AREA AGENCY ON AGING OF WESTERN MICHIGAN INC Charity Report

Public IRS 990 nonprofit record

AREA AGENCY ON AGING OF WESTERN MICHIGAN INC

EIN 38-2058542 · Human Services (P81Z)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $95.80 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 leaders24 people are listed in the latest report.

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

Money made simple

99.36%of revenue went to mission work95.8% of expenses · Program services

$99.10spent for every $100 of revenueRevenue covered expenses this year.

4.33%of revenue went to management and office costs4.2% of expenses

$0.25in assets for every $1 spent this yearSome assets cannot be spent right away.

71.3%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 $148,653 for KENDRICK HEINLEIN (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$67,267,561

Mission workProgram services$66,834,76499.36% of revenue95.8% of expenses

ManagementOffice and general costs$2,913,9274.33% of revenue4.2% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Total expenses$69,748,691103.69% 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: 95.8% mission · 4.2% management · 0.0% fundraisingTotal expenses: 103.69% of revenue

2022Expense mix: 96.1% mission · 3.9% management · 0.0% fundraisingTotal expenses: 104.91% of revenue

2021Expense mix: 96.0% mission · 4.0% management · 0.0% fundraisingTotal expenses: 100.40% of revenue

2020Expense mix: 96.4% mission · 3.6% management · 0.0% fundraisingTotal expenses: 96.20% of revenue

2019Expense mix: 96.1% mission · 3.9% management · 0.0% fundraisingTotal expenses: 102.11% of revenue

2018Expense mix: 96.1% mission · 3.9% management · 0.0% fundraisingTotal expenses: 100.78% of revenue

2017Expense mix: 96.1% mission · 3.9% management · 0.0% fundraisingTotal expenses: 96.53% of revenue

2016Expense mix: 95.8% mission · 4.2% management · 0.0% fundraisingTotal expenses: 98.94% of revenue

Money in and money out

Revenue$70,380,651

Expenses$69,748,691

Annual surplus $631,960 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)$66,834,764 · 95.8% of expenses

Management and office costs$2,913,927 · 4.2% of expenses

See all reported dollar amounts

Revenue$70,380,651

Expenses$69,748,691

Assets$17,197,839

Income$70,443,692

Contributions$50,169,285

Mission work (program services)$66,834,764

Management and general$2,913,927

Executive compensation (total)$278,614

Stocks and bonds$5,393,720

Accounting fees$64,083

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

KENDRICK HEINLEINCHIEF EXECUTIVE OFFICER · 40 hrs/week $148,653Base $115,644 · Other $33,009

SUZANNE FILBY-CLARKCHIEF OPERATING OFFICER · 40 hrs/week $142,650Base $111,590 · Other $31,060

LAURA DOBRZELEWSKIVP OF CARE MANAGEMENT · 40 hrs/week $118,779Base $104,623 · Other $14,156

SCOTT RUSSETTCHIEF FINANCIAL OFFICER · 40 hrs/week $100,826Base $87,909 · Other $12,917

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 (24)

KENDRICK HEINLEINCHIEF EXECUTIVE OFFICER

SUZANNE FILBY-CLARKCHIEF OPERATING OFFICER

LAURA DOBRZELEWSKIVP OF CARE MANAGEMENT

SCOTT RUSSETTCHIEF FINANCIAL OFFICER

LISA KNIGHTBOARD MEMBER

TIM MITCHELLBOARD MEMBER

STUART PEETBOARD MEMBER

SHARON BONGARDBOARD MEMBER

RON BAKERBOARD MEMBER

RON BACONSECRETARY

RICHARD FITZPATRICKBOARD MEMBER

NANCY NIELSENBOARD MEMBER-AT-LARGE

MARK DEYOUNGBOARD MEMBER

MARILYN BURNSBOARD MEMBER-AT-LARGE

BILL ROUTLEYCHAIRPERSON

LARRY TIEJEMABOARD MEMBER

KRISTINE RAYMONDBOARD MEMBER

KIM HALLADAYFORMER BOARD MEMBER

KEN DELAATBOARD MEMBER

JANE DEVRIESBOARD MEMBER

EDNA ALBERTBOARD MEMBER

DAWN MONTEGUEBOARD MEMBER

CHUCK HAZEKAMPTREASURER

CAROL HENNESSYCO-CHAIRPERSON

About this charity

Recognized since: January 1976
Location: 3215 EAGLECREST DR NE, GRAND RAPIDS, MI 49525-7005
County: Kent
In care of: KENDRICK HEINLEIN
Primary officer: KENDRICK HEINLEIN, CHIEF EXECUTIVE OFFICER

How to reach them

WebsiteVisit the charity’s website Emailaaainfo@aaawm.org Phone(616) 456-5664

Filing and classification

Latest tax year: 2023
Tax period began: October 1, 2023
Return type: 990
Tax preparer: DOEREN MAYHEW
NTEE classification: Human Services (P81Z)
IRS tax category: Services for the Elderly and Persons with Disabilities