Civic Intelligence

Clermont Senior Services Inc.

990 • Fiscal year 2020 • EIN 31-0832354

Jan 01, 2020 to Dec 31, 2020 • Filed on Jun 10, 2021

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

40th percentile

0.13x

Higher debt load relative to assets than 40% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

36th percentile

0.18x

Higher debt load relative to revenue than 36% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

64th percentile

10%

Higher net margin than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$143,259

Higher top officer pay than 38% of similar nonprofits.

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

49th percentile

6.6%

Faster asset growth than 49% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

57th percentile

5.5%

Faster revenue growth than 57% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$11,516,654

Up $714,586 (+6.6%) from 2019

Net Assets

Up

$10,012,994

Up $902,500 (+9.9%) from 2019

Liabilities

Down

$1,503,660

Down $187,914 (-11%) from 2019

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin64th percentile

Revenue

Up

$8,374,372

Up $433,354 (+5.5%) from 2019

Expenses

Down

$7,502,480

Down $326,512 (-4.2%) from 2019

Net Income

Up

$871,892

Up $759,866 (+678%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2020

Assets$11,516,654
Liabilities$1,503,660
Net Assets$10,012,994
Open 2020 Filing

Operations Trend

Revenue Growth57th 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

2020

Revenue$8,374,372
Expenses$7,502,480
Net Income$871,892
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 10, 2021
Return Version
2020v4.1
Gross Receipts
$8,549,634
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$5,031,574$4,585,275▼ $446,299
Land, Buildings, and Equipment, Net$3,689,154$3,392,377▼ $296,777
Cash and Non-Interest-Bearing Accounts$1,204,480$2,786,688▲ $1,582,208
Investments in Publicly Traded Securities$305,518$342,973▲ $37,455
Accounts Receivable$472,650$337,515▼ $135,135
Prepaid Expenses and Deferred Charges$98,692$71,826▼ $26,866
Total Assets$10,802,068$11,516,654▲ $714,586
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,149,950$1,019,563▼ $130,387
Accounts Payable and Accrued Expenses$541,624$484,097▼ $57,527
Total Liabilities$1,691,574$1,503,660▼ $187,914
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,995,094$9,912,400▲ $917,306
Net Assets With Donor Restrictions$115,400$100,594▼ $14,806
Total Net Assets Fund Balance$9,110,494$10,012,994▲ $902,500
Total Liabilities and Net Assets / Fund Balance$10,802,068$11,516,654▲ $714,586

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,622,001$956,811$3,578,812
Other Land Buildings$526,957$977,527$1,504,484
Equipment$88,419$197,600$286,019
Land$155,000-$155,000
Other Securities$4,585,275--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy GramkeChief Executive OfficerFT$135,693$7,566$143,259
Greg CarsonChief Financial OfficerFT$113,029$7,148$120,177

Board Members and Trustees

NameTitle
Lisa JacksonChair
Bob ManningChair Emeritus
Sam DebonisChair Emeritus
Bob HobsonChair-Elect
Chris WickTrustee
George RooksTrustee
Greg Von HolleTrustee
Janice ScheidTrustee
JoAnne GilliamTrustee
John CrowleyTrustee
Keith KralTrustee
Ken JamesTrustee
Kevin MalofTrustee
Patricia SchererTrustee
Shawn GuptaTrustee
Susan HakelTrustee
Matt EarlySecretary
Stephanie GranitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Little Miami Home Health Care LLCHome Care5371 South Milford Road Suite 16, Milford, OH 45150$182,044
Margaret CallahanHousing Management7275 Woodcroft Drive, Cincinnati, OH 45230$126,338
Assisted Care by Blackstone of CincinnatHome Care4700 East Galbrath Road Suite 302, Cincinnati, OH 45236$121,479
SDX Home Care Corporation LLCHome Care1 Park Plaza Suite 300, Irvine, CA 92614$115,003
Revenue and Support

Revenue Composition

Contributions and Grants
$7,870,848
Program Service Revenue
$378,287
Investment Income
$79,638
Other Revenue
$45,599
All Other Contributions
$1,054,834
Change in Net Assets
$871,892

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
Other Non Cash Contri Table1$80,103Cost
Cars and Other Vehicles1$61,118Cost
Total Noncash Contributions2$141,221-

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,363,488
Revenue Not Reported on Financial Statements
$10,884
Revenue Not Reported on Form 990
$32,173
Total Revenue per Audited Statements
$8,395,661
Total Revenue per Form 990
$8,374,372
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,276,435
Other Expenses$3,226,045
Total Fundraising Expense$24,717
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,842,264$269,368$13,014$3,124,646
Fees for Services Other$1,110,618$22,773$316$1,133,707
Other Employee Benefits$696,008$16,326$3,965$716,299
Depreciation Depletion$409,192$9,574$1,061$419,827
Current Officers, Directors, Trustees, and Key Employees$240,542$21,777$1,117$263,436
Travel$255,186$633$1$255,820
Occupancy$224,744$20,363$1,115$246,222
Payroll Taxes$151,747$19,399$908$172,054
All Other Expenses$113,824$9,603$620$124,047
Office Expenses$113,195$7,446$1,766$122,407
Other Expenses$96,795$4,014$420$101,229
Insurance$53,004$2,883$188$56,075
Interest$41,647$1,451$226$43,324
Fees for Services Accounting$29,101--$29,101
Conferences and Meetings$4,792$1,471-$6,263
Fees for Services Legal$1,999--$1,999
Total Functional Expenses$7,070,682$407,081$24,717$7,502,480

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,502,480
Total Expenses per Audited Statements$7,493,159
Expenses per Audited Statements$7,491,596
Expenses Not Reported on Financial Statements$10,884
Expenses Not Reported on Form 990$1,563
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$20,589
Fundraising Direct Expenses$1,563
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fall Gala$20,589$20,589$1,563$19,026
Total Events$20,589$20,589$1,563$19,026
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
2021-06-10
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
132
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 1,110,618. Management and general expenses 22,773. Fundraising expenses 316. Total expenses 1,133,707.”

Form 990, Part XI, line 9:

“Restatement of beginning net assets -2.”

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 1,563.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 1,563.”

Raw XML AppendixShowing 400 of 764 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/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt187148
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt197566
IRS990/Form990PartVIISectionAGrp/PersonNm0Chris Wick
IRS990/Form990PartVIISectionAGrp/PersonNm1Greg Von Holle
IRS990/Form990PartVIISectionAGrp/PersonNm2Kevin Malof
IRS990/Form990PartVIISectionAGrp/PersonNm3John Crowley
IRS990/Form990PartVIISectionAGrp/PersonNm4Keith Kral
IRS990/Form990PartVIISectionAGrp/PersonNm5Patricia Scherer
IRS990/Form990PartVIISectionAGrp/PersonNm6Ken James
IRS990/Form990PartVIISectionAGrp/PersonNm7Shawn Gupta
IRS990/Form990PartVIISectionAGrp/PersonNm8George Rooks
IRS990/Form990PartVIISectionAGrp/PersonNm9JoAnne Gilliam
IRS990/Form990PartVIISectionAGrp/PersonNm10Susan Hakel
IRS990/Form990PartVIISectionAGrp/PersonNm11Janice Scheid
IRS990/Form990PartVIISectionAGrp/PersonNm12Stephanie Granitz
IRS990/Form990PartVIISectionAGrp/PersonNm13Matt Early
IRS990/Form990PartVIISectionAGrp/PersonNm14Sam Debonis
IRS990/Form990PartVIISectionAGrp/PersonNm15Bob Manning
IRS990/Form990PartVIISectionAGrp/PersonNm16Bob Hobson
IRS990/Form990PartVIISectionAGrp/PersonNm17Lisa Jackson
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/ReportableCompFromOrgAmt18113029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt19135693
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/TitleTxt12Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt13Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt15Chair Emeritus
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chair-Elect
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt19Chief Executive Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingDirectExpensesAmt01563
IRS990/FundraisingGrossIncomeAmt020589
IRS990/GainOrLossGrp/OtherAmt06000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt06710420
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0179699
IRS990/GrossReceiptsAmt08549634
IRS990/GrossRentsGrp/RealAmt025180
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InsuranceGrp/FundraisingAmt0188
IRS990/InsuranceGrp/ManagementAndGeneralAmt02883
IRS990/InsuranceGrp/ProgramServicesAmt053004
IRS990/InsuranceGrp/TotalAmt056075
IRS990/InterestGrp/FundraisingAmt0226
IRS990/InterestGrp/ManagementAndGeneralAmt01451
IRS990/InterestGrp/ProgramServicesAmt041647
IRS990/InterestGrp/TotalAmt043324
IRS990/InvestmentIncomeGrp/ExclusionAmt073638
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt073638
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05031574
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04585275
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0305518
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0342973
IRS990/IRPDocumentCnt035
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02131938
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03689154
IRS990/LandBldgEquipBasisNetGrp/EOYAmt03392377
IRS990/LandBldgEquipCostOrOtherBssAmt05524315
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/BOYAmt01149950
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01019563
IRS990/NetAssetsOrFundBalancesBOYAmt09110494
IRS990/NetAssetsOrFundBalancesEOYAmt010012994
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt06000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt06000
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt019026
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt019026
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt025180
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt025180
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt030610
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt08995094
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt09912400
IRS990/NoncashContributionsAmt0141221
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt01115
IRS990/OccupancyGrp/ManagementAndGeneralAmt020363
IRS990/OccupancyGrp/ProgramServicesAmt0224744
IRS990/OccupancyGrp/TotalAmt0246222
IRS990/OfficeExpensesGrp/FundraisingAmt01766
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07446
IRS990/OfficeExpensesGrp/ProgramServicesAmt0113195
IRS990/OfficeExpensesGrp/TotalAmt0122407
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03965
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016326
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0696008
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0716299
IRS990/OtherExpensesGrp/Desc0Meals
IRS990/OtherExpensesGrp/Desc1Home Repair
IRS990/OtherExpensesGrp/Desc2Housing Management
IRS990/OtherExpensesGrp/Desc3Equipment
IRS990/OtherExpensesGrp/FundraisingAmt0420
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt04014
IRS990/OtherExpensesGrp/ProgramServicesAmt0376659
IRS990/OtherExpensesGrp/ProgramServicesAmt1171488
IRS990/OtherExpensesGrp/ProgramServicesAmt2137877
IRS990/OtherExpensesGrp/ProgramServicesAmt396795
IRS990/OtherExpensesGrp/TotalAmt0376659
IRS990/OtherExpensesGrp/TotalAmt1171488
IRS990/OtherExpensesGrp/TotalAmt2137877
IRS990/OtherExpensesGrp/TotalAmt3101229
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Misc Discounts & Credi
IRS990/OtherRevenueMiscGrp/ExclusionAmt01393
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt01393
IRS990/OtherRevenueTotalAmt01393
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt013014
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0269368
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02842264
IRS990/OtherSalariesAndWagesGrp/TotalAmt03124646
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt0908
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt019399
IRS990/PayrollTaxesGrp/ProgramServicesAmt0151747
IRS990/PayrollTaxesGrp/TotalAmt0172054
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt098692
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt071826
IRS990/PrincipalOfficerNm0Greg Carson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,516,654
Liabilities
$1,503,660
Net assets
$10,012,994
Revenue
$8,374,372
Expenses
$7,502,480
Net income
$871,892
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