Senior Services INC FY2023 filing

Tax-deductible

Kalamazoo, MI501(c)(3)Since 1963EIN 38-1747660Revenue $18.8M in FY2023

On file with the IRSmilestoneseniorservices.org918 Jasper St, 49001-2853 · Kalamazoo, MITax-exempt since Aug 1966Publicly supported — 509(a)(2)

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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.
93¢ of each $1 spent went to programs.
$732K 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

FY2023 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 6
filings with a surplus
Average surplus $579K a year · 3% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$732K
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
2 mo
of spending, in cash
Fine: 1.6 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
$1.6M
13% of total assets
Looks good: liabilities are 13% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$18.8M
+12% vs prior year
Spent
$17.8M
To programs
93%
Net assets
$10.3M
By yearFY2020–FY2025
Revenue
$18.8M
FY2023▲ +12%
Tap a bar for its year
Revenue by fiscal year
FY2020$15.6M
FY2021$16.1M
FY2022$16.8M
FY2023$18.8M
FY2024$19.8M
FY2025$22.7M
Expenses
$17.8M
FY2023▲ +8%
Tap a bar for its year
Expenses by fiscal year
FY2020$15.7M
FY2021$15.2M
FY2022$16.5M
FY2023$17.8M
FY2024$19.2M
FY2025$21.9M
Net assets
$10.3M
FY2023▲ +18%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.7M
FY2021$9.3M
FY2022$8.7M
FY2023$10.3M
FY2024$12.1M
FY2025$13.6M

From the FY2023 Form 990 (year ending September 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1966.

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

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $16.5M Management & general 5% · $924K Fundraising 2% · $307K

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

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Who runs it and what they're paid

22 people listed on the 990; $732K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Chief Executive Officer
$194,981Pt VII · Sec A
Chief Financial Officer
$167,762Pt VII · Sec A
Chief Operations Officer
$160,549Pt VII · Sec A
Director of HR
$107,766Pt VII · Sec A
Director of Fund Development
$101,423Pt VII · Sec A
$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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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.

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Provided by the organization

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3 programs · $16.1M · in their own filed words · FY2022
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.

$9.2Mprogram 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.

$4.4Mprogram 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…

$2.4Mprogram expense

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 FY2023 990, line by line.

1The main four
Money inPt VIII
$18.8M
Ln 12
Fees for servicesLn 2g$12.7M
Gifts and grantsLn 1h$6.1M
Other incomeLn 4–11$43K
Money outPt IX
$17.8M
Ln 25
Programscol B$16.5M
Managementcol C$924K
Fundraisingcol D$307K
Owns and owesPt X
$10.3M
net assets · Ln 32
Cash and savingsLn 1–2$2.3M
Total assetsLn 16$11.9M
LiabilitiesLn 26$1.6M
PeoplePt VI, VII
22
listed · VII A
PaidVII A5
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$6.1M
Government grantsLn 1e$4.5M
Fees for servicesLn 2g$12.7M
Investment incomeLn 3$26K
Other incomeLn 4–11$43K
Total revenueLn 12$18.8M
Assets in detailPt X, end of year
CashLn 1$2.3M
Cash and savings togetherLn 1–2$2.3M
InvestmentsLn 11–13$882K
Land, buildings, equipmentLn 10c$2.3M
Other assetsLn 15$4.6M
Total assetsLn 16$11.9M
LiabilitiesLn 26$1.6M
Net assetsLn 32$10.3M
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 FY23End FY23
Cash and savingsLn 1–2$1.2M$2.3M
InvestmentsLn 11–13$868K$882K
Land, buildings, equipmentLn 10c$1.6M$2.3M
Total assetsLn 16$9.9M$11.9M
LiabilitiesLn 26$1.2M$1.6M
Net assetsLn 32$8.7M$10.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$529K$166K$362K
Other salaries and wagesLn 7$5.3M$4.9M$217K$212K
Pension plan contributionsLn 8$143K$119K$19K$5K
Other employee benefitsLn 9$750K$675K$53K$22K
Payroll taxesLn 10$436K$379K$41K$16K
Legal feesLn 11b$26K$10K$15K$182
Accounting feesLn 11c$81K$75K$4K$2K
Investment management feesLn 11f$8K$4K$4K
Other fees for servicesLn 11g$6.9M$6.9M$21K$2K
Advertising and promotionLn 12$214K$124K$82K$8K
Office expensesLn 13$60K$36K$22K$2K
Information technologyLn 14$211K$186K$12K$14K
OccupancyLn 16$178K$166K$8K$4K
TravelLn 17$131K$127K$2K$2K
Conferences, conventions and meetingsLn 19$38K$11K$18K$9K
Depreciation, depletion and amortizationLn 22$213K$200K$9K$4K
InsuranceLn 23$150K$139K$7K$4K
Other expenses (24a–d)Ln 24$2.4M$2.3M$26K$3K
Total functional expensesLn 25$17.8M$16.5M$924K$307K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $22.7M$21.9M$790K$13.6M 990 PDF
FY2024 $19.8M$19.2M$585K$12.1M 990 PDF
FY2023 Viewing $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 $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 FY2023 990 (6 parts)
Part I · Summary $18,821,563 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $5,498,934$6,094,110
I-9 Program service revenuePrior year $11,294,323$12,658,056
I-10 Investment incomePrior year $7,154$26,115
I-11 Other revenuePrior year $43,993$43,282
I-12 Total revenuePrior year $16,844,404$18,821,563
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $6,798,152$7,190,635
I-16a Professional fundraising feesPrior year $29,250$0
I-17 Other expensesPrior year $9,695,056$10,575,205
I-18 Total expensesPrior year $16,522,458$17,765,840
I-19 Revenue less expensesPrior year $321,946$1,055,723
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $18,821,563 across 9 lines filed
Lines not itemized here account for $124,259 of total revenue; see the IRS return.
VIII-1a Federated campaigns$71,503
VIII-1e Government grants$4,501,035
VIII-1f All other contributions, gifts and grants$1,521,572
VIII-1h Total contributions, gifts and grants$6,094,110
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $12,533,797$12,533,797
VIII-3 Investment incomeExcluded from tax $26,115$26,115
VIII-8 Net income from fundraising eventsExcluded from tax $21,929$21,929
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $21,353$21,353
VIII-12 Total revenueRelated to mission $12,658,056 · Unrelated business $0 · Excluded from tax $69,397$18,821,563
Part IX · Statement of functional expenses $17,765,840 across 18 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $166,399 · Management $362,312$528,711
IX-7 Other salaries and wagesPrograms $4,903,791 · Management $217,351 · Fundraising $211,880$5,333,022
IX-8 Pension plan contributionsPrograms $118,860 · Management $18,855 · Fundraising $5,406$143,121
IX-9 Other employee benefitsPrograms $675,116 · Management $52,692 · Fundraising $21,773$749,581
IX-10 Payroll taxesPrograms $379,195 · Management $41,220 · Fundraising $15,785$436,200
IX-11b Legal feesPrograms $10,398 · Management $15,308 · Fundraising $182$25,888
IX-11c Accounting feesPrograms $74,810 · Management $4,133 · Fundraising $1,632$80,575
IX-11f Investment management feesPrograms $3,683 · Management $4,285$7,968
IX-11g Other fees for servicesPrograms $6,880,061 · Management $21,180 · Fundraising $2,048$6,903,289
IX-12 Advertising and promotionPrograms $124,429 · Management $82,297 · Fundraising $7,664$214,390
IX-13 Office expensesPrograms $36,122 · Management $21,660 · Fundraising $1,995$59,777
IX-14 Information technologyPrograms $185,902 · Management $11,555 · Fundraising $13,558$211,015
IX-16 OccupancyPrograms $166,381 · Management $8,116 · Fundraising $3,607$178,104
IX-17 TravelPrograms $126,901 · Management $2,253 · Fundraising $2,183$131,337
IX-19 Conferences, conventions and meetingsPrograms $11,280 · Management $18,167 · Fundraising $8,534$37,981
IX-22 Depreciation, depletion and amortizationPrograms $199,608 · Management $8,783 · Fundraising $4,149$212,540
IX-23 InsurancePrograms $138,891 · Management $7,349 · Fundraising $3,565$149,805
IX-24 Other expenses (24a–d)Programs $2,333,094 · Management $26,496 · Fundraising $2,946$2,362,536
IX-25 Total functional expensesPrograms $16,534,921 · Management $924,012 · Fundraising $306,907$17,765,840
Part X · Balance sheet $11,911,451 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $1,221,873$2,308,123
X-3 Pledges and grants receivableStart of year $1,477,090$1,061,826
X-4 Accounts receivableStart of year $273,511$574,121
X-8 Inventories for sale or useStart of year $76,027$134,519
X-9 Prepaid expenses and deferred chargesStart of year −$16,778$12,716
X-10c Land, buildings and equipment, netStart of year $1,610,434$2,315,371
X-12 Other securitiesStart of year $868,289$882,305
X-15 Other assetsStart of year $4,386,800$4,622,470
X-16 Total assetsStart of year $9,897,246$11,911,451
X-17 Accounts payable and accrued expensesStart of year $1,176,225$1,461,979
X-19 Deferred revenueStart of year $18,078$137,952
X-26 Total liabilitiesStart of year $1,194,303$1,599,931
X-27 Net assets without donor restrictionsStart of year $6,707,193$7,243,468
X-28 Net assets with donor restrictionsStart of year $1,995,750$3,068,052
X-32 Total net assets or fund balancesStart of year $8,702,943$10,311,520
X-33 Total liabilities and net assetsStart of year $9,897,246$11,911,451
Part XI · Reconciliation of net assets $10,311,520 net assets at year end
XI-1 Total revenue$18,821,563
XI-2 Total expenses$17,765,840
XI-3 Revenue less expenses$1,055,723
XI-4 Net assets at start of year$8,702,943
XI-5 Net unrealized gains (losses) on investments$537,036
XI-6 Donated services and use of facilities$15,818
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,311,520

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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