Agewell Services Of W Michigan
- Assets
- $1.5m
- Revenue
- $4.6m
- Investments
- $0.0
- Employees
- 126
- Location
- Muskegon, MI
- Founding
- 03/1955
- Data as of
- 09/2021
- EIN
- 38-2033822
Organization Overview
Agewell Services Of W Michigan is located in Muskegon, MI. The organization was established in 1955. According to its NTEE Classification (K34) the organization is classified as: Congregate Meals, under the broad grouping of Food, Agriculture & Nutrition and related organizations. As of 09/2022, Agewell Services Of W Michigan employed 126 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Agewell Services Of W Michigan 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, Agewell Services Of W Michigan generated $4.6m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.8% each year. All expenses for the organization totaled $4.3m during the year ending 09/2021. While expenses have increased by 5.0% 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.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
AGEWELL SERVICES MISSION IS TO PROMOTE HEALTHY AGING AND MAXIMIZE INDEPENDENCE THROUGH NUTRITION, WELLNESS, AND SUPPORTIVE SERVICES IN THE COMMUNITY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONGREGATE - SERVE AT CONGREGATE LUNCH AND ACTIVITY MEAL SITES TO PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. FOR THE FISCAL YEAR, INSIDE DINING AND TO GO MEALS WERE BOTH SERVED. TOTAL MEALS SERVED ARE 67,813.
HOME DELIVERED - SERVE MEALS IN HOMES OF PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. THERE WERE NO MATERIAL CHANGES IN THE SERVICE. TOTAL MEALS SERVED ARE 203,631.
MEDICAID WAIVER - HOME DELIVERED AND CONGREGATE MEALS TO PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. THERE WERE NO MATERIAL CHANGES IN THE SERVICE. TOTAL PARTICIPANTS SERVED ARE 210 AND TOTAL MEALS SERVED ARE 45,924.
MISCELLANEOUS SERVICES - TO PROMOTE WELLNESS AND ENRICHMENT TO SENIORS. THIS INCLUDES WELLNESS, FULL PAY, ELDER ABUSE, TRANSPORTATION, PATH, MATTER OF BALANCE AND OTHER ACTIVITIES.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Kris Collee Executive Di | Officer | 40 | $80,641 |
Matt Mills Secretary | OfficerTrustee | 1 | $0 |
Tom Dake Chair | OfficerTrustee | 1 | $0 |
Latonya Beene Treasurer | OfficerTrustee | 1 | $0 |
Marty Gerencer Vice Chair | OfficerTrustee | 1 | $0 |
Diane Cunningham Director | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $1,468 |
| Related organizations | $0 |
| Government grants | $2,049,417 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,449,728 |
| Noncash contributions included in lines 1a–1f | $5,087 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,500,613 |
| Total Program Service Revenue | $717,062 |
| Investment income | $6,315 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $14,934 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $6,159 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $4,620,320 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| 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. | $85,582 |
| Compensation of current officers, directors, key employees. | $1,225 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $1,771,364 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $138,537 |
| Payroll taxes | $137,948 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $345 |
| Fees for services: Accounting | $22,245 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $60,556 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $266,151 |
| Advertising and promotion | $35,561 |
| Office expenses | $150,860 |
| Information technology | $7,133 |
| Royalties | $0 |
| Occupancy | $239,903 |
| Travel | $162,447 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $625 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $68,894 |
| Insurance | $64,009 |
| All other expenses | $5,541 |
| Total functional expenses | $4,250,057 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $744,222 |
| Pledges and grants receivable | $322,287 |
| Accounts receivable, net | $38,001 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $81,610 |
| Prepaid expenses and deferred charges | $54,049 |
| Net Land, buildings, and equipment | $173,027 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $62,277 |
| Total assets | $1,475,473 |
| Accounts payable and accrued expenses | $407,237 |
| Grants payable | $0 |
| Deferred revenue | $45,243 |
| 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 | $997 |
| Other liabilities | $0 |
| Total liabilities | $453,477 |
| Net assets without donor restrictions | $991,455 |
| Net assets with donor restrictions | $30,541 |
| 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 | $1,475,473 |
Grants Recieved
Over the last fiscal year, we have identified 11 grants that Agewell Services Of W Michigan has recieved totaling $2,302,340.
| Awarding Organization | Amount |
|---|---|
Senior Resources Of West Michigan Muskegon, MI PURPOSE: Care Serv for Older Adults | $2,149,658 |
Meals On Wheels America Arlington, VA PURPOSE: PROJECT SUPPORT AND OTHER SERVICES | $45,000 |
Michigan Health Endowment Fund Brighton, MI PURPOSE: MEALS ON WHEELS AND LUNCH AND ACTIVITY CENTERS TECH GROWTH | $27,500 |
Communtiy Foundation Of The Holland Zeeland Area Holland, MI PURPOSE: GENERAL SUPPORT | $25,000 |
United Way Of The Lakeshore Inc Muskegon, MI PURPOSE: GENERAL SUPPPORT | $21,998 |
Muskegon County Community Foundation Muskegon, MI PURPOSE: GENERAL SUPPORT; TO BE USED FOR MEDICAL APPOINTMENT TRANSPORTATION FOR MUSKEGON CLIENT; SENIOR TRANSPORTATION; FEED THE COMMUNITY PROGRAMS | $13,440 |
Endowment Analysis
| Beg. Balance | $281,071 |
| Earnings | -$49,474 |
| Admin Expense | $1,868 |
| Net Contributions | $350 |
| Grants | $11,446 |
| Ending Balance | $218,633 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Agewell Services Of W Michigan Muskegon, MI | $1,475,473 | $4,620,320 |
American Dairy Association Indiana Inc Indianapolis, IN | $1,813,231 | $3,820,680 |
Mid-Land Meals Inc Lafayette, IN | $1,643,796 | $2,653,335 |
Ministry With Community Inc Kalamazoo, MI | $9,552,131 | $2,117,153 |
Our Daily Bread Cincinnati, OH | $4,239,092 | $2,030,172 |
Community Kitchen Of Monroe County Inc Bloomington, IN | $1,901,599 | $1,303,119 |
East Side Soup Kitchen Saginaw, MI | $1,012,955 | $1,340,213 |
Safe Harbor Community Center Bay City, MI | $229,364 | $871,376 |
Homebound Meals Inc Fort Wayne, IN | $745,663 | $433,047 |
Trumbull Mobile Meals Warren, OH | $364,895 | $438,413 |
Community Kitchen Inc Columbus, OH | $366,657 | $400,698 |
Mobile Meals Of Dover New Philadelphia Inc Dover, OH | $118,626 | $216,257 |