Civic Intelligence

Serving Seniors Inc.

990 • Fiscal year 2021 • EIN 23-2170730

Jul 01, 2020 to Jun 30, 2021 • Filed on Oct 14, 2021

538 Biden Street 408Scranton, PA 18503

(570) 344-3931

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

86th percentile

0.48x

Higher debt load relative to assets than 86% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

89th percentile

0.78x

Higher debt load relative to revenue than 89% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

34th percentile

3.4%

Higher net margin than 34% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

86th percentile

$93,262

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 30.2% of source-year revenue.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

79th percentile

38%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

22nd percentile

-12%

Faster revenue growth than 22% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Assets

Up

$503,194

Up $139,715 (+38%) from 2020

Net Assets

Up

$260,817

Up $10,630 (+4.2%) from 2020

Liabilities

Up

$242,377

Up $129,085 (+114%) from 2020

Revenue

Down

$308,923

Down $41,901 (-12%) from 2020

Expenses

Down

$298,293

Down $44,681 (-13%) from 2020

Net Income

Up

$10,630

Up $2,780 (+35%) from 2020

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$600K$400K$200K$0Assets 2012: $180,345Liabilities 2012: $7,823Net Assets 2012: $172,5222012Assets 2013: $207,671Liabilities 2013: $6,677Net Assets 2013: $200,9942013Assets 2014: $220,357Liabilities 2014: $8,115Net Assets 2014: $212,2422014Assets 2015: $210,797Liabilities 2015: $11,505Net Assets 2015: $199,2922015Assets 2016: $216,095Liabilities 2016: $10,790Net Assets 2016: $205,3052016Assets 2017: $230,279Liabilities 2017: $12,326Net Assets 2017: $217,9532017Assets 2018: $236,763Liabilities 2018: $18,749Net Assets 2018: $218,0142018Assets 2019: $263,951Liabilities 2019: $21,614Net Assets 2019: $242,3372019Assets 2020: $363,479Liabilities 2020: $113,292Net Assets 2020: $250,1872020Assets 2021: $503,194Liabilities 2021: $242,377Net Assets 2021: $260,8172021Assets 2022: $473,870Liabilities 2022: $102,695Net Assets 2022: $371,1752022Assets 2023: $492,867Liabilities 2023: $77,808Net Assets 2023: $415,0592023Assets 2024: $449,811Liabilities 2024: $55,558Net Assets 2024: $394,2532024

Highlighted filing

2021

Assets$503,194
Liabilities$242,377
Net Assets$260,817

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0-$200KRevenue 2012: $279,401Expenses 2012: $258,113Net Income 2012: $21,2882012Revenue 2013: $288,313Expenses 2013: $259,841Net Income 2013: $28,4722013Revenue 2014: $280,696Expenses 2014: $269,448Net Income 2014: $11,2482014Revenue 2015: $252,098Expenses 2015: $265,048Net Income 2015: -$12,9502015Revenue 2016: $287,188Expenses 2016: $281,175Net Income 2016: $6,0132016Revenue 2017: $294,500Expenses 2017: $281,852Net Income 2017: $12,6482017Revenue 2018: $319,062Expenses 2018: $319,001Net Income 2018: $612018Revenue 2019: $368,884Expenses 2019: $344,561Net Income 2019: $24,3232019Revenue 2020: $350,824Expenses 2020: $342,974Net Income 2020: $7,8502020Revenue 2021: $308,923Expenses 2021: $298,293Net Income 2021: $10,6302021Revenue 2022: $596,503Expenses 2022: $486,145Net Income 2022: $110,3582022Revenue 2023: $671,643Expenses 2023: $627,759Net Income 2023: $43,8842023Revenue 2024: $607,427Expenses 2024: $628,233Net Income 2024: -$20,8062024

Highlighted filing

2021

Revenue$308,923
Expenses$298,293
Net Income$10,630
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Oct 14, 2021
Return Version
2020v4.0
Gross Receipts
$308,923
Mission and Program Overview

Mission

Serve needs of Elderly/Handicapped

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$257,658$388,593▲ $130,935
Savings and Temporary Cash Investments$38,235$65,336▲ $27,101
Accounts Receivable$50,947$45,383▼ $5,564
Prepaid Expenses and Deferred Charges$16,639$3,882▼ $12,757
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$363,479$503,194▲ $139,715
Other Assets Total-$0-
Liabilities
Accounts Payable and Accrued Expenses$113,292$242,377▲ $129,085
Total Liabilities$113,292$242,377▲ $129,085
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$250,187$260,817▲ $10,630
Total Net Assets Fund Balance$250,187$260,817▲ $10,630
Total Liabilities and Net Assets / Fund Balance$363,479$503,194▲ $139,715
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary Anne Maloney EvansExecutive DirecFT$93,262$93,262

Board Members and Trustees

NameTitle
Marilyn VitaliPresident
Mary Beth D'AndreaVice President
Barbara O'Hara EsqBoard Member
Cyndi ColmanBoard Member
Dr Virginia DikemanBoard Member
Kevin Grebas EsqBoard Member
Mark Lynn CLUBoard Member
Mia Bartoletti HaneyBoard Member
Thomas GalellaBoard Member
Midge MacarthurSecretary
Dominick GianuzziTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,402
Program Service Revenue
$261,046
Investment Income
$1,849
Other Revenue
$40,626
All Other Contributions
$2,202
Change in Net Assets
$10,630
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$228,687
Other Expenses$69,606
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$96,810--$96,810
Current Officers, Directors, Trustees, and Key Employees$88,599$4,663-$93,262
Other Employee Benefits$15,540$2,742-$18,282
Occupancy$14,750$2,600-$17,350
Payroll Taxes$12,738$2,248-$14,986
Fees for Services Accounting$7,820$1,380-$9,200
Fees for Services Legal$6,000--$6,000
Insurance$5,987--$5,987
Travel$5,818--$5,818
Pension Plan Contributions$4,545$802-$5,347
Other Expenses$1,422--$1,422
All Other Expenses$358--$358
Total Functional Expenses$283,858$14,435$0$298,293
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

No review was or will be conducted.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Serving Seniors Inc
EIN
23-2170730
Phone
5703443931
Address
538 Biden Street 408, Scranton, PA 18503

Signing Officer

Name
Mary Anne Maloney Evans
Title
Executive Director
Signed
2021-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Anne Maloney Evans
Formed
1981
Legal Domicile
Pa
Voting Board Members
12
Independent Board Members
12
Employees
5
Volunteers
12

Preparer

Firm
Ronald L Fitser CPA
Address
341 Pierce St, Kingston, PA 18704
Preparer
Ronald L Fitser CPA
Phone
5702884453
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Community Service - Provide Transportation Services To Elderly, Handicapped To Recreational Events.

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IRS990/OtherExpensesGrp/ProgramServicesAmt17609
IRS990/OtherExpensesGrp/ProgramServicesAmt21510
IRS990/OtherExpensesGrp/ProgramServicesAmt31422
IRS990/OtherExpensesGrp/TotalAmt014352
IRS990/OtherExpensesGrp/TotalAmt17609
IRS990/OtherExpensesGrp/TotalAmt21510
IRS990/OtherExpensesGrp/TotalAmt31422
IRS990/OtherRevenueMiscGrp/Desc0Other
IRS990/OtherRevenueMiscGrp/Desc1Private Pay
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0494
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt140132
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0494
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt140132
IRS990/OtherRevenueTotalAmt040626
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt096810
IRS990/OtherSalariesAndWagesGrp/TotalAmt096810
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt02248
IRS990/PayrollTaxesGrp/ProgramServicesAmt012738
IRS990/PayrollTaxesGrp/TotalAmt014986
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0802
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt04545
IRS990/PensionPlanContributionsGrp/TotalAmt05347
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016639
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03882
IRS990/PrincipalOfficerNm0Mary Anne Maloney Evans
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/Desc1Transportation Reimbursem
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0261046
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0261046
IRS990/ProgSrvcAccomActy2Grp/Desc0Guardianship Services Court Appointed Guardian of individuals who have been deemed incapable of handling their own Medical & Financial needs
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt094670
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt093803
IRS990/ProgSrvcAccomActy3Grp/Desc0Provide Nursing Home visitations, volunteers visit residents of nursing & personal care homes,Volunteer Ombudsman and Peer (Pa. Empowered Expert Residents Program)
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt04865
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt01384
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0109328
IRS990/PYOtherRevenueAmt046983
IRS990/PYProgramServiceRevenueAmt0297592
IRS990/PYRevenuesLessExpensesAmt07850
IRS990/PYSalariesCompEmpBnftPaidAmt0233646
IRS990/PYTotalExpensesAmt0342974
IRS990/PYTotalRevenueAmt0350824
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt010630
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0159784
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt038235
IRS990/SavingsAndTempCashInvstGrp/EOYAmt065336
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt04865
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04865
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.00000
IRS990ScheduleA/PublicSupportTotal170Amt04865
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt04865
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04865
IRS990ScheduleA/TotalSupportAmt04865
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: Community Service - Provide Transportation Services To Elderly, Handicapped To Recreational Events.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0363479
IRS990/TotalAssetsEOYAmt0503194

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.50$0.56$3.94$6.07$6.28$0.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.93$0.78$4.15$6.72$6.28$0.44
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.74$1.03$3.71$5.97$4.86$1.10
2021Detailed filing. Detailed filing data is available for this year.$5.03$2.42$2.61$3.09$2.98$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.63$1.13$2.50$3.51$3.43$0.08
2019Summary only. Only limited summary data is available for this year.$2.64$0.22$2.42$3.69$3.45$0.24
2018Summary only. Only limited summary data is available for this year.$2.37$0.19$2.18$3.19$3.19$0.00
2017Summary only. Only limited summary data is available for this year.$2.30$0.12$2.18$2.95$2.82$0.13
2016Summary only. Only limited summary data is available for this year.$2.16$0.11$2.05$2.87$2.81$0.06
2015Summary only. Only limited summary data is available for this year.$2.11$0.12$1.99$2.52$2.65$0.13
2014Summary only. Only limited summary data is available for this year.$2.20$0.08$2.12$2.81$2.69$0.11
2013Summary only. Only limited summary data is available for this year.$2.08$0.07$2.01$2.88$2.60$0.28
2012Summary only. Only limited summary data is available for this year.$1.80$0.08$1.73$2.79$2.58$0.21