REGION II COMMISSION ON SERVICES TO THE AGING Charity Report

Public IRS 990 nonprofit record

REGION II COMMISSION ON SERVICES TO THE AGING

EIN 38-2056030 · Human Services (P81Z)

What they do

THE AREA AGENCY ON AGINGS MISSION is to IMPROVE CONDITIONS AFFECTING THE LIVES of THE OLDER ADULTS and INDIVIDUALS WITH DISABILITIES IN THE REGION BY: IDENTIFYING CONCERNS of THOSE PEOPLE and DEVELOPING A COMPREHENSIVE and COORDINATED NETWORK of SERVICES IN HILLSDALE, JACKSON and LENAWEE COUNTIES THAT WILL ENABLE OLDER PERSONS and INDIVIDUALS WITH DISABILITIES to FUNCTION AS INDEPENDENTLY AS POSSIBLE IN THEIR HOMES and COMMUNITIES; PROVIDING ADVOCACY, INFORMATION, PLANNING, PROGRAM DEVELOPMENT, CONTRACTING and THE FUNDING NECESSARY to ACCOMPLISH THIS PURPOSE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $93.30 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2023The report may be old. Ask for a newer one.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders15 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

94.07%of revenue went to mission work93.3% of expenses · Program services

0.26%of revenue went to fundraising0.3% of expenses

$81.92spent for every $100 of revenueRevenue covered expenses this year.

6.50%of revenue went to management and office costs6.4% of expenses

$0.72in assets for every $1 spent this yearSome assets cannot be spent right away.

15.3%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $168,651 for JULIE WETHERBY (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2023

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$27,546,028

Mission workProgram services$25,913,20294.07% of revenue93.3% of expenses

ManagementOffice and general costs$1,789,2886.50% of revenue6.4% of expenses

FundraisingAsking for donations$70,5800.26% of revenue0.3% of expenses

Total expenses$27,773,070100.82% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2023CurrentExpense mix: 93.3% mission · 6.4% management · 0.3% fundraisingTotal expenses: 100.82% of revenue

2022Expense mix: 92.7% mission · 7.3% management · 0.1% fundraisingTotal expenses: 98.24% of revenue

2021Expense mix: 93.1% mission · 6.8% management · 0.1% fundraisingTotal expenses: 92.75% of revenue

2020Expense mix: 94.3% mission · 5.7% management · 0.0% fundraisingTotal expenses: 88.28% of revenue

2019Expense mix: 95.2% mission · 4.8% management · 0.0% fundraisingTotal expenses: 92.72% of revenue

2018Expense mix: 98.5% mission · 1.5% management · 0.0% fundraisingTotal expenses: 99.88% of revenue

2017Expense mix: 98.5% mission · 1.5% management · 0.0% fundraisingTotal expenses: 100.92% of revenue

2016Expense mix: 98.7% mission · 1.3% management · 0.0% fundraisingTotal expenses: 100.08% of revenue

Money in and money out

Revenue$33,904,226

Expenses$27,773,070

Annual surplus $6,131,156 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$25,913,202 · 93.3% of expenses

Management and office costs$1,789,288 · 6.4% of expenses

Fundraising$70,580 · 0.3% of expenses

See all reported dollar amounts

Revenue$33,904,226

Expenses$27,773,070

Assets$19,999,591

Income$33,904,226

Contributions$5,175,482

Mission work (program services)$25,913,202

Fundraising$70,580

Grants given$11,137,410

Average grant$556,871

Management and general$1,789,288

Executive compensation (total)$148,936

Accounting fees$29,400

People

Leadership and board

Tax year 2023

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

JULIE WETHERBYCHIEF EXECUTIVE OFFICER · 40 hrs/week $168,651Base $129,642 · Other $39,009

KEITH WILLIAMSBOARD VICE CHAIR · 2 hrs/week $2,840

CURTIS GALEBOARD MEMBER · 2 hrs/week $1,950

BILL RICHARDSON END APR 2024BOARD TREASURER · 2 hrs/week $1,400

CHRIS WITTENBACHBOARD MEMBER · 2 hrs/week $1,350

MEGAN KISER END APR 2023BOARD MEMBER · 2 hrs/week $1,230

DEBORAH SHEPARDBOARD MEMBER · 2 hrs/week $970

STEPHEN RAJZER END MAY 2023BOARD MEMBER · 2 hrs/week $900

KEN WYATTBOARD MEMBER · 2 hrs/week $540

MARCIA BOYNTON END AUG 2023BOARD MEMBER · 2 hrs/week $450

BRENT LEININGERBOARD CHAIR · 2 hrs/week $360

TONY BAIRBOARD TREASURER · 2 hrs/week $240

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (15)

JULIE WETHERBYCHIEF EXECUTIVE OFFICER

KEITH WILLIAMSBOARD VICE CHAIR

CURTIS GALEBOARD MEMBER

BILL RICHARDSON END APR 2024BOARD TREASURER

CHRIS WITTENBACHBOARD MEMBER

MEGAN KISER END APR 2023BOARD MEMBER

DEBORAH SHEPARDBOARD MEMBER

STEPHEN RAJZER END MAY 2023BOARD MEMBER

KEN WYATTBOARD MEMBER

MARCIA BOYNTON END AUG 2023BOARD MEMBER

BRENT LEININGERBOARD CHAIR

TONY BAIRBOARD TREASURER

AIMRIE REAM-TAYLOR BEG JAN 2024BOARD MEMBER

BOB HARVEY BEG MAY 2024BOARD MEMBER

CYNTHIA RICHARDSON BEG MAY 2024BOARD MEMBER

About this charity

Recognized since: January 1974
Location: PO BOX 189, BROOKLYN, MI 49230-0189
County: Jackson
In care of: KARA LORENZ-GOINGS
Primary officer: KARA LORENZ-GOINGS, CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website EmailInfo@WellWiseServices.org Phone(517) 592-1682

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: REHMANN ROBSON LLC
NTEE classification: Human Services (P81Z)
IRS tax category: Services for the Elderly and Persons with Disabilities
Grant-giving organization: Yes