2026-08-13T15:06:39-05:00 2025-09-30 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2024-10-01 381873461 NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY INC NORT 9893563474 2569 US 23 SOUTH ALPENA MI 49707 LISA BOLEN EXECUTIVE DIRECTOR/CEO 9893563474 2026-08-12 1 1 QUINN DUGAN P02267768 6082741980 2026-08-12 2024 2025-03-06 01:10:19Z LISA BOLEN 2569 US 23 SOUTH ALPENA MI 49707 70671166 0 X WWW.NEMCSA.ORG X 1968 MI TO ACT AS THE PRIMARY ADVOCATE FOR THE REDUCTION OF THE CAUSES, CONDITIONS AND EFFECTS OF POVERTY WITHIN ITS CONSTITUTIONAL COUNTIES; MOBILIZE PUBLIC AND PRIVATE RESOURCES TO PROVIDE SOCIAL AND ECONOMIC OPPORTUNITIES THAT FOSTER SELF-SUFFICIENCY FOR LOW INCOME PERSONS; MOTIVATE AND PREPARE THE LOW-INCOME, ELDERLY, PERSONS WITH DISABILITIES OR OTHERWISE DISADVANTAGED TO ACHIEVE ECONOMIC INDEPENDENCE THROUGH THE PROVISION OF A WIDE RANGE OF RELEVANT AND INNOVATIVE SERVICES IN PARTNERSHIP WITH OTHER AGENCIES AND ORGANIZATIONS; DEVELOP A SENSE OF DIGNITY AND STRENGTH AMONG THE LOW INCOME, ELDERLY, PERSONS WITH DISABILITIES OR OTHERWISE DISADVANTAGED THROUGH THE PLANNING AND PARTICIPATION OF THE LOW-INCOME, ELDERLY OR OTHERWISE DISADVANTAGED, THROUGH THE ELEVEN COUNTY AREA. 29 29 825 0 0 0 67299083 70003852 320810 397421 387770 332215 370397 -110695 68378060 70622793 22405006 23554821 0 0 35347167 36140969 0 0 0 9816937 9596110 67569110 69291900 808950 1330893 27382335 28014127 9972353 9261492 17409982 18752635 X ENHANCING QUALITY OF LIFE BY EMPOWERING INDIVIDUALS AND STRENGTHENING COMMUNITIES. 0 0 34462319 2772204 0 EARLY CHILDHOOD PROGRAMS -HEAD START AND GREAT START READINESS SERVED 1,992 CHILDREN AND THEIR FAMILIES BY PROVIDING EDUCATION, HEALTH, DISABILITY, AND SOCIAL SERVICES FOR 3-5 YEAR OLDS IN 21 COUNTIES. 17467758 13902238 0 COMMUNITY BASED CARE PROGRAMS -PROVIDED ASSISTANCE TO 775 ELIGIBLE PARTICIPANTS IN THE TWELVE-COUNTY SERVICE AREA OF NORTHEAST MICHIGAN. THESE PARTICIPANTS WERE IN NEED OF MEDICAID-COVERED LONG-TERM CARE SERVICES AND SUPPORT IN ORDER TO REMAIN IN THEIR OWN HOME. THIS PROGRAM WORKS WITH ELIGIBLE PERSONS AGED 18 AND OLDER WHO ARE AT-RISK OF NURSING HOME PLACEMENT AND PROVIDES SERVICES THAT ARE DESIGNED TO LOCATE, MOBILIZE AND MANAGE A VARIETY OF HOME CARE AND OTHER SERVICES TO ENSURE THE PARTICIPANTS ARE ABLE TO STAY IN THEIR OWN HOME. 4826462 3150716 0 AGING PROGRAMS -SERVICE DESIGNED TO LOCATE, MOBILIZE AND MANAGE A VARIETY OF HOME CARE AND OTHER SERVICES NEEDED BY FRAIL ELDERLY PERSONS AGED 60 AND OLDER AT HIGH RISK OF ENTERING A NURSING HOME FACILITY. THROUGH SUBCONTRACTING WITH COMMUNITY PARTNERS SUCH AS COUNCILS/COMMISSIONS ON AGING, SERVICES PROVIDED IN THE TWELVE-COUNTY SERVICE AREA INCLUDE HOMEMAKING, PERSONAL CARE, RESPITE, LEGAL, CAREGIVER, ADULT DAY CARE, MEDICATION MANAGEMENT, AND NUTRITION PROGRAMS. THESE AGING PROGRAMS OPERATE IN NORTHEAST MICHIGAN'S TWELVE COUNTY AREA. 3679211 3729663 397421 WEATHERIZATION + UTILITY ASSISTANCE -PROVIDED SERVICES TO 2,334 LOW INCOME AND AT-RISK INDIVIDUALS ACROSS A TWELVE-COUNTY REGION. SERVICES INCLUDE HEATING FUEL AND ENERGY ASSISTANCE, HOMELESS PREVENTION AND RENTAL ASSISTANCE SERVICES, AND HOME WEATHERIZATION SERVICES. HOME WEATHERIZATION SERVICES ARE COMPRISED OF DUCT SEALING AND REPLACEMENT, WATER HEATER REPLACEMENT, FURNACE REPLACEMENT, FURNACE TUNING AND CLEANING SERVICES, WINDOW SEALING, INSULATION, AND EDUCATION REGARDING ADJUSTMENTS RESIDENTS CAN MAKE THAT WILL CONSERVE ENERGY AND SAVE ON ENERGY RELATED COSTS OVER TIME. 3354138 0 0 YOUTH SERVICES PROGRAMS -SCHOOL SUCCESS PARTNERSHIP PROGRAM EXPANDED THEIR SERVICES TO INCLUDE ALL STUDENTS, WHILE STILL PROVIDING THE MORE INTENSE SERVICES TO THOSE MOST AT RISK. THIS FISCAL YEAR, 5,310 STUDENTS WERE INVOLVED TO SOME DEGREE IN THE PROGRAM WITH APPROXIMATELY 1,400 BEING MOST AT RISK OF ACADEMIC FAILURE. SERVICE AREA ENCOMPASSES 10 COUNTIES AND INCLUDES 28 K12 SITES, FOUR ALTERNATIVE EDUCATION SITES, TWO PAROCHIAL ELEMENTARY SCHOOL SITES, AND ONE ADULT EDUCATION SITE. 1652575 0 0 HOUSING -FINANCIAL EMPOWERMENT, SELF-SUFFICIENCY, FORECLOSURE PREVENTION AND DEFAULT COUNSELING, HOMELESS PREVENTION SERVICE, AND RENTAL COUNSELING. THE PROGRAMS ASSISTED 1,066 CLIENTS DURING THE FISCAL YEAR. 762326 0 0 COMMUNITY DEVELOPMENT PROGRAMS 568755 0 0 VOLUNTEER PROGRAMS -CONSISTS OF THREE PROGRAMS - FOSTER GRANDPARENT PROGRAM (FGP); SENIOR COMPANION PROGRAM (SCP); RETIRED AND SENIOR VOLUNTEER PROGRAM (RSVP). THE FGP VOLUNTEERS PROVIDE ONE-ON-ONE TUTORING TO STUDENTS. A LOW-INCOME PROGRAM (WITHIN 200% OF POVERTY) VOLUNTEERS ALSO NEED TO BE AGED 55 OR OLDER TO PARTICIPATE. SCP PROVIDES INDEPENDENT LIVING SERVICES AND/OR RESPITE SERVICES TO SENIORS WHICH AFFORD THESE SENIORS THE OPPORTUNITY TO REMAIN INDEPENDENT IN THEIR OWN HOME AND OFFERED INCREASED SOCIAL SUPPORT. THE VOLUNTEER CRITERIA FOR SCP DUPLICATE THAT OF FGP. RSVP ENGAGES THE SKILLS, TALENTS, AND EXPERIENCE OF VOLUNTEERS TO ADDRESS A WIDE RANGE OF COMMUNITY NEEDS. PARTICIPANTS CAN CHOOSE HOW, WHERE, AND WHEN THEY WANT TO SERVE WITH COMMITMENTS RANGING FROM A FEW HOURS TO 40 HOURS PER WEEK. THE RESULT IS A POSITIVE CONTRIBUTION TO THE PARTICIPANTS' COMMUNITY, WHILE THEY CAN ALSO EXPERIENCE BETTER HEALTH AND LONGEVITY BY BEING ACTIVE IN THE COMMUNITY. 10017005 3729663 397421 66773544 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 242 0 825 1 0 0 0 0 0 0 0 0 0 0 0 0 X 29 29 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MI X X KIMBERLEE HINCKA 9893563474 2569 US 23 SOUTH ALPENA MI 49707 PETER L HENNARD V PRESIDENT 4.00 X X 0 0 0 PATRICIA RONDEAU VICE-PRESIDENT 4.00 X X 0 0 0 LEO MARCINIAK TREASURER 4.00 X X 0 0 0 LISA SALGAT SECRETARY 4.00 X X 0 0 0 LYN BEHNKE BOARD MEMBER 2.00 X 0 0 0 JOHN CHAPPA BOARD MEMBER 2.00 X 0 0 0 CHARLES CORWIN BOARD MEMBER 2.00 X 0 0 0 TERRY DUTCHER BOARD MEMBER 2.00 X 0 0 0 MICHAEL NICK FLORIAN BOARD MEMBER 2.00 X 0 0 0 DOROTHY FREDERICK BOARD MEMBER 2.00 X 0 0 0 TAMARA FRISBIE BOARD MEMBER 2.00 X 0 0 0 JEAN GARRATT BOARD MEMBER 2.00 X 0 0 0 DUNCAN GRAY BOARD MEMBER 2.00 X 0 0 0 LISA HILBERG BOARD MEMBER 2.00 X 0 0 0 ROBIN HUGHES BOARD MEMBER 2.00 X 0 0 0 JULIE KENDRICK BOARD MEMBER (THRU MAY 2025) 2.00 X 0 0 0 CHELSEY KREIL BOARD MEMBER (THRU OCT 2024) 2.00 X 0 0 0 DAN LUDLOW BOARD MEMBER 2.00 X 0 0 0 SHEILA MALEWSKA BOARD MEMBER 2.00 X 0 0 0 MEGHAN MEHARG BOARD MEMBER 2.00 X 0 0 0 CLARENCE JOHN MORRISON JR BOARD MEMBER 2.00 X 0 0 0 LLOYD PELTIER BOARD MEMBER 2.00 X 0 0 0 RICHARD SANGSTER BOARD MEMBER 2.00 X 0 0 0 TINA SCHUMACHER BOARD MEMBER 2.00 X 0 0 0 BRENDA SIMMONS BOARD MEMBER (THRU FEB 2025) 2.00 X 0 0 0 JOHN TERENCE SMALL BOARD MEMBER 2.00 X 0 0 0 MARK SURBROOK BOARD MEMBER 2.00 X 0 0 0 LEISA SUTTON BOARD MEMBER 2.00 X 0 0 0 JESSICA TOPP BOARD MEMBER 2.00 X 0 0 0 CHARLES VARNER BOARD MEMBER 2.00 X 0 0 0 NATHAN WEAVER BOARD MEMBER (THRU APR 2025) 2.00 X 0 0 0 CAROL WENZEL BOARD MEMBER (THRU JUL 2025) 2.00 X 0 0 0 DANA WINGO BOARD MEMBER 2.00 X 0 0 0 LISA BOLEN EXECUTIVE DIRECTOR/CEO 40.00 X 157528 0 35575 KIMBERLEE HINCKA CFO 40.00 X 112240 0 26685 TRICIA GRIFKA EARLY CHILDHOOD SERVICES DIRECTOR 40.00 X 129810 0 31846 LAURIE SAUER AGING DIRECTOR 40.00 X 109963 0 29925 509541 0 124031 4 0 1 0 GT INDEPENDENCE 215 BROADUS ST STURGIS MI 49091 MI CHOICE HCBS 2486245 COMFORCARE NORTHERN MI HOME CARE 814 S OTSEGO AVE GAYLORD MI 49735 MI CHOICE HCBS 1434351 NORTHEAST MICHIGAN HOME HEALTH CARE LLC PO BOX 812 AUGRES MI 48703 MI CHOICE HCBS 1381283 BAY VIEW INSULATION 3336 PIPER RD ALPENA MI 49707 WEATHERIZATION 860673 LEELIN HOME HEALTH CARE INC 352 E HOUGHTON AVENUE WEST BRANCH MI 48661 MI CHOICE HCBS 630477 31 69777592 226260 70003852 CLIENT SERVICES 624200 397421 397421 397421 344838 344838 35750 48373 -12623 -12623 -12623 EQUITY METHOD LOSS 900099 -320868 -320868 210173 210173 -110695 70622793 397421 0 221520 5624373 5624373 17930448 17930448 363930 363930 25125908 24156127 969781 1821089 1767286 53803 6274767 6029437 245330 2555275 2439919 115356 42000 42000 72379 72379 1916068 1915615 453 36525 36525 2937561 2741167 196394 250835 210531 40304 2159160 2118913 40247 801835 733728 68107 298238 253315 44923 386433 294160 92273 206132 158931 47201 PARTICIPANT COSTS 254233 254233 DUES AND MEMBERSHIPS 43805 32876 10929 LICENSES AND FEES 42829 42829 REPAIRS AND MAINTENANCE 37418 28243 9175 110659 4888 105771 69291900 66773544 2518356 0 9373 9373 13271052 16042833 4758893 4884360 1017567 307324 14341 27939 6129761 3653193 2531817 2476568 5779292 4265730 27382335 28014127 4087942 4938800 279427 396044 5604984 3926648 9972353 9261492 X 16553700 18119615 856282 633020 17409982 18752635 27382335 28014127 1330893 11760 0 X 0 1 X 1 1 1 X 60769620 63854968 64350033 67299083 70003852 326277556 60769620 63854968 64350033 67299083 70003852 326277556 326277556 7616 4844 191384 411208 344838 959890 211208 360181 248146 370397 -110695 1079237 328316683 1661867 0.99380 0.99400 X SECTION B, LINE 10: EQUITY METHOD LOSS ON INVESTMENT RELATED ORGANIZATION NET OF OTHER INCOME. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115000 115000 449430 222172 227258 2881250 1535024 1346226 2684081 1895997 788084 2476568 RIGHT OF USE ASSET OPERATING LEASE 3957074 INVESTMENT IN PACE 308656 4265730 RIGHT OF USE OPERATING LEASE 3926648 3926648 X 70634553 11760 11760 70622793 0 70622793 69291900 0 69291900 0 69291900 PART X, LINE 2: NEMCSA IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THAT POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. NEMCSA HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 1 MID MICHIGAN COMMUNITY ACTION AGENCY INC 1574 EAST WASHINGTON ROAD FARWELL MI 48622 382056236 501(C)(3) 2670165 0 EARLY CHILDHOOD EDUCATION ALCONA COUNTY COMMISSION ON AGING 207 CHURCH STREET LINCOLN MI 48742 382028913 501(C)(3) 180352 0 SERVICES FOR SENIORS ALPENA AREA SENIOR CITIZENS COUNCIL INC 501 RIVER STREET ALPENA MI 49707 381878427 501(C)(3) 316847 0 SERVICES FOR SENIORS SUNRISE SIDE SENIOR SERVICES PO BOX 36 OMER MI 48749 382213493 501(C)(3) 205535 0 SERVICES FOR SENIORS CHEBOYGAN COUNTY COUNCIL ON AGING 1531 SAND ROAD CHEBOYGAN MI 49721 386296274 501(C)(3) 245366 0 SERVICES FOR SENIORS CRAWFORD COUNTY COMMISSION ON AGING 308 LAWNDALE STREET GRAYLING MI 49738 386004907 CRAWFORD COUNTY 184918 0 SERVICES FOR SENIORS IOSCO COUNTY COMMISSION ON AGING INC PO BOX 160 HALE MI 48739 382015470 501(C)(3) 338385 0 SERVICES FOR SENIORS MONTMORENCY COUNTY COMMISSION ON AGING PO BOX 788 ATLANTA MI 49709 382046898 501(C)(3) 133802 0 SERVICES FOR SENIORS OGEMAW COMMISSION ON AGING 1528 SOUTH M-33 WEST BRANCH MI 48661 383381063 501(C)(3) 340348 0 SERVICES FOR SENIORS OSCODA COUNTY COUNCIL ON AGING 429 N MT TOM ROAD MIO MI 48647 382045047 501(C)(3) 139528 0 SERVICES FOR SENIORS OTSEGO COUNTY COMMISSION ON AGING 120 GRANDVIEW BOULEVARD GAYLORD MI 49735 382058876 501(C)(3) 363398 0 SERVICES FOR SENIORS PRESQUE ISLE COUNTY COUNCIL ON AGING 6520 DARGA HIGHWAY POSEN MI 49776 382049370 501(C)(3) 143358 0 SERVICES FOR SENIORS ROSCOMMON COUNTY COMMISSION ON AGING 2625 TOWNLINE ROAD HOUGHTON LAKE MI 48629 383372580 501(C)(3) 335885 0 SERVICES FOR SENIORS LEGAL SERVICES OF NORTHERN MICHIGAN INC 130 WEST SPRUCE STREET PO BOX 710 SAULT STE MARIE MI 49783 381817336 501(C)(3) 26486 0 SERVICES FOR SENIORS 14 0 EARLY CHILDHOOD PROGRAMS ASSISTANCE 1992 102039 COMMUNITY BASED CARE PROGRAMS ASSISTANCE 775 13902238 AGING PROGRAMS ASSISTANCE 7953 222994 COMMUNITY PROGRAMS 2334 3697034 PART I, LINE 2: THE ORGANIZATION PERFORMS A DETAILED PROGRAMMATIC AND FISCAL REVIEW ON SITE TO EACH CONTRACTOR ON AN ANNUAL BASIS. UNDERLYING DOCUMENTATION IS ANALYZED AND ADHERENCE TO FEDERAL, STATE AND LOCAL RULES AND REGULATIONS ARE VERIFIED BY MANAGEMENT. ADDITIONALLY, EACH CONTRACTOR IS REQUIRED TO SUBMIT FINANCIAL REPORTS ON A MONTHLY BASIS AND AUDITED FINANCIAL STATEMENTS ON AN ANNUAL BASIS. X X X 0 0 0 0 0 0 0 0 0 LISA BOLEN EXECUTIVE DIRECTOR/CEO 157528 0 0 0 0 0 16555 0 19020 0 193103 0 0 0 TRICIA GRIFKA EARLY CHILDHOOD SERVICES DIRECTOR 129810 0 0 0 0 0 13084 0 18762 0 161656 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B AN INDEPENDENT CPA FIRM PREPARES FORM 990 AND PROVIDES THE AGENCY WITH A DRAFT COPY FOR REVIEW BY THE AUDIT/FINANCE COMMITTEE. ALL BOARD MEMBERS ARE ALSO PROVIDED WITH A COPY OF THE DRAFT FORM 990. AFTER THE COMMITTEE HAS REVIEWED THE DRAFT, THE FORM 990 WITH CHANGES (IF NECESSARY) IS PRESENTED TO THE FULL BOARD OF DIRECTORS. ALL CHANGES ADDRESSED BY EITHER THE COMMITTEE OR THE FULL BOARD ARE THEN SHARED WITH THE CPA FIRM. THE CPA FIRM THEN FINALIZES FORM 990 WITH THE CHANGES MADE AND RETURNS THE FINALIZED COPY TO THE AGENCY FOR FINAL REVIEW. AGENCY VERIFIES THE CHANGES, AND THE EXECUTIVE DIRECTOR/CEO SIGNS FORM 8879-EO AUTHORIZING THE CPA FIRM TO E-FILE THE FINALIZED FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS EACH BOARD MEMBER IS REQUIRED TO SUBMIT A CONFLICT OF INTEREST DISCLOSURE STATEMENT ATTESTING THAT HE/SHE HAS READ AND AGREES TO COMPLY WITH THE AGENCY'S CONFLICT OF INTEREST POLICIES AND FURTHER ATTESTING THAT HE/SHE IS NOT INVOLVED IN ANY ACTIVITIES THAT MAY BE CONSIDERED A CONFLICT, EXCEPT AS IDENTIFIED. THE STATEMENTS ARE DATED AND RETAINED BY THE AGENCY'S BOARD SECRETARY. BOARD MEMBERS EXCLUDE THEMSELVES FROM VOTING ON ANY BOARD ITEMS WHERE A CONFLICT OF INTEREST HAS BEEN DISCLOSED, AS APPLICABLE. IN ADDITION, AT EACH BOARD MEETING, AS AN AGENDA ITEM, THE MEMBERS ARE VERBALLY ASKED IF THERE ARE ANY NEW/CHANGED CONFLICT(S) OF INTEREST WHICH WOULD PRECLUDE THE MEMBER FROM VOTING ON A GIVEN TOPIC. FORM 990, PART VI, SECTION B, LINE 15 THE WAGE AND COMPENSATION COMMITTEE OF THE AGENCY CONDUCTS A WAGE COMPARABILITY STUDY EVERY FIVE (5) YEARS (WITH THE RESULTS PRESENTED TO THE BOARD OF DIRECTORS. POSITIONS/CLASSIFICATIONS ARE REVIEWED AND COMPARED TO LIKE ENTITIES THROUGH STUDIES SUCH AS THE SALARY AND BENEFIT SURVEY FOR HEAD START, MICHIGAN NON-PROFIT AGENCY AS WELL AS INTERNET-BASED SERVICES SUCH AS SALARY.COM. FORM 990, PART VI, SECTION C, LINE 19 NORTHEAST MICHIGAN COMMUNITY SERVICE AGENCY, INC.'S FINANCIAL STATEMENTS AND TAX RETURNS ARE AVAILABLE ON THE AGENCY'S WEBSITE: WWW.NEMCSA.ORG. THE CONFLICT-OF-INTEREST POLICY AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.