Civic Intelligence

Clermont Senior Services Inc.

990 • Fiscal year 2019 • EIN 31-0832354

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 02, 2020

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

0.16x

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

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.21x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

43rd percentile

1.4%

Higher net margin than 43% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

37th percentile

$143,240

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

32nd percentile

-0.4%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

36th percentile

-0.5%

Faster revenue growth than 36% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$10,802,068

Down $40,705 (-0.4%) from 2018

Net Assets

Up

$9,110,494

Up $112,026 (+1.2%) from 2018

Liabilities

Down

$1,691,574

Down $152,731 (-8.3%) from 2018

Revenue And Expenses
Liabilities / Revenue49th percentileNet Margin43rd percentile

Revenue

Down

$7,941,018

Down $41,100 (-0.5%) from 2018

Expenses

Down

$7,828,992

Down $25,666 (-0.3%) from 2018

Net Income

Down

$112,026

Down $15,434 (-12%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2019

Assets$10,802,068
Liabilities$1,691,574
Net Assets$9,110,494
Open 2019 Filing

Operations Trend

Revenue Growth36th 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

2019

Revenue$7,941,018
Expenses$7,828,992
Net Income$112,026
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 2, 2020
Return Version
2019v5.1
Gross Receipts
$8,125,131
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$4,161,760$5,031,574▲ $869,814
Land, Buildings, and Equipment, Net$3,854,978$3,689,154▼ $165,824
Cash and Non-Interest-Bearing Accounts$1,906,359$1,204,480▼ $701,879
Accounts Receivable$514,040$472,650▼ $41,390
Investments in Publicly Traded Securities$259,810$305,518▲ $45,708
Prepaid Expenses and Deferred Charges$145,826$98,692▼ $47,134
Total Assets$10,842,773$10,802,068▼ $40,705
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,275,887$1,149,950▼ $125,937
Accounts Payable and Accrued Expenses$568,418$541,624▼ $26,794
Total Liabilities$1,844,305$1,691,574▼ $152,731
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,878,068$8,995,094▲ $117,026
Net Assets With Donor Restrictions$120,400$115,400▼ $5,000
Total Net Assets Fund Balance$8,998,468$9,110,494▲ $112,026
Total Liabilities and Net Assets / Fund Balance$10,842,773$10,802,068▼ $40,705

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,718,572$1,062,982$3,781,554
Other Land Buildings$711,596$810,692$1,522,288
Equipment$103,986$295,786$399,772
Land$155,000-$155,000
Other Securities$5,031,574--
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy GramkeChief Executive OfficerFT$135,565$7,675$143,240
Greg CarsonChief Financial OfficerFT$109,727$6,907$116,634

Board Members and Trustees

NameTitle
Lisa JacksonChair
Bob ManningChair Emeritus
Sam DebonisChair Emeritus
Bob HobsonChair-Elect
Chris WickTrustee
George RooksTrustee
Greg Von HolleTrustee
Jeff BauerTrustee
John CrowleyTrustee
Keith KralTrustee
Ken JamesTrustee
Kevin MalofTrustee
Patricia SchererTrustee
Shawn GuptaTrustee
Janice ScheidTrustee - Joined 5/19
Susan HakelTrustee - Joined 5/19
JoAnne GilliamTrustee - Joined 9/19
Dave McNuttTrustee - Left 10/19
Lee PinkertonTrustee - Left 5/19
Matt EarlySecretary
Stephanie GranitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Margaret CallahanHousing Management7275 Woodcroft Drive, Cincinnati, OH 45230$148,730
Assisted Care by Blackstone of CincinnatHome Care4700 East Galbrath Road Suite 302, Cincinnati, OH 45236$141,963
Revenue and Support

Revenue Composition

Contributions and Grants
$7,211,081
Program Service Revenue
$446,632
Investment Income
$208,840
Other Revenue
$74,465
All Other Contributions
$329,780
Change in Net Assets
$112,026

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$177,504Cost
Other Non Cash Contri Table1$55,107Cost
Total Noncash Contributions2$232,611-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,930,058
Revenue Not Reported on Financial Statements
$10,960
Revenue Not Reported on Form 990
$10,414
Total Revenue per Audited Statements
$7,940,472
Total Revenue per Form 990
$7,941,018
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,432,466
Other Expenses$3,396,526
Total Fundraising Expense$37,395
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,960,707$294,600$22,713$3,278,020
Fees for Services Other$1,301,531$22,452$436$1,324,419
Other Employee Benefits$636,161$26,262$5,489$667,912
Depreciation Depletion$430,110$11,100$1,260$442,470
Travel$356,745$4,261$245$361,251
Current Officers, Directors, Trustees, and Key Employees$235,436$22,618$1,819$259,873
Occupancy$228,075$18,308$1,239$247,622
Payroll Taxes$200,575$24,234$1,852$226,661
Other Expenses$94,267$5,693$512$100,472
Office Expenses$85,725$6,867$762$93,354
All Other Expenses$82,419$6,873$448$89,740
Insurance$51,755$2,826$190$54,771
Interest$45,713$1,787$269$47,769
Fees for Services Accounting$29,902--$29,902
Conferences and Meetings$8,850$5,763$161$14,774
Fees for Services Legal$401--$401
Total Functional Expenses$7,337,953$453,644$37,395$7,828,992

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,828,992
Total Expenses per Audited Statements$7,828,446
Expenses per Audited Statements$7,818,032
Expenses Not Reported on Financial Statements$10,960
Expenses Not Reported on Form 990$10,414
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$43,129
Fundraising Direct Expenses$10,414
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$43,129$43,129$1,300$41,829
Total Events$43,129$43,129$10,414$32,715
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 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
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

“A copy of the 990 was provided to the board prior to filing.”

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's governing documents are available on the Ohio Secretary of State's website. The annual report, 990 and audit are available on GuideStar. Certain financial information is available on the organization's website or by request.”

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
2020-06-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Greg Carson
Formed
1973
Legal Domicile
Oh
Voting Board Members
19
Independent Board Members
19
Employees
152
Volunteers
400

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 1,301,531. Management and general expenses 22,452. Fundraising expenses 436. Total expenses 1,324,419.”

Form 990, Part XII, Line 2C:

“No changes in process from the prior 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 10,414.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 10,414.”

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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/PersonNm0Jeff Bauer
IRS990/Form990PartVIISectionAGrp/PersonNm1Chris Wick
IRS990/Form990PartVIISectionAGrp/PersonNm2Greg Von Holle
IRS990/Form990PartVIISectionAGrp/PersonNm3Dave McNutt
IRS990/Form990PartVIISectionAGrp/PersonNm4Kevin Malof
IRS990/Form990PartVIISectionAGrp/PersonNm5John Crowley
IRS990/Form990PartVIISectionAGrp/PersonNm6Keith Kral
IRS990/Form990PartVIISectionAGrp/PersonNm7Patricia Scherer
IRS990/Form990PartVIISectionAGrp/PersonNm8Ken James
IRS990/Form990PartVIISectionAGrp/PersonNm9Shawn Gupta
IRS990/Form990PartVIISectionAGrp/PersonNm10George Rooks
IRS990/Form990PartVIISectionAGrp/PersonNm11Lee Pinkerton
IRS990/Form990PartVIISectionAGrp/PersonNm12JoAnne Gilliam
IRS990/Form990PartVIISectionAGrp/PersonNm13Susan Hakel
IRS990/Form990PartVIISectionAGrp/PersonNm14Janice Scheid
IRS990/Form990PartVIISectionAGrp/PersonNm15Stephanie Granitz
IRS990/Form990PartVIISectionAGrp/PersonNm16Matt Early
IRS990/Form990PartVIISectionAGrp/PersonNm17Sam Debonis
IRS990/Form990PartVIISectionAGrp/PersonNm18Bob Manning
IRS990/Form990PartVIISectionAGrp/PersonNm19Bob Hobson
IRS990/Form990PartVIISectionAGrp/PersonNm20Lisa Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm21Greg Carson
IRS990/Form990PartVIISectionAGrp/PersonNm22Cindy 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/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21109727
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22135565
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/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee - Left 10/19
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee - Left 5/19
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee - Joined 9/19
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee - Joined 5/19
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee - Joined 5/19
IRS990/Form990PartVIISectionAGrp/TitleTxt15Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt19Chair-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt21Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt22Chief Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt010414
IRS990/FundraisingGrossIncomeAmt043129
IRS990/GainOrLossGrp/OtherAmt08500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt019
IRS990/GovernmentGrantsAmt06765901
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0182199
IRS990/GrossReceiptsAmt08125131
IRS990/GrossRentsGrp/RealAmt040145
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt019
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0190
IRS990/InsuranceGrp/ManagementAndGeneralAmt02826
IRS990/InsuranceGrp/ProgramServicesAmt051755
IRS990/InsuranceGrp/TotalAmt054771
IRS990/InterestGrp/FundraisingAmt0269
IRS990/InterestGrp/ManagementAndGeneralAmt01787
IRS990/InterestGrp/ProgramServicesAmt045713
IRS990/InterestGrp/TotalAmt047769
IRS990/InvestmentIncomeGrp/ExclusionAmt0200340
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0200340
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04161760
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05031574
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0259810
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0305518
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02169460
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03854978
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03689154
IRS990/LandBldgEquipCostOrOtherBssAmt05858614
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0173699
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/BOYAmt01275887
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01149950
IRS990/NetAssetsOrFundBalancesBOYAmt08998468
IRS990/NetAssetsOrFundBalancesEOYAmt09110494
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08500
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt032715
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt032715
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt040145
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt040145
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08878068
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt08995094
IRS990/NoncashContributionsAmt0232611
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01239
IRS990/OccupancyGrp/ManagementAndGeneralAmt018308
IRS990/OccupancyGrp/ProgramServicesAmt0228075
IRS990/OccupancyGrp/TotalAmt0247622
IRS990/OfficeExpensesGrp/FundraisingAmt0762
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06867
IRS990/OfficeExpensesGrp/ProgramServicesAmt085725
IRS990/OfficeExpensesGrp/TotalAmt093354
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05489
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026262
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0636161
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0667912
IRS990/OtherExpensesGrp/Desc0Meals
IRS990/OtherExpensesGrp/Desc1Housing Management
IRS990/OtherExpensesGrp/Desc2Home Repair
IRS990/OtherExpensesGrp/Desc3Equipment
IRS990/OtherExpensesGrp/FundraisingAmt0512
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05693
IRS990/OtherExpensesGrp/ProgramServicesAmt0348867
IRS990/OtherExpensesGrp/ProgramServicesAmt1138214
IRS990/OtherExpensesGrp/ProgramServicesAmt2102500
IRS990/OtherExpensesGrp/ProgramServicesAmt394267
IRS990/OtherExpensesGrp/TotalAmt0348867
IRS990/OtherExpensesGrp/TotalAmt1138214
IRS990/OtherExpensesGrp/TotalAmt2102500
IRS990/OtherExpensesGrp/TotalAmt3100472
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Misc Discounts & Credi
IRS990/OtherRevenueMiscGrp/ExclusionAmt01605
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01605
IRS990/OtherRevenueTotalAmt01605
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt022713
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0294600
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02960707
IRS990/OtherSalariesAndWagesGrp/TotalAmt03278020
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01852
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt024234
IRS990/PayrollTaxesGrp/ProgramServicesAmt0200575
IRS990/PayrollTaxesGrp/TotalAmt0226661
IRS990/PoliticalCampaignActyInd00

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,802,068
Liabilities
$1,691,574
Net assets
$9,110,494
Revenue
$7,941,018
Expenses
$7,828,992
Net income
$112,026
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