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Nonprofiteer
← SENIOR SERVICES INC

Form 990 for tax year 2023

Filed by SENIOR SERVICES INC.

Totals

Total revenue
$11,759,382
Total expenses
$9,220,523
Contributions and grants received
$9,374,573
Grants paid
$1,000
Program service revenue
$1,515,744
Investment income
$716,466
Other revenue
$152,599
Total assets, end of year
$31,586,280
Total liabilities, end of year
$989,508
Net assets or fund balances, end of year
$30,596,772
Program services expenses (Part IX)
$8,082,089
Management and general expenses
$774,532
Fundraising expenses
$363,902
Program service expenses (Part III)
$8,082,089

Program services were 87.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $540,881

  • 1d · Related organizations

    $200,000

  • 1e · Government grants (contributions)

    $6,207,941

  • 1f · All other contributions, gifts and grants

    $2,425,751

  • 1g · Noncash contributions included above

    $366,360

  • 2a · Program service revenue: LIVING AT HOME

    total $859,334 · related or exempt $859,334

  • 2b · Program service revenue: ADULT DAY CARE

    total $454,296 · related or exempt $454,296

  • 2c · Program service revenue: MEALS ON WHEELS

    total $128,873 · related or exempt $128,873

  • 2d · Program service revenue: ELDERCARE CHOICE & OTHER PRG.

    total $45,615 · related or exempt $45,615

  • 2e · Program service revenue: HOME CARE

    total $22,487 · related or exempt $22,487

  • 2f · All other program service revenue

    total $5,139 · related or exempt $5,139

  • 3 · Investment income

    total $337,234 · excluded $337,234

  • 6a · Gross rents

    real property $165,951

  • 6c · Rental income or loss

    real property $165,951

  • 6d · Net rental income or loss

    total $165,951 · unrelated business $165,951

  • 7a · Gross sales of assets other than inventory

    other assets $1,000,000

  • 7b · Less cost or other basis and sales expenses

    other assets $620,768

  • 7c · Gain or loss

    other assets $379,232

  • 7d · Net gain or loss

    total $379,232 · excluded $379,232

  • 8a · Fundraising events: gross income

    $26,912

  • 8a · Fundraising events: contributions included on line 1c

    $540,881

  • 8b · Fundraising events: direct expenses

    $65,580

  • 8c · Net income from fundraising events

    total -$38,668 · excluded -$38,668

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $25,316 · excluded $25,316

  • 11e · Other revenue, total

    $25,316

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $1,000 · program services $1,000

  • 5 · Compensation of officers, directors and key employees

    total $489,620 · program services $425,904 · management and general $37,382 · fundraising $26,334

  • 7 · Other salaries and wages

    total $4,039,561 · program services $3,563,017 · management and general $245,490 · fundraising $231,054

  • 8 · Pension plan contributions

    total $164,017 · program services $126,370 · management and general $33,401 · fundraising $4,246

  • 9 · Other employee benefits

    total $537,735 · program services $414,309 · management and general $109,506 · fundraising $13,920

  • 10 · Payroll taxes

    total $332,824 · program services $243,394 · management and general $73,916 · fundraising $15,514

  • 11b · Fees: legal

    total $9,980 · program services $9,538 · management and general $303 · fundraising $139

  • 11c · Fees: accounting

    total $49,177 · program services $46,051 · fundraising $3,126

  • 11g · Fees: other

    total $385,338 · program services $367,755 · management and general $8,627 · fundraising $8,956

  • 12 · Advertising and promotion

    total $114,672 · program services $68,455 · management and general $41,077 · fundraising $5,140

  • 13 · Office expenses

    total $107,959 · program services $91,992 · management and general $12,042 · fundraising $3,925

  • 16 · Occupancy

    total $171,949 · program services $146,518 · management and general $19,180 · fundraising $6,251

  • 17 · Travel

    total $75,623 · program services $74,439 · management and general $881 · fundraising $303

  • 19 · Conferences, conventions and meetings

    total $62,104 · program services $41,847 · management and general $18,326 · fundraising $1,931

  • 22 · Depreciation, depletion and amortization

    total $455,604 · program services $407,247 · management and general $39,615 · fundraising $8,742

  • 23 · Insurance

    total $231,411 · program services $191,723 · management and general $34,961 · fundraising $4,727

  • 24a · Other expenses: FOOD

    total $1,267,793 · program services $1,266,385 · management and general $38 · fundraising $1,370

  • 24b · Other expenses: SUPPLIES AND MAINTENANCE

    total $347,664 · program services $315,061 · management and general $26,605 · fundraising $5,998

  • 24c · Other expenses: PROGRAM EXPENSE

    total $312,596 · program services $255,850 · management and general $37,147 · fundraising $19,599

  • 24d · Other expenses: MISCELLANEOUS

    total $83,037 · program services $63,533 · management and general $19,487 · fundraising $17

  • 24e · All other expenses

    total -$19,141 · program services -$38,299 · management and general $16,548 · fundraising $2,610

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,167,846 · end of year $583,542

  • 2 · Savings and temporary cash investments

    beginning of year $712,734 · end of year $222,690

  • 3 · Pledges and grants receivable

    beginning of year $7,168,020 · end of year $4,771,260

  • 4 · Accounts receivable

    beginning of year $348,776 · end of year $400,252

  • 7 · Other notes and loans receivable

    beginning of year $15,006,250 · end of year $15,006,250

  • 8 · Inventories for sale or use

    beginning of year $19,980 · end of year $19,980

  • 9 · Prepaid expenses and deferred charges

    beginning of year $124,102 · end of year $120,933

  • 10a · Land, buildings and equipment: cost or other basis

    $10,835,167

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,885,630

  • 10c · Land, buildings and equipment, net

    beginning of year $4,954,545 · end of year $6,949,537

  • 12 · Investments: other securities

    beginning of year $718,462 · end of year $768,191

  • 15 · Other assets

    beginning of year $1,471,087 · end of year $2,743,645

  • 17 · Accounts payable and accrued expenses

    beginning of year $847,462 · end of year $863,231

  • 19 · Deferred revenue

    beginning of year $14,982 · end of year $16,804

  • 23 · Secured mortgages and notes payable

    beginning of year $2,782,155

  • 25 · Other liabilities

    beginning of year $68,148 · end of year $109,473

  • 27 · Net assets without donor restrictions

    beginning of year $20,698,714 · end of year $26,354,570

  • 28 · Net assets with donor restrictions

    beginning of year $7,280,341 · end of year $4,242,202

Mission and programs · 2023

Mission

THE MISSION OF SENIOR SERVICES, INC. IS TO HELP OLDER ADULTS REMAIN AT HOME AS LONG AS POSSIBLE AND TO HELP THEM LIVE WITH DIGNITY. WITH CONCERN FOR THOSE WHO CARE FOR SENIOR ADULTS, WE ALSO HELP CAREGIVERS THROUGH SERVICES AND EDUCATION THAT WILL BENEFIT THEM. INDIVIDUALS WHO CANNOT AFFORD TO PAY FOR SERVICES ARE OF SPECIAL CONCERN TO SENIOR SERVICES AND RECEIVE ASSISTANCE TO EVERY EXTENT POSSIBLE THROUGH PHILANTHROPIC CONTRIBUTIONS AND AVAILABLE PUBLIC FUNDS.

  • ADULT DAY CARE: DAY CARE/DAY HEALTH SERVICES PROVIDED TO OLDER ADULTS, THE MAJORITY OF WHOM ARE LIVING WITH MEMORY LOSS. DURING THE YEAR 17,503 DAYS OF CARE WAS PROVIDED TO 279 PEOPLE AT THE ELIZABETH AND TAB WILLIAMS ADULT DAY CENTER OF SENIOR SERVICES. THE WILLIAMS CENTER IS OPEN FROM 7:00 A.M. TO 6:00 P.M., MONDAY THROUGH FRIDAY AND PROVIDES SUPERVISION, MEMORY STIMULATING ACTIVITIES, MEALS, BATHS, HAIRCUTS, DENTAL CARE, ETC. TO OLDER ADULTS LIVING WITH MEMORY LOSS, AS WELL AS SUPPORT GROUPS FOR FAMILY CAREGIVERS.

    Expenses $1,711,026 · Revenue $454,296

  • HOME CARE: CERTIFIED NURSING ASSISTANTS OF SENIOR SERVICES SPENT 23,156 HOURS CARING FOR 237 OLDER ADULTS LIVING WITH FRAILTY IN THEIR HOMES. HOME CARE SERVICES INCLUDE HELP WITH BATHING, DRESSING, TOILETING, PHYSICAL EXERCISE, TRANSFER, ETC.; 14,715 BATHS WERE GIVEN DURING THESE HOURS OF SERVICE. THIS SERVICE HELPS OLDER ADULTS REMAIN IN THEIR HOMES LIVING WITH DIGNITY, AVOIDING COSTLY INSTITUTIONAL PLACEMENTS.

    Expenses $1,378,150 · Revenue $22,487

  • MEALS ON WHEELS: NUTRITIOUS MEALS DELIVERED MONDAY THROUGH FRIDAY TO HOMEBOUND SENIOR CITIZENS. DURING THE YEAR, 234,810 LUNCHES WERE DELIVERED TO 1,639 SENIORS AND 18,804 POUNDS OF GROCERIES WERE DELIVERED TO 120 PEOPLE IN NEED, REPRESENTING THOUSANDS OF MOMENTS OF PRICELESS HUMAN INTERACTION.

    Expenses $2,129,487 · Revenue $128,873

  • LIVING AT HOME: 232 HIGH RISK ELDERS WERE ABLE TO REMAIN LIVING AT HOME THROUGH SPECIALIZED PACKAGES OF SERVICES COORDINATED BY NURSES AND SOCIAL WORKERS OF SENIOR SERVICES. THIS "NURSING HOME WITHOUT WALLS" APPROACH IS LESS EXPENSIVE AND PREFERRED BY SENIORS. AN ESTIMATED 357,914 IN-HOME SERVICE HOURS AND 40,002 BATHS WERE ARRANGED FOR BY OUR CASE MANAGERS AND PROVIDED INDIRECTLY AS A RESULT OF THIS MEDICAID PROGRAM. HELPLINE: THE HELPLINE IS STAFFED WITH AGING RESOURCE SPECIALISTS WHO PROVIDE INFORMATION, REFERRALS AND OPTIONS COUNSELING TO SENIORS AND THEIR CAREGIVERS ON A VARIETY OF AGING TOPICS SUCH AS IN-HOME SERVICE, HOUSING OPTIONS, COMMUNITY RESOURCES, AND LONG-TERM PLANNING. AGING RESOURCE SPECIALISTS ANSWERED 11,096 INFORMATION AND ASSISTANCE QUESTIONS OF SENIORS OR FAMILY CAREGIVERS. SENIOR LUNCH: 13,158 HOT LUNCHES WERE SERVED TO 150 OLDER ADULTS AT FOUR CONGREGATE NUTRITION SITES IN FORSYTH COUNTY. IN ADDITION TO LUNCH, PARTICIPANTS BENEFITTED FROM INFORMATIONAL AND ENTERTAINING PROGRAMS AND REGULAR SOCIALIZATION. CREATIVE CONNECTIONS: 770 OLDER ADULTS WERE SERVED IN CREATIVE CONNECTIONS AND MEMORY CONNECTIONS WITH 188 NEW ENROLLEES. OLDER ADULTS PARTICIPATED IN 1,785 CREATIVE CONNECTION ACTIVITIES. ELDER CARE CHOICES OF SENIOR SERVICES IS A REFERRAL AND CONSULTATION SERVICE FOR EMPLOYEES OF CONTRACTING COMPANIES. THE SERVICE IS DESIGNED TO SAVE EMPLOYEES TIME IN IDENTIFYING AND LOCATING APPROPRIATE RESOURCES TO HELP IN THEIR CAREGIVING NEEDS. PCORI STANDS FOR PATIENT-CENTERED OUTCOMES RESEARCH INSTITUTE IS AN INITIATIVE THAT HELPS PATIENTS, THEIR FAMILIES, AND CLINICIANS NAVIGATE THE HEALTH CARE SYSTEM BY GUIDING THEM TO TRUST WORTHY INFORMATION TO AIDE IN THE TREATMENT PROCESS. SENIOR SERVICES IS PARTICIPATING IN THE D-CARE RESEARCH STUDY LOOKING AT HOW ACCESS TO RESOURCES, PLANNING, AND COMMUNITY-BASED ORGANIZATIONS CAN ASSIST FAMILIES NAVIGATING A DEMENTIA DIAGNOSIS. FAMILY CARE GIVER SUPPORT- THIS PROGRAM PROVIDES SUPPORT AND INFORMATION TO CAREGIVERS THAT ARE PROVIDING CARE TO A SENIOR ADULT. THIS PROGRAM ALSO SUPPORTS OLDER ADULTS WHO ARE SERVING IN A KINSHIP CARE ROLE, SUCH AS GRANDPARENTS RAISING GRANDCHILDREN.

    Expenses $2,863,426 · Grants $1,000 · Revenue $910,088

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • T Lee Covington

    PRESIDENT/CE

    Total calculated
    $243,345
    From this org
    $207,044
    From related orgs
    $0
    Other
    $36,301
    Hours/week
    40 + 1 related

    Schedule J breakdown matched by us

    Base
    $202,044
    Bonus
    not reported
    Other
    $5,000
    Deferred
    $9,786
    Nontaxable benefits
    $26,515
    Filer's total
    $243,345

  • Kristen Perry

    COO

    Total calculated
    $134,958
    From this org
    $125,127
    From related orgs
    $0
    Other
    $9,831
    Hours/week
    40

  • Leigh Anne Groves End November

    CHIEF DEV. O

    Total calculated
    $127,386
    From this org
    $114,200
    From related orgs
    $0
    Other
    $13,186
    Hours/week
    40

  • Marilyn Beach

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Art Bloom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dr Goldie Byrd

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ben Carson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Linda Davis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Dale Driscoll

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Anita Fields

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alisha Hutchens

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Roberta Irvin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Alex Johnston

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Kohlrus

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Sylvia Oberle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Gini Piekarski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Peggy Reingold

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ann Riddle

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jolyn Roberts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Denise Robinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Melvin Scales

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • J Stanley Scott

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Doria Stitts

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Evelyn Terry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Garry Whitaker

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Wallace Wu

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Mark Batten

    CHIEF DEV. O

    Total calculated
    $0
    Hours/week
    40

  • Sandlin Douglas

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Iris Cole

    CHAIR-ELECT

    Total calculated
    $0
    Hours/week
    1

  • Shana Hurt

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Edward G Shaw

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Lynn Eisenberg

    IMMEDIATE PA

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

SCHEDULE J, PAGE 1, PART I, LINE 1A
ON BEHALF OF T. LEE COVINGTON, PRESIDENT & CEO, SENIOR SERVICES INC. PAYS FOR THE DUES OF THE ROTARY CLUB OF WINSTON-SALEM. THE DUES ALLOW THE PRESIDENT & CEO TO NETWORK AND PROMOTE SENIOR SERVICES INC. NO PORTION OF THE 660 DUES WERE INCLUDED IN THE PRESIDENT & CEO'S COMPENSATION.
SCHEDULE J, PAGE 1, PART I, LINE 3
COMPENSATION PROCESS FOR TOP OFFICIAL- PRIOR TO THE ANNUAL PERFORMANCE REVIEW, THE PRESIDENT AND CEO PROVIDES A WRITTEN OVERVIEW OF THE KEY EVENTS, ACTIONS AND ACCOMPLISHMENTS OF SENIOR SERVICES DURING THE PREVIOUS YEAR TO THE EXECUTIVE COMPENSATION COMMITTEE. THE COMMITTEE CONSISTS OF THE CHAIR, VICE CHAIR, CHAIR ELECT, IMMEDIATE PAST CHAIR, AND THE TREASURER OF THE BOARD OF DIRECTORS. IN ESTABLISHING A RECOMMENDATION FOR COMPENSATION, THE COMMITTEE REVIEWS COMPENSATION COMPARABILITY FACTORS OBTAINED FROM THE IRS FORM 990 OF SIMILAR LOCAL NONPROFIT ORGANIZATIONS AND OR CREDIBLE SALARY SURVEY DATA AS WELL AS THE PRESIDENT AND CEO'S WRITTEN OVERVIEW. THIS ACTION WILL BE RECORDED AND DOCUMENTATION PLACED IN THE PRESIDENT AND CEO'S PERSONNEL FILE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
25 March 2025
IRS schema version
2023v6.0
Source object
202510849349300806

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