Senior Services INC FY2020 filing

Tax-deductible

Kalamazoo, MI501(c)(3)Since 1963EIN 38-1747660

The mission of milestone senior services is to provide options that empower people to thrive in their community by being the leading and trusted community provider of innovative services to support individuals in their independence with dignity.

501(c)(3) charity; gifts are tax-deductible.
95¢ of each $1 spent went to programs.
$251K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $537K a year · 3% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
95%
of spending
Looks good: 95% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$251K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $45K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$1.2M
14% of total assets
Looks good: liabilities are 14% of assets; 50% or less.
Pt X · Ln 26
Independent board members
11
of 11 voting members
Looks good: 11 of 11 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$15.6M
Spent
$15.7M
To programs
95%
Net assets
$7.7M
By yearFY2020–FY2024
Revenue
$15.6M
FY2020
Revenue by fiscal year
FY2020$15.6M
FY2021$16.1M
FY2022$16.8M
FY2023$18.8M
FY2024$19.8M
FY2024$22.7M
Expenses
$15.7M
FY2020
Expenses by fiscal year
FY2020$15.7M
FY2021$15.2M
FY2022$16.5M
FY2023$17.8M
FY2024$19.2M
FY2024$21.9M
Net assets
$7.7M
FY2020
Net assets by fiscal year
FY2020$7.7M
FY2021$9.3M
FY2022$8.7M
FY2023$10.3M
FY2024$12.1M
FY2024$13.6M

From the FY2020 Form 990 (year ending September 2020) · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Aug 1966.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

95 cents of each dollar spent went to programs.

Program services 95% · $14.9M Management & general 4% · $690K Fundraising 1% · $106K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

11 people listed on the 990; $251K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$135,150Pt VII · Sec A
$96,745Pt VII · Sec A
$19,272Pt VII · Sec A
$0Pt VII · Sec A
Vice Chair
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2024FY2023FY2022FY2021FY2020
Richard Kline$198,542$194,980$194,981$186,662$171,449$135,150
Corinne Bradley$184,109$160,549$160,549$143,099$113,082—
Anita Grivins$181,770$167,762$167,762$161,329$156,118$19,272
Martha Huckabee$119,459—————
Cassandra Stewart$116,945$101,423$101,423———
Ruben Osorio-Sanders$116,235$107,766————
Dan Pontius———$58,884$113,632—
Ruben-Osorio-Sanders——$107,766———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Promotes elder well-being, coordinates community services, and advocates for vulnerable seniors.

Provided by the organization

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3 program services account for $14.4M of program spending, described in the organization's own filed words · FY2019.
01

Medicaid Waiver

This program provides an alternative to nursing home placement of medically frail elderly and disabled persons, thereby allowing them to remain in their own homes.

$8.7Mprogram expense
02

Nutrition Services Congregate Meals

Nutritious meals are served at friendship centers located throughout southwest michigan. Recreational and educational activities are also offered to seniors at centers in southwest michigan. Home delivered meals - this program provides nutritious home-delivered meals to homebound seniors.

$3.4Mprogram expense
03

In-Home Support Services Home Repair

Assessments and repair of homes, including minor roofing, plumbing, and barrier-free renovations are offered to seniors in order to keep people in a safe environment. Home care - in-home care aides provide assistance with personal care needs, mobility, companionship and can complete routine household tasks to maintain a healthy and safe…

$2.3Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 1 funder$45K
Grants paid · 1 grant · $12K · 2020–2020

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$15.6M
Ln 12
Gifts and grantsLn 1h$11.9M
Fees for servicesLn 2g$2.7M
Other incomeLn 4–11$1.0M
Money outPt IX
$15.7M
Ln 25
Programscol B$14.9M
Managementcol C$690K
Fundraisingcol D$106K
Owns and owesPt X
$7.7M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$8.9M
LiabilitiesLn 26$1.2M
PeoplePt VI, VII
11
listed · VII A
PaidVII A3
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11.9M
Government grantsLn 1e$11.3M
Fees for servicesLn 2g$2.7M
Investment incomeLn 3$376
Other incomeLn 4–11$1.0M
Gains on assetsLn 7−$31
Total revenueLn 12$15.6M
Assets in detailPt X, end of year
CashLn 1$1.6M
Cash and savings togetherLn 1–2$1.6M
Land, buildings, equipmentLn 10c$1.5M
Other assetsLn 15$5.1M
Total assetsLn 16$8.9M
LiabilitiesLn 26$1.2M
Net assetsLn 32$7.7M
OperationsPt I, VI
EmployeesI 5151
VolunteersI 6275
Fiscal year endsHeaderSeptember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$342K$1.6M
Land, buildings, equipmentLn 10c$1.4M$1.5M
Total assetsLn 16$8.4M$8.9M
LiabilitiesLn 26$1.2M$1.2M
Net assetsLn 32$7.3M$7.7M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$12K$12K
Pay of current officers, directors and key staffLn 5$251K$251K
Other salaries and wagesLn 7$4.6M$4.4M$196K$56K
Pension plan contributionsLn 8$110K$98K$11K$2K
Other employee benefitsLn 9$400K$336K$57K$7K
Payroll taxesLn 10$428K$411K$12K$5K
Legal feesLn 11b$14K$12K$1K
Accounting feesLn 11c$38K$38K
Professional fundraising feesLn 11e$18K$18K
Investment management feesLn 11f$10K$9K$816$228
Other fees for servicesLn 11g$7.5M$7.4M$21K$6K
Advertising and promotionLn 12$32K$24K$8K$565
Office expensesLn 13$99K$62K$33K$3K
Information technologyLn 14$88K$58K$29K$300
OccupancyLn 16$223K$210K$11K$2K
TravelLn 17$127K$120K$5K$3K
Conferences, conventions and meetingsLn 19$13K$7K$5K$1K
Depreciation, depletion and amortizationLn 22$153K$145K$7K$1K
InsuranceLn 23$45K$44K$976$496
Other expenses (24a–d)Ln 24$1.6M$1.6M$2K$347
Total functional expensesLn 25$15.7M$14.9M$690K$106K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $19.8M$19.2M$585K$12.1M 990 PDF
FY2023 $18.8M$17.8M$1.1M$10.3M 990 PDF
FY2022 $16.8M$16.5M$322K$8.7M 990 PDF
FY2021 $16.1M$15.2M$868K$9.3M 990 PDF
FY2020 Viewing $15.6M$15.7M−$146K$7.7M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (4 parts)
Part VIII · Statement of revenue $15,596,796 across 9 lines filed
VIII-1a Federated campaigns$220,984
VIII-1e Government grants$11,331,740
VIII-1f All other contributions, gifts and grants$316,583
VIII-1h Total contributions, gifts and grants$11,869,307
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,687,596$2,687,596
VIII-3 Investment incomeExcluded from tax $407$407
VIII-7 Net gain or loss on sales of assetsRelated to mission −$31−$31
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $1,039,517$1,039,517
VIII-12 Total revenueRelated to mission $3,727,082 · Excluded from tax $407$15,596,796
Part IX · Statement of functional expenses $15,743,006 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $12,200$12,200
IX-5 Pay of current officers, directors and key staffManagement $251,167$251,167
IX-7 Other salaries and wagesPrograms $4,350,992 · Management $195,654 · Fundraising $55,851$4,602,497
IX-8 Pension plan contributionsPrograms $97,520 · Management $10,548 · Fundraising $2,078$110,146
IX-9 Other employee benefitsPrograms $335,807 · Management $57,257 · Fundraising $6,953$400,017
IX-10 Payroll taxesPrograms $410,882 · Management $12,204 · Fundraising $5,149$428,235
IX-11b Legal feesPrograms $12,343 · Management $1,232$13,575
IX-11c Accounting feesManagement $38,031$38,031
IX-11e Professional fundraising feesFundraising $18,000$18,000
IX-11f Investment management feesPrograms $8,725 · Management $816 · Fundraising $228$9,769
IX-11g Other fees for servicesPrograms $7,424,335 · Management $21,445 · Fundraising $5,863$7,451,643
IX-12 Advertising and promotionPrograms $23,601 · Management $8,141 · Fundraising $565$32,307
IX-13 Office expensesPrograms $62,468 · Management $32,865 · Fundraising $3,492$98,825
IX-14 Information technologyPrograms $58,415 · Management $29,357 · Fundraising $300$88,072
IX-16 OccupancyPrograms $210,247 · Management $11,462 · Fundraising $1,548$223,257
IX-17 TravelPrograms $119,875 · Management $4,830 · Fundraising $2,682$127,387
IX-19 Conferences, conventions and meetingsPrograms $6,610 · Management $4,644 · Fundraising $1,406$12,660
IX-22 Depreciation, depletion and amortizationPrograms $144,762 · Management $7,318 · Fundraising $1,082$153,162
IX-23 InsurancePrograms $43,865 · Management $976 · Fundraising $496$45,337
IX-24 Other expenses (24a–d)Programs $1,624,458 · Management $1,914 · Fundraising $347$1,626,719
IX-25 Total functional expensesPrograms $14,947,105 · Management $689,861 · Fundraising $106,040$15,743,006
Part X · Balance sheet $8,933,065 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $342,461$1,594,628
X-4 Accounts receivableStart of year $1,215,350$681,277
X-8 Inventories for sale or useStart of year $73,000$86,317
X-10c Land, buildings and equipment, netStart of year $1,412,438$1,466,939
X-14 Intangible assets$53,882
X-15 Other assetsStart of year $5,387,073$5,050,022
X-16 Total assetsStart of year $8,430,322$8,933,065
X-17 Accounts payable and accrued expensesStart of year $1,115,391$862,561
X-19 Deferred revenueStart of year $56,006$357,677
X-26 Total liabilitiesStart of year $1,171,397$1,220,238
X-27 Net assets without donor restrictionsStart of year $7,183,925$7,639,327
X-28 Net assets with donor restrictionsStart of year $75,000$73,500
X-32 Total net assets or fund balancesStart of year $7,258,925$7,712,827
X-33 Total liabilities and net assetsStart of year $8,430,322$8,933,065
Part XI · Reconciliation of net assets $7,712,827 net assets at year end
XI-1 Total revenue$15,596,796
XI-2 Total expenses$15,743,006
XI-3 Revenue less expenses−$146,210
XI-4 Net assets at start of year$7,258,925
XI-5 Net unrealized gains (losses) on investments$565,793
XI-6 Donated services and use of facilities$34,319
XI-10 Net assets at end of year$7,712,827

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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