Senior Services INC FY2021 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.
94¢ of each $1 spent went to programs.
$554K 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

FY2021 · 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
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$554K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.4 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
$1.3M
12% of total assets
Looks good: liabilities are 12% of assets; 50% or less.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$16.1M
+3% vs prior year
Spent
$15.2M
To programs
94%
Net assets
$9.3M
By yearFY2020–FY2024
Revenue
$16.1M
FY2021▲ +3%
Revenue by fiscal year
FY2020$15.6M
FY2021$16.1M
FY2022$16.8M
FY2023$18.8M
FY2024$19.8M
FY2024$22.7M
Expenses
$15.2M
FY2021▼ -3%
Expenses by fiscal year
FY2020$15.7M
FY2021$15.2M
FY2022$16.5M
FY2023$17.8M
FY2024$19.2M
FY2024$21.9M
Net assets
$9.3M
FY2021▲ +21%
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 FY2021 Form 990 (year ending September 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

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

94 cents of each dollar spent went to programs.

Program services 94% · $14.3M Management & general 5% · $774K Fundraising 1% · $127K

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

Who runs it and what they're paid

18 people listed on the 990; $554K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Chief Executive Officer
$171,449Pt VII · Sec A
Chief Financial Officer
$156,118Pt VII · Sec A
Chief Operations Officer
$113,632Pt VII · Sec A
Chief Clinical Officer
$113,082Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$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

This section is blank until Senior Services INC claims this page.

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3 program services account for $13.7M of program spending, described in the organization's own filed words · FY2020.
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.

$8.3Mprogram expense
02

Nutrition Services Meals

Nutritious meals are served at friendship centers located throughout southwest michigan or delivered to homebound individual's homes. Recreational and educational activities are also offered to seniors at centers in southwest michigan.

$3.3Mprogram 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…

$2.1Mprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$16.1M
Ln 12
Fees for servicesLn 2g$10.9M
Gifts and grantsLn 1h$5.1M
Other incomeLn 4–11$50K
Money outPt IX
$15.2M
Ln 25
Programscol B$14.3M
Managementcol C$774K
Fundraisingcol D$127K
Owns and owesPt X
$9.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.7M
Total assetsLn 16$10.6M
LiabilitiesLn 26$1.3M
PeoplePt VI, VII
18
listed · VII A
PaidVII A4
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5.1M
Government grantsLn 1e$4.0M
Fees for servicesLn 2g$10.9M
Other incomeLn 4–11$50K
Total revenueLn 12$16.1M
Assets in detailPt X, end of year
CashLn 1$1.7M
Cash and savings togetherLn 1–2$1.7M
Land, buildings, equipmentLn 10c$1.4M
Other assetsLn 15$5.8M
Total assetsLn 16$10.6M
LiabilitiesLn 26$1.3M
Net assetsLn 32$9.3M
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 FY21End FY21
Cash and savingsLn 1–2$1.6M$1.7M
Land, buildings, equipmentLn 10c$1.5M$1.4M
Total assetsLn 16$8.9M$10.6M
LiabilitiesLn 26$1.2M$1.3M
Net assetsLn 32$7.7M$9.3M
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$559K$152K$407K
Other salaries and wagesLn 7$4.2M$4.1M$154K
Pension plan contributionsLn 8$116K$99K$17K$6
Other employee benefitsLn 9$421K$410K$11K$12
Payroll taxesLn 10$359K$324K$34K
Legal feesLn 11b$970$495$475
Accounting feesLn 11c$37K$37K
Professional fundraising feesLn 11e$15K$15K
Investment management feesLn 11f$14K$13K$1K
Other fees for servicesLn 11g$6.8M$6.7M$23K$78K
Advertising and promotionLn 12$230K$136K$77K$17K
Office expensesLn 13$13K$11K$2K$84
Information technologyLn 14$181K$169K$4K$9K
OccupancyLn 16$182K$170K$12K
TravelLn 17$114K$112K$2K$148
Conferences, conventions and meetingsLn 19$6K$3K$2K$533
Depreciation, depletion and amortizationLn 22$187K$172K$15K
InsuranceLn 23$30K$29K$1K
Other expenses (24a–d)Ln 24$1.8M$1.7M$11K$7K
Total functional expensesLn 25$15.2M$14.3M$774K$127K

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 Viewing $16.1M$15.2M$868K$9.3M 990 PDF
FY2020 $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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $16,068,018 across 7 lines filed
Lines not itemized here account for $115,111 of total revenue; see the IRS return.
VIII-1e Government grants$3,985,417
VIII-1f All other contributions, gifts and grants$1,152,224
VIII-1h Total contributions, gifts and grants$5,137,641
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,765,682$10,765,682
VIII-8 Net income from fundraising eventsExcluded from tax $37,401$37,401
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $12,183$12,183
VIII-12 Total revenueRelated to mission $10,880,793 · Unrelated business $0 · Excluded from tax $49,584$16,068,018
Part IX · Statement of functional expenses $15,199,887 across 20 lines filed
IX-1 Grants to domestic organizationsPrograms $12,000$12,000
IX-5 Pay of current officers, directors and key staffPrograms $151,951 · Management $406,805$558,756
IX-7 Other salaries and wagesPrograms $4,056,983 · Management $154,064$4,211,047
IX-8 Pension plan contributionsPrograms $98,942 · Management $17,163 · Fundraising $6$116,111
IX-9 Other employee benefitsPrograms $410,089 · Management $10,685 · Fundraising $12$420,786
IX-10 Payroll taxesPrograms $324,451 · Management $34,394$358,845
IX-11b Legal feesPrograms $495 · Management $475$970
IX-11c Accounting feesPrograms $37,350$37,350
IX-11e Professional fundraising feesFundraising $15,000$15,000
IX-11f Investment management feesPrograms $13,263 · Management $1,136$14,399
IX-11g Other fees for servicesPrograms $6,654,020 · Management $23,407 · Fundraising $78,000$6,755,427
IX-12 Advertising and promotionPrograms $135,670 · Management $77,046 · Fundraising $17,480$230,196
IX-13 Office expensesPrograms $11,372 · Management $1,775 · Fundraising $84$13,231
IX-14 Information technologyPrograms $168,793 · Management $3,941 · Fundraising $8,631$181,365
IX-16 OccupancyPrograms $170,197 · Management $11,925$182,122
IX-17 TravelPrograms $111,863 · Management $2,210 · Fundraising $148$114,221
IX-19 Conferences, conventions and meetingsPrograms $2,891 · Management $2,475 · Fundraising $533$5,899
IX-22 Depreciation, depletion and amortizationPrograms $171,914 · Management $14,829$186,743
IX-23 InsurancePrograms $28,623 · Management $1,478$30,101
IX-24 Other expenses (24a–d)Programs $1,737,555 · Management $10,636 · Fundraising $7,127$1,755,318
IX-25 Total functional expensesPrograms $14,298,422 · Management $774,444 · Fundraising $127,021$15,199,887
Part X · Balance sheet $10,618,830 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,594,628$1,742,750
X-3 Pledges and grants receivableStart of year $0$1,218,669
X-4 Accounts receivableStart of year $681,277$124,766
X-8 Inventories for sale or useStart of year $86,317$69,966
X-9 Prepaid expenses and deferred chargesStart of year $0$236,639
X-10c Land, buildings and equipment, netStart of year $1,466,939$1,429,582
X-14 Intangible assetsStart of year $53,882$0
X-15 Other assetsStart of year $5,050,022$5,796,458
X-16 Total assetsStart of year $8,933,065$10,618,830
X-17 Accounts payable and accrued expensesStart of year $862,561$1,126,762
X-19 Deferred revenueStart of year $357,677$146,685
X-26 Total liabilitiesStart of year $1,220,238$1,273,447
X-27 Net assets without donor restrictionsStart of year $7,639,327$8,491,839
X-28 Net assets with donor restrictionsStart of year $73,500$853,544
X-32 Total net assets or fund balancesStart of year $7,712,827$9,345,383
X-33 Total liabilities and net assetsStart of year $8,933,065$10,618,830
Part XI · Reconciliation of net assets $9,345,383 net assets at year end
XI-1 Total revenue$16,068,018
XI-2 Total expenses$15,199,887
XI-3 Revenue less expenses$868,131
XI-4 Net assets at start of year$7,712,827
XI-5 Net unrealized gains (losses) on investments$746,436
XI-6 Donated services and use of facilities$17,989
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$9,345,383

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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