Civic Intelligence

Lytle Trace Inc

EIN 31-1709511 • 501(c)3 • Batavia, OH

Profile

To provide affordable housing to the elderly.

2085-A James E Sauls DriveBatavia, OH 45103

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.03x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.16x

Higher debt load relative to revenue than 62% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

20th percentile

-12%

Higher net margin than 20% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

84th percentile

$157,113

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 53.6% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

31st percentile

-2.5%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

14%

Faster revenue growth than 61% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Down

$1,562,576

Down $173,172 (-10.0%) from 2021

Liabilities

Down

$45,465

Down $5,568 (-11%) from 2021

Net Assets

Down

$1,517,111

Down $167,604 (-9.9%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin20th percentile

Revenue

Up

$293,086

Up $54,791 (+23%) from 2021

Expenses

Up

$327,882

Up $33,234 (+11%) from 2021

Net Income

Up

-$34,796

Up $21,557 (+38%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2010: $2,374,720Liabilities 2010: $44,136Net Assets 2010: $2,330,5842010Assets 2011: $2,316,979Liabilities 2011: $44,399Net Assets 2011: $2,272,5802011Assets 2012: $2,258,860Liabilities 2012: $44,447Net Assets 2012: $2,214,4132012Assets 2013: $2,194,630Liabilities 2013: $42,836Net Assets 2013: $2,151,7942013Assets 2014: $2,128,489Liabilities 2014: $38,649Net Assets 2014: $2,089,8402014Assets 2015: $2,066,447Liabilities 2015: $39,642Net Assets 2015: $2,026,8052015Assets 2016: $2,006,342Liabilities 2016: $38,896Net Assets 2016: $1,967,4462016Assets 2017: $1,949,413Liabilities 2017: $37,504Net Assets 2017: $1,911,9092017Assets 2019: $1,836,211Liabilities 2019: $40,048Net Assets 2019: $1,796,1632019Assets 2020: $1,784,337Liabilities 2020: $43,269Net Assets 2020: $1,741,0682020Assets 2021: $1,735,748Liabilities 2021: $51,033Net Assets 2021: $1,684,7152021Assets 2024: $1,562,576Liabilities 2024: $45,465Net Assets 2024: $1,517,1112024

Highlighted filing

2024

Assets$1,562,576
Liabilities$45,465
Net Assets$1,517,111
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0-$100KExpenses 2010: $256,1292010Expenses 2011: $256,9982011Expenses 2012: $267,7092012Revenue 2013: $216,542Expenses 2013: $279,165Net Income 2013: -$62,6232013Revenue 2014: $216,627Expenses 2014: $278,581Net Income 2014: -$61,9542014Revenue 2015: $220,753Expenses 2015: $283,788Net Income 2015: -$63,0352015Revenue 2016: $221,103Expenses 2016: $280,462Net Income 2016: -$59,3592016Revenue 2017: $222,065Expenses 2017: $277,602Net Income 2017: -$55,5372017Revenue 2019: $231,439Expenses 2019: $292,351Net Income 2019: -$60,9122019Revenue 2020: $244,703Expenses 2020: $299,798Net Income 2020: -$55,0952020Revenue 2021: $238,295Expenses 2021: $294,648Net Income 2021: -$56,3532021Revenue 2024: $293,086Expenses 2024: $327,882Net Income 2024: -$34,7962024

Highlighted filing

2024

Revenue$293,086
Expenses$327,882
Net Income-$34,796
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$1,562,576
Liabilities
$45,465
Net assets
$1,517,111
Revenue
$293,086
Expenses
$327,882
Net income
-$34,796
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.05$1.52$0.29$0.33$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.05$1.68$0.24$0.29$0.06
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.04$1.74$0.24$0.30$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.84$0.04$1.80$0.23$0.29$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.04$1.91$0.22$0.28$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$0.04$1.97$0.22$0.28$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.07$0.04$2.03$0.22$0.28$0.06
2014Detailed filing. Detailed filing data is available for this year.$2.13$0.04$2.09$0.22$0.28$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.19$0.04$2.15$0.22$0.28$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.26$0.04$2.21$0.27
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.32$0.04$2.27$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.37$0.04$2.33$0.26
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jun 16, 2021
Return Version
2020v4.1
Gross Receipts
$244,703
Mission and Program Overview

Mission

To provide affordable housing for the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,667,277$1,599,222▼ $68,055
Savings and Temporary Cash Investments$152,365$168,407▲ $16,042
Cash and Non-Interest-Bearing Accounts$10,589$10,728▲ $139
Prepaid Expenses and Deferred Charges$5,980$5,980→ $0
Total Assets$1,836,211$1,784,337▼ $51,874
Liabilities
Accounts Payable and Accrued Expenses$29,290$30,999▲ $1,709
Other Liabilities$10,758$12,270▲ $1,512
Total Liabilities$40,048$43,269▲ $3,221
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,517,300$2,517,300→ $0
Net Assets Without Donor Restrictions$-721,137$-776,232▼ $55,095
Total Net Assets Fund Balance$1,796,163$1,741,068▼ $55,095
Total Liabilities and Net Assets / Fund Balance$1,836,211$1,784,337▼ $51,874

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,553,928$1,168,282$2,722,210
Land$45,000-$45,000
Other Land Buildings$294$34,045$34,339
Equipment$0$8,048$8,048
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleOtherTotal
Cindy GramkeChief Executive Officer$143,259$143,259
Greg CarsonChief Financial Officer$120,177$120,177

Board Members and Trustees

NameTitle
Ed RustPresident
Mel LarsonVice President
Aaron MausTrustee
Bonnie BatchlerTrustee
John TheboutTrustee
Marilyn HodgesTrustee
Patti LouisoTrustee
Ramona CarrTrustee
Ron GramkeTrustee
Sandy GrahamTrustee
Tim RuddTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$4,700
Program Service Revenue
$237,378
Investment Income
$48
Other Revenue
$2,577
Change in Net Assets
$-55,095

Audited Revenue Reconciliation

Revenue per Audited Statements
$244,703
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$244,703
Total Revenue per Form 990
$244,703
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$254,099
Salaries, Compensation, and Employee Benefits$45,699
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$105,594--$105,594
Depreciation Depletion$68,055--$68,055
Other Salaries and Wages$16,840$24,538-$41,378
Fees for Services Other$28,602--$28,602
Fees for Services Management-$21,371-$21,371
Office Expenses$5,799$6,227-$12,026
Insurance$9,251--$9,251
Fees for Services Accounting-$8,409-$8,409
Payroll Taxes$3,696--$3,696
Advertising-$791-$791
Other Employee Benefits$625--$625
Total Functional Expenses$238,462$61,336$0$299,798

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$299,798
Total Expenses per Audited Statements$299,798
Total Expenses per Form 990$299,798
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Security Deposits$12,270
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
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 2

“Ron Gramke and Cindy Gramke are husband and wife. The board does not see this relationship as a conflict as Cindy reports to the Clermont Senior Services board of which Ron is not a member. Additionally, the housing board is not part of the daily operations of Clermont Senior Services.”

Form 990, Part VI, Section A, line 8B

“The governing body does not divide into smaller committees”

Form 990, Part VI, Section B, line 11B

“The tax return is prepared and given to the governing body for review. Once they have reviewed the return it is filed.”

Form 990, Part VI, Section C, line 19

“Information is available upon request.”

Filing and Contact Details

Filer

Filer Name
Lytle Trace Inc
EIN
31-1709511
Phone
5137241255
Address
2085-A James E Sauls Drive, Batavia, OH 45103

Signing Officer

Name
Gregory W Carson
Title
Chief Financial Officer
Phone
5137241255
Signed
2021-06-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gregory W Carson
Formed
2003
Legal Domicile
Oh
Voting Board Members
11
Independent Board Members
11
Employees
15
Volunteers
13

Preparer

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

Financial Statement Notes

Part X, Line 2:

“The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and a similar provision of state 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 status 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.”

Raw XML AppendixShowing 400 of 562 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/BOYAmt029290
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt030999
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0To provide affordable housing for the elderly.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0791
IRS990/AdvertisingGrp/TotalAmt0791
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Clermont Senior Services
IRS990/BooksInCareOfDetail/PhoneNum05137241255
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02085-A James Sauls Sr Drive
IRS990/BooksInCareOfDetail/USAddress/CityNm0Batavia
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd045102
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt010589
IRS990/CashNonInterestBearingGrp/EOYAmt010728
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04700
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt048
IRS990/CYOtherExpensesAmt0254099
IRS990/CYOtherRevenueAmt02577
IRS990/CYProgramServiceRevenueAmt0237378
IRS990/CYRevenuesLessExpensesAmt0-55095
IRS990/CYSalariesCompEmpBnftPaidAmt045699
IRS990/CYTotalExpensesAmt0299798
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0244703
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt068055
IRS990/DepreciationDepletionGrp/TotalAmt068055
IRS990/Desc0Lytle Trace, Inc. is a 36 unit apartment complex organized to provide affordable housing to the elderly.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt02517300
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt02517300
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt015
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0238462
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt08409
IRS990/FeesForServicesAccountingGrp/TotalAmt08409
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt021371
IRS990/FeesForServicesManagementGrp/TotalAmt021371
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt028602
IRS990/FeesForServicesOtherGrp/TotalAmt028602
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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/OtherCompensationAmt87566
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt97148
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/PersonNm0Aaron Maus
IRS990/Form990PartVIISectionAGrp/PersonNm1Bonnie Batchler
IRS990/Form990PartVIISectionAGrp/PersonNm2John Thebout
IRS990/Form990PartVIISectionAGrp/PersonNm3Marilyn Hodges
IRS990/Form990PartVIISectionAGrp/PersonNm4Patti Louiso
IRS990/Form990PartVIISectionAGrp/PersonNm5Ron Gramke
IRS990/Form990PartVIISectionAGrp/PersonNm6Sandy Graham
IRS990/Form990PartVIISectionAGrp/PersonNm7Tim Rudd
IRS990/Form990PartVIISectionAGrp/PersonNm8Cindy Gramke
IRS990/Form990PartVIISectionAGrp/PersonNm9Greg Carson
IRS990/Form990PartVIISectionAGrp/PersonNm10Mel Larson
IRS990/Form990PartVIISectionAGrp/PersonNm11Ed Rust
IRS990/Form990PartVIISectionAGrp/PersonNm12Ramona Carr
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt8135693
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt9113029
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
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/TitleTxt8Chief Executive Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Chief Financial Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt10Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt11President
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02003
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
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IRS990/GovernmentGrantsAmt04700
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0244703
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InsuranceGrp/TotalAmt09251
IRS990/InvestmentIncomeGrp/ExclusionAmt048
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt048
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01210375
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01667277
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01599222
IRS990/LandBldgEquipCostOrOtherBssAmt02809597
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0To provide affordable housing for the elderly.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01796163
IRS990/NetAssetsOrFundBalancesEOYAmt01741068
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0-721137
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0-776232
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0105594
IRS990/OccupancyGrp/TotalAmt0105594
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt06227
IRS990/OfficeExpensesGrp/ProgramServicesAmt05799
IRS990/OfficeExpensesGrp/TotalAmt012026
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0625
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0625
IRS990/OtherInd0X
IRS990/OtherLiabilitiesGrp/BOYAmt010758
IRS990/OtherLiabilitiesGrp/EOYAmt012270
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1812300
IRS990/OtherRevenueMiscGrp/Desc0MISC Income
IRS990/OtherRevenueMiscGrp/Desc1Tenant Charges
IRS990/OtherRevenueMiscGrp/ExclusionAmt02195
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0382
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02195
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1382
IRS990/OtherRevenueTotalAmt02577
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt024538
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt016840
IRS990/OtherSalariesAndWagesGrp/TotalAmt041378
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ProgramServicesAmt03696
IRS990/PayrollTaxesGrp/TotalAmt03696
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05980
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05980
IRS990/PrincipalOfficerNm0Gregory W Carson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/Desc0Tenant Rent Revenue
IRS990/ProgramServiceRevenueGrp/Desc1HUD Subsidy Rent Reven
IRS990/ProgramServiceRevenueGrp/Desc2Laundry Income
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0131938
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1102900
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0131938
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1102900
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22540
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt077
IRS990/PYOtherExpensesAmt0246083
IRS990/PYOtherRevenueAmt03728
IRS990/PYProgramServiceRevenueAmt0227634
IRS990/PYRevenuesLessExpensesAmt0-60912
IRS990/PYSalariesCompEmpBnftPaidAmt046268
IRS990/PYTotalExpensesAmt0292351
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0231439
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-55095
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0237760
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0152365
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0168407
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0miscellaneous - 2016 Amount: $ 2,319. 2017 Amount: $ 4,232. 2018 Amount: $ 3,547. 2019 Amount: $ 3,728. 2020 Amount: $ 2,577.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Part III, Line 12, Explanation of Other Income:
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt04700
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt04700
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt048
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0276
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0237760
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0227634
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0228629
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0217783
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0218739
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01130545
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt048
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt077
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt056
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt045
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0276
IRS990ScheduleA/InvestmentIncomeCYPct00.00020
IRS990ScheduleA/InvestmentIncomePYPct00.00020
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt02577
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt03728
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt03547
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt04232
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt02319
IRS990ScheduleA/OtherIncome509Grp/TotalAmt016403
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.98550
IRS990ScheduleA/PublicSupportPY509Pct00.98430
IRS990ScheduleA/PublicSupportTotal509Amt01135245
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0242460
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0227634
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0228629
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0217783
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0218739
IRS990ScheduleA/Total509Grp/TotalAmt01135245
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0245085
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0231439
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0232232
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0222065
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0221103
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt01151924
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt01553928
IRS990ScheduleD/BuildingsGrp/DepreciationAmt01168282
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02722210
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt08048
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08048
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0299798
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt045000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt045000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0294
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034045
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt034339
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012270
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Security Deposits
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt0244703
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code and a similar provision of state 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 status 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01599222
IRS990ScheduleD/TotalExpensesPerForm990Amt0299798
IRS990ScheduleD/TotalLiabilityAmt012270
IRS990ScheduleD/TotalRevenuePerForm990Amt0244703
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0244703
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0299798
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Ron Gramke and Cindy Gramke are husband and wife. The board does not see this relationship as a conflict as Cindy reports to the Clermont Senior Services board of which Ron is not a member. Additionally, the housing board is not part of the daily operations of Clermont Senior Services.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The governing body does not divide into smaller committees
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The tax return is prepared and given to the governing body for review. Once they have reviewed the return it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Information is available upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0Clermont Senior Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1Clermont Senior Services
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt2Clermont Senior Services

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