Civic Intelligence

Senior Resources Inc.

990 • Fiscal year 2020 • EIN 57-0484965

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 14, 2020

2817 Millwood AvenueColumbia, SC 29205

(803) 252-7734

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.15x

Higher debt load relative to assets than 47% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

28th percentile

0.08x

Higher debt load relative to revenue than 28% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

61st percentile

9.5%

Higher net margin than 61% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

30th percentile

$72,809

Higher top officer pay than 30% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

84th percentile

35%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

93rd percentile

100%

Faster revenue growth than 93% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,961,894

Up $775,813 (+35%) from 2019

Net Assets

Up

$2,526,973

Up $507,144 (+25%) from 2019

Liabilities

Up

$434,921

Up $268,669 (+162%) from 2019

Revenue

Up

$5,292,134

Up $2,641,108 (+100%) from 2019

Expenses

Up

$4,789,551

Up $1,876,506 (+64%) from 2019

Net Income

Up

$502,583

Up $764,602 (+292%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,928,054Liabilities 2011: $469,268Net Assets 2011: $1,458,7862011Assets 2012: $1,870,401Liabilities 2012: $400,965Net Assets 2012: $1,469,4362012Assets 2013: $1,934,454Liabilities 2013: $330,803Net Assets 2013: $1,603,6512013Assets 2014: $2,032,538Liabilities 2014: $295,280Net Assets 2014: $1,737,2582014Assets 2015: $2,057,567Liabilities 2015: $225,697Net Assets 2015: $1,831,8702015Assets 2016: $2,092,817Liabilities 2016: $132,272Net Assets 2016: $1,960,5452016Assets 2017: $2,425,442Liabilities 2017: $158,891Net Assets 2017: $2,266,5512017Assets 2018: $2,446,271Liabilities 2018: $185,194Net Assets 2018: $2,261,0772018Assets 2019: $2,186,081Liabilities 2019: $166,252Net Assets 2019: $2,019,8292019Assets 2020: $2,961,894Liabilities 2020: $434,921Net Assets 2020: $2,526,9732020Assets 2021: $3,030,202Liabilities 2021: $166,159Net Assets 2021: $2,864,0432021Assets 2022: $3,035,715Liabilities 2022: $199,785Net Assets 2022: $2,835,9302022Assets 2023: $3,668,530Liabilities 2023: $329,861Net Assets 2023: $3,338,6692023Assets 2024: $6,256,533Liabilities 2024: $512,109Net Assets 2024: $5,744,4242024Assets 2025: $6,454,646Liabilities 2025: $454,846Net Assets 2025: $5,999,8002025

Highlighted filing

2020

Assets$2,961,894
Liabilities$434,921
Net Assets$2,526,973

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,151,5322011Expenses 2012: $2,198,6342012Revenue 2013: $2,230,255Expenses 2013: $2,124,684Net Income 2013: $105,5712013Revenue 2014: $2,172,013Expenses 2014: $2,061,625Net Income 2014: $110,3882014Revenue 2015: $2,311,228Expenses 2015: $2,202,084Net Income 2015: $109,1442015Revenue 2016: $2,299,072Expenses 2016: $2,176,241Net Income 2016: $122,8312016Revenue 2017: $2,701,874Expenses 2017: $2,413,048Net Income 2017: $288,8262017Revenue 2018: $2,746,348Expenses 2018: $2,757,367Net Income 2018: -$11,0192018Revenue 2019: $2,651,026Expenses 2019: $2,913,045Net Income 2019: -$262,0192019Revenue 2020: $5,292,134Expenses 2020: $4,789,551Net Income 2020: $502,5832020Revenue 2021: $3,335,820Expenses 2021: $3,006,886Net Income 2021: $328,9342021Revenue 2022: $2,819,376Expenses 2022: $2,676,461Net Income 2022: $142,9152022Revenue 2023: $2,915,063Expenses 2023: $3,183,641Net Income 2023: -$268,5782023Revenue 2024: $6,239,245Expenses 2024: $3,918,354Net Income 2024: $2,320,8912024Revenue 2025: $4,298,430Expenses 2025: $4,137,309Net Income 2025: $161,1212025

Highlighted filing

2020

Revenue$5,292,134
Expenses$4,789,551
Net Income$502,583
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 14, 2020
Return Version
2019v5.0
Gross Receipts
$5,363,292
Mission and Program Overview

Mission

To provide coordinated services and choices for healthy, independent living through the support of staff and volunteers.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$558,873$1,185,004▲ $626,131
Land, Buildings, and Equipment, Net$1,031,101$1,022,578▼ $8,523
Investments Other Securities$396,654$404,738▲ $8,084
Accounts Receivable$158,174$269,027▲ $110,853
Prepaid Expenses and Deferred Charges$41,278$80,547▲ $39,269
Cash and Non-Interest-Bearing Accounts-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,186,081$2,961,894▲ $775,813
Other Assets Total$1$0▼ $1
Liabilities
Other Liabilities$66,250$327,491▲ $261,241
Accounts Payable and Accrued Expenses$100,002$106,430▲ $6,428
Deferred Revenue-$1,000-
Total Liabilities$166,252$434,921▲ $268,669
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,705,646$1,786,851▲ $81,205
Net Assets With Donor Restrictions$314,183$740,122▲ $425,939
Total Net Assets Fund Balance$2,019,829$2,526,973▲ $507,144
Total Liabilities and Net Assets / Fund Balance$2,186,081$2,961,894▲ $775,813

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$726,177$478,725$1,204,902
Equipment$138,573$503,571$642,144
Land$141,000-$141,000
Other Land Buildings$16,828$84,178$101,006

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$195,057-▲ $6,798-$198,970
2018$182,552$-700▲ $15,939-$195,057
2017$174,211$-700▲ $11,697-$182,552
2016$163,496$-700▲ $13,897-$174,211
2015$158,774$-700▲ $7,610-$163,496
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Marcus HunterFinance & AdminFT$72,809$72,809
Pam DukesExecutive DirectorFT$69,500$69,500
Andrew BoozerExecutive DirecFT$34,394$34,394

Board Members and Trustees

NameTitle
Erinn RowePast President
Todd TimmonsPresident
Connelly-Anne RagleyVice President
Bryant DavisDirector
Cam VarnerDirector
Jack HeinsohnDirector
John LeightonDirector
Kathi PriceDirector
Scott RavanDirector
Susan ForrestDirector
Thomas BrownDirector
Tracy McDowellDirector
William BeamanDirector
Catherine PerryExecutive Comm
Chris ZecopoulosExecutive Comm
Tara WiseExecutive Comm
Debra SlaughenhauptSecretary
Rachel ElliotTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Southern Way CateringFood Preparation100 E Exchnage Blvd, Columbia, SC 29209$1,772,570
Iacofano Group LLCFood PreparationPO Box 2518, Mt Pleasant, SC 29465$461,457
Revenue and Support

Revenue Composition

Contributions and Grants
$5,274,690
Program Service Revenue
$7,505
Investment Income
$18,567
Other Revenue
$-8,628
All Other Contributions
$2,780,936
Change in Net Assets
$502,583

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,292,134
Revenue Not Reported on Form 990
$21,943
Total Revenue per Audited Statements
$5,314,077
Total Revenue per Form 990
$5,292,134
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,359,246
Salaries, Compensation, and Employee Benefits$1,430,305
Total Fundraising Expense$153,140
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$923,386$23,566$83,187$1,030,139
Current Officers, Directors, Trustees, and Key Employees-$180,861-$180,861
Depreciation Depletion$100,244$6,654$9,268$116,166
Payroll Taxes$76,809$13,824$7,168$97,801
Other Employee Benefits$57,402$19,870$3,263$80,535
Office Expenses$70,330$4,236$2,039$76,605
Occupancy$33,380$4,142$3,874$41,396
Pension Plan Contributions$35,271$2,265$3,433$40,969
Fees for Services Other$6,790$457$32,506$39,753
Insurance$34,645$3,324$1,434$39,403
Information Technology$17,734$2,781$4,871$25,386
Fees for Service Investment Mgmnt Fees$255$11,321-$11,576
Fees for Services Accounting$8,721$1,199$580$10,500
Travel$7,987$156-$8,143
Conferences and Meetings$2,110$5,339$286$7,735
Fees for Services Legal$3,765$273$114$4,152
Other Expenses$116,299-$1,117$1,117
Total Functional Expenses$4,356,143$280,268$153,140$4,789,551

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,806,933
Expenses per Audited Statements$4,789,551
Total Expenses per Form 990$4,789,551
Expenses Not Reported on Form 990$17,382
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$17,381
Fundraising Gross Income$8,753
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Biscuits & Bluegrass$82,176$7,253$4,861$2,392
March for Meals$9,207$1,500$2,274$-774
Total Events$91,383$8,753$17,381$-8,628
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Paycheck Protection Loan$261,000
Accrued Salaries & Wages$44,366
Accrued Leave$22,124
Rounding$1
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, Line 11B: Form 990 Review Process

The Director of Finance receives the completed Form 990 and performs detailed review. The Directors are emailed a copy of the Form 990 before filing and are asked to review and respond with any questions or concerns they have regarding the return.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

All Board members, as well as Director-level staff, are required annually to complete a Conflict of Interest form. Any potential conflicts are required to be disclosed and explained. In accordance with the Conflict of Interest policy, following full disclosure of a possible conflict of interest or any other conditions outlined in the Conflict of Interest policy, the Board of Directors shall determine whether a conflict of interest exists and, if so, the Board shall vote to authorize or reject the transaction or take any other action deemed necessary to address the conflict and protect SRIs best interests. Both votes shall be by a majority vote without counting the vote of any interested Director.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Line 15a&b: Comparable salary data for all personnel, including the Executive Director, is reviewed from sources such as the State Employment Security Commission and Kenexa CompAnalyst Market Data by appointed representative(s) of the Board of Directors. The Executive Committee of the Board of Directors completes the performance review for the Executive Director and presents a recommendation for any Executive Director salary increases or adjustments to the full Board for approval. The Board of Directors approves all salary adjustments for the Executive Director. The Board of Directors approves a percentage increase range, to be used in conjunction with annual performance evaluations for remaining personnel, to award other salary increases. The Board of Directors has given authority to the Executive Director to determine the procedure for implementing salary increases for all personnel, excluding the Executive Director, as needed, to maintain standards of pay that are comparable according to salary data provided in surveys such as those listed above. The Board has given authority to the Executive Director to approve salary increases or adjustments for all other personnel, including the Finance and Administrative Operations Director.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Governing documents, conflict of interest policy, and financial statements are made available upon request.

Filing and Contact Details

Filer

Filer Name
Senior Resources Inc
EIN
57-0484965
Phone
8032527734
Address
2817 Millwood Avenue, Columbia, SC 29205

Signing Officer

Name
Marcus Hunter
Title
CFO
Signed
2020-10-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pam Dukes
Formed
1967
Legal Domicile
Sc
Voting Board Members
18
Independent Board Members
18
Employees
81
Volunteers
1,000

Preparer

Firm
The Hobbs Group PA
Address
1704 Laurel Street, Columbia, SC 29201
Preparer
Will Stevens CPA
Phone
8037990555
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Other Program Services such as: Home Care, Physical Fitness, Care Management, Congregate Meals, Senior Wheels, Senior Companion, Retired and Senior Volunteer Program, Information & Assistance, Pet Care, Food Truck OTHER PROGRAM SERVICES 5: OTHER PROGRAM SERVICES 6: OTHER PROGRAM SERVICES 7: OTHER PROGRAM SERVICES 8:

Form 990, Part V, Line 1C - Reportable Payments

The organization had no reportable payments to a vendor requiring compliance with backup withholding rules, nor did they provide any reportable gaming, gambling, or winnings to a prize winner.

Financial Statement Notes

Part X : FIN48 Footnote

The Agency has received a determination letter from the Internal Revenue Service (IRS) indicating it is a tax-exempt organization under Section 501(c)(3) of the Internal Revenue Code and is subject to federal income tax only on net unrelated business income. Management has determined that the Agency has no current obligations for unrelated business income tax. Accordingly, no provisions for federal and state income taxes are required.The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Agency may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Agency and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized int he financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities for the fiscal year 2019.The Agency filed form 990 in the U.S. federal jurisdiction. The Agency is generally no longer subject to examination by the Internal Revenue Service for years before 2017.

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

Expense included on Sch G Fundraiser Exp $17382

Part XII, Line 2D: Other expenses and losses per audited F/S

Expense included on Sch G Fundraiser Exp $17382

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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OfficerInd5X
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IRS990/Form990PartVIISectionAGrp/OfficerInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd8X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/PersonNm0Marcus Hunter
IRS990/Form990PartVIISectionAGrp/PersonNm1Pam Dukes
IRS990/Form990PartVIISectionAGrp/PersonNm2Andrew Boozer
IRS990/Form990PartVIISectionAGrp/PersonNm3Susan Forrest
IRS990/Form990PartVIISectionAGrp/PersonNm4Bryant Davis
IRS990/Form990PartVIISectionAGrp/PersonNm5William Beaman
IRS990/Form990PartVIISectionAGrp/PersonNm6Thomas Brown
IRS990/Form990PartVIISectionAGrp/PersonNm7Scott Ravan
IRS990/Form990PartVIISectionAGrp/PersonNm8Jack Heinsohn
IRS990/Form990PartVIISectionAGrp/PersonNm9Kathi Price
IRS990/Form990PartVIISectionAGrp/PersonNm10Erinn Rowe
IRS990/Form990PartVIISectionAGrp/PersonNm11John Leighton
IRS990/Form990PartVIISectionAGrp/PersonNm12Tracy McDowell
IRS990/Form990PartVIISectionAGrp/PersonNm13Cam Varner
IRS990/Form990PartVIISectionAGrp/PersonNm14Catherine Perry
IRS990/Form990PartVIISectionAGrp/PersonNm15Chris Zecopoulos
IRS990/Form990PartVIISectionAGrp/PersonNm16Debra Slaughenhaupt
IRS990/Form990PartVIISectionAGrp/PersonNm17Tara Wise
IRS990/Form990PartVIISectionAGrp/PersonNm18Todd Timmons
IRS990/Form990PartVIISectionAGrp/PersonNm19Connelly-Anne Ragley
IRS990/Form990PartVIISectionAGrp/PersonNm20Rachel Elliot
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt072809
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt169500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt234394
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/TitleTxt0Finance & Admin
IRS990/Form990PartVIISectionAGrp/TitleTxt1Executive Director
IRS990/Form990PartVIISectionAGrp/TitleTxt2Executive Direc
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Past President
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Executive Comm
IRS990/Form990PartVIISectionAGrp/TitleTxt15Executive Comm
IRS990/Form990PartVIISectionAGrp/TitleTxt16Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt17Executive Comm
IRS990/Form990PartVIISectionAGrp/TitleTxt18President
IRS990/Form990PartVIISectionAGrp/TitleTxt19Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt20Treasurer
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01967
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt082630
IRS990/FundraisingDirectExpensesAmt017381
IRS990/FundraisingGrossIncomeAmt08753
IRS990/GainOrLossGrp/OtherAmt04885
IRS990/GainOrLossGrp/SecuritiesAmt0-145
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt018
IRS990/GovernmentGrantsAmt02382180
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt025000
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt033517
IRS990/GrossReceiptsAmt05363292
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt04871
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt02781
IRS990/InformationTechnologyGrp/ProgramServicesAmt017734
IRS990/InformationTechnologyGrp/TotalAmt025386
IRS990/InsuranceGrp/FundraisingAmt01434
IRS990/InsuranceGrp/ManagementAndGeneralAmt03324
IRS990/InsuranceGrp/ProgramServicesAmt034645
IRS990/InsuranceGrp/TotalAmt039403
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt013827
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013827
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0396654
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0404738
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/EOYAmt00
IRS990/IRPDocumentCnt014
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01066474
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01031101
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01022578
IRS990/LandBldgEquipCostOrOtherBssAmt02089052
IRS990/LegalDomicileStateCd0SC
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt020115
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt033662
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide coordinated services and choices for healthy, independent living through the support of staff and volunteers.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt02019829
IRS990/NetAssetsOrFundBalancesEOYAmt02526973
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt04740
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04740
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-8628
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-8628
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt0-10539
IRS990/NetUnrlzdGainsLossesInvstAmt04561
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01705646
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01786851
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt03874
IRS990/OccupancyGrp/ManagementAndGeneralAmt04142
IRS990/OccupancyGrp/ProgramServicesAmt033380
IRS990/OccupancyGrp/TotalAmt041396
IRS990/OfficeExpensesGrp/FundraisingAmt02039
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt04236
IRS990/OfficeExpensesGrp/ProgramServicesAmt070330
IRS990/OfficeExpensesGrp/TotalAmt076605
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt03263
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt019870
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt057402
IRS990/OtherEmployeeBenefitsGrp/TotalAmt080535
IRS990/OtherExpensesGrp/Desc0Food Costs for Senior Meals
IRS990/OtherExpensesGrp/Desc1Volunteer Expenses
IRS990/OtherExpensesGrp/Desc2Vehicle Lease, Maint, & Gas
IRS990/OtherExpensesGrp/Desc3Fundraising Expenses
IRS990/OtherExpensesGrp/FundraisingAmt01117
IRS990/OtherExpensesGrp/ProgramServicesAmt02482965
IRS990/OtherExpensesGrp/ProgramServicesAmt1378050
IRS990/OtherExpensesGrp/ProgramServicesAmt2116299
IRS990/OtherExpensesGrp/TotalAmt02482965
IRS990/OtherExpensesGrp/TotalAmt1378050

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.45$6.00$4.30$4.14$0.16
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.26$0.51$5.74$6.24$3.92$2.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.67$0.33$3.34$2.92$3.18$0.27
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.20$2.84$2.82$2.68$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.03$0.17$2.86$3.34$3.01$0.33
2020Detailed filing. Detailed filing data is available for this year.$2.96$0.43$2.53$5.29$4.79$0.50
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.19$0.17$2.02$2.65$2.91$0.26
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$0.19$2.26$2.75$2.76$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.43$0.16$2.27$2.70$2.41$0.29
2016Detailed filing. Detailed filing data is available for this year.$2.09$0.13$1.96$2.30$2.18$0.12
2015Detailed filing. Detailed filing data is available for this year.$2.06$0.23$1.83$2.31$2.20$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.30$1.74$2.17$2.06$0.11
2013Summary only. Only limited summary data is available for this year.$1.93$0.33$1.60$2.23$2.12$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.87$0.40$1.47$2.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.93$0.47$1.46$2.15