Let us tell youour story2019 Annual Report
OUR MISSION
To promote the independence and dignity of older persons and their families in Muskegon, Oceana and Ottawa counties — a mission compelling us to focus on older persons in greatest need and to advocate for all.
An Area Agency on Aging serving Muskegon, Oceana and Ottawa counties
FY October 1, 2018 – September 30, 2019
Located at Tanglewood Park560 Seminole RoadMuskegon, MI 49444Phone: (231) 733-3585 Toll Free: 1-800-442-0054www.seniorresourceswmi.org
2019 Board of DirectorsMUSKEGON COUNTY
Ron GizaKathy Moore, ChairJosh ReeceKen Uganski, Vice ChairSherry White
OCEANA COUNTY
Tami Ballantyne *Martha Meyette
OTTAWA COUNTY
Tricia BushLesa JordanMike Koppenol, Secretary/TreasurerCandy KrakerTom ReinsmaDr. Gary Robertson
Program and Planning Advisory BoardBarb BoelensDiane CunninghamAnne HenionDave RushGary ScholtenPeter TheuneBill VanDykeRolina VermeerStaff: Amy Florea
Finance CommitteeTami Ballantyne *Tricia BushRon GizaLesa JordanMike KoppenolKathy MooreStaff: Steve Canum, Pam Curtis, Lisa Tyler
*Resigned mid-year
2019 Purchase of Service ProvidersA New BeginningAdvisacareAegin Place of West Michigan, LLCAgape Home at Blueberry FieldsAgape Home, Inc.AgeWell Services of West MichiganAHSL Holland Operations, LLCAHSL Jenison Operations, LLCAHSL Spring Lake Operations, LLCAir-Caire Home MedicalAirway Oxygen, Inc. – Grand RapidsAirway Oxygen, Inc. – HollandAirway Oxygen, Inc. – MuskegonAlliance Home Health Care Services, Inc.AmrampAppledorn Assisted Living CenterArcadia Home Care and StaffingAscension Home CareCameo HouseCare Plus TLCCherry Blossom Manor, Inc.Christian Care Senior Care CommunityChristian Haven HomeComfort KeepersConnect America.Com LLCContinuum Home Health CareCritical Signal Technologies, Inc.Daybreak Adult Services, Inc.Dayspring Assisted Living and In-HomeDiversified Medical Staffing, LLCElders’ HelpersEvergreen CommonsFamilies ManorFamily Tree AFCFirst Light Home CareFountain View Assisted LivingFour Pointes Center for Successful AgingFreedom TransitFunctional Homes, Inc.Georgetown & Cambridge ManorsGolden Years Personal Care Home, LLCGrand Pines Assisted Living CenterGreat Lakes Healthcare Resources-LakeshoreGreat Lakes Home Modification, LLCGreen Acres AllendaleGreen Acres StandaleGT Independence
Guardian Medical MonitoringHealth Care AssociatesHealthcom, Inc.Heart and Hands In Home CareHomestyle Direct, LLCIntegrity Pest ControlInterim Healthcare of West MichiganKate’s TransportationKidbit Services Inc.King HomeLake to Lake TransportationLakeshore Assisted Living HomesLakeshore Home Health Care ServicesLakeshore Senior CareLeaves Personal CareLifeline Systems CompanyLove, INC of Muskegon CountyMedscope America CorporationMom’s Meals NourishcareNorthcrest Assisted Living CommunityOceana County Council on AgingO’Malley’s Pest Control, Inc.Peace at Home CaregiversPinewood Retirement HomeProfessional Med TeamResource TransportationResthaven Maple WoodsRobbinswood Assisted Living CommunityRoskam, PeteRural Home Care Services, Inc.Sanctuary at the OaksSarahcare at Metro Health VillageSeminole Shores Assisted Living CenterSheldon Meadows Assisted Living CenterSpring Lake Compassionate LivingSt. John’s Health Care, PCStuart T. Wilson CPA, PCSunset Home ServicesSunset Manor, Inc.The Cove at Lake WoodsThe Hume Home of MuskegonThe Little Red House, Inc.TLC In-Home ServicesTwin Lake Assisted LivingVRIWest Shore Medical Personnel ServiceWhite Lake Assisted Living
2 7
Director’s Report Pam Curtis, CEO
“We can do anything we want to if we stick to it long enough.”
“The world is moved along, not only by the mighty shoves of its heroes, but also by the aggregate of tiny pushes of each honest worker.”
“We can do anything we want to if we stick to it long enough.” –Helen Keller
Helen Keller was an amazing woman, as most of us know. She was the first deaf-blind person to earn a Bachelor of Arts degree. She was an author, activist, and an advocate for people with disabilities. Of her many inspirational quotes, those above seem apt when reflecting on the last fiscal year at Senior Resources of West Michigan.
Each year, I share a brief recap of our accomplishments with our staff and with our board of directors. I ask our leadership team to provide some highlights of the year. It’s then my challenge to choose just a few to share here!
• Our Human Resources department remained busy, as we exceeded 100 employees! We hired 16 new staff members, which involves a process of recruiting, interviewing, hiring, and on-boarding. We also developed an internship program with Grand Valley State University, partnered with 5/3 Bank to educate staff on financial wellness through a lunch and learn series, and worked with the Finance department to institute a new payroll and HR information management system.
• Our Care Connections direct to consumer programs has seen growth in the Companion Care program, with billable hours increased by 16% over FY18. A second personal emergency response system option for mobile units was added. And Senior Perspectives, our award-winning newspaper, released a Kent County edition in partnership with the Area Agency on Aging of West Michigan.
• In the Communications area, speaking engagements reached more than 3,000 people (an increase of 1,000 over FY18), oversaw the production of videos promoting our Options Counselors and Companion Care program, and instituted monthly Dementia Friends sessions in Muskegon County, reaching 134 people.
• We celebrated 10 years in Tanglewood Park, along with our neighbors, AgeWell Services, and LifeCircles PACE. It’s hard to believe it’s been 10 years already (11 as I write this) in this unique facility.
• Our MI Choice Waiver team improved its quality measure tracking and was ranked third in the state for quality scores! The team has been working on a paperless charting system to eliminate closed paper charts. Efforts to identify fraudulent activity netted around $50,000.
• Our Access to Services team saw a 62% reduction in the wait list for services, increased enrollment in our Targeted Care Management and Case Coordination and Support programs, streamlined quarterly reporting and financial status reporting for some providers, and successfully assisted, through the provision of funds, in the transition of the American Red Cross Volunteer Medical Transportation Program to AgeWell Services with no interruption to services for users of the program in Muskegon County.
• Our agency received our second three-year CARF accreditation and submitted paperwork to begin the process of NCQA accreditation, had another clean financial audit with no findings, and worked with our MI Choice service providers to offer incentive payments and a rate increase for key services, to help address the care worker shortage.
• There is more exciting change coming in FY20! In the fall, we learned that we were awarded a grant from the Michigan Health Endowment Fund to assist in startup of an Enhanced Support Medical Service Program and a Medicare Advantage Institutionally Equivalent Special Needs Plan (IE-SNP). Look for more information to come in the coming months, and in next year’s annual report.
2019Revenue to Expenditure per Grouping
Listed are the dollar amounts, by service, that our in-home clients provided toward the cost of their care.
EXPENSES Program Services
MI Choice Waiver $ 17,816,505 65.8%Aging Programs $ 3,708,990 13.7%MCSM $ 1,990,211 7.3% Other programs and services $ 1,893,721 7.0%
Total PROGRAMS $ 25,409,427 93.8%Supporting/Mgt & Gen $ 1,674,120 6.2%Total Expenses $ 27,083,547 100.0%Decrease in Net Assets $ 273,863Total Net Assets as of 9/30/19 $ 7,133,439
See the full audited financial statments at www.seniorresourceswmi.org/aboutus
Audit conducted by Plante Moran, PLLC
Adult Day Care $ 5,897 $ 4,655
Assistive Devices $ 8 $ 1,976
Case Management $ 155 $ 3,704
Homemaker $ 8,443 $ 0
Home Care Assistance/Other $ 596 $ 3,582
Medication Management $ 1,776 $ 399
Personal Care $ 4,577 $ 3,027
Respite Care $ 4,068 $ 9,589
Transportation $ 12,898 $ 1,034
Meals $ 238,756 $ 314,950
Total Cost Sharing $ 277,174 $ 342,916
REVENUE
MI Choice Waiver $ 20,020,243 74.7%Aging Programs $ 3,655,602 13.6%Muskegon County Senior Millage $ 2,172,717 8.1% Other Programs and Services $ 961,122 3.6%
Total Revenue & Support $ 26,809,684 100.0%
COST SHARING: Dollar Amounts, by Service 2018–2019 2017–2018
Cost Sharing information is only for AGING PROGRAMS (AASA funded).
6 3
Area Planning & Program Development
Access to Supports & Services Senior Resources provides:
• We wrote and received approval for the multiyear area plan for fiscal years 2020-2022. This involved numerous input sessions, surveys, and a new electronic polling system, among other methods of gathering information from older adults and those who care for them in our three-county region. Each county received a draft copy of the plan for their approval, which was then submitted to the state for its approval.
• Senior Resources served 775 people in Muskegon, Oceana and Ottawa Counties through evidence-based workshops.
• We successfully administered the FY2020-22 process for Aging and Adult Services Agency (AASA) grants. A Friendly Reassurance telephone program was added throughout the region, in addition to grants for services such as home-delivered and congregate meals, elder abuse prevention and education, legal services, transportation, health education, caregiver support, and more.
• In our second full year as grants administrator for the Muskegon County senior millage, a total of $2,052,233 was awarded. Two new grants staff members were oriented into their roles, working with the senior millage and AASA grants.
• Long-term care options counseling averaged more than 1,500 calls a month, 19 walk-ins a month, and 533 referrals each month. There was a total of 5,182 calls to our options counselors.
• The Medical Loan Closet had 4,682 donated items with a value of $98,455, gave out 5,339 items valued at $108,839, averaged 23 calls a day, and averaged 60 walk-ins a month, or 3-4 each day.
• Access programs served more than 1,000 participants; the wait list was reduced by 62%.
• Advance directives completion was increased by 13%.
• Senior Resources scheduled and facilitated Senior Advocates Coalition meetings with state and federal legislators and/or their staff liaisons.
• Older Michiganians Day in May at the state Capitol had a great regional turnout, with 68 Senior Corps members (Foster Grandparents and Senior Companions), as well as several Senior Resources staff members and volunteers.
• Advocacy efforts included reauthorization of the Older Americans Act, as well as efforts to increase funding for the Older Americans Act and other aging programs; on a state level, advocacy for aging programs in the new governor’s first budget.
For more details on specific programs, grant contracted agencies, purchase of service providers, and more,
please visit www.seniorresourceswmi.org.
Advocacy —Local, State and Federal
Senior Resources celebrated 10 years in Tanglewood Park with an open house. Pictured, left to right, are Kris Collee, AgeWell Services; Pam Curtis, Senior Resources; Larry Hines, Tanglewood Park Capital Campaign Chair; Holly Hughes, former state representative; and Luke Reynolds, LifeCircles PACE.
59Unmet Needs Fund helped
Older Adults
222Safe placement assistance for
People/Families
To keep up with what Senior Resources is doing year-round, please check out our website,
www.seniorresourceswmi.org.
• I am honored to continue to serve on the National Association of Area Agencies on Aging Board of Directors, as secretary, and chair of the Corporate Relations Committee. I also serve on the Area Agencies on Aging of Michigan Strategic Initiatives Committee. Being active on both the national and state levels is critical to maintaining the high standards of service, forward-thinking programs, and high quality that you have come to expect of Senior Resources of West Michigan. I enjoy learning from, and sharing with my colleagues, many innovative ideas and offerings that help our older adults at home, where they want to be.
Just as Helen Keller was forward thinking, we must continue to be laser-focused on helping our oldest residents age in place, with the supports necessary to maintain a high quality of life. I’ll close with another Helen Keller quote: “True happiness…is not attained through self-gratification, but through fidelity to a worthy purpose.” I’m not sure what work is more worthy than caring for our elders. Thank you for joining us in our commitment to our mission.
Pam Curtis, CEO
3,615MMAP counselors
provided
Hours of service
Medicare/Medicaid Assistance Program (MMAP) FY Report: April 1, 2018–March 31, 2019
Sixty-one specially trained MMAP counselors served 5,488 beneficiaries on a one-to-one basis. Of those, 43% were low income beneficiaries. MMAP also reached 10,678 consumers via speaking engagements and outreach
events. By changing plans and/or applying for assistance programs, MMAP counselors saved $1,533,014. In total, MMAP counselors provided 3,615 hours of service.
Housing Coordination
Finding housing for people was challenging, as availability of all housing types is becoming more scarce. Our housing coordinator was resourceful in finding new avenues to secure housing for those with low income.
• 222 people/families were assisted with information and materials on housing options such as assisted living, independent living apartments, and even rooms to rent when HUD housing hasn’t been an option.
• Appropriate, safe placement was found and secured at Assisted Living Facilities for 74 people.
• Independent living apartment units were secured for nine people/families.
Unmet Needs Fund
The Unmet Needs Fund helps vulnerable adults aged 60 and older who fall through the cracks for government-supported assistance, and whose limited incomes prohibit the purchase of much needed personal items
or home repairs. Last year, 59 older adults were helped with appliances, furniture, dental services, hearing aids, glasses, home repairs, lift chairs, and more at a cost of $49,961. The Unmet Needs Fund comes from interest income, memorial gifts and private contributions, and is usually funding of last resort. An additional $56,919 was from Muskegon County Senior Millage funds for items such as major home repairs like plumbing, roofing, window replacement, and ramp installations.
In-Home Care Coordination
FY 2019 FY 2018Senior Resources’ Nurses and Social Workers provided:
Care Management Services 384 participants 307 participants
Case Coordination Services 448 participants 310 participants
MI Choice Waiver Services 1,155 participants 1,193 participants
Nursing Home Transition Services 111 participants 126 participants
Veterans Services 1 participant 1 participant
Let’s Stay Home Services 23 participants 32 participants
Private Pay Services 1 participant 2 participants
Senior Millage Services 262 participants 233 participants
Purchased In-Home Services
Adult Day Care 32,679 hours 27,883 hours
14,365 per half day 8,180 per half day
Home Delivered Meals 65,436 meals 60,227 meals
Homemaker 28,911 hours 22,536 hours
Personal Care/Homecare 398,498 hours 423,238 hours
Respite Care (in and out of home) 15,841 hours 12,020 hours
Nursing, Counseling/Training and Med Mgmt 26,077 hours 26,905 hours
Transportation 5,888 trips 4,639 trips
33,164 miles 31,049 miles
261 bus passes 420 bus passes
1/2 hour waiting time: 54 22
Chore Service 3,254 hours 1,081 hours
921 services 401 services
Medical Supplies and Equipment (per piece/supply provided) 114,186 108,898
Emergency Response Systems Monthly Monitoring 8,741 7,607
Home Repair/Modification/Environmental Aid (per piece/supply provided) 20 217
Community Support Services—Residential Care Services 88,525 days 90,970 days
Fiscal Intermediary Services 438 per service 491 per service5
OAA Grant-funded services
Service Category Unit Type Clients Served Unit Type Clients Served
Congregate Meal Sites 75,534 meals 2,292 81,576 meals 1,580
Home Delivered Meals 130,620 meals 1,434 120,562 meals 856
Information and Assistance 2,805 hours 5,610 4,118 hours 7,240
Elder Abuse Prevention 163 hours 630 162 hours 390
Health Promotion 403 sessions 769* 313 sessions 477
Caregiver Assessment & Support 487 sessions 248 1,787 sessions 178
Case Coordination 3,810 hours 432 4,477 hours 419
Kinship Care 134 sessions 33 145 sessions 39
Transportation 19,630 rides 738 20,906 rides 769
Legal Services 763 hours 284 913 hours 337
TOTAL CLIENTS SERVED 12,470 12,285
FY 2018-2019OAA Grant-Funded Services
As one of the 16 Area Agencies on Aging in Michigan, Senior Resources is awarded and then grants Older Americans Act (OAA) funds to organizations serving Muskegon, Oceana and Ottawa counties. Here are the organizations that received grant funding last year:
AgeWell ServicesAlzheimer’s Association of Greater MichiganAmerican Red CrossCommunity Access Line of the Lakeshore (CALL 211)Evergreen CommonsFour Pointes Center for Successful AgingHackley Community CareLakeside Comprehensive RehabilitationLegal Aid of Western MichiganOceana County Council on AgingThe Little Red House
FY 2018-2019 FY 2017-2018
4 5
*Client count may be duplicated numbers
In-Home Care Coordination
FY 2019 FY 2018Senior Resources’ Nurses and Social Workers provided:
Care Management Services 384 participants 307 participants
Case Coordination Services 448 participants 310 participants
MI Choice Waiver Services 1,155 participants 1,193 participants
Nursing Home Transition Services 111 participants 126 participants
Veterans Services 1 participant 1 participant
Let’s Stay Home Services 23 participants 32 participants
Private Pay Services 1 participant 2 participants
Senior Millage Services 262 participants 233 participants
Purchased In-Home Services
Adult Day Care 32,679 hours 27,883 hours
14,365 per half day 8,180 per half day
Home Delivered Meals 65,436 meals 60,227 meals
Homemaker 28,911 hours 22,536 hours
Personal Care/Homecare 398,498 hours 423,238 hours
Respite Care (in and out of home) 15,841 hours 12,020 hours
Nursing, Counseling/Training and Med Mgmt 26,077 hours 26,905 hours
Transportation 5,888 trips 4,639 trips
33,164 miles 31,049 miles
261 bus passes 420 bus passes
1/2 hour waiting time: 54 22
Chore Service 3,254 hours 1,081 hours
921 services 401 services
Medical Supplies and Equipment (per piece/supply provided) 114,186 108,898
Emergency Response Systems Monthly Monitoring 8,741 7,607
Home Repair/Modification/Environmental Aid (per piece/supply provided) 20 217
Community Support Services—Residential Care Services 88,525 days 90,970 days
Fiscal Intermediary Services 438 per service 491 per service5
OAA Grant-funded services
Service Category Unit Type Clients Served Unit Type Clients Served
Congregate Meal Sites 75,534 meals 2,292 81,576 meals 1,580
Home Delivered Meals 130,620 meals 1,434 120,562 meals 856
Information and Assistance 2,805 hours 5,610 4,118 hours 7,240
Elder Abuse Prevention 163 hours 630 162 hours 390
Health Promotion 403 sessions 769* 313 sessions 477
Caregiver Assessment & Support 487 sessions 248 1,787 sessions 178
Case Coordination 3,810 hours 432 4,477 hours 419
Kinship Care 134 sessions 33 145 sessions 39
Transportation 19,630 rides 738 20,906 rides 769
Legal Services 763 hours 284 913 hours 337
TOTAL CLIENTS SERVED 12,470 12,285
FY 2018-2019OAA Grant-Funded Services
As one of the 16 Area Agencies on Aging in Michigan, Senior Resources is awarded and then grants Older Americans Act (OAA) funds to organizations serving Muskegon, Oceana and Ottawa counties. Here are the organizations that received grant funding last year:
AgeWell ServicesAlzheimer’s Association of Greater MichiganAmerican Red CrossCommunity Access Line of the Lakeshore (CALL 211)Evergreen CommonsFour Pointes Center for Successful AgingHackley Community CareLakeside Comprehensive RehabilitationLegal Aid of Western MichiganOceana County Council on AgingThe Little Red House
FY 2018-2019 FY 2017-2018
4 5
*Client count may be duplicated numbers
6 3
Area Planning & Program Development
Access to Supports & Services Senior Resources provides:
• We wrote and received approval for the multiyear area plan for fiscal years 2020-2022. This involved numerous input sessions, surveys, and a new electronic polling system, among other methods of gathering information from older adults and those who care for them in our three-county region. Each county received a draft copy of the plan for their approval, which was then submitted to the state for its approval.
• Senior Resources served 775 people in Muskegon, Oceana and Ottawa Counties through evidence-based workshops.
• We successfully administered the FY2020-22 process for Aging and Adult Services Agency (AASA) grants. A Friendly Reassurance telephone program was added throughout the region, in addition to grants for services such as home-delivered and congregate meals, elder abuse prevention and education, legal services, transportation, health education, caregiver support, and more.
• In our second full year as grants administrator for the Muskegon County senior millage, a total of $2,052,233 was awarded. Two new grants staff members were oriented into their roles, working with the senior millage and AASA grants.
• Long-term care options counseling averaged more than 1,500 calls a month, 19 walk-ins a month, and 533 referrals each month. There was a total of 5,182 calls to our options counselors.
• The Medical Loan Closet had 4,682 donated items with a value of $98,455, gave out 5,339 items valued at $108,839, averaged 23 calls a day, and averaged 60 walk-ins a month, or 3-4 each day.
• Access programs served more than 1,000 participants; the wait list was reduced by 62%.
• Advance directives completion was increased by 13%.
• Senior Resources scheduled and facilitated Senior Advocates Coalition meetings with state and federal legislators and/or their staff liaisons.
• Older Michiganians Day in May at the state Capitol had a great regional turnout, with 68 Senior Corps members (Foster Grandparents and Senior Companions), as well as several Senior Resources staff members and volunteers.
• Advocacy efforts included reauthorization of the Older Americans Act, as well as efforts to increase funding for the Older Americans Act and other aging programs; on a state level, advocacy for aging programs in the new governor’s first budget.
For more details on specific programs, grant contracted agencies, purchase of service providers, and more,
please visit www.seniorresourceswmi.org.
Advocacy —Local, State and Federal
Senior Resources celebrated 10 years in Tanglewood Park with an open house. Pictured, left to right, are Kris Collee, AgeWell Services; Pam Curtis, Senior Resources; Larry Hines, Tanglewood Park Capital Campaign Chair; Holly Hughes, former state representative; and Luke Reynolds, LifeCircles PACE.
59Unmet Needs Fund helped
Older Adults
222Safe placement assistance for
People/Families
To keep up with what Senior Resources is doing year-round, please check out our website,
www.seniorresourceswmi.org.
• I am honored to continue to serve on the National Association of Area Agencies on Aging Board of Directors, as secretary, and chair of the Corporate Relations Committee. I also serve on the Area Agencies on Aging of Michigan Strategic Initiatives Committee. Being active on both the national and state levels is critical to maintaining the high standards of service, forward-thinking programs, and high quality that you have come to expect of Senior Resources of West Michigan. I enjoy learning from, and sharing with my colleagues, many innovative ideas and offerings that help our older adults at home, where they want to be.
Just as Helen Keller was forward thinking, we must continue to be laser-focused on helping our oldest residents age in place, with the supports necessary to maintain a high quality of life. I’ll close with another Helen Keller quote: “True happiness…is not attained through self-gratification, but through fidelity to a worthy purpose.” I’m not sure what work is more worthy than caring for our elders. Thank you for joining us in our commitment to our mission.
Pam Curtis, CEO
3,615MMAP counselors
provided
Hours of service
Medicare/Medicaid Assistance Program (MMAP) FY Report: April 1, 2018–March 31, 2019
Sixty-one specially trained MMAP counselors served 5,488 beneficiaries on a one-to-one basis. Of those, 43% were low income beneficiaries. MMAP also reached 10,678 consumers via speaking engagements and outreach
events. By changing plans and/or applying for assistance programs, MMAP counselors saved $1,533,014. In total, MMAP counselors provided 3,615 hours of service.
Housing Coordination
Finding housing for people was challenging, as availability of all housing types is becoming more scarce. Our housing coordinator was resourceful in finding new avenues to secure housing for those with low income.
• 222 people/families were assisted with information and materials on housing options such as assisted living, independent living apartments, and even rooms to rent when HUD housing hasn’t been an option.
• Appropriate, safe placement was found and secured at Assisted Living Facilities for 74 people.
• Independent living apartment units were secured for nine people/families.
Unmet Needs Fund
The Unmet Needs Fund helps vulnerable adults aged 60 and older who fall through the cracks for government-supported assistance, and whose limited incomes prohibit the purchase of much needed personal items
or home repairs. Last year, 59 older adults were helped with appliances, furniture, dental services, hearing aids, glasses, home repairs, lift chairs, and more at a cost of $49,961. The Unmet Needs Fund comes from interest income, memorial gifts and private contributions, and is usually funding of last resort. An additional $56,919 was from Muskegon County Senior Millage funds for items such as major home repairs like plumbing, roofing, window replacement, and ramp installations.
2 7
Director’s Report Pam Curtis, CEO
“We can do anything we want to if we stick to it long enough.”
“The world is moved along, not only by the mighty shoves of its heroes, but also by the aggregate of tiny pushes of each honest worker.”
“We can do anything we want to if we stick to it long enough.”–Helen Keller
Helen Keller was an amazing woman, as most of us know. She was the first deaf-blind person to earn a Bachelor of Arts degree. She was an author, activist, and an advocate for people with disabilities. Of her many inspirationalquotes, those above seem apt when reflecting on the lastfiscal year at Senior Resources of West Michigan.
Each year, I share a brief recap of our accomplishments with our staff and with our board of directors. I ask our leadership team to provide some highlights of the year. It’s then my challenge to choose just a few to share here!
• Our Human Resources department remained busy, as we exceeded 100 employees! We hired 16 new staff members, which involves a process of recruiting, interviewing, hiring, and on-boarding. We alsodeveloped an internship program with Grand Valley State University, partnered with 5/3 Bank to educatestaff on financial wellness through a lunch and learn series, and worked with the Finance department to institute a new payroll and HR informationmanagement system.
• Our Care Connections direct to consumer programs has seen growth in the Companion Care program,with billable hours increased by 16% over FY18. Asecond personal emergency response system option for mobile units was added. And Senior Perspectives, ouraward-winning newspaper, released a Kent Countyedition in partnership with the Area Agency on Agingof West Michigan.
• In the Communications area, speaking engagements reached more than 3,000 people (an increase of 1,000over FY18), oversaw the production of videos promoting our Options Counselors and Companion Care program, and instituted monthly Dementia Friends sessions in Muskegon County, reaching 134 people.
• We celebrated 10 years in Tanglewood Park, along with our neighbors, AgeWell Services, and LifeCircles PACE.It’s hard to believe it’s been 10 years already (11 as I writethis) in this unique facility.
• Our MI Choice Waiver team improved its qualitymeasure tracking and was ranked third in the state for quality scores! The team has been working on a paperlesscharting system to eliminate closed paper charts. Efforts to identify fraudulent activity netted around $50,000.
• Our Access to Services team saw a 62% reduction inthe wait list for services, increased enrollment in our Targeted Care Management and Case Coordination and Support programs, streamlined quarterly reporting and financial status reporting for some providers, and successfully assisted, through the provision of funds, in the transition of the American Red Cross VolunteerMedical Transportation Program to AgeWell Services with no interruption to services for users of the program inMuskegon County.
• Our agency received our second three-year CARF accreditation and submitted paperwork to begin theprocess of NCQA accreditation, had another cleanfinancial audit with no findings, and worked with ourMI Choice service providers to offer incentive paymentsand a rate increase for key services, to help address thecare worker shortage.
• There is more exciting change coming in FY20! In the fall, we learned that we were awarded a grant from the Michigan Health Endowment Fund to assist in startup of an Enhanced Support Medical Service Program and a Medicare Advantage Institutionally EquivalentSpecial Needs Plan (IE-SNP). Look for moreinformation to come in the coming months, and in next year’s annual report.
2019Revenue to Expenditure per Grouping
Listed are the dollar amounts, by service, that our in-home clients provided toward the cost of their care.
EXPENSES Program Services
MI Choice Waiver $ 17,816,505 65.8%Aging Programs $ 3,708,990 13.7%MCSM $ 1,990,211 7.3% Other programs and services $ 1,893,721 7.0%
Total PROGRAMS $ 25,409,427 93.8%Supporting/Mgt & Gen $ 1,674,120 6.2%Total Expenses $ 27,083,547 100.0%Decrease in Net Assets $ 273,863Total Net Assets as of 9/30/19 $ 7,133,439
See the full audited financial statments at www.seniorresourceswmi.org/aboutus
Audit conducted by Plante Moran, PLLC
Adult Day Care $ 5,897 $ 4,655
Assistive Devices $ 8 $ 1,976
Case Management $ 155 $ 3,704
Homemaker $ 8,443 $ 0
Home Care Assistance/Other $ 596 $ 3,582
Medication Management $ 1,776 $ 399
Personal Care $ 4,577 $ 3,027
Respite Care $ 4,068 $ 9,589
Transportation $ 12,898 $ 1,034
Meals $ 238,756 $ 314,950
Total Cost Sharing $ 277,174 $ 342,916
REVENUE
MI Choice Waiver $ 20,020,243 74.7%Aging Programs $ 3,655,602 13.6%Muskegon County Senior Millage $ 2,172,717 8.1% Other Programs and Services $ 961,122 3.6%
Total Revenue & Support $ 26,809,684 100.0%
COST SHARING: Dollar Amounts, by Service 2018–2019 2017–2018
Cost Sharing information is only for AGING PROGRAMS (AASA funded).
Let us tell youour story2019 Annual Report
OUR MISSION
To promote the independence and dignity of older persons and their families in Muskegon, Oceana and Ottawa counties — a mission compelling us to focus on older persons in greatest need and to advocate for all.
An Area Agency on Aging serving Muskegon, Oceana and Ottawa counties
FY October 1, 2018 – September 30, 2019
Located at Tanglewood Park560 Seminole RoadMuskegon, MI 49444Phone: (231) 733-3585 Toll Free: 1-800-442-0054www.seniorresourceswmi.org
2019 Board of DirectorsMUSKEGON COUNTY
Ron GizaKathy Moore, ChairJosh ReeceKen Uganski, Vice ChairSherry White
OCEANA COUNTY
Tami Ballantyne *Martha Meyette
OTTAWA COUNTY
Tricia BushLesa JordanMike Koppenol, Secretary/TreasurerCandy KrakerTom ReinsmaDr. Gary Robertson
Program and Planning Advisory BoardBarb BoelensDiane CunninghamAnne HenionDave RushGary ScholtenPeter TheuneBill VanDykeRolina VermeerStaff: Amy Florea
Finance CommitteeTami Ballantyne *Tricia BushRon GizaLesa JordanMike KoppenolKathy MooreStaff: Steve Canum, Pam Curtis, Lisa Tyler
*Resigned mid-year
2019 Purchase of Service ProvidersA New BeginningAdvisacareAegin Place of West Michigan, LLCAgape Home at Blueberry FieldsAgape Home, Inc.AgeWell Services of West MichiganAHSL Holland Operations, LLCAHSL Jenison Operations, LLCAHSL Spring Lake Operations, LLCAir-Caire Home MedicalAirway Oxygen, Inc. – Grand RapidsAirway Oxygen, Inc. – HollandAirway Oxygen, Inc. – MuskegonAlliance Home Health Care Services, Inc.AmrampAppledorn Assisted Living CenterArcadia Home Care and StaffingAscension Home CareCameo HouseCare Plus TLCCherry Blossom Manor, Inc.Christian Care Senior Care CommunityChristian Haven HomeComfort KeepersConnect America.Com LLCContinuum Home Health CareCritical Signal Technologies, Inc.Daybreak Adult Services, Inc.Dayspring Assisted Living and In-HomeDiversified Medical Staffing, LLCElders’ HelpersEvergreen CommonsFamilies ManorFamily Tree AFCFirst Light Home CareFountain View Assisted LivingFour Pointes Center for Successful AgingFreedom TransitFunctional Homes, Inc.Georgetown & Cambridge ManorsGolden Years Personal Care Home, LLCGrand Pines Assisted Living CenterGreat Lakes Healthcare Resources-LakeshoreGreat Lakes Home Modification, LLCGreen Acres AllendaleGreen Acres StandaleGT Independence
Guardian Medical MonitoringHealth Care AssociatesHealthcom, Inc.Heart and Hands In Home CareHomestyle Direct, LLCIntegrity Pest ControlInterim Healthcare of West MichiganKate’s TransportationKidbit Services Inc.King HomeLake to Lake TransportationLakeshore Assisted Living HomesLakeshore Home Health Care ServicesLakeshore Senior CareLeaves Personal CareLifeline Systems CompanyLove, INC of Muskegon CountyMedscope America CorporationMom’s Meals NourishcareNorthcrest Assisted Living CommunityOceana County Council on AgingO’Malley’s Pest Control, Inc.Peace at Home CaregiversPinewood Retirement HomeProfessional Med TeamResource TransportationResthaven Maple WoodsRobbinswood Assisted Living CommunityRoskam, PeteRural Home Care Services, Inc.Sanctuary at the OaksSarahcare at Metro Health VillageSeminole Shores Assisted Living CenterSheldon Meadows Assisted Living CenterSpring Lake Compassionate LivingSt. John’s Health Care, PCStuart T. Wilson CPA, PCSunset Home ServicesSunset Manor, Inc.The Cove at Lake WoodsThe Hume Home of MuskegonThe Little Red House, Inc.TLC In-Home ServicesTwin Lake Assisted LivingVRIWest Shore Medical Personnel ServiceWhite Lake Assisted Living
![Summary of Notes from the April 2018 Muskegon ABLe Change ... · Muskegon, Muskegon Heights, and rural Muskegon County. Current efforts: Vegetable van, Walmart-bus route through [Muskegon]](https://static.documents.pub/doc/80x56/5f75f78a2a31692023265060/summary-of-notes-from-the-april-2018-muskegon-able-change-muskegon-muskegon.jpg)
