Civic Intelligence

Senior Solutions

990 • Fiscal year 2021 • EIN 57-0634502

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 06, 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

0.29x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

67th percentile

0.44x

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

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

42nd percentile

8.8%

Higher net margin than 42% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2021

Asset Growth

18th percentile

-1.6%

Faster asset growth than 18% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

1.3%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Down

$13,380,413

Down $221,263 (-1.6%) from 2020

Net Assets

Up

$9,441,470

Up $790,320 (+9.1%) from 2020

Liabilities

Down

$3,938,943

Down $1,011,583 (-20%) from 2020

Revenue

Up

$9,013,652

Up $116,672 (+1.3%) from 2020

Expenses

Up

$8,223,296

Up $11,978 (+0.1%) from 2020

Net Income

Up

$790,356

Up $104,694 (+15%) from 2020

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

2021

Assets$13,380,413
Liabilities$3,938,943
Net Assets$9,441,470

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

2021

Revenue$9,013,652
Expenses$8,223,296
Net Income$790,356
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 6, 2021
Return Version
2020v4.0
Gross Receipts
$9,013,652
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$9,407,458$9,108,908▼ $298,550
Savings and Temporary Cash Investments$1,107,620$1,211,430▲ $103,810
Accounts Receivable$645,413$504,947▼ $140,466
Cash and Non-Interest-Bearing Accounts$235,516$294,875▲ $59,359
Prepaid Expenses and Deferred Charges$54,368$121,381▲ $67,013
Inventories for Sale or Use$133,652$96,652▼ $37,000
Intangible Assets-$17,500-
Total Assets$13,601,676$13,380,413▼ $221,263
Other Assets Total$2,017,649$2,024,720▲ $7,071
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,470,829$3,345,797▼ $125,032
Accounts Payable and Accrued Expenses$856,227$479,893▼ $376,334
Other Liabilities$623,410$102,319▼ $521,091
Deferred Revenue$60$10,934▲ $10,874
Total Liabilities$4,950,526$3,938,943▼ $1,011,583
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,651,150$9,441,470▲ $790,320
Total Net Assets Fund Balance$8,651,150$9,441,470▲ $790,320
Total Liabilities and Net Assets / Fund Balance$13,601,676$13,380,413▼ $221,263

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,705,224$2,592,823$8,298,047
Equipment$1,300,898$2,150,460$3,451,358
Land$2,102,786-$2,102,786
Other Assets Org$5,000--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Doug WrightPresident/ceFT$224,657$224,657
Doug WrightPresident/CEO-$224,657$224,657

Board Members and Trustees

NameTitle
Dr Sophie WooronsChair
Greg ShorePast Chair
Andre NguyenBoard Member
Bradley OrrBoard Member
Hollie HarrellBoard Member
Roger KanaanBoard Member
Terrance FordBoard Member
Rachelle Propp Shirley1st Vice CHA
Leo MedinaSecretary
Dr Ann WetselTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Glenn ConstructorsConstruction525 N MAIN STREET, Anderson, SC 29621$259,649
Revenue and Support

Revenue Composition

Contributions and Grants
$1,547,843
Program Service Revenue
$7,458,289
Investment Income
$7,520
Other Revenue
$0
All Other Contributions
$28,677
Change in Net Assets
$790,356

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,013,652
Revenue Not Reported on Form 990
$1,199,201
Total Revenue per Audited Statements
$10,212,853
Total Revenue per Form 990
$9,013,652
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,697,593
Other Expenses$3,525,703
Total Fundraising Expense$50,820
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,546,482$390,417$44,494$3,981,393
Depreciation Depletion$404,996$272,251-$677,247
Payroll Taxes$286,579$24,310$3,815$314,704
Current Officers, Directors, Trustees, and Key Employees$200,116$22,030$2,511$224,657
Other Expenses$203,433$6,307-$209,740
Occupancy$41,626$154,144-$195,770
Other Employee Benefits$132,792$24,583-$157,375
Information Technology$80,100$77,172-$157,272
Insurance$97,985$48,418-$146,403
Interest$50,003$96,009-$146,012
All Other Expenses$42,999$39,945-$82,944
Advertising$18,836$18,814-$37,650
Office Expenses$6,447$15,202-$21,649
Pension Plan Contributions$16,424$3,040-$19,464
Fees for Services Accounting-$14,000-$14,000
Conferences and Meetings$4,301$1,940-$6,241
Fees for Services Legal$3,300$1,607-$4,907
Fees for Services Other$1,258--$1,258
Total Functional Expenses$6,844,230$1,328,246$50,820$8,223,296

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$9,422,480
Expenses per Audited Statements$8,223,296
Total Expenses per Form 990$8,223,296
Expenses Not Reported on Form 990$1,199,184
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$84,819
Lease Liabilities$17,500
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
2021-12-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Wright
Formed
1941
Legal Domicile
Sc
Voting Board Members
10
Independent Board Members
10
Employees
235
Volunteers
41

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 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 36 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 75 clients with 15,081 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. 41 clients were provided grass cutting services. Our insurance services provided counseling services to over11,770 clients, trying to select the proper medicare part d, medicare advantage, or medicare supplement plans.

Form 990, Part XI, Line 9

Prior period adjustment -36

Financial Statement Notes

Schedule D, Page 3, Part X

The organization recognizes the tax benefits from uncertain tax positions only if it is more-likely-than-not that the tax position will be sustained on examination by the taxing authorities, based on the technical merits of the positions. The organization's income tax filings are subject to audit by various taxing authorities. Management believes the adoption of asc 740 -10 resulted in no significant impact to the organization's financial statements.

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

Consolidate subsidiary 1,178,520

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

Consolidated subsidiary 1,178,503

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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, NUTURING ENVIROMENT 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 36 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 75 CLIENTS WITH 15,081 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. 41 CLIENTS WERE PROVIDED GRASS CUTTING SERVICES. OUR INSURANCE SERVICES PROVIDED COUNSELING SERVICES TO OVER11,770 CLIENTS, TRYING TO SELECT THE PROPER MEDICARE PART D, MEDICARE ADVANTAGE, OR MEDICARE SUPPLEMENT PLANS.
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECOGNIZES THE TAX BENEFITS FROM UNCERTAIN TAX POSITIONS ONLY IF IT IS MORE-LIKELY-THAN-NOT THAT THE TAX POSITION WILL BE SUSTAINED ON EXAMINATION BY THE TAXING AUTHORITIES, BASED ON THE TECHNICAL MERITS OF THE POSITIONS. THE ORGANIZATION'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. MANAGEMENT BELIEVES THE ADOPTION OF ASC 740 -10 RESULTED IN NO SIGNIFICANT IMPACT TO THE ORGANIZATION'S FINANCIAL STATEMENTS.
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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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