Nonprofit · EIN 38-2056710
NORTHWEST SENIOR RESOURCES INCORPORATED
Tax-exempt · TRAVERSE CITY, MI 49686
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $20,438,023 | $18,049,446 | $2,388,577 | $8,950,292 | $2,273,697 | $6,676,595 |
| September 30, 2024 | 990 | $18,006,935 | $17,985,556 | $21,379 | $6,686,010 | $2,357,998 | $4,328,012 |
| September 30, 2023 | 990 | $18,305,309 | $18,467,622 | -$162,313 | $5,768,199 | $1,524,476 | $4,243,723 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $20,249,851
- of which government grants
- $20,249,851
- Program service revenue
- $695
- Investment income
- $62,846
- Net rental income
- $101,352
- Other revenue
- $124,631
Expenses
- Grants and similar amounts paid
- $1,749,926
- Compensation of officers, directors and key employees
- $146,915
- Other salaries and wages
- $2,487,776
- Salaries, compensation and benefits (total)
- $3,628,554
- Professional fundraising fees
- $0
- Legal fees
- $98,988
- Accounting fees
- $212,074
- Occupancy
- $77,043
- Travel
- $64,111
- Depreciation
- $26,491
- Program services (functional)
- $16,618,656
- Management and general (functional)
- $1,430,790
Balance sheet and other
- Total assets, start of year
- $6,686,010
- Total assets, end of year
- $8,950,292
- Total liabilities, end of year
- $2,273,697
- Net assets, end of year
- $6,676,595
- Land, buildings and equipment
- $189,344
- Net assets without donor restrictions
- $6,676,595
- Gross receipts
- $20,438,023
- Employees
- 47
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KANDI LANNEN | CEO Trustee or director, Officer | 40 | $82,258 |
| KATHLEEN KIMMEL | FINANCE DIRE Trustee or director, Officer | 40 | $64,657 |
| GWENNE ALLGAIER | TRUSTEE Trustee or director | 1 | $0 |
| ERIN BROTHERTON | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT JESS | TRUSTEE Trustee or director | 1 | $0 |
| JANICE MCCRANER | TRUSTEE Trustee or director | 1 | $0 |
| JACK MESSER | DIRECTOR Trustee or director, Officer | 1 | $0 |
| PAM NIEBRZYDOWSKI | TREASURER Trustee or director, Officer | 1 | $0 |
| CHERYL PATTON | TRUSTEE Trustee or director | 1 | $0 |
| DAVID PERSONS | TRUSTEE Trustee or director | 1 | $0 |
| BOB ROELOFS | TRUSTEE Trustee or director | 1 | $0 |
| ASHLEA WALTER | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID WHITE | DIRECTOR Trustee or director, Officer | 1 | $0 |
990 for the year ended September 30, 2024: 15 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI GUSTINE | EXECUTIVE DIRECTOR Officer | 40 | $105,588 | $24,538 |
| KENDELL WALTON | FINANCE DIRECTOR Officer | 40 | $24,411 | $12,059 |
| CANDACE JACQUES | TRUSTEE (ENDED 6/24) Trustee or director | 1 | $0 | $0 |
| BOB ROELOFS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KORY HANSEN | TRUSTEE (ENDED 4/24) Trustee or director | 1 | $0 | $0 |
| ROBERT JESS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| REBECCA BARR | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JANICE MCCRANER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ERIN BROTHERTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB BALDWIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHERYL PATTON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ASHLEA WALTER | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| PAM NIEBRZYDOWSKI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JACK MESSER | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
| DAVID WHITE | CHAIRPERSON Trustee or director, Officer | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 18 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| HEIDI GUSTINE | EXECUTIVE DIRECTOR Officer | 40 | $106,490 | $36,317 |
| PAM NIEBRZYDOWSKI | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| REBECCA BARR | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DAVID WHITE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT JESS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BOB ROELOFS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| BETH WAGNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ASHLEA WALTER | TRUSTEE AS OF FEBRUARY Trustee or director | 1 | $0 | $0 |
| JANICE MCCRANER | TRUSTEE AS OF FEBRUARY Trustee or director | 1 | $0 | $0 |
| JEFF SEITING | TRUSTEE AS OF FEBRUARY Trustee or director | 1 | $0 | $0 |
| CANDACE JACQUES | TRUSTEE AS OF MARCH Trustee or director | 1 | $0 | $0 |
| ERIN BROTHERTON | TRUSTEE AS OF APRIL Trustee or director | 1 | $0 | $0 |
| JUDY NICHOLS | TRUSTEE THRU JANUARY Trustee or director | 1 | $0 | $0 |
| KATINA BANKO | TRUSTEE THRU JANUARY Trustee or director | 1 | $0 | $0 |
| ERIC GUSTAD | TRUSTEE THRU JANUARY Trustee or director | 1 | $0 | $0 |
| LAURA FOERSTER | TRUSTEE THRU JANUARY Trustee or director | 1 | $0 | $0 |
| JASON BAUGHAN | TRUSTEE THRU MARCH Trustee or director | 1 | $0 | $0 |
| KORY HANSEN | TRUSTEE THRU JULY Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1609 PARK DR, TRAVERSE CITY, MI 49686-4701
- Principal officer (990 for 2024)
- KANDI LANNEN, PO BOX 5946, TRAVERSE CITY, MI 49696
- Signed the 990
- KANDI LANNEN, CEO
- Phone
- (231) 421-9637
- Website
- WWW.AAANM.ORG
- Return prepared by
- LEWIS & KNOPF CPAS
Mission
TO SERVE AND ADVOCATE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE.
Program accomplishments
- 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.Expenses $13,719,882 · revenue $23,974
- 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.Expenses $1,148,848
- 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.Expenses $1,749,926 · grants $1,749,926
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 38-2056710
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1978
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $8,950,292
- Income (IRS master file)
- $20,438,023
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $20,438,023 | $18,049,446 | $8,950,292 | XML |
| 990 | September 2024 | $18,006,935 | $17,985,556 | $6,686,010 | XML |
| 990 | September 2023 | $18,305,309 | $18,467,622 | $5,768,199 | XML |
| 990 | September 2022 | $19,275,502 | $19,553,885 | $6,411,063 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 38-2056710).
Questions about NORTHWEST SENIOR RESOURCES INCORPORATED
- What is the EIN of NORTHWEST SENIOR RESOURCES INCORPORATED?
- The employer identification number (EIN) of NORTHWEST SENIOR RESOURCES INCORPORATED is 38-2056710.
- Is NORTHWEST SENIOR RESOURCES INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1978.
- Are donations to NORTHWEST SENIOR RESOURCES INCORPORATED tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does NORTHWEST SENIOR RESOURCES INCORPORATED file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTHWEST SENIOR RESOURCES INCORPORATED due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHWEST SENIOR RESOURCES INCORPORATED last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of NORTHWEST SENIOR RESOURCES INCORPORATED?
- The 990 for the year ended September 30, 2025 names KANDI LANNEN.
- Who are the officers and directors of NORTHWEST SENIOR RESOURCES INCORPORATED?
- The 990 for the year ended September 30, 2025 lists 13 people; 2 received compensation from the organization, the highest $82,258 (KANDI LANNEN, CEO).
- How much revenue does NORTHWEST SENIOR RESOURCES INCORPORATED have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $20,438,023, expenses of $18,049,446 and total assets of $8,950,292 at year end.
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