Civic Intelligence

Clermont Senior Services Inc.

990 • Fiscal year 2017 • EIN 31-0832354

Jan 01, 2017 to Dec 31, 2017 • Filed on Oct 10, 2018

Organization Profilewww.clermontseniors.com

View Organization Page

2085 James E Sauls Sr DrBatavia, OH 45103

(513) 724-1255

Siviq Scores

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

Liabilities / Assets

46th percentile

0.18x

Higher debt load relative to assets than 46% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

50th percentile

0.23x

Higher debt load relative to revenue than 50% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

63rd percentile

7.5%

Higher net margin than 63% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$135,491

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

56th percentile

6.3%

Faster asset growth than 56% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-3.2%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets46th percentile

Assets

Up

$10,763,750

Up $635,953 (+6.3%) from 2016

Net Assets

Up

$8,871,008

Up $740,753 (+9.1%) from 2016

Liabilities

Down

$1,892,742

Down $104,800 (-5.2%) from 2016

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin63rd percentile

Revenue

Down

$8,220,822

Down $272,222 (-3.2%) from 2016

Expenses

Up

$7,602,805

Up $3,016 (+0.0%) from 2016

Net Income

Down

$618,017

Down $275,238 (-31%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2017

Assets$10,763,750
Liabilities$1,892,742
Net Assets$8,871,008
Open 2017 Filing

Operations Trend

Revenue Growth26th 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

2017

Revenue$8,220,822
Expenses$7,602,805
Net Income$618,017
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 10, 2018
Return Version
2017v2.3
Gross Receipts
$8,398,189
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$3,853,646$3,948,435▲ $94,789
Cash and Non-Interest-Bearing Accounts$3,259,830$3,794,684▲ $534,854
Investments Other Securities$2,107,755$2,123,144▲ $15,389
Accounts Receivable$441,346$437,473▼ $3,873
Investments in Publicly Traded Securities$239,649$270,887▲ $31,238
Prepaid Expenses and Deferred Charges$188,707$189,127▲ $420
Savings and Temporary Cash Investments$36,864--
Total Assets$10,127,797$10,763,750▲ $635,953
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,397,625$1,396,878▼ $747
Accounts Payable and Accrued Expenses$599,917$495,864▼ $104,053
Total Liabilities$1,997,542$1,892,742▼ $104,800
Net Assets / Fund Balance
Unrestricted Net Assets$7,836,121$8,724,908▲ $888,787
Temporarily Rstr Net Assets$294,134$146,100▼ $148,034
Total Net Assets Fund Balance$8,130,255$8,871,008▲ $740,753
Total Liabilities and Net Assets / Fund Balance$10,127,797$10,763,750▲ $635,953

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,940,560$1,191,250$4,131,810
Other Land Buildings$753,738$490,013$1,243,751
Equipment$99,137$919,384$1,018,521
Land$155,000-$155,000
Other Securities$2,123,144--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy GramkeChief Executive OfficerFT$121,150$14,341$135,491
Greg CarsonChief Financial OfficerFT$95,626$5,812$101,438

Board Members and Trustees

NameTitle
Bob ManningChair
Mick McLaughlinChair Emeritus
Chris WickTrustee
Dave McNuttTrustee
Gayle HeintzelmanTrustee
George RooksTrustee
Greg Von HolleTrustee
John CrowleyTrustee
Lisa GrahamTrustee
Mary Jane WestTrustee
Mary Lynne BirckTrustee
Maryilyn JohnsonTrustee
Matt EarlyTrustee
Patricia SchererTrustee
Sam DebonisTrustee
Sarah WilsonTrustee
Sharon StricklandTrustee
Tom SuttonTrustee
Connie BareSecretary
Lee PinkertonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,617,401
Program Service Revenue
$301,649
Investment Income
$81,381
Other Revenue
$220,391
All Other Contributions
$439,212
Change in Net Assets
$618,017

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles6$376,627Cost
Total Noncash Contributions6$376,627-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,220,822
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$79,605
Total Revenue per Audited Statements
$8,300,427
Total Revenue per Form 990
$8,220,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,345,036
Other Expenses$3,257,769
Total Fundraising Expense$43,850
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,804,768$279,946$21,850$3,106,564
Other Employee Benefits$700,697$22,752$5,943$729,392
Depreciation Depletion$385,330$12,940$1,440$399,710
Travel$325,011$5,773$266$331,050
Payroll Taxes$248,517$21,891$1,743$272,151
Current Officers, Directors, Trustees, and Key Employees$215,077$20,163$1,689$236,929
Occupancy$206,760$15,420$914$223,094
Other Expenses$133,149$15,835$388$133,149
All Other Expenses$105,463$5,681$340$111,484
Office Expenses$83,677$7,270$1,645$92,592
Interest$54,778$2,340$353$57,471
Insurance$52,305$2,381$213$54,899
Fees for Services Accounting$27,586--$27,586
Conferences and Meetings$4,887$6,342$7,066$18,295
Fees for Services Legal$2,725--$2,725
Total Functional Expenses$7,140,221$418,734$43,850$7,602,805

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,682,410
Expenses per Audited Statements$7,602,805
Total Expenses per Form 990$7,602,805
Expenses Not Reported on Form 990$79,605
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$18,195
Fundraising Direct Expenses$12,495
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$48,145$18,195-$18,195
Senior Expo$8,475---
Total Events$56,620$18,195$12,495$5,700
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
Audit committee
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 11B

“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.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Greg Carson
Title
Chief Financial Officer
Phone
5137241255
Signed
2018-10-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Carson
Formed
1973
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
134
Volunteers
0

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 13A

“OH”

Form 990, Part XI, line 9:

“Restatement of beginning net assets 122,736.”

Form 990, Part XII, Line 2C:

“The organization did not change its selection or oversight process during the current tax year.”

Financial Statement Notes

Part X, Line 2:

“The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of Ohio Law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by Federal and State authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the financial statements.”

Part XI, Line 2D - Other Adjustments:

“Fundraising Expenses 12,495.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 12,495.”

Raw XML AppendixShowing 400 of 725 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/PersonNm5Matt Early
IRS990/Form990PartVIISectionAGrp/PersonNm6Lisa Graham
IRS990/Form990PartVIISectionAGrp/PersonNm7Maryilyn Johnson
IRS990/Form990PartVIISectionAGrp/PersonNm8Patricia Scherer
IRS990/Form990PartVIISectionAGrp/PersonNm9Sharon Strickland
IRS990/Form990PartVIISectionAGrp/PersonNm10Tom Sutton
IRS990/Form990PartVIISectionAGrp/PersonNm11John Crowley
IRS990/Form990PartVIISectionAGrp/PersonNm12Gayle Heintzelman
IRS990/Form990PartVIISectionAGrp/PersonNm13Dave McNutt
IRS990/Form990PartVIISectionAGrp/PersonNm14Greg Von Holle
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IRS990/Form990PartVIISectionAGrp/PersonNm20Greg Carson
IRS990/Form990PartVIISectionAGrp/PersonNm21Cindy Gramke
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2095626
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21121150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
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/ReportableCompFromRltdOrgAmt210
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/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt18Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt19Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt21Chief Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt038425
IRS990/FundraisingDirectExpensesAmt012495
IRS990/FundraisingGrossIncomeAmt018195
IRS990/GainOrLossGrp/OtherAmt023500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt06993664
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0188372
IRS990/GrossReceiptsAmt08398189
IRS990/GrossRentsGrp/RealAmt055702
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0213
IRS990/InsuranceGrp/ManagementAndGeneralAmt02381
IRS990/InsuranceGrp/ProgramServicesAmt052305
IRS990/InsuranceGrp/TotalAmt054899
IRS990/InterestGrp/FundraisingAmt0353
IRS990/InterestGrp/ManagementAndGeneralAmt02340
IRS990/InterestGrp/ProgramServicesAmt054778
IRS990/InterestGrp/TotalAmt057471
IRS990/InvestmentIncomeGrp/ExclusionAmt057881
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt057881
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02107755
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02123144
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0239649
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0270887
IRS990/IRPDocumentCnt039
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02600647
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03853646
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03948435
IRS990/LandBldgEquipCostOrOtherBssAmt06549082
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0164872
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/BOYAmt01397625
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01396878
IRS990/NetAssetsOrFundBalancesBOYAmt08130255
IRS990/NetAssetsOrFundBalancesEOYAmt08871008
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023500
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05700
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05700
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt055702
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt055702
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0376627
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0914
IRS990/OccupancyGrp/ManagementAndGeneralAmt015420
IRS990/OccupancyGrp/ProgramServicesAmt0206760
IRS990/OccupancyGrp/TotalAmt0223094
IRS990/OfficeExpensesGrp/FundraisingAmt01645
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07270
IRS990/OfficeExpensesGrp/ProgramServicesAmt083677
IRS990/OfficeExpensesGrp/TotalAmt092592
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0122736
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05943
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt022752
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0700697
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0729392
IRS990/OtherExpensesGrp/Desc0Professional Fees
IRS990/OtherExpensesGrp/Desc1Meals
IRS990/OtherExpensesGrp/Desc2Home Repair
IRS990/OtherExpensesGrp/Desc3Housing Management
IRS990/OtherExpensesGrp/FundraisingAmt0388
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015835
IRS990/OtherExpensesGrp/ProgramServicesAmt01333215
IRS990/OtherExpensesGrp/ProgramServicesAmt1318506
IRS990/OtherExpensesGrp/ProgramServicesAmt2137770
IRS990/OtherExpensesGrp/ProgramServicesAmt3133149
IRS990/OtherExpensesGrp/TotalAmt01349438
IRS990/OtherExpensesGrp/TotalAmt1318506
IRS990/OtherExpensesGrp/TotalAmt2137770
IRS990/OtherExpensesGrp/TotalAmt3133149
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Housing Managment Fees
IRS990/OtherRevenueMiscGrp/Desc1Misc Discounts & Credi
IRS990/OtherRevenueMiscGrp/ExclusionAmt0156644
IRS990/OtherRevenueMiscGrp/ExclusionAmt12345
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0156644
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt12345
IRS990/OtherRevenueTotalAmt0158989
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt021850
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0279946
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02804768
IRS990/OtherSalariesAndWagesGrp/TotalAmt03106564
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01743
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt021891
IRS990/PayrollTaxesGrp/ProgramServicesAmt0248517
IRS990/PayrollTaxesGrp/TotalAmt0272151
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0188707
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0189127
IRS990/PrincipalOfficerNm0Greg Carson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0Customer Donations & C
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0301649
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0301649
IRS990/ProgSrvcAccomActy2Grp/Desc0Transportation - Providing transportation for medical personnel, and senior friendship and social center activities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01525868
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt064463
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/ExpenseAmt0579244
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt024471
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02634803
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0111311
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07604100
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt034348
IRS990/PYOtherExpensesAmt03149781
IRS990/PYOtherRevenueAmt0545746
IRS990/PYProgramServiceRevenueAmt0308850
IRS990/PYRevenuesLessExpensesAmt0893255
IRS990/PYSalariesCompEmpBnftPaidAmt04450008

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,763,750
Liabilities
$1,892,742
Net assets
$8,871,008
Revenue
$8,220,822
Expenses
$7,602,805
Net income
$618,017
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