Civic Intelligence

Clermont Senior Services Inc.

990 • Fiscal year 2014 • EIN 31-0832354

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

Organization Profilewww.clermontseniors.com

View Organization Page

2085-A James E Sauls Sr DriveBatavia, OH 45103

(513) 724-1255

Siviq Scores

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

Liabilities / Assets

56th percentile

0.25x

Higher debt load relative to assets than 56% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

59th percentile

0.28x

Higher debt load relative to revenue than 59% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

65th percentile

8.2%

Higher net margin than 65% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

10th percentile

-8.6%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

1.0%

Faster revenue growth than 40% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets56th percentile

Assets

Down

$8,852,259

Down $834,424 (-8.6%) from 2013

Net Assets

Up

$6,654,201

Up $645,633 (+11%) from 2013

Liabilities

Down

$2,198,058

Down $1,480,057 (-40%) from 2013

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin65th percentile

Revenue

Up

$7,863,958

Up $76,451 (+1.0%) from 2013

Expenses

Down

$7,218,325

Down $178,992 (-2.4%) from 2013

Net Income

Up

$645,633

Up $255,443 (+65%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth10th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,830,678Liabilities 2010: $2,475,733Net Assets 2010: $5,354,9452010Assets 2011: $9,541,308Liabilities 2011: $3,769,909Net Assets 2011: $5,771,3992011Assets 2012: $9,488,246Liabilities 2012: $3,668,467Net Assets 2012: $5,819,7792012Assets 2013: $9,686,683Liabilities 2013: $3,678,115Net Assets 2013: $6,008,5682013Assets 2014: $8,852,259Liabilities 2014: $2,198,058Net Assets 2014: $6,654,2012014Assets 2015: $9,420,621Liabilities 2015: $2,183,621Net Assets 2015: $7,237,0002015Assets 2016: $10,127,797Liabilities 2016: $1,997,542Net Assets 2016: $8,130,2552016Assets 2017: $10,763,750Liabilities 2017: $1,892,742Net Assets 2017: $8,871,0082017Assets 2018: $10,842,773Liabilities 2018: $1,844,305Net Assets 2018: $8,998,4682018Assets 2019: $10,802,068Liabilities 2019: $1,691,574Net Assets 2019: $9,110,4942019Assets 2020: $11,516,654Liabilities 2020: $1,503,660Net Assets 2020: $10,012,9942020Assets 2021: $11,556,717Liabilities 2021: $1,289,174Net Assets 2021: $10,267,5432021Assets 2022: $11,567,656Liabilities 2022: $1,207,448Net Assets 2022: $10,360,2082022Assets 2023: $13,231,019Liabilities 2023: $1,278,941Net Assets 2023: $11,952,0782023Assets 2024: $13,467,070Liabilities 2024: $1,060,992Net Assets 2024: $12,406,0782024

Highlighted filing

2014

Assets$8,852,259
Liabilities$2,198,058
Net Assets$6,654,201
Open 2014 Filing

Operations Trend

Revenue Growth40th percentile

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

$10M$5.0M$0Expenses 2010: $7,595,4942010Expenses 2011: $7,721,8162011Expenses 2012: $7,586,9562012Revenue 2013: $7,787,507Expenses 2013: $7,397,317Net Income 2013: $390,1902013Revenue 2014: $7,863,958Expenses 2014: $7,218,325Net Income 2014: $645,6332014Revenue 2015: $8,163,043Expenses 2015: $7,580,244Net Income 2015: $582,7992015Revenue 2016: $8,493,044Expenses 2016: $7,599,789Net Income 2016: $893,2552016Revenue 2017: $8,220,822Expenses 2017: $7,602,805Net Income 2017: $618,0172017Revenue 2018: $7,982,118Expenses 2018: $7,854,658Net Income 2018: $127,4602018Revenue 2019: $7,941,018Expenses 2019: $7,828,992Net Income 2019: $112,0262019Revenue 2020: $8,374,372Expenses 2020: $7,502,480Net Income 2020: $871,8922020Revenue 2021: $7,090,380Expenses 2021: $6,810,678Net Income 2021: $279,7022021Revenue 2022: $7,070,946Expenses 2022: $6,888,418Net Income 2022: $182,5282022Revenue 2023: $8,328,380Expenses 2023: $6,862,649Net Income 2023: $1,465,7312023Revenue 2024: $8,358,554Expenses 2024: $7,960,127Net Income 2024: $398,4272024

Highlighted filing

2014

Revenue$7,863,958
Expenses$7,218,325
Net Income$645,633
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Gross Receipts
$7,886,510
Mission and Program Overview

Mission

To offer a broad range of community based and Home-Care Services designed to enable older adults to remain independent and active by living healthy lives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$3,785,240$3,776,608▼ $8,632
Cash and Non-Interest-Bearing Accounts$3,141,756$2,286,940▼ $854,816
Investments Other Securities$2,091,373$2,097,773▲ $6,400
Accounts Receivable$347,357$355,231▲ $7,874
Investments in Publicly Traded Securities$213,364$201,617▼ $11,747
Prepaid Expenses and Deferred Charges$96,197$97,226▲ $1,029
Savings and Temporary Cash Investments$11,396$36,864▲ $25,468
Total Assets$9,686,683$8,852,259▼ $834,424
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,054,473$1,731,957▼ $1,322,516
Accounts Payable and Accrued Expenses$623,642$466,101▼ $157,541
Total Liabilities$3,678,115$2,198,058▼ $1,480,057
Net Assets / Fund Balance
Unrestricted Net Assets$5,855,948$6,492,917▲ $636,969
Permanently Rstr Net Assets$141,224$161,284▲ $20,060
Temporarily Rstr Net Assets$11,396$0▼ $11,396
Total Net Assets Fund Balance$6,008,568$6,654,201▲ $645,633
Total Liabilities and Net Assets / Fund Balance$9,686,683$8,852,259▼ $834,424

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,254,018$830,340$4,084,358
Other Land Buildings$311,957$808,129$1,120,086
Equipment$55,633$715,639$771,272
Land$155,000-$155,000
Other Securities$2,097,773--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Mick McLaughlinChair
Rich WrightChair-Elect
Bob ManningTrustee
Cyndi ChiaroTrustee
George RooksTrustee
Lee CornettTrustee
Lee PinkertonTrustee
Lisa GrahamTrustee
Marilyn JohnsonTrustee
Mary Ellen Steele-PierceTrustee
Mary Jane WestTrustee
Mary Lynne BirckTrustee
Matt EarleyTrustee
Patricia SchererTrustee
Sam DeBonisTrustee
Sarah WilsonTrustee
Sharon StricklandTrustee
Tom RocklinTrustee
Tom SuttonTrustee
Connie BareSecretary
John NelsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,162,857
Program Service Revenue
$314,159
Investment Income
$48,706
Other Revenue
$338,236
All Other Contributions
$121,620
Change in Net Assets
$645,633

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,886,510
Revenue Not Reported on Financial Statements
$-22,552
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-22,552
Total Revenue per Audited Statements
$7,886,510
Total Revenue per Form 990
$7,863,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,930,347
Other Expenses$3,287,978
Total Fundraising Expense$45,166
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,772,789$222,312$29,426$3,024,527
Other Employee Benefits$624,251$23,560$9,879$657,690
Travel$386,399$6,460$132$392,991
Payroll Taxes$227,574$18,448$2,108$248,130
Occupancy$221,379$6,262$2,786$230,427
Depreciation Depletion$219,604--$219,604
Interest$133,555$6,698$1,316$141,569
Other Expenses$66,524$4,663$841$72,028
All Other Expenses$71,359$10,545$-21,232$60,672
Insurance$51,085$2,316$429$53,830
Conferences and Meetings$6,227$1,724$14,601$22,552
Total Functional Expenses$6,853,338$319,821$45,166$7,218,325

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$7,240,877
Total Expenses per Audited Statements$7,240,877
Total Expenses per Form 990$7,218,325
Expenses Not Reported on Form 990$0
Expenses Not Reported on Financial Statements$-22,552
Other Expense Adjustments$-22,552
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$141,601
Fundraising Direct Expenses$22,552
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$49,193$49,193$16,313$32,880
Harmony Hill$12,585$12,585$6,239$6,346
Total Events$141,601$141,601$22,552$119,049
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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, Section B, line 11

“No review of Form 990 was or will be conducted by the governing body.”

Form 990, Part VI, Section B, line 12C

“The board is annually required to sign a conflict of interest policy statement.”

Form 990, Part VI, Section B, line 15

“Compensation of officers and key employees is decided upon by the Board based on the ERA data-survey results.”

Form 990, Part VI, Section C, line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public. Certain financial information is available on the organization's website.”

Form 990, Part VII

“Tom Rocklin - 2000 Eastman Drive, Milford, OH 45150. Mick McLaughlin - 3632 S. Hopper Ridge, Cincinnati, OH 45255. Sarah Wilson - 700 Kilgore Street, Batavia, OH 45103. Mary Lynne Birck - 101 E. Main Street Unit 2, Batavia, OH 45103. Cyndi Chiaro - 1330 Cedarpoint Court, Amelia, OH 45102. Connie Bare - 1832 Clough Pike, Batavia, OH 45103. Lee Cornett - 6055 Filager Road, Batavia, OH 45103. Lee Pinkerton - 7000 Midland Blvd, Amelia, OH 45102. John Nelson - 607 Ascot Drive, Maineville, OH 45039. George Rooks - 2571 Williamsburg Bantam, Bethel, OH 45106. Mary Ellen Steele-Pierce - 801 Traverse Creek Drive, Milford, OH 45150. Mary Jane West - 5810 St. Rt. 132, Batavia, OH 45103. Rich Wright - 5815 Needleleaf Dr, Milford, OH 45150. Sam DeBonis - 1075 Nimitzview Drive, Cincinnati, OH 45230. Matt Earley - 549 W. Main Street, Ste A, Williamsburg, OH 45176. Lisa Graham - 7500 State Road, Cincinnati, OH 45255. Marilyn Johnson - 4784 Horseshoe Bend, Batavia, OH 45103. Patricia Scherer - 774 Price Knoll Lane, Milford, OH 45150. Sharon Strickland - 267 Mt. Holly Road, Amelia, OH 45102. Tom Sutton - 874 Eastgate North Drive, Cincinnati, OH 45245.”

Filing and Contact Details

Filer

Filer Name
Clermont Senior Services
EIN
31-0832354
Phone
5137241255
Address
2085-A James E Sauls Sr Drive, Batavia, OH 45103

Signing Officer

Name
Greg Carson
Title
Chief Financial Officer
Phone
5137241255
Signed
2015-07-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Carson
Formed
1973
Legal Domicile
Oh
Voting Board Members
21
Independent Board Members
21
Employees
135
Volunteers
0

Preparer

Firm
Kamphaus Henning & Hood CPAs Inc
Address
1046 TechneCenter Drive, Milford, OH 45150
Preparer
Dan Henning
Phone
5137528350
Supplemental Narrative

Financial Statement Notes

Part XI, Line 4B - Other Adjustments:

“Fundraising Expenses”

Part XII, Line 4B - Other Adjustments:

“Fundraising Expenses”

Raw XML AppendixShowing 400 of 660 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm18Mick McLaughlin
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chair-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt17Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt19Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt20Treasurer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt022552
IRS990/FundraisingGrossIncomeAmt0141601
IRS990/GainOrLossGrp/OtherAmt031916
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt07041237
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt031916
IRS990/GrossReceiptsAmt07886510
IRS990/GrossRentsGrp/RealAmt033016
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt021
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0429
IRS990/InsuranceGrp/ManagementAndGeneralAmt02316
IRS990/InsuranceGrp/ProgramServicesAmt051085
IRS990/InsuranceGrp/TotalAmt053830
IRS990/InterestGrp/FundraisingAmt01316
IRS990/InterestGrp/ManagementAndGeneralAmt06698
IRS990/InterestGrp/ProgramServicesAmt0133555
IRS990/InterestGrp/TotalAmt0141569
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt016790
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt016790
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02091373
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02097773
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0213364
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0201617
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02354108
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03785240
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03776608
IRS990/LandBldgEquipCostOrOtherBssAmt06130716
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To offer a broad range of community based and home-care services designed to enable older adults to remain independent and active by living healthy lives.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt03054473
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01731957
IRS990/NetAssetsOrFundBalancesBOYAmt06008568
IRS990/NetAssetsOrFundBalancesEOYAmt06654201
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt031916
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt031916
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0119049
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0119049
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt033016
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt033016
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt02786
IRS990/OccupancyGrp/ManagementAndGeneralAmt06262
IRS990/OccupancyGrp/ProgramServicesAmt0221379
IRS990/OccupancyGrp/TotalAmt0230427
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt09879
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt023560
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0624251
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0657690
IRS990/OtherExpensesGrp/Desc0Professional Fees
IRS990/OtherExpensesGrp/Desc1Supplies
IRS990/OtherExpensesGrp/Desc2Equipment
IRS990/OtherExpensesGrp/Desc3Telephone
IRS990/OtherExpensesGrp/FundraisingAmt0625
IRS990/OtherExpensesGrp/FundraisingAmt1146
IRS990/OtherExpensesGrp/FundraisingAmt24109
IRS990/OtherExpensesGrp/FundraisingAmt3841
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07202
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13270
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26361
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt34663
IRS990/OtherExpensesGrp/ProgramServicesAmt01666590
IRS990/OtherExpensesGrp/ProgramServicesAmt1337564
IRS990/OtherExpensesGrp/ProgramServicesAmt268438
IRS990/OtherExpensesGrp/ProgramServicesAmt366524
IRS990/OtherExpensesGrp/TotalAmt01674417
IRS990/OtherExpensesGrp/TotalAmt1340980
IRS990/OtherExpensesGrp/TotalAmt278908
IRS990/OtherExpensesGrp/TotalAmt372028
IRS990/OtherOrganizationDsc0Non-Profit
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Housing Management
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous Income
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0155178
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt130993
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0155178
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt130993
IRS990/OtherRevenueTotalAmt0186171
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt029426
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0222312
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02772789
IRS990/OtherSalariesAndWagesGrp/TotalAmt03024527
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02108
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt018448
IRS990/PayrollTaxesGrp/ProgramServicesAmt0227574
IRS990/PayrollTaxesGrp/TotalAmt0248130
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0141224
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0161284
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt096197
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt097226
IRS990/PrincipalOfficerNm0Greg Carson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0314159
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0314159
IRS990/ProgSrvcAccomActy2Grp/Desc0Transportation - Providing transportation for medical personnel, and senior friendship and social center activities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01290791
IRS990/ProgSrvcAccomActy3Grp/Desc0Nutrition - Meals on Wheels program delivering hot meals five days a week to the aged and home bound. Includes congregate meals programs providing activities and trips.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0540699
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02678632
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07099460
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt040643
IRS990/PYOtherExpensesAmt03556312
IRS990/PYOtherRevenueAmt0319918
IRS990/PYProgramServiceRevenueAmt0327486
IRS990/PYRevenuesLessExpensesAmt0390190
IRS990/PYSalariesCompEmpBnftPaidAmt03841005
IRS990/PYTotalExpensesAmt07397317
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07787507
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0645633
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt033016
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt011396
IRS990/SavingsAndTempCashInvstGrp/EOYAmt036864
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0291938
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0368936
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0360901
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0375795
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0424414
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01821984
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt081722
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt079309

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,852,259
Liabilities
$2,198,058
Net assets
$6,654,201
Revenue
$7,863,958
Expenses
$7,218,325
Net income
$645,633
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.5$1.06$12.4$8.36$7.96$0.40
2023Detailed filing. Detailed filing data is available for this year.$13.2$1.28$12.0$8.33$6.86$1.47
2022Detailed filing. Detailed filing data is available for this year.$11.6$1.21$10.4$7.07$6.89$0.18
2021Detailed filing. Detailed filing data is available for this year.$11.6$1.29$10.3$7.09$6.81$0.28
2020Detailed filing. Detailed filing data is available for this year.$11.5$1.50$10.0$8.37$7.50$0.87
2019Detailed filing. Detailed filing data is available for this year.$10.8$1.69$9.11$7.94$7.83$0.11
2018Detailed filing. Detailed filing data is available for this year.$10.8$1.84$9.00$7.98$7.85$0.13
2017Detailed filing. Detailed filing data is available for this year.$10.8$1.89$8.87$8.22$7.60$0.62
2016Detailed filing. Detailed filing data is available for this year.$10.1$2.00$8.13$8.49$7.60$0.89
2015Detailed filing. Detailed filing data is available for this year.$9.42$2.18$7.24$8.16$7.58$0.58
2014Detailed filing. Detailed filing data is available for this year.$8.85$2.20$6.65$7.86$7.22$0.65
2013Detailed filing. Detailed filing data is available for this year.$9.69$3.68$6.01$7.79$7.40$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.49$3.67$5.82$7.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.54$3.77$5.77$7.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.83$2.48$5.35$7.60