WellWise Services Area Agency on Aging
Legal name: Region Ii Commission on Services to the Aging
Nonprofit profile at a glance
- EIN
- 382056030
- IRS 990 coverage
- 2009–2024
- Official website data refreshed
- Sep 2026
- Forms available
- Form 990 2024
- Location
- Brooklyn, MI, US
- Phone
- (517) 592-1974
- Rating
- 89
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Senior Centers
Reported finances
- Revenue
- $33,904,226
- Expenses
- $33,372,888
- Assets
- $19,999,591
- Liabilities
- $4,481,702
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
16 people listed
Executive titles in this filing
- JULIE WETHERBY END APR 2025 (CHIEF EXECUTIVE OFFICER)
- KARA LORENZ-GOINGS BEG MAY 2025 (CHIEF EXECUTIVE OFFICER)
Highest reported compensation
- JULIE WETHERBY END APR 2025 (CHIEF EXECUTIVE OFFICER): $194,448 total reported compensation
- KARA LORENZ-GOINGS BEG MAY 2025 (CHIEF EXECUTIVE OFFICER): $125,247 total reported compensation
- BILL DESMET (CHIEF FINANCIAL OFFICER): $88,886 total reported compensation
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
To provide a wide range of services to help our clients function as independently and safely as possible in their homes and communities.
What it reported doing in 2024
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 930 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.
Operating model
- Revenue model
- Earned-program. 84% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 91% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and total assets are small relative to annual expenses; liquid coverage is unknown.
Rating breakdown
- Financial Efficiency: 92
- Transparency & Controls: 83
- Accountability: 100
- Sustainability: 41
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 92.9%; rating input score 93
- Program expense ratio: 94.3%; rating input score 94
- Fundraising efficiency: $53.7 raised per $1 spent on fundraising; rating input score 77; 77th percentile among comparable filings
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 62nd percentile among comparable filings
- Pay-setting controls: 3 of 6 controls in place; rating input score 50
- Compensation committee: Missing
- Independent consultant: Missing
- Other Form 990s reviewed: Missing
- Written employment contract: Pass
- Compensation survey or study: Pass
- Board or committee approval: Pass
- Foreign activity oversight: Limited
- Grant itemization coverage: 100%; rating input score 100; 72nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 66th percentile among comparable filings
- Governance controls: 9 of 9 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: Pass
- Other executive compensation review process: Pass
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: 1.6%; rating input score 40; 40th percentile among comparable filings
- Total-asset coverage ratio: 0.6; rating input score 20; 20th percentile among comparable filings
- Liabilities to assets ratio: 0.22; rating input score 55; 55th percentile among comparable filings
- Officer compensation ratio: 1.3%; rating input score 83; 83rd percentile among comparable filings
Growth
- Program expense growth: 5.9% per year; rating input score 100; 48th percentile among comparable filings
- Revenue growth: 5.9% per year; rating input score 100; 51st percentile among comparable filings
- Asset growth: 9.7% per year; rating input score 100; 63rd percentile among comparable filings
Details
- What they do: 26 programs and campaigns described on the official site · 3 operating locations identified
- Where the money goes: 92.9% of revenue deployed · 94.3% of spending went to programs
- Governance: 10 of 10 board members independent · 9 of 9 filing controls reported
- Programs: 4 filed program accomplishments · $31.5M in reported program spending
- Leadership: top reported pay $194K · 16 people listed · 3 of 6 pay-setting controls reported
- Highest-paid contractors: 5 contractors listed · $8.5M reported
- Consistency: 34 of 34 current checks pass
- Schedules: 7 filed schedules · includes major donors, grants, and executive pay
- Filing history: 15 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Money network: 23 filed money-flow records
- Related organizations: 11 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Moderate — Sustainability: Operating margin scored 40/100.
- High — Sustainability: Total-asset coverage ratio scored 20/100.
- Review — Sustainability: Liabilities to assets ratio scored 55/100.