Nonprofit · EIN 38-2058542
AREA AGENCY ON AGING OF WESTERN MICHIGAN INC
Tax-exempt · GRAND RAPIDS, MI 49525
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $70,380,651 | $71,021,743 | -$641,092 | $17,197,839 | $7,801,190 | $9,396,649 |
| September 30, 2024 | 990 | $67,267,561 | $69,748,691 | -$2,481,130 | $17,530,845 | $7,571,051 | $9,959,794 |
| September 30, 2023 | 990 | $61,020,846 | $64,016,483 | -$2,995,637 | $19,037,669 | $6,669,839 | $12,367,830 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $52,805,996
- of which government grants
- $52,713,341
- Program service revenue
- $17,180,820
- Investment income
- $413,116
- Net rental income
- -$19,281
- Other revenue
- -$19,281
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $283,275
- Other salaries and wages
- $7,061,856
- Salaries, compensation and benefits (total)
- $10,162,358
- Professional fundraising fees
- $0
- Legal fees
- $23,971
- Accounting fees
- $66,900
- Occupancy
- $264,431
- Travel
- $251,160
- Depreciation
- $141,092
- Program services (functional)
- $68,095,584
- Management and general (functional)
- $2,926,159
Balance sheet and other
- Total assets, start of year
- $17,530,845
- Total assets, end of year
- $17,197,839
- Total liabilities, end of year
- $7,801,190
- Net assets, end of year
- $9,396,649
- Land, buildings and equipment
- $2,425,347
- Publicly traded securities
- $3,854,253
- Net assets without donor restrictions
- $9,278,617
- Net assets with donor restrictions
- $118,032
- Gross receipts
- $70,443,692
- Employees
- 128
- Volunteers
- 26
- Year formed
- 1974
- 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 |
|---|---|---|---|---|
| KENDRICK HEINLEIN | CHIEF EXECUTIVE OFFICER Officer | 40 | $118,595 | $33,726 |
| LAURA DOBRZELEWSKI | VP OF CARE MANAGEMENT Highest-paid employee | 40 | $112,600 | $15,824 |
| SUZANNE FILBY-CLARK | FORMER COO THROUGH DEC 2024 Former | 40 | $102,906 | $22,029 |
| SCOTT RUSSETT | CHIEF FINANCIAL OFFICER Officer | 40 | $102,098 | $15,311 |
| BILL ROUTLEY | CHAIRPERSON Trustee or director, Officer | 4 | $0 | $0 |
| CAROL HENNESSY | CO-CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| CHUCK HAZEKAMP | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| RON BACON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| NANCY NIELSEN | BOARD MEMBER-AT-LARGE Trustee or director | 2 | $0 | $0 |
| MARILYN BURNS | BOARD MEMBER-AT-LARGE Trustee or director | 2 | $0 | $0 |
| EDNA ALBERT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| NATHAN ALEXANDER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON BONGARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARY CAMPBELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANE DEVRIES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARK DEYOUNG | BOARD MEMBER Trustee or director | 1 | $0 |
| RICHARD FITZPATRICK | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA KNIGHT | BOARD MEMBER Trustee or director | 1 | $0 |
| DAWN MONTEGUE | BOARD MEMBER Trustee or director | 1 | $0 |
| RUSS NEHEMER | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTINE RAYMOND | BOARD MEMBER Trustee or director | 1 | $0 |
| LARRY TIEJEMA | BOARD MEMBER Trustee or director | 1 | $0 |
| LORI TUBBERGEN-CLARK | BOARD MEMBER Trustee or director | 1 | $0 |
| RON BAKER | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
| KEN DELAAT | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
| TIM MICHELL | FORMER BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| KENDRICK HEINLEIN | CHIEF EXECUTIVE OFFICER Officer | 40 | $115,644 | $33,009 |
| SUZANNE FILBY-CLARK | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $111,590 | $31,060 |
| LAURA DOBRZELEWSKI | VP OF CARE MANAGEMENT Highest-paid employee | 40 | $104,623 | $14,156 |
| SCOTT RUSSETT | CHIEF FINANCIAL OFFICER Officer | 40 | $87,909 | $12,917 |
| BILL ROUTLEY | CHAIRPERSON Trustee or director, Officer | 4 | $0 | $0 |
| MARILYN BURNS | BOARD MEMBER-AT-LARGE Trustee or director, Officer | 2 | $0 | $0 |
| CAROL HENNESSY | CO-CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| RON BACON | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| NANCY NIELSEN | BOARD MEMBER-AT-LARGE Trustee or director | 2 | $0 | $0 |
| STUART PEET | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON BONGARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TIM MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LARRY TIEJEMA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANE DEVRIES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHUCK HAZEKAMP | TREASURER Trustee or director | 2 | $0 | $0 |
| KIM HALLADAY | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEN DELAAT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTINE RAYMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EDNA ALBERT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK DEYOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD FITZPATRICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LISA KNIGHT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RON BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAWN MONTEGUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SUZANNE FILBY-CLARK | CHIEF OPERATING OFFICER Highest-paid employee | 40 | $109,880 | $28,405 |
| JACKIE O'CONNOR | FORMER EXEC DIRECTOR THRU SEPT 2022 Former | 40 | $117,060 | $9,294 |
| KENDRICK HEINLEIN | CEO STARTING OCTOBER 2022 Officer | 40 | $85,170 | $27,144 |
| VINCE LAMBERT | FORMER CFO THROUGH JUNE 2023 Officer | 40 | $89,131 | $21,660 |
| SCOTT RUSSETT | CFO STARTING JULY 2023 Officer | 40 | $59,797 | $6,637 |
| BILL ROUTLEY | CHAIRPERSON Trustee or director, Officer | 4 | $0 | $0 |
| MARILYN BURNS | VICE CHAIRPERSON Trustee or director, Officer | 2 | $0 | $0 |
| CAROL HENNESSY | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| RON BACON | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| NANCY NIELSEN | BOARD MEMBER-AT-LARGE Trustee or director | 2 | $0 | $0 |
| STUART PEET | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KATHY BRESNAHAN | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BETTY DERMYER | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| SHARON BONGARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| TIM MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LARRY TIEJEMA | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JANE DEVRIES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DENNIS SITZER | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| CHUCK HAZEKAMP | BOARD MEMBER-AT-LARGE Trustee or director | 2 | $0 | $0 |
| MILINDA YSASI | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICK CAIN | FORMER BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KIM HALLADAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KEN DELAAT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| KRISTINE RAYMOND | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| EDNA ALBERT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| MARK DEYOUNG | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RICHARD FITZPATRICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| LISA KNIGHT | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| RON BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| DAWN MONTEGUE | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3215 EAGLECREST DR NE, GRAND RAPIDS, MI 49525-7005
- Principal officer (990 for 2024)
- KENDRICK HEINLEIN, 3215 EAGLECREST DR NE, GRAND RAPIDS, MI 495257005
- Signed the 990
- KENDRICK HEINLEIN, CHIEF EXECUTIVE OFFICER
- Phone
- (616) 456-5664
- Website
- WWW.AAAWM.ORG
- Return prepared by
- DOEREN MAYHEW
Mission
THROUGH INTERNAL EXPERTISE, EXTERNAL PARTNERSHIPS, AND ADVOCACY, THE AREA AGENCY ON AGING OF WESTERN MICHIGAN PROVIDES OLDER ADULTS, ADULTS WITH DISABILITIES, AND THEIR CAREGIVERS EQUITABLE ACCESS TO SERVICES THAT PROMOTE INDEPENDENCE AND DIGNITY IN THEIR COMMUNITIES.
Program accomplishments
- THE AGENCY PROVIDES OLDER PERSONS AND PERSONS WITH DISABILITIES IN SOCIAL AND ECONOMIC NEED WITH SERVICES DESIGNED TO MAINTAIN INDEPENDENCE AND DIGNITY THROUGH PLANNING RESOURCE USE, FUNDING AND COORDINATING SUPPORT SERVICES, ADVOCATING ON BEHALF OF OLDER ADULTS, AND EDUCATING COMMUNITIES ABOUT AGING ISSUES.Expenses $68,095,584 · revenue $17,180,820
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
- 38-2058542
- 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
- 1976
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $17,197,839
- Income (IRS master file)
- $70,443,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $70,380,651 | $71,021,743 | $17,197,839 | XML |
| 990 | September 2024 | $67,267,561 | $69,748,691 | $17,530,845 | XML |
| 990 | September 2023 | $61,020,846 | $64,016,483 | $19,037,669 | XML |
| 990 | September 2022 | $57,077,059 | $57,302,896 | $21,031,241 | 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 38-2058542).
Questions about AREA AGENCY ON AGING OF WESTERN MICHIGAN INC
- What is the EIN of AREA AGENCY ON AGING OF WESTERN MICHIGAN INC?
- The employer identification number (EIN) of AREA AGENCY ON AGING OF WESTERN MICHIGAN INC is 38-2058542.
- Is AREA AGENCY ON AGING OF WESTERN MICHIGAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to AREA AGENCY ON AGING OF WESTERN MICHIGAN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AREA AGENCY ON AGING OF WESTERN MICHIGAN INC 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 AREA AGENCY ON AGING OF WESTERN MICHIGAN INC 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 AREA AGENCY ON AGING OF WESTERN MICHIGAN INC 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 AREA AGENCY ON AGING OF WESTERN MICHIGAN INC?
- The 990 for the year ended September 30, 2025 names KENDRICK HEINLEIN.
- Who are the officers and directors of AREA AGENCY ON AGING OF WESTERN MICHIGAN INC?
- The 990 for the year ended September 30, 2025 lists 26 people; 4 received compensation from the organization, the highest $118,595 (KENDRICK HEINLEIN, CHIEF EXECUTIVE OFFICER).
- How much revenue does AREA AGENCY ON AGING OF WESTERN MICHIGAN INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $70,380,651, expenses of $71,021,743 and total assets of $17,197,839 at year end.
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