Northwest Senior Resources Incorporated
- Assets
- $6.3m
- Revenue
- $18.4m
- Investments
- $690.9k
- Employees
- 44
- Location
- Traverse City, MI
- Founding
- 04/1978
- Data as of
- 09/2021
- EIN
- 38-2056710
Organization Overview
Northwest Senior Resources Incorporated, operating under the name Area Agency On Aging Of Northwest Mi, is located in Traverse City, MI. The organization was established in 1978. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 09/2021, Area Agency On Aging Of Northwest MI employed 44 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Area Agency On Aging Of Northwest MI is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Area Agency On Aging Of Northwest MI generated $18.4m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 7.3% each year. All expenses for the organization totaled $17.7m during the year ending 09/2021. While expenses have increased by 6.7% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Area Agency On Aging Of Northwest MI has awarded 84 individual grants totaling $10,215,694. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
TO SERVE AND ADVOCATE FOR OLDER ADULTS, ADULTS WITH DISABILITIES, AND CAREGIVERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY, AND QUALITY OF LIFE.
Describe the Organization's Program Activity:
Part 3 - Line 4a
504 INDIVIDUALS WERE SERVED VIA THE MICHOICE 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 A COMMUNITY SETTING. $ 10,052,048 WAS EXPENDED ON DIRECT SERVICES.
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. DURING THE FISCAL YEAR, 253 PARTICIPANTS WERE PROVIDED SERVICE. ADDITIONALLY, THROUGH THE NURSING HOME TRANSITION SERVICES, AAANM ASSISTS MEDICIAD ELIGIBLE ADULTS TO DEVELOP A PLAN FOR RETURNING TO COMMUNITY LIVING. 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 TRANSPORTION. AAANM DISTRIBUTED $777,690, IN IN-HOME SERVICE DOLLARS THROUGH THE CARE MANAGEMENT PROGRAM.
CONTRACTED SERVICES: AAANM CONTRACTS FEDERAL OLDER AMERICANS ACT AND STATE OLDER MICHIGANIANS ACT FUNDING TO ORGANIZATIONS THAT SERVICE THE 10 COUNTY REGION. CONTRACTED SERVICES INCLUDE: ADULT DAY HEALTH, TRANSPORTATION, KINSHIP CAREGIVER SUPPLEMENTAL SERVICES, CONGREGATE MEALS, HOME DELIVERED MEALS AND LEGAL ASSISTANCE. $1,950,066 WAS DISTRIBUTED TO ALL 10 COUNTIES TO PROVIDE HOME DELIVERED AND CONGREGATE MEALS TO SENIORS AGE 60 AND OLDER.
AAANM DISTRIBUTED FRESH PRODUCE AS WELL AS CANNED AND BOXED GROCERIES AT VARIOUS TIMES THROUGHOUT THE YEAR TO SENIORS 60 YEARS OF AGE AND OLDER IN OUR 10-COUNTY REGION. THROUGH THE MMAP PROGRAM, 314 SENIORS WERE HELPED IN SELECTING NEW MEDICARE PLANS DURING MEDICARE'S ANNUAL ENROLLMENT PERIOD. IN ADDITION, 497 SENIORS WERE HELPED THROUGHOUT THE YEAR TO ENROLL IN MEDICARE AND MEDICAID AS WELL AS ASSISTED IN RESOLVING PROBLEMS WITH THEIR COVERAGE.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Heidi Gustine Executive Director | Officer | 40 | $102,608 |
Michelle Cronin Finance Director - Resigned 2/15/21 | Officer | 40 | $98,501 |
Rebecca Barr Trustee Oct-Jun; Vice Chair Jul-Sep | OfficerTrustee | 1 | $0 |
Pam Niebrzydowski Vice Chair Oct-Jun; Chair Jul-Sep | OfficerTrustee | 1 | $0 |
David White Trustee Oct-Jun; Treasurer Jul-Sep | OfficerTrustee | 1 | $0 |
Beth Wagner Trustee | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Benzie Senior Resources Inhome Service, Meals | 9/29/21 | $328,719 |
Albridge Home Care Inhome Service | 9/29/21 | $892,734 |
Nw Mi Community Action Agency Inhome Service, Contracted Meals | 9/29/21 | $1,052,730 |
Serenity Home Care Inhome Service | 9/29/21 | $756,057 |
Bay Home Health Care Llc Inhome Service | 9/29/21 | $285,484 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $18,109,785 |
| All other contributions, gifts, grants, and similar amounts not included above | $44,259 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $18,154,044 |
| Total Program Service Revenue | $226,573 |
| Investment income | $24,794 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$17 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $18,405,394 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,122,489 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $186,101 |
| Compensation of current officers, directors, key employees. | $29,569 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,143,748 |
| Pension plan accruals and contributions | $192,161 |
| Other employee benefits | $544,885 |
| Payroll taxes | $177,681 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $65,420 |
| Fees for services: Accounting | $273,671 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $643 |
| Fees for services: Other | $512,935 |
| Advertising and promotion | $4,710 |
| Office expenses | $100,159 |
| Information technology | $15,274 |
| Royalties | $0 |
| Occupancy | $32,102 |
| Travel | $13,087 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $35,633 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $17,679,490 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $2,218,579 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $3,052,784 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $80,334 |
| Net Land, buildings, and equipment | $266,775 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $690,861 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $6,309,333 |
| Accounts payable and accrued expenses | $1,503,065 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $1,503,065 |
| Net assets without donor restrictions | $4,804,423 |
| Net assets with donor restrictions | $1,845 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $6,309,333 |
Grants Awarded
Over the last fiscal year, Northwest Senior Resources Incorporated has awarded $2,122,489 in support to 13 organizations.
| Grant Recipient | Amount |
|---|---|
Traverse City, MI PURPOSE: MEALS | $768,715 |
ANTRIM COUNTY COMMUNITY ON AGING PURPOSE: IN HOME SERVICE - MEALS | $297,338 |
Honor, MI PURPOSE: IN HOME SERVICE - MEALS | $267,294 |
Petoskey, MI PURPOSE: IN HOME SERVICE - MEALS | $204,776 |
KALKASKA COUNTY COMMISSION ON AGING PURPOSE: IN HOME SERVICE - MEALS | $201,696 |
CHARLEVOIX COUNTY COMMUNITY ON AGING PURPOSE: ADULT DAY CARE/MEALS | $173,940 |
Grants Recieved
Over the last fiscal year, we have identified 4 grants that Northwest Senior Resources Incorporated has recieved totaling $456,296.
| Awarding Organization | Amount |
|---|---|
Michigan Health Endowment Fund Brighton, MI PURPOSE: CONNECTED2CARE 2.0 | $300,000 |
Mmap Inc Lansing, MI PURPOSE: ON-GOING SUPPORT | $53,148 |
Mmap Inc Lansing, MI PURPOSE: ON-GOING SUPPORT | $53,148 |
Michigan Health Endowment Fund Brighton, MI PURPOSE: INFRASTRUCTURE UPGRADE FOR TELEHEALTH | $50,000 |
Endowment Analysis
| Beg. Balance | $653,754 |
| Earnings | $37,107 |
| Ending Balance | $690,861 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Area Agency On Aging Planning And Service Area 2 Dayton, OH | $35,326,580 | $52,166,513 |
Greater Wisconsin Agency On Aging Resources Inc Madison, WI | $13,731,196 | $42,134,890 |
Region Vii Area Agency On Aging Inc Bay City, MI | $27,799,297 | $38,562,151 |
Senior Alliance Inc Wayne, MI | $16,386,744 | $34,715,778 |
Ohio District 5 Area Agency On Aging Inc Ontario, OH | $14,917,880 | $37,069,853 |
Area Office On Aging Of Northwestern Ohio Inc Toledo, OH | $9,850,428 | $34,744,800 |
Senior Resources Of West Michigan Muskegon, MI | $9,040,002 | $32,747,612 |
Direction Home Of Eastern Ohio Inc Youngstown, OH | $12,452,195 | $32,192,790 |
Cicoa Aging & In Home Solutions Inc Indianapolis, IN | $13,970,745 | $32,334,743 |
Region Iv Area Agency On Aging Inc St Joseph, MI | $19,930,869 | $25,090,998 |
Psa 3 Agency On Aging Inc Lima, OH | $4,941,365 | $21,917,488 |
Region Ii Commission On Services To The Aging Brooklyn, MI | $15,232,514 | $24,253,208 |