEN 2319478920 PO BOX 5946 TRAVERSE CITY MI 49696 CANDACE JACQUES TRUSTEE (ENDED 6/24) 1.00 X 0 0 0 BOB ROELOFS TRUSTEE 1.00 X 0 0 0 KORY HANSEN TRUSTEE (ENDED 4/24) 1.00 X 0 0 0 ROBERT JESS TRUSTEE 1.00 X 0 0 0 REBECCA BARR TRUSTEE 1.00 X 0 0 0 JANICE MCCRANER TRUSTEE 1.00 X 0 0 0 ERIN BROTHERTON TRUSTEE 1.00 X 0 0 0 BOB BALDWIN TRUSTEE 1.00 X 0 0 0 CHERYL PATTON TRUSTEE 1.00 X 0 0 0 ASHLEA WALTER SECRETARY 1.00 X X 0 0 0 PAM NIEBRZYDOWSKI TREASURER 1.00 X X 0 0 0 JACK MESSER VICE CHAIRPERSON 1.00 X X 0 0 0 DAVID WHITE CHAIRPERSON 1.00 X X 0 0 0 HEIDI GUSTINE EXECUTIVE DIRECTOR 40.00 X 105588 0 24538 KENDELL WALTON FINANCE DIRECTOR 40.00 X 24411 0 12059 129999 0 36597 1 0 0 0 ALBRIDGE SKILLED CARE 2785 GARFIELD RD N STE C TRAVERSE CITY MI 49686 INHOME SERVICE 730681 ADVISACARE HEALTHCARE SOLUTIONS 4234 CASCADE RD SE GRAND RAPIDS MI 49546 INHOME SERVICE 592524 MAPLE RIDGE LIVING CENTER LLC 7915 E 16 ROAD MANTON MI 49663 INHOME SERVICE 460582 BAY HOME HEALTH CARE LLC PO BOX 272 ONEKAMA MI 49675 INHOME SERVICE 416604 SERENITY HOME CARE 1766 BEAR RIVER RD PETOSKEY MI 49770 INHOME SERVICE 402094 26 17922773 289 17923062 PROGRAM INCOME 900099 1160 1160 1160 43359 43359 19752 0 19752 19752 19752 14604 -14604 -14604 -14604 MISCELLANEOUS REVENUE 900099 34206 34206 34206 18006935 35366 0 48507 2297682 2297682 216495 212264 4231 2344419 2018526 325893 151082 129130 21952 535032 457292 77740 204815 184588 20227 71991 10062 61929 402651 35790 366861 259224 259224 26156 15402 10754 32074 19185 12889 109982 64764 45218 37084 6409 30675 61820 54947 6873 33656 20614 13042 24095 24095 34470 5958 28512 PURCHASE OF SERVICES 11040146 11040146 MISCELLANEOUS EXPENSE 56218 41707 14511 DUES AND SUBSCRIPTIONS 46464 27361 19103 17985556 16641827 1343729 0 3701210 5360558 928305 350507 268931 61569 838058 628110 227922 209948 641831 703428 5768199 6686010 1524476 2286557 71441 1524476 2357998 X 4243723 4328012 4243723 4328012 5768199 6686010 21379 62910 0 X X 0 1 X 1 1 1 X 17014622 18154044 19242407 18261642 17923063 90595778 17014622 18154044 19242407 18261642 17923063 90595778 90595778 39951 24794 30176 42772 43359 181052 53968 53968 90830798 4069 0.99740 0.99800 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2023 AMOUNT: $ 53,968. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 641831 61597 703428 610603 31228 641831 690861 -80258 610603 653754 37107 690861 670367 3387 20000 653754 1.00000 0 0 381191 337549 43642 323215 156909 166306 133652 133652 0 209948 INVESTMENTS 703428 F 703428 X 18069845 62910 62910 18006935 0 18006935 17985556 0 17985556 0 17985556 PART X, LINE 2: THE AGENCY HAS EVALUATED ITS INCOME TAX FILING POSITIONS FOR YEARS 2021 THROUGH 2024, THE YEARS WHICH REMAIN SUBJECT TO EXAMINATION BY MAJOR TAX JURISDICTIONS AS OF SEPTEMBER 30, 2024. 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 UTB AT SEPTEMBER 30, 2024 OR 2023, AND IT IS NOT AWARE OF ANY CLAIMS FOR SUCH AMOUNTS BY FEDERAL OR STATE INCOME TAX AUTHORITIES. 0 ANTRIM COUNTY COMMUNITY ON AGING PO BOX 614 BELLAIRE MI 49615 386000098 GOVERNMENTAL 243860 0 SENIOR NUTRITION PROGRAMS MIPPA ADRC BENZIE COUNTY COMMUNITY ON AGING 10542 S MAIN STREET HONOR MI 49640 061673002 501(C)3 245285 0 SENIOR NUTRITION PROGRAMS MIPPA ADRC CHARLEVOIX COUNTY COMMUNITY ON AGING 218 W GARFIELD STREET CHARLEVOIX MI 49720 386004840 GOVERNMENTAL 203435 0 SENIOR NUTRITION PROGRAMS MIPPA ADRC CHILD AND FAMILY SERVICES 3785 VETERANS DR TRAVERSE CITY MI 49684 382534222 501(C)3 11000 0 KINSHIP CAREGIVER SUPPORT FRIENDSHIP CENTER OF EMMET COUNTY 1322 ANDERSON PETOSKEY MI 49770 237000317 501(C)3 193843 0 SENIOR NUTRITION PROGRAMS KALKASKA COUNTY COMMISSION ON AGING PO BOX 28 KALKASKA MI 49646 386004861 GOVERNMENTAL 197364 0 SENIOR NUTRITION PROGRAMS MIPPA ADRC LEGAL SERVICES OF NORTHERN MICHIGAN INC PO BOX 710 SAULT STE MARIE MI 49783 381817336 501(C)3 30000 0 LEGAL ASSISTANCE MANISTEE COUNTY COUNCIL ON AGING 260 ST MARYS PARKWAY MANISTEE MI 49660 381949993 501(C)3 176515 0 SENIOR NUTRITION PROGRAMS MIPPA ADRC NORTHWEST MI COMMUNITY ACTION AGENCY 3963 THREE MILE ROAD TRAVERSE CITY MI 49686 382027389 501(C)3 937580 0 SENIOR NUTRITION PROGRAMS WEXFORD COUNTY COUNCIL ON AGING 117 W CASS STREET CADILLAC MI 49601 382081565 501(C)3 53400 0 ADULT DAY SERVICES MIPPA ADRC MICHIGAN STATE UNIVERSITY 426 AUDITORIUM ROAD ROOM 2 EAST LANSING MI 48824 386005984 501(C)3 5400 0 DISEASE PREVENTION 8 3 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 15 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: THE ORGANIZATION'S ACCOUNTING METHOD WAS MARKED MODIFIED METHOD OF ACCOUNTING IN ERROR IN PRIOR YEARS. IT WAS CHANGED THIS YEAR TO MATCH THE AUDITED FINANCIAL STATEMENTS THAT ARE ON ACCRUAL BASIS.