Civic Intelligence

Clermont Senior Services Inc.

990 • Fiscal year 2022 • EIN 31-0832354

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 11, 2023

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

0.10x

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

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

44th percentile

0.17x

Higher debt load relative to revenue than 44% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

40th percentile

2.6%

Higher net margin than 40% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

68th percentile

$237,777

Higher top officer pay than 68% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

49th percentile

0.1%

Faster asset growth than 49% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

41st percentile

-0.3%

Faster revenue growth than 41% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$11,567,656

Up $10,939 (+0.1%) from 2021

Net Assets

Up

$10,360,208

Up $92,665 (+0.9%) from 2021

Liabilities

Down

$1,207,448

Down $81,726 (-6.3%) from 2021

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin40th percentile

Revenue

Down

$7,070,946

Down $19,434 (-0.3%) from 2021

Expenses

Up

$6,888,418

Up $77,740 (+1.1%) from 2021

Net Income

Down

$182,528

Down $97,174 (-35%) from 2021

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

2022

Assets$11,567,656
Liabilities$1,207,448
Net Assets$10,360,208
Open 2022 Filing

Operations Trend

Revenue Growth41st 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

2022

Revenue$7,070,946
Expenses$6,888,418
Net Income$182,528
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$7,081,310
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$4,581,107$4,579,557▼ $1,550
Cash and Non-Interest-Bearing Accounts$3,222,219$3,214,605▼ $7,614
Land, Buildings, and Equipment, Net$3,074,697$2,861,272▼ $213,425
Investments in Publicly Traded Securities$384,333$314,826▼ $69,507
Accounts Receivable$229,914$307,050▲ $77,136
Prepaid Expenses and Deferred Charges$64,447$250,673▲ $186,226
Total Assets$11,556,717$11,567,656▲ $10,939
Other Assets Total$0$39,673▲ $39,673
Liabilities
Mortgage Notes Payable Secured by Investment Property$882,363$740,457▼ $141,906
Accounts Payable and Accrued Expenses$406,811$427,318▲ $20,507
Other Liabilities$0$39,673▲ $39,673
Total Liabilities$1,289,174$1,207,448▼ $81,726
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,218,249$10,360,208▲ $141,959
Net Assets With Donor Restrictions$49,294$0▼ $49,294
Total Net Assets Fund Balance$10,267,543$10,360,208▲ $92,665
Total Liabilities and Net Assets / Fund Balance$11,556,717$11,567,656▲ $10,939

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,504,610$1,145,307$3,649,917
Other Land Buildings$140,322$1,291,319$1,431,641
Equipment$61,340$322,650$383,990
Land$155,000-$155,000
Other Securities$4,579,557--
Compensation and Service Providers
Top Officer Pay68th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Cindy Gramke - Exit 102022Chief Executive OfficerFT$225,168$12,609$237,777
William DeHass -COO to 1022Chief Executive OfficerFT$106,442$6,022$112,464
Angelina Burton - Start 102022Chief Financial OfficerFT$74,719$484$75,203

Board Members and Trustees

NameTitle
Bob HobsonCo-Chair
Lisa JacksonCo-Chair
Andrew McAfee - Start 042022Trustee
Chris WickTrustee
Gloria NodayTrustee
Greg Von HolleTrustee
Janice ScheidTrustee
Jason Dugle - Start 042022Trustee
John CrowleyTrustee
Keith KralTrustee
Sandra Hugueley - Start 042022Trustee
Shawn CaldwellTrustee
Shawn GuptaTrustee
Susan HakelTrustee
JoAnne GilliamSecretary
Stephanie GranitzTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Margaret CallahanHousing Management Fees7275 Woodcroft Drive, Cincinnati, OH 45230$164,029
Revenue and Support

Revenue Composition

Contributions and Grants
$6,483,752
Program Service Revenue
$470,732
Investment Income
$36,078
Other Revenue
$80,384
All Other Contributions
$145,642
Change in Net Assets
$182,528

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 Table50$63,795Fair Market Value (FMV)
Total Noncash Contributions50$63,795-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,058,884
Revenue Not Reported on Financial Statements
$12,062
Revenue Not Reported on Form 990
$-82,178
Total Revenue per Audited Statements
$6,976,706
Total Revenue per Form 990
$7,070,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,080,169
Other Expenses$2,808,249
Total Fundraising Expense$19,847
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,335,379$318,647$11,355$2,665,381
Fees for Services Other$612,574--$612,574
Other Employee Benefits$554,377$46,995$1,970$603,342
Current Officers, Directors, Trustees, and Key Employees$373,585$50,066$1,793$425,444
Travel$358,960$540$179$359,679
Depreciation Depletion$283,869$8,831$728$293,428
Payroll Taxes$243,358$25,159$1,036$269,553
Occupancy$180,339$12,211$551$193,101
All Other Expenses$171,054$8,541$522$180,117
Other Expenses$147,139$242,799$436$147,139
Pension Plan Contributions$106,999$9,070$380$116,449
Office Expenses$67,888$5,554$287$73,729
Insurance$55,347$4,074$263$59,684
Fees for Services Accounting$34,334$16,191$275$50,800
Interest$31,063$674$66$31,803
Conferences and Meetings$14,251$2,512-$16,763
Fees for Service Investment Mgmnt Fees-$12,062-$12,062
Fees for Services Legal$5,525--$5,525
Fees for Services Lobbying$987$3,161$6$4,154
Total Functional Expenses$6,101,484$767,087$19,847$6,888,418

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,888,418
Total Expenses per Audited Statements$6,884,041
Expenses per Audited Statements$6,876,356
Expenses Not Reported on Financial Statements$12,062
Expenses Not Reported on Form 990$7,685
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$10,276
Fundraising Direct Expenses$7,685
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Flight Night$33,664$10,276$1,538$8,738
Total Events$33,664$10,276$7,685$2,591
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$39,673
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
Yes
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 A, line 4

“Bylaws amended 01/2023”

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
William DeHass
Title
Chief Executive Officer
Phone
5137241255
Signed
2023-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William DeHass
Formed
1973
Legal Domicile
Oh
Voting Board Members
16
Independent Board Members
16
Employees
114
Volunteers
325

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 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 7,685.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 7,685.”

Raw XML AppendixShowing 400 of 785 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0406811
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0427318
IRS990/AccountsReceivableGrp/BOYAmt0229914
IRS990/AccountsReceivableGrp/EOYAmt0307050
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To 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/AllOtherContributionsAmt0145642
IRS990/AllOtherExpensesGrp/FundraisingAmt0522
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt08541
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0171054
IRS990/AllOtherExpensesGrp/TotalAmt0180117
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Angelina Burton
IRS990/BooksInCareOfDetail/PhoneNum05137241255
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02085 James E Sauls Sr Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Batavia
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045103
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt03222219
IRS990/CashNonInterestBearingGrp/EOYAmt03214605
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01793
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt050066
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0373585
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0425444
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02512
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt014251
IRS990/ConferencesMeetingsGrp/TotalAmt016763
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0164029
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt07275 Woodcroft Drive
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0Cincinnati
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0OH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd045230
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0Margaret Callahan
IRS990/ContractorCompensationGrp/ServicesDesc0Housing Management Fees
IRS990/ContriRptFundraisingEventAmt023388
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06483752
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt036078
IRS990/CYOtherExpensesAmt02808249
IRS990/CYOtherRevenueAmt080384
IRS990/CYProgramServiceRevenueAmt0470732
IRS990/CYRevenuesLessExpensesAmt0182528
IRS990/CYSalariesCompEmpBnftPaidAmt04080169
IRS990/CYTotalExpensesAmt06888418
IRS990/CYTotalFundraisingExpenseAmt019847
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07070946
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0728
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt08831
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0283869
IRS990/DepreciationDepletionGrp/TotalAmt0293428
IRS990/Desc0Home Care Services - To provide in-home personal care, home management, house cleaning, and strengthening the functioning of individuals.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt049294
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0114
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01230054
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt032073
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0275
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt016191
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt034334
IRS990/FeesForServicesAccountingGrp/TotalAmt050800
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt05525
IRS990/FeesForServicesLegalGrp/TotalAmt05525
IRS990/FeesForServicesLobbyingGrp/FundraisingAmt06
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt03161
IRS990/FeesForServicesLobbyingGrp/ProgramServicesAmt0987
IRS990/FeesForServicesLobbyingGrp/TotalAmt04154
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt0612574
IRS990/FeesForServicesOtherGrp/TotalAmt0612574
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt012062
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012062
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt07.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt17.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt166022
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1712609
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt18484
IRS990/Form990PartVIISectionAGrp/PersonNm0Chris Wick
IRS990/Form990PartVIISectionAGrp/PersonNm1Greg Von Holle
IRS990/Form990PartVIISectionAGrp/PersonNm2John Crowley
IRS990/Form990PartVIISectionAGrp/PersonNm3Keith Kral
IRS990/Form990PartVIISectionAGrp/PersonNm4Shawn Caldwell
IRS990/Form990PartVIISectionAGrp/PersonNm5Shawn Gupta
IRS990/Form990PartVIISectionAGrp/PersonNm6Gloria Noday
IRS990/Form990PartVIISectionAGrp/PersonNm7JoAnne Gilliam
IRS990/Form990PartVIISectionAGrp/PersonNm8Susan Hakel
IRS990/Form990PartVIISectionAGrp/PersonNm9Janice Scheid
IRS990/Form990PartVIISectionAGrp/PersonNm10Stephanie Granitz
IRS990/Form990PartVIISectionAGrp/PersonNm11Andrew McAfee - Start 042022
IRS990/Form990PartVIISectionAGrp/PersonNm12Jason Dugle - Start 042022
IRS990/Form990PartVIISectionAGrp/PersonNm13Sandra Hugueley - Start 042022
IRS990/Form990PartVIISectionAGrp/PersonNm14Bob Hobson
IRS990/Form990PartVIISectionAGrp/PersonNm15Lisa Jackson
IRS990/Form990PartVIISectionAGrp/PersonNm16William DeHass -COO to 1022
IRS990/Form990PartVIISectionAGrp/PersonNm17Cindy Gramke - Exit 102022
IRS990/Form990PartVIISectionAGrp/PersonNm18Angelina Burton - Start 102022
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/ReportableCompFromOrgAmt16106442
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17225168
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1874719
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/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt15Co-Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt18Chief Financial Officer
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt023388
IRS990/FundraisingDirectExpensesAmt07685
IRS990/FundraisingGrossIncomeAmt010276
IRS990/GainOrLossGrp/OtherAmt028
IRS990/GainOrLossGrp/SecuritiesAmt0-2679
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt06282649
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt028
IRS990/GrossReceiptsAmt07081310
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt0263
IRS990/InsuranceGrp/ManagementAndGeneralAmt04074
IRS990/InsuranceGrp/ProgramServicesAmt055347
IRS990/InsuranceGrp/TotalAmt059684
IRS990/InterestGrp/FundraisingAmt066
IRS990/InterestGrp/ManagementAndGeneralAmt0674
IRS990/InterestGrp/ProgramServicesAmt031063
IRS990/InterestGrp/TotalAmt031803
IRS990/InvestmentIncomeGrp/ExclusionAmt038729
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt038729
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt04581107
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt04579557
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0384333
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0314826
IRS990/IRPDocumentCnt042
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02759276
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03074697
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02861272
IRS990/LandBldgEquipCostOrOtherBssAmt05620548
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02679
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/BOYAmt0882363
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0740457
IRS990/NetAssetsOrFundBalancesBOYAmt010267543
IRS990/NetAssetsOrFundBalancesEOYAmt010360208
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-2651
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2651
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt02591
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt02591
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-89863
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010218249
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010360208
IRS990/NoncashContributionsAmt063795
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0551
IRS990/OccupancyGrp/ManagementAndGeneralAmt012211
IRS990/OccupancyGrp/ProgramServicesAmt0180339
IRS990/OccupancyGrp/TotalAmt0193101
IRS990/OfficeExpensesGrp/FundraisingAmt0287
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05554
IRS990/OfficeExpensesGrp/ProgramServicesAmt067888
IRS990/OfficeExpensesGrp/TotalAmt073729
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt039673
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt01970
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt046995
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0554377
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0603342
IRS990/OtherExpensesGrp/Desc0Miscellaneous
IRS990/OtherExpensesGrp/Desc1Meals
IRS990/OtherExpensesGrp/Desc2Housing Management
IRS990/OtherExpensesGrp/Desc3Home Repair
IRS990/OtherExpensesGrp/FundraisingAmt0436
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0242799
IRS990/OtherExpensesGrp/ProgramServicesAmt075784
IRS990/OtherExpensesGrp/ProgramServicesAmt1299374
IRS990/OtherExpensesGrp/ProgramServicesAmt2149298
IRS990/OtherExpensesGrp/ProgramServicesAmt3147139
IRS990/OtherExpensesGrp/TotalAmt0319019
IRS990/OtherExpensesGrp/TotalAmt1299374
IRS990/OtherExpensesGrp/TotalAmt2149298
IRS990/OtherExpensesGrp/TotalAmt3147139
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt039673
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0Insurance proceeds
IRS990/OtherRevenueMiscGrp/Desc1Miscellaneous Income
IRS990/OtherRevenueMiscGrp/ExclusionAmt077338
IRS990/OtherRevenueMiscGrp/ExclusionAmt1455
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt077338
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1455
IRS990/OtherRevenueTotalAmt077793
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011355
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0318647
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02335379
IRS990/OtherSalariesAndWagesGrp/TotalAmt02665381
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt01036
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt025159
IRS990/PayrollTaxesGrp/ProgramServicesAmt0243358
IRS990/PayrollTaxesGrp/TotalAmt0269553
IRS990/PensionPlanContributionsGrp/FundraisingAmt0380
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt09070
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0106999
IRS990/PensionPlanContributionsGrp/TotalAmt0116449
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt064447
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0250673
IRS990/PrincipalOfficerNm0William DeHass
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0Housing management fee
IRS990/ProgramServiceRevenueGrp/Desc1Customer cost share
IRS990/ProgramServiceRevenueGrp/Desc2Passport Revenue
IRS990/ProgramServiceRevenueGrp/Desc3Rent & contracted serv
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0176416
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1175243
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2106593
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt312480
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0176416
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1175243

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,567,656
Liabilities
$1,207,448
Net assets
$10,360,208
Revenue
$7,070,946
Expenses
$6,888,418
Net income
$182,528
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