Civic Intelligence

Senior Services Inc

EIN 38-1747660 • 501(c)3 • Kalamazoo, MI

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Profile

The mission of milestone senior services is to provide options that empower people to thrive in their community by being the leading and trusted community provider of innovative services to support individuals in their independence with dignity.

918 Jasper StreetKalamazoo, MI 49001

www.seniorservices1.org

Siviq Scores

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

Liabilities / Assets

44th percentile

0.13x

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

501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.09x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

46th percentile

3.0%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

17%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

5.0%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$13,897,311

Up $1,985,860 (+17%) from 2023

Liabilities

Up

$1,770,552

Up $170,621 (+11%) from 2023

Net Assets

Up

$12,126,759

Up $1,815,239 (+18%) from 2023

Operations
Liabilities / Revenue29th percentileNet Margin46th percentile

Revenue

Up

$19,758,356

Up $936,793 (+5.0%) from 2023

Expenses

Up

$19,173,641

Up $1,407,801 (+7.9%) from 2023

Net Income

Down

$584,715

Down $471,008 (-45%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth77th percentile

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

$15M$10M$5.0M$0Assets 2010: $8,274,602Liabilities 2010: $1,223,104Net Assets 2010: $7,051,4982010Assets 2011: $8,131,895Liabilities 2011: $962,711Net Assets 2011: $7,169,1842011Assets 2012: $8,974,876Liabilities 2012: $1,414,054Net Assets 2012: $7,560,8222012Assets 2013: $9,096,192Liabilities 2013: $1,169,744Net Assets 2013: $7,926,4482013Assets 2014: $9,479,866Liabilities 2014: $1,298,233Net Assets 2014: $8,181,6332014Assets 2015: $9,444,535Liabilities 2015: $1,194,015Net Assets 2015: $8,250,5202015Assets 2016: $9,156,956Liabilities 2016: $1,308,145Net Assets 2016: $7,848,8112016Assets 2017: $8,573,889Liabilities 2017: $1,165,932Net Assets 2017: $7,407,9572017Assets 2018: $8,722,964Liabilities 2018: $1,032,589Net Assets 2018: $7,690,3752018Assets 2019: $8,430,322Liabilities 2019: $1,171,397Net Assets 2019: $7,258,9252019Assets 2020: $8,933,065Liabilities 2020: $1,220,238Net Assets 2020: $7,712,8272020Assets 2021: $10,618,830Liabilities 2021: $1,273,447Net Assets 2021: $9,345,3832021Assets 2022: $9,897,246Liabilities 2022: $1,194,303Net Assets 2022: $8,702,9432022Assets 2023: $11,911,451Liabilities 2023: $1,599,931Net Assets 2023: $10,311,5202023Assets 2024: $13,897,311Liabilities 2024: $1,770,552Net Assets 2024: $12,126,7592024

Highlighted filing

2024

Assets$13,897,311
Liabilities$1,770,552
Net Assets$12,126,759
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$20M$10M$0-$10MExpenses 2010: $10,382,2492010Expenses 2011: $10,842,1992011Expenses 2012: $12,279,3682012Revenue 2013: $13,211,354Expenses 2013: $13,191,590Net Income 2013: $19,7642013Revenue 2014: $15,180,409Expenses 2014: $15,386,423Net Income 2014: -$206,0142014Revenue 2015: $15,932,830Expenses 2015: $15,973,359Net Income 2015: -$40,5292015Revenue 2016: $13,763,682Expenses 2016: $14,569,670Net Income 2016: -$805,9882016Revenue 2017: $12,919,018Expenses 2017: $13,836,955Net Income 2017: -$917,9372017Revenue 2018: $13,747,805Expenses 2018: $13,829,974Net Income 2018: -$82,1692018Revenue 2019: $13,763,236Expenses 2019: $14,536,388Net Income 2019: -$773,1522019Revenue 2020: $15,596,796Expenses 2020: $15,743,006Net Income 2020: -$146,2102020Revenue 2021: $16,068,018Expenses 2021: $15,199,887Net Income 2021: $868,1312021Revenue 2022: $16,844,404Expenses 2022: $16,522,458Net Income 2022: $321,9462022Revenue 2023: $18,821,563Expenses 2023: $17,765,840Net Income 2023: $1,055,7232023Revenue 2024: $19,758,356Expenses 2024: $19,173,641Net Income 2024: $584,7152024

Highlighted filing

2024

Revenue$19,758,356
Expenses$19,173,641
Net Income$584,715
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,897,311
Liabilities
$1,770,552
Net assets
$12,126,759
Revenue
$19,758,356
Expenses
$19,173,641
Net income
$584,715
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.9$1.77$12.1$19.8$19.2$0.58
2023Detailed filing. Detailed filing data is available for this year.$11.9$1.60$10.3$18.8$17.8$1.06
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.90$1.19$8.70$16.8$16.5$0.32
2021Detailed filing. Detailed filing data is available for this year.$10.6$1.27$9.35$16.1$15.2$0.87
2020Detailed filing. Detailed filing data is available for this year.$8.93$1.22$7.71$15.6$15.7$0.15
2019Detailed filing. Detailed filing data is available for this year.$8.43$1.17$7.26$13.8$14.5$0.77
2018Detailed filing. Detailed filing data is available for this year.$8.72$1.03$7.69$13.7$13.8$0.08
2017Detailed filing. Detailed filing data is available for this year.$8.57$1.17$7.41$12.9$13.8$0.92
2016Detailed filing. Detailed filing data is available for this year.$9.16$1.31$7.85$13.8$14.6$0.81
2015Detailed filing. Detailed filing data is available for this year.$9.44$1.19$8.25$15.9$16.0$0.04
2014Detailed filing. Detailed filing data is available for this year.$9.48$1.30$8.18$15.2$15.4$0.21
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.10$1.17$7.93$13.2$13.2$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.97$1.41$7.56$12.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.13$0.96$7.17$10.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.27$1.22$7.05$10.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 16, 2025
Return Version
2023v6.0
Gross Receipts
$19,773,611
Mission and Program Overview

Mission

The mission of senior services, inc., is to promote the well-being of all elders, with special commitments to those who are most vulnerable. Senior services will provide leadership in the delivery, promotion, and coordination of community and social services. The agency will actively advocate on behalf of its clients and the older adult population. Senior services will work in collaboration with families and organizations sharing interest in elders. All activities of senior services will reflect concern for the dignity of the individual and will be conducted in a caring, compassionate way, demonstrating the highest standards of professional excellence.

The mission of senior services, inc., is to promote the well-being of all elders, with special commitments to those who are most vulnerable. Milestone senior services will provide leadership in the delivery, promotion, and coordination of community and social services. The agency will actively advocate on behalf of its clients and the older adult population. Senior services will work in collaboration with families and organizations sharing interest in elders. All activities of senior services will reflect concern for the dignity of the individual and will be conducted in a caring, compassionate way, demonstrating the highest standards of professional excellence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,315,371$3,902,789▲ $1,587,418
Cash and Non-Interest-Bearing Accounts$2,308,123$2,033,265▼ $274,858
Investments Other Securities$882,305$1,041,432▲ $159,127
Pledges and Grants Receivable$1,061,826$898,380▼ $163,446
Accounts Receivable$574,121$411,554▼ $162,567
Inventories for Sale or Use$134,519$141,287▲ $6,768
Prepaid Expenses and Deferred Charges$12,716$18,847▲ $6,131
Total Assets$11,911,451$13,897,311▲ $1,985,860
Other Assets Total$4,622,470$5,449,757▲ $827,287
Liabilities
Accounts Payable and Accrued Expenses$1,461,979$1,547,692▲ $85,713
Deferred Revenue$137,952$222,860▲ $84,908
Total Liabilities$1,599,931$1,770,552▲ $170,621
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,243,468$10,390,864▲ $3,147,396
Net Assets With Donor Restrictions$3,068,052$1,735,895▼ $1,332,157
Total Net Assets Fund Balance$10,311,520$12,126,759▲ $1,815,239
Total Liabilities and Net Assets / Fund Balance$11,911,451$13,897,311▲ $1,985,860

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,023,923$2,162,644$4,186,567
Equipment$805,326$674,623$1,479,949
Other Land Buildings$1,037,392$349,963$1,387,355
Land$36,148-$36,148
Other Assets Org$5,449,757--
Other Securities$1,041,432--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$4,622,470-▲ $1,083,773-$5,449,757
2023$4,386,800-▲ $485,478-$4,622,470
2022$5,796,457-▼ $826,393-$4,386,800
2021$5,050,012-▲ $756,810-$5,796,457
2020$5,387,073$2,000▲ $579,078-$5,050,012
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Richard KlineChief Executive OfficerFT$194,980$26,652$221,632
Anita GrivinsChief Financial OfficerFT$167,762$27,561$195,323
Corinne BradleyChief Operations OfficerFT$160,549$6,636$167,185
Ruben Osorio-sandersDirector of Support ServicesFT$107,766$21,797$129,563
Cassandra StewartDirector of Fund DevelopmentFT$101,423$10,457$111,880

Board Members and Trustees

NameTitle
Carrie NicholsonChairperson
Mindy AllwardtVice Chair
Betsy LoeksBoard Member
Doreen GardnerBoard Member
Dorothea HollowayBoard Member
Gary StaffordBoard Member
John SchuemannBoard Member
Kara HoornBoard Member
Lisa AnspaughBoard Member
Nadina Williams-barrettBoard Member
Wendy LawrenceBoard Member
Karlissia MunnConsumer Representative
Willie Mae BellConsumer Representative
Denise KingPaterning Agency Represent
Nichole AsherSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Gt IndependenceMi Choice Waiver Services215 BROADUS ST, Sturgis, MI 49091$1,133,437
Park Place Assisted LivingMi Choice Waiver Services4222 S WESTNEDGE, Kalamazoo, MI 49008$872,508
Home Street HomeMi Choice Waiver Services4032 M139 SUITE 132, St Joseph, MI 49085$632,679
Arcadia Home Care & StaffingMi Choice Waiver ServicesPO BOX 84884 DEPT 300, Chicago, IL 60689$600,603
HomejoyMi Choice Waiver Services1821 WHITES RD SUITE B, Kalamazoo, MI 49008$475,057
Revenue and Support

Revenue Composition

Contributions and Grants
$4,847,264
Program Service Revenue
$14,814,892
Investment Income
$31,676
Other Revenue
$64,524
All Other Contributions
$807,102
Change in Net Assets
$584,715

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,749,832
Revenue Not Reported on Financial Statements
$8,524
Revenue Not Reported on Form 990
$1,245,779
Total Revenue per Audited Statements
$20,995,611
Total Revenue per Form 990
$19,758,356
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,644,822
Salaries, Compensation, and Employee Benefits$7,523,708
Total Fundraising Expense$294,997
Grants and Similar Amounts Paid$5,111
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$7,617,961$20,405$43$7,638,409
Other Salaries and Wages$5,099,899$215,809$208,613$5,524,321
Other Employee Benefits$711,265$57,441$20,173$788,879
Current Officers, Directors, Trustees, and Key Employees$192,658$408,749-$601,407
Payroll Taxes$383,127$44,184$15,478$442,789
Information Technology$250,079$16,349$13,537$279,965
Depreciation Depletion$261,356$10,426$3,941$275,723
Advertising$133,081$95,618$10,450$239,149
Occupancy$176,928$11,067$3,906$191,901
Pension Plan Contributions$133,729$25,040$7,543$166,312
Insurance$133,072$7,194$3,036$143,302
Travel$134,284$2,378$1,728$138,390
Fees for Services Accounting$90,993$4,960$1,951$97,904
Fees for Services Legal$51,385$1,047$334$52,766
Conferences and Meetings$13,995$26,400$3,982$44,377
Office Expenses$17,729$5,655$929$24,313
Other Expenses$15,791$1,823$52$17,666
Fees for Service Investment Mgmnt Fees$3,768$4,756-$8,524
Grants to Domestic Orgs$5,111--$5,111
Total Functional Expenses$17,906,873$971,771$294,997$19,173,641

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$19,180,372
Total Expenses per Form 990$19,173,641
Expenses per Audited Statements$19,165,117
Expenses Not Reported on Form 990$15,255
Expenses Not Reported on Financial Statements$8,524
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$15,255
Fundraising Gross Income$10,705
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Golf Outing$27,090$7,080$1,208$5,872
Senior Dance$26,381$3,625$2,447$1,178
Total Events$53,471$10,705$15,255$-4,550
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
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

“The form 990 is emailed to the board to review prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflicts of interest are disclosed and reviewed annually.”

Form 990, Part VI, Section B, Line 15

“Biannual comparison to michigan nonprofit wage & benefit survey by hr committee with board approval.”

Form 990, Part VI, Section C, Line 19

“Governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Senior Services Inc
EIN
38-1747660
Phone
2693820515
Address
918 JASPER STREET, KALAMAZOO, MI 49001
Doing Business As
Milestone Senior Services

Signing Officer

Name
Anita Grivins
Title
CFO
Phone
2693820515
Signed
2025-07-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Anita Grivins
Formed
1963
Legal Domicile
Mi
Voting Board Members
15
Independent Board Members
15
Employees
196
Volunteers
330

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 300, AUBURN HILLS, MI 48326
Preparer
Samantha L Becker
Phone
2483757100
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Waiver service expense: program service expenses 7,523,967. Management and general expenses 0. Fundraising expenses 0. Total expenses 7,523,967. Purchased services: program service expenses 93,994. Management and general expenses 20,405. Fundraising expenses 43. Total expenses 114,442.”

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART V, LINE 4:

“Operations, emergency programs, meals on wheels program”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 15,255.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Fundraising expenses 15,255.”

Raw XML AppendixShowing 400 of 790 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/ActivityOrMissionDesc0THE MISSION OF SENIOR SERVICES, INC., IS TO PROMOTE THE WELL-BEING OF ALL ELDERS, WITH SPECIAL COMMITMENTS TO THOSE WHO ARE MOST VULNERABLE. MILESTONE SENIOR SERVICES WILL PROVIDE LEADERSHIP IN THE DELIVERY, PROMOTION, AND COORDINATION OF COMMUNITY AND SOCIAL SERVICES. THE AGENCY WILL ACTIVELY ADVOCATE ON BEHALF OF ITS CLIENTS AND THE OLDER ADULT POPULATION. SENIOR SERVICES WILL WORK IN COLLABORATION WITH FAMILIES AND ORGANIZATIONS SHARING INTEREST IN ELDERS. ALL ACTIVITIES OF SENIOR SERVICES WILL REFLECT CONCERN FOR THE DIGNITY OF THE INDIVIDUAL AND WILL BE CONDUCTED IN A CARING, COMPASSIONATE WAY, DEMONSTRATING THE HIGHEST STANDARDS OF PROFESSIONAL EXCELLENCE.
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IRS990/MissionDesc0THE MISSION OF MILESTONE SENIOR SERVICES IS TO PROVIDE OPTIONS THAT EMPOWER PEOPLE TO THRIVE IN THEIR COMMUNITY BY BEING THE LEADING AND TRUSTED COMMUNITY PROVIDER OF INNOVATIVE SERVICES TO SUPPORT INDIVIDUALS IN THEIR INDEPENDENCE WITH DIGNITY.
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