Civic Intelligence

Senior Action Inc.

990 • Fiscal year 2018 • EIN 57-0507961

Jul 01, 2017 to Jun 30, 2018 • Filed on Sep 20, 2018

50 Directors DriveGreenville, SC 29615

(864) 467-3660

Siviq Scores

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

Liabilities / Assets

49th percentile

0.08x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

48th percentile

0.09x

Higher debt load relative to revenue than 48% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

25th percentile

-6.1%

Higher net margin than 25% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

64th percentile

$90,789

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

20th percentile

-6.4%

Faster asset growth than 20% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

35th percentile

-1.5%

Faster revenue growth than 35% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Assets

Down

$1,800,269

Down $123,489 (-6.4%) from 2017

Net Assets

Down

$1,654,409

Down $104,669 (-6.0%) from 2017

Liabilities

Down

$145,860

Down $18,820 (-11%) from 2017

Revenue

Down

$1,703,126

Down $26,138 (-1.5%) from 2017

Expenses

Up

$1,807,795

Up $54,191 (+3.1%) from 2017

Net Income

Down

-$104,669

Down $80,329 (-330%) from 2017

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0Assets 2011: $2,468,972Liabilities 2011: $369,607Net Assets 2011: $2,099,3652011Assets 2012: $2,412,073Liabilities 2012: $368,136Net Assets 2012: $2,043,9372012Assets 2013: $2,321,894Liabilities 2013: $366,156Net Assets 2013: $1,955,7382013Assets 2014: $2,350,504Liabilities 2014: $450,600Net Assets 2014: $1,899,9042014Assets 2015: $2,308,315Liabilities 2015: $458,510Net Assets 2015: $1,849,8052015Assets 2016: $1,917,522Liabilities 2016: $134,104Net Assets 2016: $1,783,4182016Assets 2017: $1,923,758Liabilities 2017: $164,680Net Assets 2017: $1,759,0782017Assets 2018: $1,800,269Liabilities 2018: $145,860Net Assets 2018: $1,654,4092018Assets 2019: $1,997,236Liabilities 2019: $227,107Net Assets 2019: $1,770,1292019Assets 2020: $5,353,520Liabilities 2020: $3,143,353Net Assets 2020: $2,210,1672020Assets 2021: $9,277,873Liabilities 2021: $6,274,679Net Assets 2021: $3,003,1942021Assets 2022: $8,382,090Liabilities 2022: $5,505,294Net Assets 2022: $2,876,7962022Assets 2023: $7,889,287Liabilities 2023: $5,457,224Net Assets 2023: $2,432,0632023Assets 2024: $7,764,202Liabilities 2024: $5,481,166Net Assets 2024: $2,283,0362024

Highlighted filing

2018

Assets$1,800,269
Liabilities$145,860
Net Assets$1,654,409

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $1,367,771Expenses 2011: $1,282,313Net Income 2011: $85,4582011Revenue 2012: $1,329,174Expenses 2012: $1,377,154Net Income 2012: -$47,9802012Revenue 2013: $1,119,790Expenses 2013: $1,207,989Net Income 2013: -$88,1992013Revenue 2014: $1,226,108Expenses 2014: $1,281,942Net Income 2014: -$55,8342014Revenue 2015: $1,347,545Expenses 2015: $1,397,644Net Income 2015: -$50,0992015Revenue 2016: $1,662,214Expenses 2016: $1,728,601Net Income 2016: -$66,3872016Revenue 2017: $1,729,264Expenses 2017: $1,753,604Net Income 2017: -$24,3402017Revenue 2018: $1,703,126Expenses 2018: $1,807,795Net Income 2018: -$104,6692018Revenue 2019: $1,977,563Expenses 2019: $1,861,843Net Income 2019: $115,7202019Revenue 2020: $2,500,785Expenses 2020: $2,060,747Net Income 2020: $440,0382020Revenue 2021: $2,856,407Expenses 2021: $2,063,380Net Income 2021: $793,0272021Revenue 2022: $2,033,141Expenses 2022: $2,159,539Net Income 2022: -$126,3982022Revenue 2023: $1,568,535Expenses 2023: $2,013,268Net Income 2023: -$444,7332023Revenue 2024: $1,853,012Expenses 2024: $2,002,039Net Income 2024: -$149,0272024

Highlighted filing

2018

Revenue$1,703,126
Expenses$1,807,795
Net Income-$104,669
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Sep 20, 2018
Return Version
2017v2.3
Gross Receipts
$1,772,540
Mission and Program Overview

Mission

We are dedicated to strengthening greenville county's maturing population and their families by providing access to resources they need for physical, emotional and social well-being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,605,977$1,541,754▼ $64,223
Pledges and Grants Receivable$234,146$210,456▼ $23,690
Cash and Non-Interest-Bearing Accounts$66,685$35,716▼ $30,969
Accounts Receivable-$9,066-
Prepaid Expenses and Deferred Charges$16,950$3,277▼ $13,673
Total Assets$1,923,758$1,800,269▼ $123,489
Liabilities
Accounts Payable and Accrued Expenses$157,180$144,660▼ $12,520
Deferred Revenue$7,500$1,200▼ $6,300
Total Liabilities$164,680$145,860▼ $18,820
Net Assets / Fund Balance
Unrestricted Net Assets$1,741,694$1,637,025▼ $104,669
Temporarily Rstr Net Assets$17,384$17,384→ $0
Total Net Assets Fund Balance$1,759,078$1,654,409▼ $104,669
Total Liabilities and Net Assets / Fund Balance$1,923,758$1,800,269▼ $123,489

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$885,005$364,725$1,249,730
Land$600,000-$600,000
Equipment$56,749$258,643$315,392
Compensation and Service Providers

Employees

NameTitleBaseTotal
Andrea SmithExec. Direct$90,789$90,789

Board Members and Trustees

NameTitle
Tracy NewsomeBoard Chair
Blix RiceVice Chair
Beth BriceTrustee/dire
Edward BurtonTrustee/dire
Gail StokesTrustee/dire
Rev Sean DoganTrustee/dire
Tammy BarberTrustee/dire
Tony KouskolekasTrustee/dire
Chris BrownTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,698,067
Program Service Revenue
$0
Investment Income
$75
Other Revenue
$4,984
All Other Contributions
$369,735
Change in Net Assets
$-104,669

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,703,126
Revenue Not Reported on Form 990
$99,540
Total Revenue per Audited Statements
$1,802,666
Total Revenue per Form 990
$1,703,126
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,179,069
Salaries, Compensation, and Employee Benefits$628,726
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$453,578$66,642-$520,220
All Other Expenses$131,974$33,074-$165,048
Depreciation Depletion$36,980$26,876-$63,856
Other Employee Benefits$48,519$11,102-$59,621
Other Expenses$44,610$8,273-$52,883
Payroll Taxes$42,846$6,039-$48,885
Travel$29,577$1,359-$30,936
Occupancy$13,212$9,603-$22,815
Conferences and Meetings$1,528$540-$2,068
Total Functional Expenses$1,614,958$192,837$0$1,807,795

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,907,335
Expenses per Audited Statements$1,807,795
Total Expenses per Form 990$1,807,795
Expenses Not Reported on Form 990$99,540
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$74,398
Fundraising Direct Expenses$69,414
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Special Event$74,398$74,398$69,414$4,984
Total Events$74,398$74,398$69,414$4,984
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 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, Page 6, Part VI, Line 11B

Form 990 is prepared by the cpa firm that performs our annual financial statement audit. Form 990 is reviewed by our agency's finance director & executive director and then it is presented to our board of directors for review & approval.

Form 990, Page 6, Part VI, Line 12C

All actual & potential conflicts of interest are made available to the board's executive committee by way of an annual disclosure form or whenever a potential conflict arises. The executive committee determines if a conflict exists and if any action is necessary. The executive committee informs the board of such determination and necessary action. The board retains the right to modify or reverse such determination and action, and is the ultimate enforcement authority with respect to the interpretation and application of this policy.

Form 990, Page 6, Part VI, Line 15A

Executive director's compensation is determined, reviewed, and approved by the board of directors after consulting with and comparing to similar agencies.

Form 990, Page 6, Part VI, Line 15B

The executive director determines the compensation of key employees, subject to board approval, after consulting with and comparing to similar agencies.

Form 990, Page 6, Part VI, Line 19

The public is invited to all board meetings and may review all documents. All documents are also available for public inspection upon request.

Filing and Contact Details

Filer

Filer Name
Senior Action Inc
EIN
57-0507961
Phone
8644673660
Address
50 DIRECTORS DRIVE, GREENVILLE, SC 29615

Signing Officer

Name
Andrea Smith
Title
Exec. Director/CEO
Phone
8644673660
Signed
2018-09-20

Organization Details

Principal Officer
Andrea Smith
Formed
1967
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
29
Volunteers
100

Preparer

Firm
JENNINGS COOK & CO CPA'S PA
Address
PO BOX 25937, GREENVILLE, SC 29616
Preparer
Douglas P Schmieding
Phone
8642974700
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Other accomplishments include health and wellness, rsvp, and home care

Raw XML AppendixShowing 400 of 401 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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IRS990ScheduleD/DonatedServicesAndUseFcltsAmt099540
IRS990ScheduleD/DonatedServicesUseFcltsAmt099540
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER ACCOMPLISHMENTS INCLUDE HEALTH AND WELLNESS, RSVP, AND HOME CARE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PREPARED BY THE CPA FIRM THAT PERFORMS OUR ANNUAL FINANCIAL STATEMENT AUDIT. FORM 990 IS REVIEWED BY OUR AGENCY'S FINANCE DIRECTOR & EXECUTIVE DIRECTOR AND THEN IT IS PRESENTED TO OUR BOARD OF DIRECTORS FOR REVIEW & APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL ACTUAL & POTENTIAL CONFLICTS OF INTEREST ARE MADE AVAILABLE TO THE BOARD'S EXECUTIVE COMMITTEE BY WAY OF AN ANNUAL DISCLOSURE FORM OR WHENEVER A POTENTIAL CONFLICT ARISES. THE EXECUTIVE COMMITTEE DETERMINES IF A CONFLICT EXISTS AND IF ANY ACTION IS NECESSARY. THE EXECUTIVE COMMITTEE INFORMS THE BOARD OF SUCH DETERMINATION AND NECESSARY ACTION. THE BOARD RETAINS THE RIGHT TO MODIFY OR REVERSE SUCH DETERMINATION AND ACTION, AND IS THE ULTIMATE ENFORCEMENT AUTHORITY WITH RESPECT TO THE INTERPRETATION AND APPLICATION OF THIS POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3EXECUTIVE DIRECTOR'S COMPENSATION IS DETERMINED, REVIEWED, AND APPROVED BY THE BOARD OF DIRECTORS AFTER CONSULTING WITH AND COMPARING TO SIMILAR AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE EXECUTIVE DIRECTOR DETERMINES THE COMPENSATION OF KEY EMPLOYEES, SUBJECT TO BOARD APPROVAL, AFTER CONSULTING WITH AND COMPARING TO SIMILAR AGENCIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PUBLIC IS INVITED TO ALL BOARD MEETINGS AND MAY REVIEW ALL DOCUMENTS. ALL DOCUMENTS ARE ALSO AVAILABLE FOR PUBLIC INSPECTION UPON REQUEST.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01614958
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IRS990/TotalLiabilitiesEOYAmt0145860
IRS990/TotalLiabilitiesGrp/BOYAmt0164680
IRS990/TotalLiabilitiesGrp/EOYAmt0145860
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IRS990/TotalOtherProgSrvcExpenseAmt0441485
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01703126
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01800269
IRS990/TravelGrp/ManagementAndGeneralAmt01359
IRS990/TravelGrp/ProgramServicesAmt029577
IRS990/TravelGrp/TotalAmt030936
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IRS990/TypeOfOrganizationCorpInd0X
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IRS990/UnrestrictedNetAssetsGrp/BOYAmt01741694
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IRS990/USAddress/StateAbbreviationCd0SC
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IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0WWW.SENIORACTION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREA SMITH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXEC. DIRECTOR/CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum08644673660
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SENIOR ACTION INC
ReturnHeader/Filer/BusinessNameControlTxt0SENI
ReturnHeader/Filer/EIN0570507961
ReturnHeader/Filer/PhoneNum08644673660
ReturnHeader/Filer/USAddress/AddressLine1Txt050 DIRECTORS DRIVE
ReturnHeader/Filer/USAddress/CityNm0GREENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
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ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId056A45E95D49B2492381F6D26BF982F0918C5FE18
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId056A45E95D49B2492381F6D26BF982F0918C5FE18
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.211.176.34
ReturnHeader/FilingSecurityInformation/IPDt02018-10-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:22:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0570661343
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JENNINGS COOK & CO CPA'S PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 25937
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029616
ReturnHeader/PreparerPersonGrp/PhoneNum08642974700
ReturnHeader/PreparerPersonGrp/PreparationDt02018-10-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS P SCHMIEDING
ReturnHeader/ReturnTs02018-10-08T09:22:09-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.76$5.48$2.28$1.85$2.00$0.15
2023Detailed filing. Detailed filing data is available for this year.$7.89$5.46$2.43$1.57$2.01$0.44
2022Detailed filing. Detailed filing data is available for this year.$8.38$5.51$2.88$2.03$2.16$0.13
2021Detailed filing. Detailed filing data is available for this year.$9.28$6.27$3.00$2.86$2.06$0.79
2020Detailed filing. Detailed filing data is available for this year.$5.35$3.14$2.21$2.50$2.06$0.44
2019Detailed filing. Detailed filing data is available for this year.$2.00$0.23$1.77$1.98$1.86$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.80$0.15$1.65$1.70$1.81$0.10
2017Detailed filing. Detailed filing data is available for this year.$1.92$0.16$1.76$1.73$1.75$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.92$0.13$1.78$1.66$1.73$0.07
2015Summary only. Only limited summary data is available for this year.$2.31$0.46$1.85$1.35$1.40$0.05
2014Summary only. Only limited summary data is available for this year.$2.35$0.45$1.90$1.23$1.28$0.06
2013Summary only. Only limited summary data is available for this year.$2.32$0.37$1.96$1.12$1.21$0.09
2012Summary only. Only limited summary data is available for this year.$2.41$0.37$2.04$1.33$1.38$0.05
2011Summary only. Only limited summary data is available for this year.$2.47$0.37$2.10$1.37$1.28$0.09
Peer Organizations

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