Civic Intelligence

Senior Solutions

990 • Fiscal year 2020 • EIN 57-0634502

Jul 01, 2019 to Jun 30, 2020 • Filed on Mar 22, 2021

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

62nd percentile

0.36x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

67th percentile

0.56x

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

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

59th percentile

7.7%

Higher net margin than 59% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

64th percentile

13%

Faster asset growth than 64% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

32nd percentile

-6.0%

Faster revenue growth than 32% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Assets

Up

$13,601,676

Up $1,519,036 (+13%) from 2019

Net Assets

Up

$8,651,150

Up $685,698 (+8.6%) from 2019

Liabilities

Up

$4,950,526

Up $833,338 (+20%) from 2019

Revenue

Down

$8,896,980

Down $566,666 (-6.0%) from 2019

Expenses

Down

$8,211,318

Down $498,102 (-5.7%) from 2019

Net Income

Down

$685,662

Down $68,564 (-9.1%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$13,601,676
Liabilities$4,950,526
Net Assets$8,651,150

Operations Trend

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

2020

Revenue$8,896,980
Expenses$8,211,318
Net Income$685,662
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Mar 22, 2021
Return Version
2019v5.0
Gross Receipts
$8,896,980
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$8,576,541$9,407,458▲ $830,917
Savings and Temporary Cash Investments$1,252,941$1,107,620▼ $145,321
Accounts Receivable$529,419$645,413▲ $115,994
Cash and Non-Interest-Bearing Accounts$424,322$235,516▼ $188,806
Inventories for Sale or Use$60,025$133,652▲ $73,627
Prepaid Expenses and Deferred Charges$61,476$54,368▼ $7,108
Total Assets$12,082,640$13,601,676▲ $1,519,036
Other Assets Total$1,177,916$2,017,649▲ $839,733
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,607,713$3,470,829▼ $136,884
Accounts Payable and Accrued Expenses$446,547$856,227▲ $409,680
Other Liabilities$60,240$623,410▲ $563,170
Deferred Revenue$2,688$60▼ $2,628
Total Liabilities$4,117,188$4,950,526▲ $833,338
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,965,452$8,651,150▲ $685,698
Total Net Assets Fund Balance$7,965,452$8,651,150▲ $685,698
Total Liabilities and Net Assets / Fund Balance$12,082,640$13,601,676▲ $1,519,036

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,983,774$2,282,430$8,266,204
Equipment$1,320,898$2,133,743$3,454,641
Land$2,102,786-$2,102,786
Other Assets Org$5,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Doug WrightPresident/ceFT$212,793$212,793
Doug WrightPresident/CEO-$212,793$212,793

Board Members and Trustees

NameTitle
Dr Sophie WooronsChair
Greg ShorePast Chair
Dr Ann WetselBoard Member
Hollie HarrellBoard Member
Lujack OrrBoard Member
Terrance FordBoard Member
Rachelle Propp Shirley1st Vice CHA
Leo MedinaSecretary
Dr Ronnie BoothTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
TraditionsPurchase MealsPO BOX 742992, Atlanta, GA 30374$859,881
Glenn ConstructorsPurchase Meals525 N MAIN STREET, Anderson, SC 29621$317,916
US Food ServicePurchase MealsPO BOX 602286, Charlotte, NC 28260$138,964
Pet Dairy-PO BOX 60498, Charlotte, NC 28260-0498$134,831
Palmetto State Roofing-PO BOX 4039, Greenville, SC 29608$124,493
Revenue and Support

Revenue Composition

Contributions and Grants
$1,334,210
Program Service Revenue
$7,534,272
Investment Income
$28,498
Other Revenue
$0
All Other Contributions
$43,897
Change in Net Assets
$685,662

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,896,980
Revenue Not Reported on Form 990
$986,053
Total Revenue per Audited Statements
$9,883,033
Total Revenue per Form 990
$8,896,980
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,715,388
Other Expenses$3,495,930
Total Fundraising Expense$44,585
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,500,523$438,298$39,186$3,978,007
Depreciation Depletion$400,691$247,281-$647,972
Payroll Taxes$285,990$24,240$3,303$313,533
Current Officers, Directors, Trustees, and Key Employees$187,251$23,446$2,096$212,793
Occupancy$42,532$159,250-$201,782
Other Employee Benefits$137,037$40,104-$177,141
Information Technology$94,031$70,047-$164,078
Interest$50,179$86,729-$136,908
Insurance$91,160$45,491-$136,651
All Other Expenses$102,507$33,372-$135,879
Other Expenses$73,330$18,874-$92,204
Office Expenses$20,379$64,823-$85,202
Pension Plan Contributions$27,780$6,134-$33,914
Advertising$18,921$4,616-$23,537
Fees for Services Other$10,000$10,000-$20,000
Fees for Services Accounting-$16,500-$16,500
Fees for Services Legal$4,312$11,863-$16,175
Conferences and Meetings$9,443$2,519-$11,962
Travel$130--$130
Total Functional Expenses$6,767,172$1,399,561$44,585$8,211,318

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,197,335
Expenses per Audited Statements$8,211,318
Total Expenses per Form 990$8,211,318
Expenses Not Reported on Form 990$986,017
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
Ppp Loan Payable$561,252
Accrued Annual Leave$62,158
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, 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
Doug Wright
Title
President/CEO
Phone
8642253370
Signed
2021-03-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Wright
Formed
1941
Legal Domicile
Sc
Voting Board Members
9
Independent Board Members
9
Employees
235
Volunteers
40

Preparer

Firm
Mckinley Cooper & Co LLC
Address
777 LOWNDES HILL RD BLDG 3 STE 225, GREENVILLE, SC 29607-2131
Preparer
Marcy M Loucks
Phone
8642331800
Supplemental Narrative

Additional Explanations

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

Adult day care offers a safe, nuturing enviroment to those unable to reamain 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 61 clients with 8,436 days of care. Our home care services provide clients with assistance with daily living skills such as light housekeeping, bathin, laundry, and meal preparation. We served 57 clients with 2,276 hours of care assisted living provided 19 low income seniors 24/7 care it is home to 19 clients who stary 5,549 days. These seniors have no other home and may have no families so many clients call our assisted living home. 24 clients were provided grass cutting services. Our insurance services provided counseling services to over 9,370 clients, trying to select the proper medicare part d, medicare advantage, or medicare supplement plans.

Form 990, Part XI, Line 9

Consolidate subsidiary 943,039 consolidated subsidiary -943,003 total 36

Financial Statement Notes

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

Consolidate subsidiary 943,039

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

Consolidated subsidiary 943,003

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IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT DAY CARE OFFERS A SAFE, NUTURING ENVIROMENT TO THOSE UNABLE TO REAMAIN 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 61 CLIENTS WITH 8,436 DAYS OF CARE. OUR HOME CARE SERVICES PROVIDE CLIENTS WITH ASSISTANCE WITH DAILY LIVING SKILLS SUCH AS LIGHT HOUSEKEEPING, BATHIN, LAUNDRY, AND MEAL PREPARATION. WE SERVED 57 CLIENTS WITH 2,276 HOURS OF CARE ASSISTED LIVING PROVIDED 19 LOW INCOME SENIORS 24/7 CARE IT IS HOME TO 19 CLIENTS WHO STARY 5,549 DAYS. THESE SENIORS HAVE NO OTHER HOME AND MAY HAVE NO FAMILIES SO MANY CLIENTS CALL OUR ASSISTED LIVING HOME. 24 CLIENTS WERE PROVIDED GRASS CUTTING SERVICES. OUR INSURANCE SERVICES PROVIDED COUNSELING SERVICES TO OVER 9,370 CLIENTS, TRYING TO SELECT THE PROPER MEDICARE PART D, MEDICARE ADVANTAGE, OR MEDICARE SUPPLEMENT PLANS.
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 4, PART XI, LINE 2D
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Document Assets

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Filings

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