Civic Intelligence

Senior Solutions

990 • Fiscal year 2016 • EIN 57-0634502

Jul 01, 2015 to Jun 30, 2016 • Filed on Nov 15, 2016

Organization ProfileWWW.UPSTATESENIORS.ORG

View Organization Page

3420 Clemson Blvd Unit 17Anderson, SC 29621

(864) 225-3370

Siviq Scores

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

Liabilities / Assets

68th percentile

0.44x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

72nd percentile

0.67x

Higher debt load relative to revenue than 72% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

63rd percentile

6.1%

Higher net margin than 63% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

62nd percentile

4.8%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

58th percentile

5.6%

Faster revenue growth than 58% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$10,778,583

Up $496,815 (+4.8%) from 2015

Net Assets

Up

$6,070,708

Up $444,975 (+7.9%) from 2015

Liabilities

Up

$4,707,875

Up $51,840 (+1.1%) from 2015

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin63rd percentile

Revenue

Up

$7,043,976

Up $372,014 (+5.6%) from 2015

Expenses

Up

$6,614,001

Up $779,378 (+13%) from 2015

Net Income

Down

$429,975

Down $407,364 (-49%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,730,925Liabilities 2011: $2,861,037Net Assets 2011: $3,869,8882011Assets 2012: $7,058,659Liabilities 2012: $2,907,436Net Assets 2012: $4,151,2232012Assets 2013: $7,097,962Liabilities 2013: $2,779,739Net Assets 2013: $4,318,2232013Assets 2014: $9,620,821Liabilities 2014: $4,845,867Net Assets 2014: $4,774,9542014Assets 2015: $10,281,768Liabilities 2015: $4,656,035Net Assets 2015: $5,625,7332015Assets 2016: $10,778,583Liabilities 2016: $4,707,875Net Assets 2016: $6,070,7082016Assets 2017: $11,341,059Liabilities 2017: $4,509,377Net Assets 2017: $6,831,6822017Assets 2018: $11,674,628Liabilities 2018: $4,461,585Net Assets 2018: $7,213,0432018Assets 2019: $12,082,640Liabilities 2019: $4,117,188Net Assets 2019: $7,965,4522019Assets 2020: $13,601,676Liabilities 2020: $4,950,526Net Assets 2020: $8,651,1502020Assets 2021: $13,380,413Liabilities 2021: $3,938,943Net Assets 2021: $9,441,4702021Assets 2022: $13,549,787Liabilities 2022: $3,484,528Net Assets 2022: $10,065,2592022Assets 2023: $14,769,252Liabilities 2023: $3,477,690Net Assets 2023: $11,291,5622023Assets 2024: $16,865,398Liabilities 2024: $4,368,407Net Assets 2024: $12,496,9912024Assets 2025: $18,749,404Liabilities 2025: $4,906,789Net Assets 2025: $13,842,6152025

Highlighted filing

2016

Assets$10,778,583
Liabilities$4,707,875
Net Assets$6,070,708
Open 2016 Filing

Operations Trend

Revenue Growth58th percentile

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

$15M$10M$5.0M$0Revenue 2011: $5,869,602Expenses 2011: $5,784,069Net Income 2011: $85,5332011Revenue 2012: $6,334,859Expenses 2012: $6,053,524Net Income 2012: $281,3352012Revenue 2013: $5,891,668Expenses 2013: $5,716,420Net Income 2013: $175,2482013Revenue 2014: $6,099,151Expenses 2014: $5,655,404Net Income 2014: $443,7472014Revenue 2015: $6,671,962Expenses 2015: $5,834,623Net Income 2015: $837,3392015Revenue 2016: $7,043,976Expenses 2016: $6,614,001Net Income 2016: $429,9752016Revenue 2017: $8,493,008Expenses 2017: $7,732,034Net Income 2017: $760,9742017Revenue 2018: $9,107,427Expenses 2018: $8,726,066Net Income 2018: $381,3612018Revenue 2019: $9,463,646Expenses 2019: $8,709,420Net Income 2019: $754,2262019Revenue 2020: $8,896,980Expenses 2020: $8,211,318Net Income 2020: $685,6622020Revenue 2021: $9,013,652Expenses 2021: $8,223,296Net Income 2021: $790,3562021Revenue 2022: $8,561,029Expenses 2022: $7,937,248Net Income 2022: $623,7812022Revenue 2023: $9,447,006Expenses 2023: $8,291,188Net Income 2023: $1,155,8182023Revenue 2024: $10,380,075Expenses 2024: $9,194,313Net Income 2024: $1,185,7622024Revenue 2025: $11,073,253Expenses 2025: $9,739,629Net Income 2025: $1,333,6242025

Highlighted filing

2016

Revenue$7,043,976
Expenses$6,614,001
Net Income$429,975
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$7,043,976
Mission and Program Overview

Mission

To promote the mental, physical and spiritual well being of the senior community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,794,630$8,330,611▲ $535,981
Savings and Temporary Cash Investments$832,136$908,935▲ $76,799
Accounts Receivable$987,478$672,825▼ $314,653
Cash and Non-Interest-Bearing Accounts$373,385$594,266▲ $220,881
Inventories for Sale or Use$76,900$48,823▼ $28,077
Prepaid Expenses and Deferred Charges$41,516$47,228▲ $5,712
Total Assets$10,281,768$10,778,583▲ $496,815
Other Assets Total$175,723$175,895▲ $172
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,142,125$4,176,849▲ $34,724
Accounts Payable and Accrued Expenses$442,251$441,033▼ $1,218
Other Liabilities$67,577$88,266▲ $20,689
Deferred Revenue$4,082$1,727▼ $2,355
Total Liabilities$4,656,035$4,707,875▲ $51,840
Net Assets / Fund Balance
Unrestricted Net Assets$5,625,733$6,070,708▲ $444,975
Total Net Assets Fund Balance$5,625,733$6,070,708▲ $444,975
Total Liabilities and Net Assets / Fund Balance$10,281,768$10,778,583▲ $496,815

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,942,010$1,381,966$6,323,976
Equipment$1,149,088$1,192,022$2,341,110
Land$2,102,786-$2,102,786
Leasehold Improvements$136,727$59,007$195,734
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Douglas a WrightPresident/ceFT$156,651$156,651

Board Members and Trustees

NameTitle
Greg ShoreChair
Sam McmillanPast Chair
Sophie WooronsVice Chair
Butch HughesBoard Member
Jeff HawkinsBoard Member
Lujack OrrBoard Member
Phil AshleyBoard Member
Rachelle Propp ShirleyBoard Member
Leo MedinaSecretary
Dr Ronnie BoothTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
TraditionsPurchase MealsPO BOX 742992, Atlanta, GA 30374$918,754
Cely Construction Company INCContracting800 S WASHINGTON AVE, Greenville, SC 29611$204,356
Senior CateringPurchase MealsPO BOX 751614, Charlotte, NC 28275$196,944
Contracting Decors INCContracting109 PERRY AVENUE, Seneca, SC 29678$172,043
Pet DairyPurchase MealsPO BOX 60498, Charlotte, NC 28260-0498$113,737
Revenue and Support

Revenue Composition

Contributions and Grants
$579,732
Program Service Revenue
$6,461,935
Investment Income
$2,309
Other Revenue
$0
All Other Contributions
$48,954
Change in Net Assets
$429,975

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,043,976
Revenue Not Reported on Form 990
$607,633
Total Revenue per Audited Statements
$7,651,609
Total Revenue per Form 990
$7,043,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,538,251
Salaries, Compensation, and Employee Benefits$3,075,750
Total Fundraising Expense$48,573
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,136,378$306,554$26,868$2,469,800
Depreciation Depletion$255,186$142,463-$397,649
Payroll Taxes$245,672$26,056$2,852$274,580
Occupancy$106,072$134,201-$240,273
All Other Expenses$150,386$22,012$14,168$186,566
Other Employee Benefits$107,444$50,944$2,732$161,120
Current Officers, Directors, Trustees, and Key Employees$135,503$19,425$1,723$156,651
Other Expenses$137,769$4,097-$141,866
Insurance$85,894$40,415-$126,309
Interest$42,592$65,720-$108,312
Office Expenses$22,433$64,999-$87,432
Information Technology$38,730$19,994-$58,724
Advertising$28,482$11,983-$40,465
Fees for Services Accounting$6,900$14,000-$20,900
Pension Plan Contributions$9,069$4,300$230$13,599
Fees for Services Other-$12,000-$12,000
Conferences and Meetings$7,223$805-$8,028
Fees for Services Legal$4,130$1,925-$6,055
Travel$1,893$3,398-$5,291
Total Functional Expenses$5,556,117$1,009,311$48,573$6,614,001

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,206,278
Expenses per Audited Statements$6,614,001
Total Expenses per Form 990$6,614,001
Expenses Not Reported on Form 990$592,277
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
Accrued Annual Leave$88,266
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

“Copy of the form 990 is given to each board member then approved at a board meeting.”

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

“Board policy 3.0 covers the regulation over conflicts of interest. The policy requires that director and officers be diligent and prudent in making decisions in relation to senior solutions. The policy covers the purpose of policy and duties of directors and officers in detail.”

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

“The board approves the compensation based on comparative data and salary guides”

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

“The board approves the compensation based on comparative data and salary guides”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Senior Solutions
EIN
57-0634502
Phone
8642253370
Address
3420 CLEMSON BLVD UNIT 17, ANDERSON, SC 29621

Signing Officer

Name
Greg Shore
Title
Chair
Phone
8642253370
Signed
2016-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas a Wright
Formed
1941
Legal Domicile
Sc
Voting Board Members
10
Independent Board Members
10
Employees
378
Volunteers
52

Preparer

Firm
Mckinley Cooper & Co LLC
Address
555 NORTH PLEASANTBURG DRIVE SUITE, GREENVILLE, SC 29607-2191
Preparer
Marcy M Loucks
Phone
8642331800
Supplemental Narrative

Additional Explanations

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

“Our insurance services provided counseling services to over 6,000 clients, trying to select the proper medicare part d, medicare advantage, or medicare supplement plans.”

Form 990, Part XI, Line 9

“Related party 356 related party -356”

Financial Statement Notes

Schedule D, Page 4, Part XI, Line 2D

“Consolidate subsidiary 514,065”

Schedule D, Page 4, Part XII, Line 2D

“Consolidated subsidiary 513,709”

Raw XML AppendixShowing 400 of 574 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/Desc097,196 HOT MEALS WERE PROVIDED MONDAY THROUGH FRIDAY TO 684 HOMEBOUND CLIENTS WHO HAVE LITTLE OR NO SUPPORT FROM FAMILY OR COMMUNITY. OUR DINE- IN FROZEN MEAL PROGRAM, WHERE SENIORS CHOOSE WHICH MEALS TO TO HAVE DELIVERED TO THEIR HOMES,PROVIDED 512,111 LOW SODIUM, HIGH PROTEIN MEALS TO 1,953 CLIENTS 7 DAYS A WEEK. SENIOR TRANSPORTATION PROVIDED 106,466 TRIPS TO 4,706 CLIENTS FOR A TOTAL OF 1,198,393 MILES OF NON-EMERGENCY, MEDICAL TRANSPORTATION FOR MEDICAL APPOINTMENTS, PHYSICAL THERAPY, DIALYSIS, AS WELL AS TRANSPORTATION TO GROUP DINING SITES, ADULT DAY CARE FACILITIES, AND SENIOR CENTERS. 327 SENIOR NUTRITION DINING CLIENTS WERE SERVED 19,281 HOT MEALS AND PARTICIPATED IN SOCIALIZATION, FITNESS CLASSES AND NUTRITIONAL EDUCATION.
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IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT DAY CARE OFFERS A SAFE, NURTURING ENVIRONMENT TO THOSE UNABLE TO REMAIN SAFELY AT HOME BY THEMSELVES. IT ALSO PROVIDES VALUABLE RESPITE FOR CAREGIVERS WHO ARE CARING FOR LOVED ONES ON A 24 HOUR, SEVEN DAY A WEEK BASIS. OUR ADULT DAY CARE CENTERS PROVIDED 98 CLIENTS WITH 13,243 DAYS OF CARE. OUR HOME CARE SERVICES PROVIDE CLIENTS WITH ASSISTANCE WITH DAILY LIVING SKILLS SUCH AS LIGHT HOUSEKEEPING, BATHING, LAUNDRY, AND MEAL PREPARATION. WE SERVED 192 CLIENTS WITH 30,448 HOURS OF CARE. ASSISTED LIVING PROVIDES 19 LOW INCOME SENIORS 24/7 CARE. IT IS HOME TO 19 CLIENTS WHO STAY 5,469 DAYS. THESE SENIORS HAVE NO OTHER HOME AND MANY HAVE NO FAMILIES. MANY OF OUR CLIENTS CALL OUR ASSISTED LIVING HOME. OUR INSURANCE SERVICES PROVIDED COUNSELING SERVICES TO OVER 6,000 CLIENTS, TRYING TO SELECT THE PROPER MEDICARE PART D, MEDICARE ADVANTAGE, OR MEDICARE SUPPLEMENT PLANS.
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Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,778,583
Liabilities
$4,707,875
Net assets
$6,070,708
Revenue
$7,043,976
Expenses
$6,614,001
Net income
$429,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.7$4.91$13.8$11.1$9.74$1.33
2024Detailed filing. Detailed filing data is available for this year.$16.9$4.37$12.5$10.4$9.19$1.19
2023Detailed filing. Detailed filing data is available for this year.$14.8$3.48$11.3$9.45$8.29$1.16
2022Detailed filing. Detailed filing data is available for this year.$13.5$3.48$10.1$8.56$7.94$0.62
2021Detailed filing. Detailed filing data is available for this year.$13.4$3.94$9.44$9.01$8.22$0.79
2020Detailed filing. Detailed filing data is available for this year.$13.6$4.95$8.65$8.90$8.21$0.69
2019Detailed filing. Detailed filing data is available for this year.$12.1$4.12$7.97$9.46$8.71$0.75
2018Detailed filing. Detailed filing data is available for this year.$11.7$4.46$7.21$9.11$8.73$0.38
2017Detailed filing. Detailed filing data is available for this year.$11.3$4.51$6.83$8.49$7.73$0.76
2016Detailed filing. Detailed filing data is available for this year.$10.8$4.71$6.07$7.04$6.61$0.43
2015Detailed filing. Detailed filing data is available for this year.$10.3$4.66$5.63$6.67$5.83$0.84
2014Summary only. Only limited summary data is available for this year.$9.62$4.85$4.77$6.10$5.66$0.44
2013Summary only. Only limited summary data is available for this year.$7.10$2.78$4.32$5.89$5.72$0.18
2012Summary only. Only limited summary data is available for this year.$7.06$2.91$4.15$6.33$6.05$0.28
2011Summary only. Only limited summary data is available for this year.$6.73$2.86$3.87$5.87$5.78$0.09