2026-02-06T10:48:05-05:00 2025-09-30 382088116 BRICKLEY DELONG PC PO BOX 999 MUSKEGON MI 494430999 990 2024-10-01 382033822 AGEWELL SERVICES OF WEST MICHIGAN AGEW 2317338640 275 WEST CLAY AVENUE SUITE 100 MUSKEGON MI 49440 KRIS VANDERSTELT EXECUTIVE DIRECTOR 2317550434 2026-01-19 true false JENNIFER L WHEELER CPA P01268264 2317265800 2026-01-22 2024 2025-03-06 01:10:19Z KRIS VANDERSTELT 275 W CLAY AVE 100 MUSKEGON MI 49440 4493738 false X WWW.AGEWELLSERVICES.ORG X 1974 MI AGEWELL SERVICES MISSION IS TO PROMOTE HEALTHY AGING AND MAXIMIZE INDEPENDENCE THROUGH NUTRITION, WELLNESS, AND SUPPORTIVE SERVICES IN THE COMMUNITY. 8 8 110 261 6352 3719095 3647969 830678 699398 14322 19152 45538 45553 4609633 4412072 0 0 2429226 2200551 90522 160584 248624 2502874 2262498 5022622 4623633 -412989 -211561 1519801 1269167 716821 670517 802980 598650 X AGEWELL SERVICES MISSION IS TO PROMOTE HEALTHY AGING AND MAXIMIZE INDEPENDENCE THROUGH NUTRITION, WELLNESS, AND SUPPORTIVE SERVICES IN THE COMMUNITY. false false 2093510 190181 HOME DELIVERED - SERVE MEALS IN HOMES OF PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. TOTAL MEALS SERVED ARE 158,008. 673576 99772 CONGREGATE - SERVE AT CONGREGATE LUNCH AND ACTIVITY MEAL SITES TO PARTICIPANTS IN MUSKEGON, OCEANA AND OTTAWA COUNTIES. TOTAL MEALS SERVED WAS 55,761. 344217 308473 LIFECIRCLES PROVIDE LIFECIRCLES CLIENTS WITH MEALS AND NUTRITION SERVICES EITHER AT HOME OR IN A CONGREGATE SETTING. TOTAL MEALS SERVED WAS 51,857. 1222788 100972 MEDICAID WAIVER - PROVIDE HOME DELIVERED MEALS AND A DAILY VISIT TO HOMEBOUND ELDERLY AND YOUNGER ADULTS WITH DIABILITIES AS PART OF THE HOME AND COMMUNITY BASED SERVICES WAIVER. SERVED 221 PARTICIPANTS AND 46,670 MEALS. OTHER SERVICES - TO PROMOTE WELLNESS AND ENRICHMENT TO SENIORS. THIS INCLUDES WELLNESS, FULL PAY, ELDER ABUSE, TRANSPORTATION, MATTER OF BALANCE AND OTHER ACTIVITIES. 1222788 100972 4334091 true true false false false false false false false true true false false true true true true false false false false false false true true false false false false false false false false false false false false false true false false false false false false false false true 21 0 true 110 true true true false false false false false false false false false false false false false X 8 8 false false false false false false false true true false true true true true true true true true true false false MI X X X KATHERINE KASPRZYK-HAYES 2316832638 275 W CLAY AVE SUITE 100 MUSKEGON MI 49440 TONY JOHNSON CHAIR 1.00 X X 0 0 0 KAYLA KOLBE VICE CHAIR 1.00 X X 0 0 0 RICK SNELLENBERGER TREASURER 1.00 X X 0 0 0 LORENA FREDERICK SECRETARY 1.00 X X 0 0 0 UVETT BROWN EX-OFFICIO 1.00 X 0 0 0 GWEN MOEGGENBORG DIRECTOR 1.00 X 0 0 0 LUKE REYNOLDS DIRECTOR 1.00 X 0 0 0 DELORES DEE WHITTAKER DIRECTOR 1.00 X 0 0 0 BARB VUKITS DIRECTOR 1.00 X 0 0 0 KRIS VANDERSTELT EXECUTIVE DI 40.00 X 140265 0 5488 140265 5488 1 false false false 15939 2245995 1386035 26427 3647969 CONTRACTED SERVICES 331140 331140 HOME DELIVERED MEALS 190181 190181 CONGREGATE MEALS 99772 99772 PRIVATE PAY MEALS 41490 41490 WELLNESS PROGRAM 36815 36815 699398 13382 13382 223 8305 2758 223 5547 5770 5770 79013 15939 65733 13280 26091 13175 12916 6564 6352 MISCELLANEOUS 19357 19357 19357 4412072 731089 6352 13382 138486 134419 2069 1998 1767750 1715841 26413 25496 150456 147555 1515 1386 143859 141076 1456 1327 32540 32540 160584 160584 2032 2032 180319 180029 290 49264 37693 1558 10013 104063 97874 1369 4820 11631 9156 12 2463 243462 241486 1816 160 229778 228273 121 1384 64812 64812 122798 122779 19 FOOD COSTS 982791 949581 33210 SUPPLIES 146327 145367 533 427 SMALL EQUIPMENT AND REPAI 71839 69321 219 2299 OTHER MISCELLANEOUS 17343 12790 1515 3038 3499 3499 4623633 4334091 40918 248624 359629 393573 425178 235178 101239 64439 100936 107126 63363 99682 1902202 1769311 200232 132891 269224 236278 1519801 1269167 441066 437958 20058 12270 255697 220289 716821 670517 X 758296 556021 44684 42629 802980 598650 1519801 1269167 X -211561 4755 2476 X false true X true true true X 3484755 4579409 3793031 3719095 3647969 19224259 3484755 4579409 3793031 3719095 3647969 19224259 19224259 6315 8332 33732 12311 13382 74072 6172 8351 16648 10090 6352 47613 373237 4823 3650 2849 19357 403916 19749860 4833339 0.97340 0.97370 X PART II, LINE 10 MISCELLANEOUS 403,916 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 268060 350 33458 2032 299836 214887 350 54236 1413 268060 218633 1195 31885 35106 1720 214887 281071 350 -49474 11446 1868 218633 232830 850 47391 281071 1.00000 true false 1135755 1111524 24231 739953 633807 106146 26494 23980 2514 132891 ROU ASSET 216936 BENEFICIAL INTEREST IN ASSETS HELD B 19342 236278 LEASE LIABILITIES 220289 220289 X 4551288 4755 55562 80931 141248 4410040 2032 2032 4412072 4755618 55562 78908 134470 4621148 2032 453 2485 4623633 SCHEDULE D, PAGE 2, PART V, LINE 4 THE AGEWELL SERVICES/MEALS ON WHEELS OF WEST MICHIGAN ENDOWMENT FUND (ENDOWMENT FUND) WAS ESTABLISHED IN 2011 BY AGEWELL PRIMARILY TO TRANSFER OPERATIONAL SURPLUSES, TO FUND ANY OPERATIONAL DEFICIENCIES AND TO RECEIVE FUND CONTRIBUTIONS. THE AGREEMENT WITH THE COMMUNITY FOUNDATION ALLOWS THE USE OF THE FUND INCOME AND PRINCIPAL TO BE USED FOR AGEWELL GENERAL OPERATIONS. SCHEDULE D, PAGE 3, PART X IN THE PREPARATION OF TAX RETURNS, TAX POSITIONS ARE TAKEN BASED ON INTERPRETATION OF FEDERAL, STATE AND LOCAL INCOME TAX LAWS. MANAGEMENT PERIODICALLY REVIEWS AND EVALUATES THE STATUS OF UNCERTAIN TAX POSITIONS AND MAKES ESTIMATES OF AMOUNTS, INCLUDING INTEREST AND PENALTIES, ULTIMATELY DUE OR OWED. NO AMOUNTS HAVE BEEN IDENTIFIED, OR RECORDED, AS UNCERTAIN TAX POSITIONS. FEDERAL, STATE AND LOCAL TAX RETURNS GENERALLY REMAIN OPEN FOR EXAMINATION BY THE VARIOUS TAXING AUTHORITIES FOR A PERIOD OF THREE OR FOUR YEARS. SCHEDULE D, PAGE 4, PART XI, LINE 2D DIRECT FUNDRAISING EXPENSES 65,733 COST OF GOODS SOLD 13,175 GAIN FROM BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 2,024 ROUNDING -1 SCHEDULE D, PAGE 4, PART XII, LINE 2D DIRECT FUNDRAISING EXPENSES 65,733 COST OF GOODS SOLD 13,175 SCHEDULE D, PAGE 4, PART XII, LINE 4B GAAP VS TAX LEASE DIFFERENCE 453 X true LAUTMAN MASKA NEILL & CO 1730 RHODE ISLAND AVE NW SUITE 30 WASHINGTON DC 20036 DIRECT MAI false 302786 160584 142202 302786 160584 142202 MI HEELS FOR MEALS 73736 15939 57797 16923 12926 23147 PARTIES IN THE 19832 19832 12737 93568 15939 77629 16923 12926 35884 65733 11896 X 1 10488 FAIR MARKET VALUE X AUCTION ITEMS 83 15939 FAIR MARKET VALUE false true false FORM 990, PAGE 2, PART III, LINE 4D MEDICAID WAIVER - PROVIDE HOME DELIVERED MEALS AND A DAILY VISIT TO HOMEBOUND ELDERLY AND YOUNGER ADULTS WITH DIABILITIES AS PART OF THE HOME AND COMMUNITY BASED SERVICES WAIVER. SERVED 221 PARTICIPANTS AND 46,670 MEALS. OTHER SERVICES - TO PROMOTE WELLNESS AND ENRICHMENT TO SENIORS. THIS INCLUDES WELLNESS, FULL PAY, ELDER ABUSE, TRANSPORTATION, MATTER OF BALANCE AND OTHER ACTIVITIES. FORM 990, PAGE 6, PART VI, LINE 11B A BRICKLEY DELONG REPRESENTATIVE WILL PRESENT THE FINANCIAL AUDIT, FEDERAL SINGLE AUDIT AND FOR 990 TO THE BOARD FOR THEIR REVIEW AND PRIOR APPROVAL PRIOR TO ANY OF THESE DOCUMENTS BEING FINALIZED. FORM 990, PAGE 6, PART VI, LINE 12C HUMAN RESOURCES REQUIRES EMPLOYEES AND BOARD OF DIRECTORS TO COMPLETE A CONFLICT OF INTEREST POLICY. SUPERVISORS REVIEW IT ANNUALLY FOR UPDATES AND DOCUMENT THIS WITH EACH EMPLOYEE. THIS FORM IS KEPT IN THEIR PERSONNEL FILE. THE EXECUTIVE DIRECTOR GETS FORMS COMPLETED AND UPDATED BY THE BOARD ANNUALLY. A COMPILATION REVIEW OF THE FORMS ARE PRESENTED TO THE PERSONNEL COMMITTEE ANNUALLY FOR REVIEW AND A REPORT GIVEN TO THE BOARD FOR DISCUSSION AND ACCEPTANCE. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD OF DIRECTORS PERSONNEL COMMITTEE WILL USE THE NON-PROFIT SALARY SURVEY FOR WEST MICHIGAN AND IN ADDITION, REQUEST FROM 3-5 OTHER NON- PROFITS THEIR EXECUTIVE DIRECTOR INFORMATION TO USE FOR COMPARISON. UPON REVIEW AND DISCUSSION, THE PERSONNEL COMMITTEE WILL REPORT TO THE BOARD OF DIRECTORS TO ENSURE THE EXECUTIVE DIRECTOR IS COMPENSATED FAIRLY AND NOT IN EXCESS. FORM 990, PAGE 6, PART VI, LINE 19 THE LAST THREE YEARS OF AUDIT FINANCIALS ARE ON THE AGEWELLSERVICES.ORG WEBSITE. GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT ON THE WEBSITE, BUT ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9 DIRECT FUNDRAISING EXPENSES 65,733 COST OF GOODS SOLD 13,175 GAIN FROM BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 2,024 ROUNDING -1 DIRECT FUNDRAISING EXPENSES -65,733 COST OF GOODS SOLD -13,175 GAAP VS TAX LEASE DIFFERENCE 453 TOTAL 2,476