Region 3b Area Agency On Aging
- Assets
- $12.3m
- Revenue
- $21.2m
- Investments
- $118.4k
- Employees
- 64
- Location
- Battle Creek, MI
- Founding
- 02/1992
- Data as of
- 09/2021
- EIN
- 38-3013931
Organization Overview
Region 3b Area Agency On Aging, operating under the name Carewell Services Southwest, is located in Battle Creek, MI. The organization was established in 1992. 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, Carewell Services Southwest employed 64 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Carewell Services Southwest 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, Carewell Services Southwest generated $21.2m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.2% each year. All expenses for the organization totaled $19.9m during the year ending 09/2021. While expenses have increased by 1.8% 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
OUR MISSION IS TO PROMOTE HEALTH, INDEPENDENCE AND CHOICE
Describe the Organization's Program Activity:
Part 3 - Line 4a
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 376,655 DAYS OF CARE SERVING 1,422 CLIENTS PURCHASING SERVICES VALUED AT 11,133,263.
PROVIDED MEDICARE/MEDICAID BENEFICIARIES WITH FREE, ONE-ON-ONE COUNSELING RELATED TO THEIR BENEFITS AND AVAILABLE PUBLIC BENEFITS IN BARRY & CALHOUN COUNTIES THROUGH 1,172 HOURS OF TIME SPENT BY 17 TRAINED COUNSELORS/VOLUNTEERS.
FUNDING OF OTHER COMMUNITY BASED SERVICES TO OLDER ADULTS SERVICED BY AREA AGENCIES
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Karla Fales Past CEO | Officer | 40 | $118,889 |
Stacy Wines Chief Execut | Officer | 40 | $70,082 |
Steve Marzolf Board Chair | OfficerTrustee | 1 | $0 |
Nancy Mullett Secretary/tr | OfficerTrustee | 1 | $0 |
Jim Baldwin Chair Financ | Officer | 1 | $0 |
Barb Frederick Director | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gt Financial Gt Financial Service To Seni | 9/29/21 | $2,818,587 |
Senior Services Service To Seni | 9/29/21 | $1,171,225 |
Quality Nursing Services Service To Sen | 9/29/21 | $900,029 |
Home Sweet Home In-home Care Service To Sen | 9/29/21 | $862,588 |
Comforcare Home Care Service To Sen | 9/29/21 | $763,485 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $1,189,566 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $1,575,067 |
| All other contributions, gifts, grants, and similar amounts not included above | $559,178 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,323,811 |
| Total Program Service Revenue | $17,868,853 |
| Investment income | $26,476 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $21,229,876 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $11,133,263 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $306,718 |
| Compensation of current officers, directors, key employees. | $306,718 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,142,249 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $452,223 |
| Payroll taxes | $220,627 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $35,199 |
| Advertising and promotion | $153,843 |
| Office expenses | $100,309 |
| Information technology | $5,949 |
| Royalties | $0 |
| Occupancy | $122,976 |
| Travel | $15,745 |
| 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 | $41,305 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $19,918,736 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $7,920,093 |
| Savings and temporary cash investments | $2,659,925 |
| Pledges and grants receivable | $1,435,159 |
| Accounts receivable, net | $0 |
| 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 | $97,856 |
| Net Land, buildings, and equipment | $50,599 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $118,419 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $12,282,051 |
| Accounts payable and accrued expenses | $1,772,202 |
| 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 | $1,772,202 |
| Net assets without donor restrictions | $9,915,233 |
| Net assets with donor restrictions | $594,616 |
| 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 | $12,282,051 |
Grants Recieved
Over the last fiscal year, we have identified 3 grants that Region 3b Area Agency On Aging has recieved totaling $68,750.
| Awarding Organization | Amount |
|---|---|
Consumers Energy Foundation Jackson, MI PURPOSE: HERITAGE COMMONS SENIOR ENRICHMENT CENTER (HCSEC) EXPANSION PROJECT | $25,000 |
United Way Of South Central Michigan Kalamazoo, MI PURPOSE: REMOVING BARRIERS FOR ALL | $23,750 |
Cronin Foundation Marshall, MI PURPOSE: EXPANSION PROJECT | $20,000 |
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 |