Waushara County aging services report donations, indirect-costs and several reserve accounts
June 11, 2026 | Waushara County, Wisconsin
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The commission received an update on recent fundraising and a detailed financial review of how indirect costs and several holding accounts affect the ADRC and aging budgets.
Staff reported that the recent "More Than a Meal" campaign brought in $1,580 and that total community donations to date are $4,515 against a $5,000 target. The presenter said the 2027 budget process has begun and that staff will focus on resource-center services first. "Michelle Marx has figured out that we have probably about $50,000 to work with with how we do our staffing model," the presenter said.
The meeting included a technical explanation of indirect expenses and the county's indirect cost allocation plan. Staff said the aging side's indirect expense is about $452,000 and the ADRC's indirect expense is about $179,875 (figures cited from the county allocation), and explained why full indirect expenses are shown on the expense side to maximize allowable Medicaid draw-downs.
Presenters also walked through several restricted or holding accounts: a newly created capital expense account for equipment (budgeted $25,000 for the year), a transportation trust (budgeted $30,800 this year, expected to reduce the fund to about $5,000), a caregiver non-lapsing United Way fund used primarily for under-60 supports, program-income carryover (including a $22,000 legacy gift), and an ADRC-specific fund balance that was described as higher than expected (about $98,000). Staff discussed whether to spend down balances or retain reserves in light of county preferences not to show very large fund balances.
Board members asked how members of the public find out about programs such as senior home-repair assistance; staff said most clients call the ADRC resource center and that some programs are not heavily advertised because funds are limited.
No formal fiscal actions were taken; staff will return with budget modeling and a draft resolution as part of the 2027 budget process.
Staff reported that the recent "More Than a Meal" campaign brought in $1,580 and that total community donations to date are $4,515 against a $5,000 target. The presenter said the 2027 budget process has begun and that staff will focus on resource-center services first. "Michelle Marx has figured out that we have probably about $50,000 to work with with how we do our staffing model," the presenter said.
The meeting included a technical explanation of indirect expenses and the county's indirect cost allocation plan. Staff said the aging side's indirect expense is about $452,000 and the ADRC's indirect expense is about $179,875 (figures cited from the county allocation), and explained why full indirect expenses are shown on the expense side to maximize allowable Medicaid draw-downs.
Presenters also walked through several restricted or holding accounts: a newly created capital expense account for equipment (budgeted $25,000 for the year), a transportation trust (budgeted $30,800 this year, expected to reduce the fund to about $5,000), a caregiver non-lapsing United Way fund used primarily for under-60 supports, program-income carryover (including a $22,000 legacy gift), and an ADRC-specific fund balance that was described as higher than expected (about $98,000). Staff discussed whether to spend down balances or retain reserves in light of county preferences not to show very large fund balances.
Board members asked how members of the public find out about programs such as senior home-repair assistance; staff said most clients call the ADRC resource center and that some programs are not heavily advertised because funds are limited.
No formal fiscal actions were taken; staff will return with budget modeling and a draft resolution as part of the 2027 budget process.
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