REGION II COMMISSION ON SERVICES TO THE AGING

EIN: 382056030 501(c)(3) Human Services

BROOKLYN, MI

Total Revenue
$27,546,028
Total Expenses
$27,773,070
Total Assets
$18,825,460
Net Assets
$14,986,551
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
MI
Principal Officer
KARA LORENZ-GOINGS
Phone
5175921682
Tax Period
2023-10-01 to 2024-09-30

REGION II COMMISSION ON SERVICES TO THE AGING, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $27.5M in total revenue in fiscal year 2023. Revenue grew 14% year-over-year, indicating healthy expansion.

Mission

THE AREA AGENCY ON AGING'S 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.

Program Service Accomplishments

Program 1
Expenses: $20,558,597 Revenue: $21,887,107

ADMINISTERED SOCIAL WORK, NURSING AND OTHER HUMAN SERVICES UNDER THE MI CHOICE MEDICAID WAIVER PROGRAM FOR PERSONS 65 AND OLDER AND ADULTS WITH DISABILITIES. WELLWISE SERVICES SERVED 836 PARTICIPANTS...

Read more

ADMINISTERED SOCIAL WORK, NURSING AND OTHER HUMAN SERVICES UNDER THE MI CHOICE MEDICAID WAIVER PROGRAM FOR PERSONS 65 AND OLDER AND ADULTS WITH DISABILITIES. WELLWISE SERVICES SERVED 836 PARTICIPANTS IN OUR THREE COUNTY AREA. THE WAIVER PROGRAM IS INTENDED FOR SENIORS AND DISABLED INDIVIDUALS WHO REQUIRE A LEVEL OF CARE CONSISTENT WITH THAT WHICH IS PROVIDED IN A NURSING HOME, BUT WHO WISH TO REMAIN LIVING AT HOME OR IN THE COMMUNITY.

Program 2
Expenses: $1,365,887 Revenue: $0

PROVIDED FUNDING AND OVERSIGHT FOR HOME DELIVERED MEAL PROGRAMS IN OUR THREE COUNTY AREA FOR ADULTS AGED 60 AND OVER, UNDER USDA TITLE III-C AND STATE FUNDING PROGRAMS. COLLECTIVELY, 571,388 MEALS...

Read more

PROVIDED FUNDING AND OVERSIGHT FOR HOME DELIVERED MEAL PROGRAMS IN OUR THREE COUNTY AREA FOR ADULTS AGED 60 AND OVER, UNDER USDA TITLE III-C AND STATE FUNDING PROGRAMS. COLLECTIVELY, 571,388 MEALS WERE DELIVERED DURING THE FISCAL YEAR.

Program 3
Expenses: $410,074 Revenue: $0

PROVIDED CARE MANAGEMENT SERVICES, INCLUDING ASSESSMENT, CARE PLAN DEVELOPMENT, AND COORDINATION OF IN-HOME AND OTHER SUPPORTIVE SERVICES FOR 464 INDIVIDUALS AGED 60 AND OVER.

🔒

Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

Sign in to view Trantor Score and financial metrics

Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Sign In — Free (10 views/day)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $5,175,482
Program Service Revenue $22,023,394
Investment Income $347,152
Other Revenue $0
TOTAL REVENUE $27,546,028

Expense Breakdown

Grants Paid $2,875,785
Salaries & Benefits $5,956,535
Fundraising Expenses $70,580
Program Expenses $25,913,202
Other Expenses $18,940,750
TOTAL EXPENSES $27,773,070

Year-over-Year Comparison

2023 2022 Change
Revenue $27,546,028 $24,254,532 +0.1%
Expenses $27,773,070 $23,826,621 +0.2%
Net Income $-227,042 $427,911 -1.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
🔒

Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Sign In

Governance

Voting Members
10
Independent Members
10
Employees
76
Volunteers
76

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$173,491
Total Directors
14
$12,410
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KEN WYATT BOARD MEMBER 2.00
Director
$540 $0 $540
CURTIS GALE BOARD MEMBER 2.00
Director
$1,950 $0 $1,950
DEBORAH SHEPARD BOARD MEMBER 2.00
Director
$970 $0 $970
CHRIS WITTENBACH BOARD MEMBER 2.00
Director
$1,350 $0 $1,350
MEGAN KISER END APR 2023 BOARD MEMBER 2.00
Director
$1,230 $0 $1,230
TONY BAIR BOARD TREASURER 2.00
Officer Director
$240 $0 $240
KEITH WILLIAMS BOARD VICE CHAIR 2.00
Officer Director
$2,840 $0 $2,840
AIMRIE REAM-TAYLOR BEG JAN 2024 BOARD MEMBER 2.00
Director
$180 $0 $180
BRENT LEININGER BOARD CHAIR 2.00
Officer Director
$360 $0 $360
BILL RICHARDSON END APR 2024 BOARD TREASURER 2.00
Officer Director
$1,400 $0 $1,400
BOB HARVEY BEG MAY 2024 BOARD MEMBER 2.00
Director
$0 $0 $0
CYNTHIA RICHARDSON BEG MAY 2024 BOARD MEMBER 2.00
Director
$0 $0 $0
MARCIA BOYNTON END AUG 2023 BOARD MEMBER 2.00
Director
$450 $0 $450
STEPHEN RAJZER END MAY 2023 BOARD MEMBER 2.00
Director
$900 $0 $900
JULIE WETHERBY CHIEF EXECUTIVE OFFICER 40.00
Officer
$129,642 $39,009 $168,651
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $27,546,028 $27,773,070 $18,825,460 $-227,042
2023 $24,254,532 $23,826,621 $17,447,938 $427,911
2022 $23,752,574 $22,029,519 $17,635,120 $1,723,055
2021 $24,253,208 $21,411,086 $15,232,514 $2,842,122
2020 $22,008,010 $20,405,532 $13,952,167 $1,602,478
2019 $20,501,452 $20,476,642 $11,037,067 $24,810
2018 $20,192,350 $20,377,856 $11,068,963 $-185,506
Explore More Nonprofits
Top 100 Nonprofits in Michigan Largest U.S. Nonprofits Best Rated Nonprofits Most Efficient Nonprofits

Compare REGION II COMMISSION ON SERVICES TO THE AGING with other nonprofits in Michigan and across the country.