Nonprofit · EIN 38-3013931
REGION 3B AREA AGENCY ON AGING
Tax-exempt · BATTLE CREEK, MI 49017
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $26,026,098 | $24,835,343 | $1,190,755 | $10,507,541 | $2,067,198 | $8,440,343 |
| September 30, 2024 | 990 | $23,703,243 | $24,367,304 | -$664,061 | $9,469,559 | $2,219,971 | $7,249,588 |
| September 30, 2023 | 990 | $21,507,638 | $22,965,939 | -$1,458,301 | $9,559,651 | $1,646,002 | $7,913,649 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $4,055,288
- of which government grants
- $2,583,296
- Program service revenue
- $21,641,021
- Investment income
- $313,347
- Other revenue
- $16,442
Expenses
- Grants and similar amounts paid
- $14,002,187
- Compensation of officers, directors and key employees
- $395,718
- Other salaries and wages
- $3,128,422
- Salaries, compensation and benefits (total)
- $4,579,449
- Professional fundraising fees
- $0
- Occupancy
- $304,673
- Travel
- $103,208
- Depreciation
- $49,826
- Program services (functional)
- $24,835,343
Balance sheet and other
- Total assets, start of year
- $9,469,559
- Total assets, end of year
- $10,507,541
- Total liabilities, end of year
- $2,067,198
- Net assets, end of year
- $8,440,343
- Land, buildings and equipment
- $227,587
- Net assets without donor restrictions
- $7,920,415
- Net assets with donor restrictions
- $519,928
- Gross receipts
- $26,026,098
- Employees
- 64
- Volunteers
- 7
- Year formed
- 1990
- State of legal domicile
- MI
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 | Other / benefits |
|---|---|---|---|---|
| STACY WINES | CHIEF EXECUT Officer | 40 | $144,932 | $16,028 |
| PAULETTE PORTER | CHEIF OPERAT Officer | 40 | $123,438 | $13,693 |
| AMBER LOGSDEN | CHIEF CLINIC Officer | 40 | $104,467 | $26,951 |
| JOHN GELLETICH | DIRECTOR OF Highest-paid employee | 40 | $102,614 | $18,258 |
| GLIN WINSOR | CHIEF FINANC Officer | 40 | $22,881 | $593 |
| JIM BALDWIN | CHAIR FINANC Officer | 1 | $0 | $0 |
| ALLEN BYAM | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEANA SPENCER | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 |
| JENNIFER DEWITT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEG FAIRCHILD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY FRISBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTINA KHIM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA MAUPIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSE OROZCO JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHERII SHERBAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLARE TANNER | DIRECTOR Trustee or director | 1 | $0 |
| SHIRLEY TUGGLE | DIRECTOR Trustee or director | 1 | $0 |
| LINDA WHITFIELD | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACY WINES | CHIEF EXECUT Officer | 40 | $128,175 | $14,285 |
| GLIN WINSOR | CHIEF FINANC Officer | 40 | $113,285 | $4,914 |
| JIM BALDWIN | CHAIR FINANC Officer | 1 | $0 | $0 |
| ALLEN BYAM | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEANA SPENCER | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 |
| CORALLY O'DELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSE OROZCO JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHERII SHERBAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA WHITFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY FRISBY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHIRLEY TUGGLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CLARE TANNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MEG FAIRCHILD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LINDA MAUPIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STACY WINES | CHIEF EXECUT Officer | 40 | $141,154 | $14,073 |
| GLIN WINSOR | CHIEF FINANC Officer | 40 | $108,051 | $2,814 |
| JIM BALDWIN | CHAIR FINANC Officer | 1 | $0 | $0 |
| NANCY MULLETT | SECRETARY/TR Trustee or director, Officer | 1 | $0 | $0 |
| LINDA WHITFIELD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LYN BRIEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CORALLY O'DELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLEN BYAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSE OROZCO JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARB FREDERICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHERII SHERBAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVE MARZOLF | BOARD CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| DEANA SPENCER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS J UNGER | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 200 MICHIGAN AVE W STE 102, BATTLE CREEK, MI 49017-3632
- In care of
- % KARLA FALES
- Principal officer (990 for 2024)
- STACY WINES, 200 W MICHIGAN AVE, SUITE 102, BATTLE CREEK, MI 49017
- Signed the 990
- STACY WINES, CHIEF EXECUTIVE OFFI
- Phone
- (269) 966-2450
- Website
- WWW.CAREWELLSERVICES.ORG
- Return prepared by
- LEWIS & KNOPF CPAS
Mission
PROMOTE HEALTH, INDEPENDENCE AND CHOICE
Program accomplishments
- 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 183,833 DAYS OF CARE SERVING 806 CLIENTS PURCHASING SERVICES VALUED AT 14,002,187.Expenses $17,232,623 · grants $14,002,187 · revenue $19,479,496
- 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.
- FUNDING OF OTHER COMMUNITY BASED SERVICES TO OLDER ADULTS SERVICED BY AREA AGENCIESExpenses $7,602,720 · revenue $2,161,525
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 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 38-3013931
- 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
- 1992
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P810)
- Assets (IRS master file)
- $10,507,541
- Income (IRS master file)
- $26,026,098
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $26,026,098 | $24,835,343 | $10,507,541 | XML |
| 990 | September 2024 | $23,703,243 | $24,367,304 | $9,469,559 | XML |
| 990 | September 2023 | $21,507,638 | $22,965,939 | $9,559,651 | XML |
| 990 | September 2022 | $20,469,456 | $21,972,293 | $10,453,792 | 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 38-3013931).
Questions about REGION 3B AREA AGENCY ON AGING
- What is the EIN of REGION 3B AREA AGENCY ON AGING?
- The employer identification number (EIN) of REGION 3B AREA AGENCY ON AGING is 38-3013931.
- Is REGION 3B AREA AGENCY ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
- Are donations to REGION 3B AREA AGENCY ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does REGION 3B AREA AGENCY ON AGING 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 REGION 3B AREA AGENCY ON AGING due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did REGION 3B AREA AGENCY ON AGING 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 REGION 3B AREA AGENCY ON AGING?
- The 990 for the year ended September 30, 2025 names STACY WINES.
- Who are the officers and directors of REGION 3B AREA AGENCY ON AGING?
- The 990 for the year ended September 30, 2025 lists 18 people; 5 received compensation from the organization, the highest $144,932 (STACY WINES, CHIEF EXECUT).
- How much revenue does REGION 3B AREA AGENCY ON AGING have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $26,026,098, expenses of $24,835,343 and total assets of $10,507,541 at year end.
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