Civic Intelligence

Clermont Senior Services Inc.

990 • Fiscal year 2018 • EIN 31-0832354

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 09, 2019

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

45th percentile

0.17x

Higher debt load relative to assets than 45% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

50th percentile

0.23x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

44th percentile

1.6%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$136,245

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

45th percentile

0.7%

Faster asset growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-2.9%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$10,842,773

Up $79,023 (+0.7%) from 2017

Net Assets

Up

$8,998,468

Up $127,460 (+1.4%) from 2017

Liabilities

Down

$1,844,305

Down $48,437 (-2.6%) from 2017

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin44th percentile

Revenue

Down

$7,982,118

Down $238,704 (-2.9%) from 2017

Expenses

Up

$7,854,658

Up $251,853 (+3.3%) from 2017

Net Income

Down

$127,460

Down $490,557 (-79%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth45th 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

2018

Assets$10,842,773
Liabilities$1,844,305
Net Assets$8,998,468
Open 2018 Filing

Operations Trend

Revenue Growth29th 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

2018

Revenue$7,982,118
Expenses$7,854,658
Net Income$127,460
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 9, 2019
Return Version
2018v3.1
Gross Receipts
$8,168,039
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
Investments Other Securities$2,123,144$4,161,760▲ $2,038,616
Land, Buildings, and Equipment, Net$3,948,435$3,854,978▼ $93,457
Cash and Non-Interest-Bearing Accounts$3,794,684$1,906,359▼ $1,888,325
Accounts Receivable$437,473$514,040▲ $76,567
Investments in Publicly Traded Securities$270,887$259,810▼ $11,077
Prepaid Expenses and Deferred Charges$189,127$145,826▼ $43,301
Total Assets$10,763,750$10,842,773▲ $79,023
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,396,878$1,275,887▼ $120,991
Accounts Payable and Accrued Expenses$495,864$568,418▲ $72,554
Total Liabilities$1,892,742$1,844,305▼ $48,437
Net Assets / Fund Balance
Unrestricted Net Assets$8,724,908$8,878,068▲ $153,160
Temporarily Rstr Net Assets$146,100$120,400▼ $25,700
Total Net Assets Fund Balance$8,871,008$8,998,468▲ $127,460
Total Liabilities and Net Assets / Fund Balance$10,763,750$10,842,773▲ $79,023

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,824,617$1,307,193$4,131,810
Other Land Buildings$725,197$653,527$1,378,724
Equipment$150,164$996,595$1,146,759
Land$155,000-$155,000
Other Securities$4,161,760--
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy GramkeChief Executive OfficerFT$128,871$7,374$136,245
Greg CarsonChief Financial OfficerFT$103,234$6,636$109,870

Board Members and Trustees

NameTitle
Sam DebonisChair
Bob ManningChair Emeritus
Bob HobsonTrustee
Chris WickTrustee
Dave McNuttTrustee
George RooksTrustee
Greg Von HolleTrustee
Jeff BauerTrustee
John CrowleyTrustee
Keith KralTrustee
Ken JamesTrustee
Kevin MalofTrustee
Lisa JacksonTrustee
Patricia SchererTrustee
Shawn GuptaTrustee
Stephanie GranitzTrustee
Matt EarlySecretary
Lee PinkertonTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Assisted Care by Blackstone of CincinnatHome Care4700 East Galbrath Road Suite 302, Cincinnati, OH 45236$138,159
Margaret CallahanHousing Management7275 Woodcroft, Cincinnati, OH 45230$133,969
Revenue and Support

Revenue Composition

Contributions and Grants
$7,435,932
Program Service Revenue
$441,841
Investment Income
$48,159
Other Revenue
$56,186
All Other Contributions
$291,431
Change in Net Assets
$127,460

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 Vehicles1$177,595Cost
Total Noncash Contributions1$177,595-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,975,233
Revenue Not Reported on Financial Statements
$6,885
Revenue Not Reported on Form 990
$12,313
Total Revenue per Audited Statements
$7,987,546
Total Revenue per Form 990
$7,982,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,434,560
Other Expenses$3,420,098
Total Fundraising Expense$45,930
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,894,525$288,942$22,497$3,205,964
Fees for Services Other$1,317,951$12,894$380$1,331,225
Other Employee Benefits$706,029$26,218$5,616$737,863
Depreciation Depletion$431,470$11,850$1,340$444,660
Travel$350,586$4,446$184$355,216
Occupancy$233,697$19,539$1,029$254,265
Current Officers, Directors, Trustees, and Key Employees$222,963$21,416$1,735$246,114
Payroll Taxes$221,618$22,948$53$244,619
All Other Expenses$89,286$13,579$9,968$112,833
Other Expenses$88,939$4,266$447$93,652
Office Expenses$77,910$8,583$2,180$88,673
Insurance$52,300$2,735$189$55,224
Interest$50,336$2,069$312$52,717
Fees for Services Accounting$28,101--$28,101
Conferences and Meetings$9,653$6,386-$16,039
Fees for Service Investment Mgmnt Fees-$6,885-$6,885
Fees for Services Legal$2,243--$2,243
Total Functional Expenses$7,355,972$452,756$45,930$7,854,658

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,860,086
Total Expenses per Form 990$7,854,658
Expenses per Audited Statements$7,847,773
Expenses Not Reported on Form 990$12,313
Expenses Not Reported on Financial Statements$6,885
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$30,791
Fundraising Direct Expenses$12,313
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$52,488$30,791-$30,791
Senior Expo$18,878---
Total Events$71,366$30,791$12,313$18,478
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
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
2019-08-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Carson
Formed
1973
Legal Domicile
Oh
Voting Board Members
18
Independent Board Members
18
Employees
135
Volunteers
500

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 IX, line 11G

“Professional Fees: Program service expenses 1,317,951. Management and general expenses 12,894. Fundraising expenses 380. Total expenses 1,331,225.”

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 12,313.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 12,313.”

Raw XML AppendixShowing 400 of 742 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/PersonNm13Bob Hobson
IRS990/Form990PartVIISectionAGrp/PersonNm14Matt Early
IRS990/Form990PartVIISectionAGrp/PersonNm15Sam Debonis
IRS990/Form990PartVIISectionAGrp/PersonNm16Bob Manning
IRS990/Form990PartVIISectionAGrp/PersonNm17Lee Pinkerton
IRS990/Form990PartVIISectionAGrp/PersonNm18Greg Carson
IRS990/Form990PartVIISectionAGrp/PersonNm19Cindy Gramke
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt18103234
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19128871
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/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/TitleTxt14Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt17Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt19Chief Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt040575
IRS990/FundraisingDirectExpensesAmt012313
IRS990/FundraisingGrossIncomeAmt030791
IRS990/GainOrLossGrp/OtherAmt05500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt06983526
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0179108
IRS990/GrossReceiptsAmt08168039
IRS990/GrossRentsGrp/RealAmt035205
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0189
IRS990/InsuranceGrp/ManagementAndGeneralAmt02735
IRS990/InsuranceGrp/ProgramServicesAmt052300
IRS990/InsuranceGrp/TotalAmt055224
IRS990/InterestGrp/FundraisingAmt0312
IRS990/InterestGrp/ManagementAndGeneralAmt02069
IRS990/InterestGrp/ProgramServicesAmt050336
IRS990/InterestGrp/TotalAmt052717
IRS990/InvestmentIncomeGrp/ExclusionAmt042659
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt042659
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02123144
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04161760
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0270887
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0259810
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02957315
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03948435
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03854978
IRS990/LandBldgEquipCostOrOtherBssAmt06812293
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0173608
IRS990/LessRentalExpensesGrp/RealAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
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/BOYAmt01396878
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01275887
IRS990/NetAssetsOrFundBalancesBOYAmt08871008
IRS990/NetAssetsOrFundBalancesEOYAmt08998468
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05500
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt018478
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt018478
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt035205
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt035205
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt0236538
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01029
IRS990/OccupancyGrp/ManagementAndGeneralAmt019539
IRS990/OccupancyGrp/ProgramServicesAmt0233697
IRS990/OccupancyGrp/TotalAmt0254265
IRS990/OfficeExpensesGrp/FundraisingAmt02180
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08583
IRS990/OfficeExpensesGrp/ProgramServicesAmt077910
IRS990/OfficeExpensesGrp/TotalAmt088673
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05616
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026218
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0706029
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0737863
IRS990/OtherExpensesGrp/Desc0Meals
IRS990/OtherExpensesGrp/Desc1Housing Management
IRS990/OtherExpensesGrp/Desc2Home Repair
IRS990/OtherExpensesGrp/Desc3Equipment
IRS990/OtherExpensesGrp/FundraisingAmt0447
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04266
IRS990/OtherExpensesGrp/ProgramServicesAmt0319501
IRS990/OtherExpensesGrp/ProgramServicesAmt1133761
IRS990/OtherExpensesGrp/ProgramServicesAmt2125103
IRS990/OtherExpensesGrp/ProgramServicesAmt388939
IRS990/OtherExpensesGrp/TotalAmt0319501
IRS990/OtherExpensesGrp/TotalAmt1133761
IRS990/OtherExpensesGrp/TotalAmt2125103
IRS990/OtherExpensesGrp/TotalAmt393652
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Misc Discounts & Credi
IRS990/OtherRevenueMiscGrp/ExclusionAmt02503
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02503
IRS990/OtherRevenueTotalAmt02503
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022497
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0288942
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02894525
IRS990/OtherSalariesAndWagesGrp/TotalAmt03205964
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt053
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt022948
IRS990/PayrollTaxesGrp/ProgramServicesAmt0221618
IRS990/PayrollTaxesGrp/TotalAmt0244619
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0189127
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0145826
IRS990/PrincipalOfficerNm0Greg Carson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Customer Cost Share
IRS990/ProgramServiceRevenueGrp/Desc1Housing Management Fee
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0284477
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1157364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0284477
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1157364
IRS990/ProgSrvcAccomActy2Grp/Desc0Transportation - Providing transportation for medical personnel, and senior friendship and social center activities.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01606553
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt059950
IRS990/ProgSrvcAccomActy3Grp/Desc0Case Management - Provide social worker services to assess seniors needs and help them to find the services needed to keep them healthy and to remain independent in their homes.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01192419
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0201294
IRS990/ProgSrvcAccomActyOtherGrp/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. Adult Day Care - Provides a safe place for seniors to go and remain active while giving their caregivers respite. Lifelong Learning - Provides learning activities for more active seniors and is the gateway to other services. Volunteer Services - Coordinates volunteers to help serve all of the seniors needs. Home Repair - Provides minor home repairs and modifications to help the seniors remain in a safe living condition.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02173586
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt089541
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07617401

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,842,773
Liabilities
$1,844,305
Net assets
$8,998,468
Revenue
$7,982,118
Expenses
$7,854,658
Net income
$127,460
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