Civic Intelligence

Senior Solutions

990 • Fiscal year 2018 • EIN 57-0634502

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 21, 2019

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

65th percentile

0.38x

Higher debt load relative to assets than 65% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

67th percentile

0.49x

Higher debt load relative to revenue than 67% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

54th percentile

4.2%

Higher net margin than 54% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

54th percentile

2.9%

Faster asset growth than 54% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

59th percentile

7.2%

Faster revenue growth than 59% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$11,674,628

Up $333,569 (+2.9%) from 2017

Net Assets

Up

$7,213,043

Up $381,361 (+5.6%) from 2017

Liabilities

Down

$4,461,585

Down $47,792 (-1.1%) from 2017

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin54th percentile

Revenue

Up

$9,107,427

Up $614,419 (+7.2%) from 2017

Expenses

Up

$8,726,066

Up $994,032 (+13%) from 2017

Net Income

Down

$381,361

Down $379,613 (-50%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2018

Assets$11,674,628
Liabilities$4,461,585
Net Assets$7,213,043
Open 2018 Filing

Operations Trend

Revenue Growth59th 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

2018

Revenue$9,107,427
Expenses$8,726,066
Net Income$381,361
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 21, 2019
Return Version
2017v2.3
Gross Receipts
$9,107,427
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$8,271,093$8,589,463▲ $318,370
Savings and Temporary Cash Investments$1,504,265$1,085,514▼ $418,751
Accounts Receivable$646,146$582,739▼ $63,407
Cash and Non-Interest-Bearing Accounts$359,915$345,741▼ $14,174
Inventories for Sale or Use$88,185$83,994▼ $4,191
Prepaid Expenses and Deferred Charges$55,560$65,480▲ $9,920
Total Assets$11,341,059$11,674,628▲ $333,569
Other Assets Total$415,895$921,697▲ $505,802
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,029,928$3,998,518▼ $31,410
Accounts Payable and Accrued Expenses$353,759$347,917▼ $5,842
Other Liabilities$112,019$114,774▲ $2,755
Deferred Revenue$13,671$376▼ $13,295
Total Liabilities$4,509,377$4,461,585▼ $47,792
Net Assets / Fund Balance
Unrestricted Net Assets$6,831,682$7,213,043▲ $381,361
Total Net Assets Fund Balance$6,831,682$7,213,043▲ $381,361
Total Liabilities and Net Assets / Fund Balance$11,341,059$11,674,628▲ $333,569

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,171,084$1,743,241$6,914,325
Equipment$1,197,717$1,693,031$2,890,748
Land$2,102,786-$2,102,786
Leasehold Improvements$117,876$35,397$153,273
Other Assets Org$5,000--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Douglas a WrightPresident/ceFT$172,706$172,706

Board Members and Trustees

NameTitle
Greg ShoreChair
Sam McmillanPast Chair
Sophie WooronsVice Chair
Ann WetselBoard Member
Butch HughesBoard Member
Hollie HarrellBoard Member
Jeff HawkinsBoard Member
Lamar BailesBoard Member
Lujack OrrBoard Member
Phil AshleyBoard Member
Rachelle Propp ShirleyBoard Member
Terrance FordBoard Member
Leo MedinaSecretary
Dr Ronnie BoothTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
TraditionsPurchase MealsPO BOX 742992, Atlanta, GA 30374$880,960
Senior CateringPurchase MealsPO BOX 751614, Charlotte, NC 28275$176,774
Pet DairyPurchase MealsPO BOX 60498, Charlotte, NC 28260-0498$112,234
Revenue and Support

Revenue Composition

Contributions and Grants
$732,507
Program Service Revenue
$8,365,246
Investment Income
$9,674
Other Revenue
$0
All Other Contributions
$23,456
Change in Net Assets
$381,361

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,107,427
Revenue Not Reported on Form 990
$796,888
Total Revenue per Audited Statements
$9,904,315
Total Revenue per Form 990
$9,107,427
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,880,953
Other Expenses$3,845,113
Total Fundraising Expense$57,891
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,760,683$353,176$41,953$4,155,812
Depreciation Depletion$303,950$190,435-$494,385
Payroll Taxes$321,805$21,312$6,552$349,669
Occupancy$81,486$171,663-$253,149
All Other Expenses$209,474$24,717$834$235,025
Other Employee Benefits$138,591$29,925$6,034$174,550
Current Officers, Directors, Trustees, and Key Employees$157,163$13,816$1,727$172,706
Information Technology$121,664$33,190-$154,854
Other Expenses$145,723$1,282-$147,005
Fees for Services Other$120,000$12,000-$132,000
Insurance$88,685$31,733-$120,418
Interest$44,199$67,850-$112,049
Office Expenses$36,774$63,406-$100,180
Advertising$22,266$13,745-$36,011
Pension Plan Contributions$22,947$4,478$791$28,216
Fees for Services Accounting-$16,500-$16,500
Fees for Services Legal$12,556$1,747-$14,303
Conferences and Meetings$7,738$1,201-$8,939
Travel$5,663$1,909-$7,572
Total Functional Expenses$7,527,434$1,140,741$57,891$8,726,066

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,522,795
Expenses per Audited Statements$8,726,066
Total Expenses per Form 990$8,726,066
Expenses Not Reported on Form 990$796,729
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$114,774
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
2019-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Douglas a Wright
Formed
1941
Legal Domicile
Sc
Voting Board Members
14
Independent Board Members
14
Employees
301
Volunteers
42

Preparer

Firm
Mckinley Cooper & Co LLC
Address
777 LOWNDES ROAD BUILDING 3 SUITE, GREENVILLE, SC 29607
Preparer
Marcy M Loucks
Phone
8642331800
Supplemental Narrative

Additional Explanations

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

“63 clients were provided grass cutting services. Our insurance services provided counseling services to over 8,700 clients, trying to select the proper medicare part d, medicare advantage, or medicare supplement plans.”

Form 990, Part XI, Line 9

“Related party 159 related party -159”

Financial Statement Notes

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

“Consolidate subsidiary 725,157”

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

“Consolidated subsidiary 724,998”

Raw XML AppendixShowing 400 of 624 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/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 99 CLIENTS WITH 13,415 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 129 CLIENTS WITH 18,382 HOURS OF CARE. ASSISTED LIVING PROVIDES 19 LOW INCOME SENIORS 24/7 CARE. IT IS HOME TO 19 CLIENTS WHO STAY 5,540 DAYS. THESE SENIORS HAVE NO OTHER HOME AND MANY HAVE NO FAMILIES. MANY OF OUR CLIENTS CALL OUR ASSISTED LIVING HOME. 63 CLIENTS WERE PROVIDED GRASS CUTTING SERVICES. OUR INSURANCE SERVICES PROVIDED COUNSELING SERVICES TO OVER 8,700 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

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,674,628
Liabilities
$4,461,585
Net assets
$7,213,043
Revenue
$9,107,427
Expenses
$8,726,066
Net income
$381,361
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